Marriott Receives $370 Price Target from BMO Capital Markets with 12% Upside

MARMAR

BMO Capital Markets upgraded Marriott from market perform to outperform and set its price target at $370, implying about 12% upside. The company also secured a multi-year partnership with the ICC as official accommodation provider and fan access for FIFA World Cup 2026, expanding brand visibility and event travel demand.

1. Earnings Release Schedule

Marriott International will report its fourth quarter 2025 results on Tuesday, February 10, 2026, at approximately 7:00 a.m. Eastern Time. The company’s President and CEO Anthony Capuano, along with CFO and EVP Development Leeny Oberg, will host a conference call at 8:30 a.m. ET the same day. Investors may access a live webcast via Marriott’s investor relations website, with a replay and transcript available online for one year. The company has set Q4 EPS guidance between 2.540 and 2.620, and full-year 2025 EPS guidance between 9.980 and 10.060.

2. Institutional Shareholder Activity

Cerity Partners LLC trimmed its position in Marriott by 13.1% during the third quarter, selling 8,488 shares and ending the period with 56,525 shares valued at $14.7 million. Brighton Jones LLC added 218 shares in the fourth quarter, lifting its holding to 8,887 shares ($2.48 million), while Empowered Funds LLC increased its stake by 39.1% in the first quarter to 5,805 shares ($1.38 million). Woodline Partners LP grew its position by 39.6% to 19,332 shares ($4.61 million), and Intech Investment Management LLC boosted its holding by 21.8% to 6,035 shares ($1.44 million). Approximately 70.7% of Marriott’s shares are held by institutional investors.

3. Analyst Ratings Update

Analysts maintain a broadly constructive view on Marriott, with three assigning a Strong Buy rating, eight issuing Buy ratings and eight recommending Hold. The consensus target price stands at 306.81, reflecting a Moderate Buy outlook. Recent research notes include an equal-weight rating with a raised target to 276 from Barclays, an Overweight rating initiated by Wells Fargo with a 329 target, and a Hold rating with a 283 target from Truist Financial. MarketBeat data cites this balanced distribution as supportive of both growth and income strategies.

4. Strategic Partnerships and Dividend Policy

Marriott Bonvoy secured a multi-year global accommodation partnership with the International Cricket Council and will provide fan lodging access for the FIFA World Cup 2026, enhancing brand visibility and group travel demand. The company recently realigned its regional leadership to streamline operations under new heads for U.S./Canada/CALA, EMEA and CALA regions. Marriott declared a quarterly dividend of 0.67 per share, resulting in a 2.68 annualized payout and a 0.8% yield, with a payout ratio of 28.30%, underscoring its commitment to returning capital to shareholders.

Sources

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