Marriott International, Inc. (MAR) Stock Price & Analysis
Marriott International, Inc. (MAR) is trading at USD 398.64, up 1.08% today, as of October 29, 2026 at 18:10 UTC (US market open; quotes may be delayed), according to Nexqual market data.
MAR last closed at USD 394.4; today's session has ranged USD 397.94–402.99 on volume of 490,327 shares. Market capitalization is $103.95B, with a 52-week range of USD 256.76–410.98 (NMS). Source: Nexqual, retrieved October 29, 2026 at 18:10 UTC.
Also available as compact Markdown for AI agents: nexqual.com/MAR.md
Key facts (MAR)
- Last four reported quarters (through Jun 30, 2026): revenue $26.9B, net income $2.59B (9.6% margin), free cash flow $3.13B (SEC filings).
- Valuation: P/E 40.2x (avg 29.4x at the last 3 fiscal year-ends), net cash $439M.
- 4 of 80 tracked superinvestors hold MAR (13F, Q2 2026): 0 new, 1 added, 2 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 5 Form 4 filings, $6.5M; 5 not under a Rule 10b5-1 plan ($6.5M); 2 by opportunistic insiders (2 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.55 on a 1–5 scale) (29 analysts), mean target USD 387.77 (range 280–429).
- Total return with dividends: 1Y +52.8% vs S&P 500 +12.8%; 5Y +159.8% vs S&P 500 +78.7%.
- Next earnings: 2026-11-02, EPS estimate USD 2.85, revenue estimate $6.92B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (MAR)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $13.9B | $20.8B | $23.7B | $25.1B | $26.2B | $26.9B |
| Operating income | $1.75B | $3.46B | $3.86B | $3.77B | $4.14B | $4.25B |
| Net income | $1.10B | $2.36B | $3.08B | $2.38B | $2.60B | $2.59B |
| EPS (diluted) | $3.34 | $7.24 | $10.18 | $8.33 | $9.51 | — |
| Free cash flow | $994M | $2.03B | $2.72B | $2.00B | $2.61B | $3.13B |
| Operating margin | 12.6% | 16.7% | 16.3% | 15.0% | 15.8% | 15.8% |
| Net margin | 7.9% | 11.4% | 13.0% | 9.5% | 9.9% | 9.6% |
| Revenue growth | +31.1% | +49.9% | +14.2% | +5.8% | +4.3% | — |
| Cash + short-term investments | $1.39B | $507M | $338M | $396M | $358M | — |
| Total debt | $135M | $92.0M | $56.0M | $55.0M | $23.0M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (MAR)
P/E 40.2x · P/S 3.9x · EV/Sales 3.9x · P/FCF 33.2x · FCF yield 3.01% · Earnings yield 2.49% · Dividend yield (paid, TTM) 0.70% · Buyback yield (TTM) 3.48% · Net cash $439M · EV $104B
P/E at fiscal year-ends: Dec 2025 32.6x, Dec 2024 33.5x, Dec 2023 22.2x.
Superinvestors (SEC 13F-HR, Q2 2026) (MAR)
4 of 80 tracked investors hold MAR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Terry Smith | Fundsmith | 7.02% | $958M | Reduced -23.3% |
| Thomas Gayner | Markel Group | 0.28% | $36.9M | Added +6.1% |
| First Pacific Advisors | 0.09% | $6.8M | Reduced -92.1% | |
| Glenn Greenberg | Brave Warrior Advisors | 0.01% | $442K | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (MAR)
0 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-25 | Marriott David S | Director | 3,500 | $1.2M | 0% | No | Too little history (no open-market trades in 2025) |
| 2026-09-25 | Harrison Deborah Marriott | Director | 3,500 | $1.2M | 0% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-09-25 | Marriott J W Jr | 3,500 | $1.2M | 0% | No | Too little history (no open-market trades in 2023–2025) | |
| 2026-05-18 | Roe Peggy | EVP & Chf. Customer Officer | 3,000 | $1.1M | 13.1% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-13 | Mao Yibing | Pres. Greater China | 4,816 | $1.7M | 15% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (MAR)
Consensus Hold (mean 2.55 on a 1–5 scale), 29 analysts; mean target USD 387.77 (low 280, high 429).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Morgan Stanley | Target raised | Overweight | $384 → $403 |
| 2026-10-21 | JP Morgan | Target raised | Neutral | $388 → $406 |
| 2026-10-19 | Wells Fargo | Target raised | Overweight | $425 → $426 |
| 2026-10-19 | Evercore ISI Group | Target raised | Outperform | $400 → $420 |
| 2026-10-16 | Barclays | Target raised | Equal-Weight | $348 → $363 |
| 2026-10-14 | Freedom Broker | Initiated | Buy | $408 |
| 2026-10-12 | Morgan Stanley | Target raised | Overweight | $380 → $384 |
| 2026-09-10 | Truist Securities | Target raised | Hold | $356 → $360 |
| 2026-09-02 | Wolfe Research | Initiated | Peer Perform | |
| 2026-08-20 | UBS | Target lowered | Neutral | $412 → $395 |
| 2026-08-12 | CICC | Initiated | Outperform | |
| 2026-08-05 | Macquarie | Maintained | Neutral | $365 |
Total return (dividends reinvested) (MAR)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +52.8% | +159.8% |
| S&P 500 (SPY) | +12.8% | +78.7% |
| Per year | +52.8% | +21.0% |
| Volatility (annualized) | 27.0% | 27.2% |
| Max drawdown | -18.2% (Jun 2026→Sep 2026) | -29.3% (Feb 2025→Mar 2025) |
MAR earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 3, 2026 | Quarter ended Jun 30, 2026 | $3.19 | $3.08 | Beat +3.6% | -7.4% |
| May 6, 2026 | Quarter ended Mar 31, 2026 | $2.72 | $2.55 | Beat +6.7% | -0.7% |
| Feb 10, 2026 | Quarter ended Dec 31, 2025 | $2.58 | $2.62 | Miss −1.5% | +8.3% |
| Nov 4, 2025 | Quarter ended Sep 30, 2025 | $2.47 | $2.39 | Beat +3.3% | +7.3% |
| Aug 5, 2025 | — | — | — | — | +1.4% |
| May 6, 2025 | — | — | — | — | +3.5% |
| Feb 11, 2025 | — | — | — | — | -4.6% |
| Nov 4, 2024 | — | — | — | — | -0.3% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
MAR recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Sep 24, 2026 | 8-K | Entered a material agreement; New debt or off-balance-sheet obligation “On September 23, 2026, Marriott International, Inc. ("Marriott" or the "Company") entered into the Seventh Amended and Restated Credit Agreement with Bank of America, N.A., as administrative agent and certain banks (the "Amended Agreement"). The Amended Agreement amends and restates Marriott's $4.50 billion multicurrency revolving credit agreement, dated as of December 14, 2022 (filed as Exhibit 10 to the Company's Form 8-K filed on December 15, 2022) (as amended by the First Amendment to Credit Agreement, dated…” |
| Aug 13, 2026 | 8-K | Other material event “On August 11, 2026, Marriott International, Inc. ("we") entered into a Terms Agreement with J.P. Morgan Securities LLC, PNC Capital Markets LLC, Truist Securities, Inc., U.S. Bancorp Investments, Inc. and the other Underwriters listed on Schedule I thereto (the "Terms Agreement," which incorporates by reference the Underwriting Agreement General Terms and Provisions, dated March 3, 2021 (which we previously filed on March 5, 2021 as Exhibit 1.1 to our Current Report on Form 8-K)) to issue $250,000,000 aggregate…” |
| Aug 3, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 3, 2026 | 8-K | Quarterly results |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
MAR revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| U.S. & Canada | $5.26B | 74.4% | +6.1% |
| EMEA | $610.0M | 8.6% | -6.9% |
| APEC | $273.0M | 3.9% | +6.6% |
| Greater China | $164.0M | 2.3% | +7.9% |
| Total revenue | $7.07B | 100% | — |
MAR revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Reimbursements | $5.06B | 71.5% | +2.6% |
| Net fee revenues | $1.55B | 21.9% | +12.8% |
| Owned, leased, and other | $466.0M | 6.6% | +5.7% |
| Total revenue | $7.07B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
MAR suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Sonder Holdings | “(2)During 2025, we terminated our licensing agreement with Sonder Holdings Inc.” |
| Competitor | Airbnb (ABNB) | “We encounter strong competition in the short-term lodging market from regional, national, and international chains that operate lodging properties or franchise their brands, lodging properties that are not affiliated with a chain, and online platforms, including Airbnb and Vrbo, that allow travelers to book short-term rentals of homes and apartments as an alternative to hotel rooms.” |
Quoted from the company's 10-K filed Feb 10, 2026.
MAR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.85 | $2.87 | -0.8% | $6.92B | 24 |
| Next quarter (ends Dec 2026) | $3.02 | $2.98 | +1.5% | $7.07B | 23 |
| Current fiscal year (ends Dec 2026) | $11.74 | $11.64 | +0.9% | $27.78B | 28 |
| Next fiscal year (ends Dec 2027) | $13.16 | $13.11 | +0.4% | $29.43B | 29 |
MAR options: expected move
Options price a move of about ±4.6% (±$18.15) by Nov 6, 2026, which includes earnings on Nov 2, 2026. Over the last 8 reports the stock moved ±4.2% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 1 | 36.9% | ±1.6% |
| Nov 6, 2026 | 8 | 38.0% | ±4.6% |
| Nov 13, 2026 | 15 | 34.0% | ±5.6% |
| Nov 20, 2026 | 22 | 30.0% | ±5.9% |
| Nov 27, 2026 | 29 | 29.4% | ±6.6% |
| Dec 4, 2026 | 36 | 28.9% | ±7.3% |
| Dec 11, 2026 | 43 | 27.3% | ±7.5% |
| Dec 18, 2026 | 50 | 26.6% | ±7.9% |
30-day implied volatility 29.2% vs 19.6% realized over the last 30 trading days. Put/call ratio (volume) 1.3. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 18:10 UTC)
| Price | USD 398.64 |
|---|---|
| Change | ▲ 1.08% (up) |
| Previous Close | USD 394.4 |
| Open | USD 400 |
| Day Range | USD 397.94 – 402.99 |
| 52-Week Range | USD 256.76 – 410.98 |
| Volume | 490,327 shares |
| Market Cap | $103.95B |
| Exchange | NMS |
Technical Analysis (MAR)
Nexqual's technical model rates MAR "BUY" based on 5 bullish and 1 bearish signals across 128 daily candles, as of October 29, 2026 at 18:10 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 69.78 (neutral) |
| vs SMA50 | Above (USD 359.33) |
| MACD | 11.4 (positive) |
Analyst Ratings (MAR)
Wall Street analysts rate MAR "Hold" based on 29 analysts, with a mean price target of USD 387.77 (range USD 280–429), per Nexqual as of October 29, 2026 at 18:10 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 29 |
| Mean Target | USD 387.77 |
| High Target | USD 429 |
| Low Target | USD 280 |
| Buy / Hold / Sell | 14 / 13 / 2 |
Earnings (MAR)
| Next Earnings Date | 2026-11-02 |
|---|---|
| EPS Estimate | USD 2.85 |
| Revenue Estimate | $6.92B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 3.19 vs est 3.08 ▲ beat |
| 2026-03-31 | USD 2.72 vs est 2.55 ▲ beat |
| 2025-12-31 | USD 2.58 vs est 2.62 ▼ miss |
| 2025-09-30 | USD 2.47 vs est 2.39 ▲ beat |
Source: Nexqual, October 29, 2026 at 18:10 UTC.
Financials & Fundamentals (MAR)
| Total Revenue | $7.38B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +11.10% |
| Gross Margin | +79.24% |
| Operating Margin | +65.28% |
| Profit Margin | +35.03% |
| Current Ratio | 0.54 |
| Total Cash | $462.00M |
| Total Debt | $17.77B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $3.13B (11.6% of revenue) |
Source: Nexqual, October 29, 2026 at 18:10 UTC.
Financial Health Score (MAR)
Nexqual rates Marriott International, Inc.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 18:10 UTC.
| Growth | Mixed — Revenue +4.3% YoY (annual), slow |
|---|---|
| Profitability | Strong — Gross margin 79%, operating 16% (last 12 months) |
| Balance Sheet | Mixed — $462M cash and investments vs $23M debt (Jun 2026, SEC), net cash |
| Cash Flow | Solid — FCF $3.13B (last 4 quarters to Jun 2026, SEC), 12% margin |
| Efficiency | Solid — ROE not meaningful (negative equity); ROA 9.2% (last 4 quarters, SEC) |
Ownership (MAR)
| Insider Ownership | +18.08% |
|---|---|
| Institutional Ownership | +63.63% |
| Shares Outstanding | 260.77M |
| Float | 223.31M |
| Short % of Float | +2.88% |
Source: Nexqual, October 29, 2026 at 18:10 UTC.
Leadership (MAR)
Marriott International, Inc. is led by Anthony G. Capuano, President, CEO & Director, per Nexqual as of October 29, 2026 at 18:10 UTC.
| President, CEO & Director | Anthony G. Capuano |
|---|---|
| Executive VP & CFO | Jennifer Mason |
| Executive VP and Chief Revenue & Technology Officer | Drew L. Pinto |
| Senior Vice President of Investor Relations | Jackie Burka McConagha |
Major Backers & Investors (MAR)
Notable institutional backers of Marriott International, Inc. include Invesco, FMR, LLC, Wellington Management, according to Nexqual as of October 29, 2026 at 18:10 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Invesco | 3.7% |
| FMR, LLC | 2.61% |
| Wellington Management | 2.1% |
| Morgan Stanley | 1.91% |
| Fidelity | 1.63% |
| JPMorgan | 1.57% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 6.93% |
| BlackRock | 6.16% |
| State Street | 3.7% |
| Geode Capital | 2.05% |
Source: Nexqual, October 29, 2026 at 18:10 UTC.
From Marriott International, Inc.'s Latest SEC 10-K Filing (filed 2026-02-10)
Key Strengths & Strategy (as disclosed to the SEC)
- Consistent with our focus on franchising, management, and licensing, we own or lease very few of our lodging properties (less than one percent of our system).
- As of year-end 2025, our system included 9,805 properties (1,779,936 rooms) in 145 countries and territories, and we also had approximately 4,100 properties (nearly 610,000 rooms) in our development pipeline.
- Property and room counts presented by brand in the above table include certain hotels in our system that are not yet operating under such brand, but are expected to operate under such brand following the completion of planned renovations.
- Our above-property sales and revenue management strategies are designed around the way the guest wants to buy and the strategic priorities of hotels in our system.
Partnerships
- The following table shows the geographic distribution of properties operating under the brands in our portfolio at year-end 2025: (1)We exclude geographical data for Timeshare and Yacht as these offerings are captured within "Unallocated corporate and other." (2)During 2025, we terminated our licensing agreement with Sonder Holdings Inc. (3)The Outdoor Collection by Marriott Bonvoy includes properties under both the Premium and Select quality tiers.
Legal & Regulatory Risks (Item 1A, quoted)
- We may also be required to indemnify hotel owners, service providers, and other parties with whom we do business for losses they incur as a result of any infringement claims against them related to our intellectual property or as a result of our use of the intellectual property of third parties.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| HLT | Hilton Worldwide Holdings Inc. | USD 354.97 | ▲ 1.53% |
| IHG | Intercontinental Hotels Group | USD 168.85 | ▲ 0.63% |
| H | Hyatt Hotels Corporation | USD 184.14 | ▲ 6.22% |
| HTHT | H World Group Limited | USD 46.56 | ▲ 3.23% |
| WH | Wyndham Hotels & Resorts, Inc. | USD 76.38 | ▲ 2.73% |
| CHH | Choice Hotels International, In | USD 112.63 | ▲ 2.37% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 18:10 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt