Marriot International
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
53% more call options, than puts
Call options by funds: $915M | Put options by funds: $599M
0.11% less ownership
Funds ownership: 58.55% [Q4 2024] → 58.44% (-0.11%) [Q1 2025]
7% less funds holding
Funds holding: 1,507 [Q4 2024] → 1,399 (-108) [Q1 2025]
15% less repeat investments, than reductions
Existing positions increased: 482 | Existing positions reduced: 568
16% less capital invested
Capital invested by funds: $45.4B [Q4 2024] → $38.3B (-$7.03B) [Q1 2025]
43% less funds holding in top 10
Funds holding in top 10: 23 [Q4 2024] → 13 (-10) [Q1 2025]
45% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 172
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Truist Securities Patrick Scholes | 7%upside $273 | Hold Maintained | 30 May 2025 |
UBS Robin Farley | 17%upside $299 | Neutral Maintained | 21 May 2025 |
Jefferies David Katz | 19%upside $303 | Buy Upgraded | 12 May 2025 |
Mizuho Ben Chaiken | 12%upside $285 | Neutral Maintained | 7 May 2025 |
Baird Michael Bellisario | 4%upside $265 | Neutral Maintained | 7 May 2025 |
Financial journalist opinion
Based on 27 articles about MAR published over the past 30 days









