Wells Fargo & Company Has Lowered Expectations for Marriott International (NASDAQ:MAR) Stock Price

Marriott International (NASDAQ:MAR) had its target price reduced by equities research analysts at Wells Fargo & Company from $449.00 to $425.00 in a research report issued on Tuesday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Wells Fargo & Company‘s target price indicates a potential upside of 22.54% from the stock’s current price.

Other equities research analysts also recently issued reports about the stock. JPMorgan Chase & Co. raised their price target on shares of Marriott International from $387.00 to $400.00 and gave the company a “neutral” rating in a research note on Tuesday, July 21st. Susquehanna upped their price target on Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research note on Thursday, April 23rd. Stifel Nicolaus lifted their price target on shares of Marriott International from $352.00 to $365.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Weiss Ratings reissued a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. Finally, Morgan Stanley lifted their price objective on shares of Marriott International from $353.00 to $380.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Nine analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Marriott International presently has a consensus rating of “Moderate Buy” and an average price target of $387.24.

Marriott International Price Performance

MAR stock opened at $346.83 on Tuesday. Marriott International has a 1 year low of $255.27 and a 1 year high of $410.98. The firm has a market capitalization of $91.46 billion, a PE ratio of 36.39, a price-to-earnings-growth ratio of 2.92 and a beta of 1.10. The business has a 50 day simple moving average of $379.07 and a 200-day simple moving average of $354.58.

Marriott International (NASDAQ:MAR) last posted its earnings results on Monday, August 3rd. The company reported $3.19 EPS for the quarter, beating the consensus estimate of $3.08 by $0.11. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The company had revenue of $2.01 billion during the quarter, compared to analyst estimates of $7.19 billion. During the same period in the prior year, the company earned $2.65 earnings per share. The business’s revenue was up 4.8% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. On average, equities research analysts expect that Marriott International will post 11.66 EPS for the current year.

Insider Buying and Selling at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $361.56, for a total value of $1,084,680.00. Following the completion of the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 11.43% of the company’s stock.

Hedge Funds Weigh In On Marriott International

Institutional investors have recently bought and sold shares of the business. Brighton Jones LLC boosted its position in Marriott International by 2.5% in the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock worth $2,479,000 after purchasing an additional 218 shares in the last quarter. Empowered Funds LLC increased its holdings in Marriott International by 39.1% in the first quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock valued at $1,383,000 after buying an additional 1,631 shares in the last quarter. Woodline Partners LP grew its position in Marriott International by 39.6% during the first quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock valued at $4,605,000 after acquiring an additional 5,480 shares during the period. Intech Investment Management LLC lifted its stake in Marriott International by 21.8% during the first quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock worth $1,438,000 after purchasing an additional 1,079 shares during the last quarter. Finally, Sei Investments Co. increased its holdings in shares of Marriott International by 3.8% in the second quarter. Sei Investments Co. now owns 137,329 shares of the company’s stock valued at $37,520,000 after buying an additional 5,007 shares in the last quarter. 70.70% of the stock is owned by hedge funds and other institutional investors.

Marriott International News Roundup

Here are the key news stories impacting Marriott International this week:

• Positive Sentiment: Marriott reported second-quarter adjusted EPS of $3.19, ahead of the roughly $3.06–$3.08 analyst consensus and up from $2.65 a year earlier. Worldwide comparable RevPAR increased 3.4%, led by 5.0% growth in the U.S. and Canada. Marriott International Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its full-year 2026 adjusted EPS outlook to $11.64–$11.81 from its prior $11.38–$11.63 range and continued returning capital to shareholders, including $1.1 billion of second-quarter share repurchases. Its development pipeline reached approximately 629,000 rooms, while net rooms grew 4.5% year over year. Marriott International Reports Second Quarter 2026 Results
• Positive Sentiment: Marriott began rolling out “Ask Bonvoy,” an AI-powered conversational search tool intended to improve customer engagement and increase direct bookings through Marriott.com and the Bonvoy app. Marriott Adds AI-Powered Conversational Search Tool to Drive Direct Bookings
• Neutral Sentiment: Analysts remain divided: BMO retained an “outperform” rating and a $395 target, while Baird lowered its target to $393 but kept a “neutral” rating. Barclays cut its target to $348 and maintained “equal weight,” implying limited near-term upside.
• Negative Sentiment: Management’s third-quarter adjusted EPS guidance of $2.74–$2.82 fell below the $2.88 consensus estimate, raising concerns that earnings momentum may slow after the second-quarter beat.
• Negative Sentiment: International comparable RevPAR declined 0.5%, with the Middle East conflict significantly reducing travel demand and sales in the region. Investors also viewed the broader revenue performance and international outlook as disappointing relative to Marriott’s elevated valuation. Marriott Says Middle East Conflict Weighed on 2Q Sales

Marriott International Company Profile

Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.

The company traces its roots to the hospitality business founded by J.