Market Cap
$93.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 2, 2026 | Wolfe Research | INITIATE | Peer Perform | 52% |
| Aug 20, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 12, 2026 | CICC | INITIATE | Outperform | 55% |
| Aug 5, 2026 | Macquarie | MAINTAIN | Neutral | 55% |
| Aug 4, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 4, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 4, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Aug 4, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 4, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 15 | 1 | 0 | 50% | |
| Aug 1, 2026 | 5 | 11 | 14 | 1 | 0 | 52% | |
| Jul 1, 2026 | 5 | 11 | 14 | 1 | 0 | 52% | |
| Jun 1, 2026 | 5 | 10 | 15 | 1 | 0 | 48% | |
| May 1, 2026 | 5 | 10 | 15 | 1 | 0 | 48% | |
| Apr 1, 2026 | 5 | 11 | 14 | 1 | 0 | 52% | |
| Mar 1, 2026 | 5 | 11 | 14 | 1 | 0 | 52% | |
| Feb 1, 2026 | 5 | 11 | 14 | 1 | 0 | 52% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.83 | $2.76–$3.01 | 14.5% | +0.1% | 2↑ 5↓ | $6.9B | 23 |
| Next Q | $3.03 | $2.90–$3.30 | 17.3% | -0.0% | 6↑ 3↓ | $7.1B | 23 |
| Current FY | $11.73 | $11.53–$12.14 | 17.1% | +0.2% | 11↑ 3↓ | $27.8B | 28 |
| Next FY | $13.16 | $12.73–$14.68 | 12.1% | -0.1% | 11↑ 5↓ | $29.5B | 28 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.828 | — |
| 7d ago | $2.826 | +0.002 |
| 30d ago | $2.824 | +0.004 |
| 60d ago | $2.873 | -0.044 |
| 90d ago | $2.873 | -0.044 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,054,546 | $5.9B | 13.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,040,575 | $5.2B | 11.4% | — |
| STATE STREET CORP | 9,644,773 | $3.6B | 7.8% | — |
| Invesco Ltd. | 9,636,938 | $3.6B | 7.8% | — |
| FMR LLC | 6,812,385 | $2.5B | 5.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 5,472,154 | $2.0B | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,347,374 | $2.0B | 4.3% | — |
| MORGAN STANLEY | 4,977,799 | $1.8B | 4.0% | — |
| JPMORGAN CHASE & CO | 4,101,527 | $1.5B | 3.4% | ADD +33.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,041,833 | $1.5B | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 3,064,108 | 4,101,527 | +33.9% | $1.5B |
| NORGES BANK | NEW | — | 2,277,479 | — | $844.0M |
| BANK OF MONTREAL /CAN/ | ADD | 426,804 | 664,336 | +55.7% | $246.2M |
| Robeco Institutional Asset Management B.V. | ADD | 436,306 | 627,358 | +43.8% | $232.5M |
| MARSHALL WACE, LLP | TRIM | 1,034,272 | 546,138 | -47.2% | $202.4M |
| Squarepoint Ops LLC | DOUBLED | 5,846 | 529,395 | +8955.7% | $196.2M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 302,985 | 499,198 | +64.8% | $185.0M |
| HSBC HOLDINGS PLC | TRIM | 809,364 | 470,593 | -41.9% | $174.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 650,715 | 461,497 | -29.1% | $171.0M |
| BARCLAYS PLC | TRIM | 949,449 | 450,668 | -52.5% | $167.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | LEWIS AYLWIN B | Director | AWARD | 10.079 | $359.68 | $3.6K |
| Sep 30, 2026 | Reid Grant | Director | AWARD | 69.507 | $359.68 | $25.0K |
| Sep 25, 2026 | Marriott David S | Director | SELL | 3,500 | $352.09 | $1.2M |
| Sep 25, 2026 | MARRIOTT J W JR | 10%+ Owner | SELL | 3,500 | $352.09 | $1.2M |
| Sep 25, 2026 | Harrison Deborah Marriott | Director | SELL | 3,500 | $352.09 | $1.2M |
| Sep 8, 2026 | Marriott Juliana B. | J | 2,000,000 | — | — | |
| Sep 8, 2026 | Juliana B. Marriott Marital Trust | J | 2,000,000 | — | — | |
| Sep 8, 2026 | Harrison Deborah Marriott | Director | J | 2,000,000 | — | — |
| Sep 8, 2026 | Marriott David S | Director | J | 2,000,000 | — | — |
| Aug 17, 2026 | Jones Neal | President, EMEA | TAX W/H | 107 | $355.49 | $38.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 8, 2026 | W. Steube | R | HOUSE | BUY | $15,001 - $50,000 | Marriott International Inc | Apr 15, 2026(8d) |