Marriott International (NASDAQ:MAR) Price Target Cut to $393.00 by Analysts at Robert W. Baird

Marriott International (NASDAQ:MAR) had its price target cut by research analysts at Robert W. Baird from $394.00 to $393.00 in a report issued on Tuesday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. Robert W. Baird’s price target suggests a potential upside of 13.31% from the company’s previous close.

MAR has been the subject of a number of other reports. Susquehanna upped their target price on shares of Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research note on Thursday, April 23rd. Morgan Stanley lifted their price objective on shares of Marriott International from $353.00 to $380.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Sanford C. Bernstein set a $412.00 target price on shares of Marriott International in a report on Monday, June 15th. Barclays lowered their price target on shares of Marriott International from $379.00 to $348.00 and set an “equal weight” rating on the stock in a research note on Tuesday. Finally, TD Cowen increased their price objective on shares of Marriott International from $410.00 to $420.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Nine research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, Marriott International has a consensus rating of “Moderate Buy” and a consensus price target of $388.65.

Marriott International Price Performance

NASDAQ:MAR opened at $346.83 on Tuesday. The business’s 50-day simple moving average is $379.07 and its 200-day simple moving average is $354.58. Marriott International has a fifty-two week low of $255.27 and a fifty-two week high of $410.98. The stock 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.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, beating the consensus estimate of $3.08 by $0.11. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The company had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $7.19 billion. During the same quarter in the prior year, the company earned $2.65 earnings per share. The business’s quarterly 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, research analysts expect that Marriott International will post 11.66 earnings per share for the current year.

Insider Activity

In other news, EVP Peggy Roe sold 3,000 shares of Marriott International stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the completion of the transaction, the executive vice president directly owned 19,827 shares in the company, valued at approximately $7,168,650.12. The trade was a 13.14% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 11.43% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Marriott International

Hedge funds have recently added to or reduced their stakes in the business. Evelyn Partners Investment Management Services Ltd acquired a new position in shares of Marriott International in the first quarter valued at $25,000. Wilkerson Advisory Group LLC lifted its stake in shares of Marriott International by 127.0% during the 1st quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company’s stock worth $27,000 after buying an additional 47 shares during the last quarter. IMG Wealth Management Inc. boosted its holdings in shares of Marriott International by 100.0% during the 1st quarter. IMG Wealth Management Inc. now owns 82 shares of the company’s stock worth $27,000 after buying an additional 41 shares during the period. Kemnay Advisory Services Inc. acquired a new position in Marriott International in the 4th quarter valued at about $27,000. Finally, McMillan Office Inc. acquired a new stake in Marriott International during the fourth quarter worth approximately $27,000. Institutional investors and hedge funds own 70.70% of the company’s stock.

Key Marriott International News

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

• Positive Sentiment: Marriott reported adjusted diluted 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, above the prior range and broadly above consensus expectations. It also increased its annual room-revenue growth outlook, supported by higher hotel prices, fee growth and continued room expansion.
• Positive Sentiment: Marriott added approximately 17,900 net rooms during the quarter, grew net rooms 4.5% year over year and reached a record development pipeline of about 629,000 rooms. The company also repurchased $1.1 billion of stock in the quarter. Quarterly Results Release
• Neutral Sentiment: Marriott began rolling out Ask Bonvoy, an AI-powered conversational search tool on Marriott.com and the Bonvoy app, intended to improve customer engagement and drive more direct bookings. Marriott Adds AI-Powered Conversational Search Tool
• Negative Sentiment: International comparable RevPAR declined 0.5%, with the Middle East conflict significantly weighing on travel demand and sales. The weakness overshadowed stronger U.S. performance and raised concerns about the pace of global recovery. Marriott Says Middle East Conflict Weighed on 2Q Sales
• Negative Sentiment: Third-quarter adjusted EPS guidance of $2.74–$2.82 fell short of the approximately $2.88 consensus estimate, suggesting near-term earnings momentum may be weaker than investors expected. Marriott’s strong results and valuation had already set a high bar.
• Negative Sentiment: Reported revenue growth and international demand were viewed as insufficient to support the stock’s premium valuation. Ongoing insider selling and uncertainty surrounding the renegotiation of Marriott’s U.S. co-branded credit-card arrangements add further investor caution.

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.