Marriott International, Inc. Class A (MAR)

Marriott International's stock (MAR) has risen by 36.91% over the last 12 months. The stock reached $380 on April 21, 2026, before a pullback. The release of strong first-quarter 2026 results on May 6, 2026, exceeding analyst expectations for EPS and revenue, impacted the stock positively. Analyst upgrades and price target increases from firms like Barclays, Morgan Stanley, JPMorgan, and Bernstein also contributed to the stock's positive movement. The company's full-year 2026 guidance for global RevPAR growth was raised to 2% to 3%.

Demand for Marriott International's products and services exhibits seasonality, with the first quarter generally being weaker. Travel demand is expected to remain resilient, particularly with the approach of Spring and Summer. The return of business travel and sustained premium spending are also contributing to a strong environment for global travel. Marriott's management noted strong momentum in both leisure and group bookings in Q1 2026, with select service hotels showing a rebound, and anticipates group business to be a significant driver of growth for the remainder of 2026.

Marriott International, Inc. (MAR) is a global hospitality company that operates, franchises, and licenses lodging brands. The company offers a range of lodging products, including hotels, residential properties, timeshares, yachts, and outdoor properties, with a portfolio of over 30 brands across various segments. Marriott's business model is primarily fee-based, driven by managed, franchised, and licensed properties.

Marriott International has a global presence with over 9,900 properties in 146 countries and territories as of March 31, 2026. The United States and Canada account for 82.4% of net sales, while international markets represent 17.6%. Over half of the rooms in Marriott's development pipeline are located in international markets.

Marriott International maintains a strong brand reputation, earning accolades such as being named one of Fortune's World's Most Admired Companies in January 2026, ranking #1 in the Hotels, Casinos, and Resorts category and #14 overall. The company was also recognized on Fortune and Great Place to Work's 100 Best Companies to Work For in 2025. Marriott's commitment to social impact is evident through its "Serve 360: Doing Good in Every Direction" platform, surpassing its goal of 15 million cumulative volunteer hours globally since 2016 and setting a new target of contributing an additional 15 million hours by 2030.

Marriott International's ownership is a mix of institutional, individual, and insider investors. Institutional investors own approximately 59% of the shares. Major institutional shareholders include The Vanguard Group, Inc., BlackRock, Inc., and State Street Corp. Significant individual owners include John Willard Marriott Jr., who holds 12.10% of shares, and Richard E. Marriott, with 4.08% of shares.