Marriott International, Inc. Class A (MAR)

Marriott International's stock (MAR) has experienced positive momentum in the past six months (August 2025 to February 2026). The stock price increased by 17.13% over the last three months and 2.20% in the past month. A significant event impacting the stock was the company's better-than-expected Q3 2025 financial results, which led to a jump in Marriott shares in November 2025. Marriott is scheduled to report its fourth-quarter 2025 results on February 10, 2026.

Demand for Marriott International's products and services exhibits seasonality. Business transient travel is expected to benefit from seasonality in the fall. Historically, January has shown a tendency for Marriott's stock price to close higher than December in over half of the past 27 years. The company has observed that its luxury tiers are outperforming, indicating resilient demand at the higher end of the market, and is not currently seeing a significant "trade-down" effect from consumers. Furthermore, global inbound international travel is currently tracking above pre-pandemic levels, contributing to demand.

Marriott International, Inc. (MAR) operates, franchises, and licenses lodging brands, including hotels, residential properties, and timeshare resorts, primarily in the Accommodation and Food Services sector. The company has a significant market share in the Hotels & Motels industry in the U.S. and offers over 30 leading brands, including Marriott Hotels & Resorts, The Ritz-Carlton, and Sheraton. Marriott also offers its travel program, Marriott Bonvoy.

As of September 30, 2025, Marriott International has over 9,700 properties across more than 30 brands in 143 countries and territories. The company is expanding its luxury footprint globally, with a development pipeline that includes approximately 190 properties, with 30 anticipated to open in 2022. Marriott has shown strong growth in its development pipeline, with notable signings in regions such as Asia Pacific, Greater China, and the Caribbean and Latin America. Specific countries experiencing robust signings growth include China, Vietnam, Japan, United Arab Emirates, Mexico, Turkey, Saudi Arabia, and India.

Marriott International maintains a strong brand reputation and is consistently recognized as a leader in the hospitality industry. In January 2026, Marriott was named one of Fortune's World's Most Admired Companies, securing the number one position in the Hotels, Casinos, and Resorts category and ranking 14th overall. This marks a continuous presence on Fortune's Most Admired Companies list since its inception in 1998, reflecting the company's strong investment value, quality of management and products, community responsibility, and ability to attract talent.

Marriott International's ownership is distributed among a large number of institutional and individual investors, including Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Prominent individual owners include Jwm Family Enterprises, LP, Richard Marriott, and David Marriott. As of December 31, 2025, The Vanguard Group, Inc. held 7.76% of the common stock, while BlackRock, Inc. held 5.73% as of September 30, 2025.