Marriott International, Inc. Class A (MAR)

Marriott International's stock (MAR) has increased by 58.32% over the past year, with a 0.33% gain on April 10, 2026. The company reported its Q3 2025 earnings on November 4, 2025, with an adjusted EPS of $2.67, and its Q4 2025 earnings on February 10, 2026, reporting an adjusted EPS of $2.58, which missed the consensus estimate of $2.61. Despite the Q4 2025 EPS miss, total gross fee revenues grew 7% to $1.4 billion, and full-year adjusted EBITDA rose 8% to $5.38 billion, exceeding expectations. A projected 35% increase in co-branded credit card fees due to a renegotiated royalty rate and continued high-spend growth in the Marriott Bonvoy program is a significant positive catalyst for 2026. The stock has also been influenced by a bifurcated demand environment, with strong luxury growth and credit card fee surges being partially offset by a UK antitrust probe and soft U.S. government travel. Marriott International's stock was up 0.6% in the 30 days leading up to April 8, 2026.

Demand seasonality is a key factor for Marriott International's products and services. The fall season is generally expected to be a heavier period for business transient (BT) travel. While leisure demand showed flatness in the third quarter of 2024, the strength in business transient and group segments, particularly internationally, effectively compensated. In the first half of 2025, Marriott observed a deceleration in revenue per available room (RevPAR) growth in the U.S. & Canada, indicating softer domestic demand due to declining occupancy levels, even as average room rates continued to rise. However, international RevPAR and system growth remained robust during this period.

Marriott International, Inc. (MAR) is a multinational hospitality company that operates, franchises, and licenses lodging brands, including hotels, residential properties, and timeshares, primarily in the Accommodation and Food Services sector. Marriott's brands include JW Marriott, The Ritz-Carlton, St. Regis, W Hotels, The Luxury Collection, EDITION, Bulgari, Marriott Hotels, Sheraton, Delta Hotels by Marriott, Marriott Executive Apartments, Marriott Vacation Club, Westin, Renaissance Hotels, Le Méridien, Autograph Collection, Gaylord Hotels, Tribute Portfolio, Design Hotels, Courtyard by Marriott, Residence Inn by Marriott, Fairfield by Marriott, SpringHill Suites by Marriott, Four Points by Sheraton, TownePlace Suites by Marriott, Protea Hotels by Marriott, Aloft Hotels, AC Hotels by Marriott, Element Hotels, Moxy Hotels, Residence Inn by Marriott, Marriott Vacation Club, City Express by Marriott, StudioRes, and Four Points Flex by Sheraton.

Marriott International has a global presence with over 9,700 properties across more than 30 brands in 143 countries and territories as of September 30, 2025. The company's operations are segmented into United States & Canada and International. The United States and Canada represent the largest region for Marriott International, accounting for 82.44% of its total revenue in fiscal year 2024. As of January 26, 2026, Marriott International operates 5,405 locations across the United States, with the highest concentration in Texas (574 locations), California (489 locations), and Florida (453 locations).

Marriott International has maintained a strong brand reputation in the past year, receiving several notable accolades. In January 2026, the company was named one of Fortune's World's Most Admired Companies for the consecutive time since 1998. Marriott ranked #1 in the Hotels, Casinos, and Resorts category and #14 overall in Fortune's annual ranking. Additionally, Marriott was named to Fortune and Great Place to Work's 100 Best Companies to Work For in 2025. The company also surpassed its goal of 15 million cumulative volunteer hours globally since 2016, demonstrating its commitment to community engagement. No specific negative events significantly impacting Marriott International's brand reputation in the past year were found in the provided search results.

Marriott International, Inc. has a diverse ownership structure, with approximately 1583 institutional owners and shareholders holding a total of 164,033,312 shares. Institutional ownership accounts for approximately 50.26% to 61.68% of the company's stock, while insiders own around 6.41% to 29.31%, and public companies and individual investors hold approximately 19.67% to 20.43%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., State Street Corp, Wellington Management Group Llp, Fmr Llc (Fidelity Management & Research Company LLC), Geode Capital Management, Llc, Morgan Stanley, Massachusetts Financial Services Co /ma/, Jpmorgan Chase & Co, and Invesco Ltd. Key individual owners include John Willard Marriott Jr. and Richard E. Marriott.