Qualys' Modest Billings Growth and Strategic Initiatives Fuel Cautious Outlook for Hold Rating

Stifel Nicolaus analyst Simon Yarmak maintains a Hold rating on Marriott International with a $270 price target, citing a 7.8% average return and a 54.66% success rate on recommended stocks. Yarmak also covers EPR Properties, Simon Property, and Gaming and Leisure. Marriott International's market cap is $71.14B and has a P/E ratio of 29.23. Corporate insider sentiment is negative, with an increase in insiders selling shares over the past quarter.

Stifel Nicolaus analyst Simon Yarmak has maintained a "Hold" rating for Marriott International (MAR), while lowering the price target to $270. This decision is based on Yarmak's assessment of the company's recent performance and the broader market conditions. Yarmak, who covers EPR Properties, Simon Property, and Gaming and Leisure, has cited a 7.8% average return and a 54.66% success rate on his recommended stocks [1].

Marriott International operates with a market capitalization of $71.14 billion and a P/E ratio of 29.23, reflecting its strong market presence and profitability [1]. The company's corporate insider sentiment has been negative, with an increase in insider selling shares over the past quarter, indicating a cautious outlook among executives [2].

The analyst's decision to lower the price target comes amidst a backdrop of mixed analyst ratings. While some analysts maintain a "Buy" or "Overweight" rating, others have issued "Sell" or "Hold" recommendations, reflecting a range of opinions on the company's future prospects [1].

Marriott International's recent financial performance has been robust, with the company reporting earnings per share (EPS) of $2.32 for the quarter ending May 6, 2025, surpassing the consensus estimate by $0.07 [2]. The company's revenue for the quarter was up 4.8% year-over-year, highlighting its continued growth trajectory.

Despite the positive financial results, the insider selling activity and the mixed analyst ratings suggest a cautious approach to investing in Marriott International. Investors should closely monitor the company's future earnings reports and any updates from analysts to make informed investment decisions.

References:
[1] https://www.gurufocus.com/news/3035191/stifel-analyst-maintains-buy-rating-for-vac-lowers-price-target-vac-stock-news
[2] https://www.marketbeat.com/instant-alerts/filing-ing-groep-nv-has-910-million-stock-holdings-in-marriott-international-inc-nasdaqmar-2025-08-05/