Marriott International, Inc. Class A (MAR)

Marriott International's stock (MAR) has shown an increase of 22.55% in the past six months. As of October 3, 2025, the share price was $267.57, reflecting a 5.09% increase from October 4, 2024. The company reported its quarterly earnings on August 5, 2025, with an EPS of $2.65, meeting consensus estimates, and revenue of $6.74 billion, exceeding estimates of $6.66 billion. Marriott International also announced a share repurchase plan on August 7, 2025, authorizing the company to repurchase 25,000,000 outstanding shares. A quarterly dividend of $0.67 per share was paid on September 30, 2025, to investors of record on August 21, 2025.

Demand for Marriott International's products and services is influenced by cyclical trends, economic conditions, and tourism patterns. Historically, hotel revenues are sensitive to seasonality. In 2024, the company reported excellent financial performance, with global Revenue Per Available Room (RevPAR) rising 4.3% for the full year. International RevPAR increased by over 7%, driven by strong leisure demand, while RevPAR in the U.S. & Canada rose more than 4%, with all customer segments experiencing solid growth. While near-term policy uncertainty has been noted to challenge US demand, the company's long-term brand strength and resilient overseas activity are expected to endure.

Marriott International, Inc. operates in the Consumer Services sector, specifically in the Leisure and Arts industry, with a strong presence in Hotels & Motels and Accommodation and Food Services. Its extensive brand portfolio caters to various segments, from luxury to extended-stay, including renowned names such as JW Marriott, The Ritz-Carlton, and Courtyard by Marriott. The company also includes timeshare properties under the Marriott Vacation Club.

Marriott International has a significant global presence, with properties in over 143 countries and territories, including North America, Europe, Africa, the Middle East, Asia-Pacific, the Caribbean, and Latin America. The United States and Canada account for 82.4% of its net sales, while international markets contribute 17.6%. As of year-end 2024, Marriott's system comprised over 9,000 properties and over 1.7 million rooms.

Marriott International maintains a strong brand reputation. FORTUNE Magazine recognized Marriott as one of the 2023 World's Most Admired Companies for the 23rd consecutive year, ranking it 1st in the Hotels, Casinos and Resorts category. The company's loyalty program, Marriott Bonvoy, is considered industry-leading, with 219 million members as of September 30, 2024, which strengthens customer retention and brand loyalty. In 2024, Marriott also announced the launch of the Outdoor Collection by Marriott Bonvoy, introducing new brands like Postcard Cabins and Trailborn Hotels to expand into outdoor lodging. No significant negative events impacting Marriott's brand reputation in the past year were identified.

Marriott International's ownership is primarily held by institutional shareholders, who collectively own between 61.24% and 70.70% of the company. Insiders hold a significant portion, with figures ranging from 28.73% to 144.74%. Retail investors hold a smaller share, between 0.00% and 20.98%. Major individual shareholders include members of the Marriott family such as John W. Marriott III and J. W. Marriott Jr. Key institutional owners include Vanguard Group Inc., BlackRock, Inc., State Street Corp, and Jpmorgan Chase & Co.