Marriott International Class A Common Stock
About: Marriott operates 1.7 million rooms across roughly 30 brands. At the end of 2024, luxury represented roughly 10% of total rooms, premium was 43%, select service was 45%, midscale was 1%, and other was 1%. Marriott, Courtyard, and Sheraton are the largest brands, while Autograph, Tribute, Moxy, Aloft, and Element are newer lifestyle brands. Managed and franchised represented 98% of total rooms as of Dec. 31, 2024. North America makes up 62% of total rooms. Managed, franchise, and incentive fees represent the vast majority of revenue and profitability for the company.
Employees: 418,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
85% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 81
84% more call options, than puts
Call options by funds: $1.1B | Put options by funds: $598M
23% more funds holding in top 10
Funds holding in top 10: 13 [Q1] → 16 (+3) [Q2]
18% more capital invested
Capital invested by funds: $38.4B [Q1] → $45.3B (+$6.89B) [Q2]
3% more funds holding
Funds holding: 1,411 [Q1] → 1,458 (+47) [Q2]
2.14% more ownership
Funds ownership: 58.54% [Q1] → 60.68% (+2.14%) [Q2]
9% less repeat investments, than reductions
Existing positions increased: 482 | Existing positions reduced: 530
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
Truist Securities
Patrick Scholes
|
$278
|
Hold
Maintained
|
3 Sep 2025 |
|
Baird
Michael Bellisario
|
$287
|
Neutral
Maintained
|
20 Aug 2025 |
|
BMO Capital
Ari Klein
|
$280
|
Market Perform
Maintained
|
6 Aug 2025 |
|
JP Morgan
Daniel Politzer
|
$284
|
Neutral
Initiated
|
23 Jun 2025 |
Financial journalist opinion
Based on 8 articles about MAR published over the past 30 days
