Marriott International announced it will release 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 and CFO Leeny Oberg will host a conference call at 8:30 a.m. ET the same day, with a simultaneous webcast available via Marriott’s investor relations site. A replay of the call and a transcript will remain accessible on the website for one year. Investors and media are encouraged to log in 15 minutes before the start time to ensure timely participation.

In the most recent SEC filings for Q3, Cerity Partners LLC reduced its Marriott stake by 13.1%, selling 8,488 shares and ending the period with 56,525 shares valued at $14.7 million. Brighton Jones LLC increased its holding by 2.5%, adding 218 shares to reach 8,887 shares worth $2.48 million. Empowered Funds LLC and Woodline Partners LP each boosted their positions by roughly 39%, acquiring 1,631 and 5,480 additional shares respectively. New entrant Integrity Alliance LLC took a position valued at $275,000, while Intech Investment Management lifted its stake by 21.8%. Hedge funds and other institutions now own just over 70% of Marriott’s shares.

Recent research notes show a balanced consensus: Barclays reaffirmed an "equal weight" rating, Wells Fargo initiated coverage with an "overweight" view, and Truist maintained a "hold" stance. Weiss Ratings continues to rate Marriott as a "buy (b-)", while Robert W. Baird holds a "neutral" opinion. Overall, analysts’ sentiment clusters around a moderate buy, citing steady demand trends in business and leisure travel, the strength of the Marriott Bonvoy loyalty platform, and upcoming large-scale events such as the FIFA World Cup as catalysts for group and event bookings.

In the past quarter, Chief Accounting Officer Felitia Lee sold 1,617 shares for proceeds totaling approximately $495,000, reducing her holdings by nearly 25%. Deborah Marriott Harrison, a member of the founding family, sold 70,000 shares for roughly $20.4 million, trimming her stake by 28.6%. Collectively, insiders disposed of 88,289 shares valued at $25.7 million. Meanwhile, the company paid a quarterly dividend of $0.67 per share on December 31, covering shareholders of record as of November 20. This represents an annualized distribution of $2.68 per share and a payout ratio near 28%.