Drew Pinto, an Executive Vice President at Marriott International, completed a sale of 4,000 shares of Class A Common Stock on February 17, 2026. The sale prices ranged from $359.7234 to $359.95 per share and produced gross proceeds of $1.44 million.
On the same day Pinto also relinquished 1,327 shares of Class A Common - Restricted Stock Units and 2,919 additional shares of Class A Common Stock to cover taxes associated with the vesting of RSUs and PSUs. Those tax-covering dispositions were transacted at $358.3 per share, amounting to $1.52 million.
After these transactions, Pinto's direct ownership in Marriott stands at 8,221 shares.
Marriott International currently carries a market valuation reported at $92.7 billion and trades at a price-to-earnings ratio of 36.88. The stock is trading close to its 52-week peak of $370, following a 33% increase in the prior six months.
Analysts have responded positively to Marriott's recent quarterly results and guidance, lifting price targets across several major brokerages. The company's fourth-quarter EBITDA was reported at $1,402 million, a figure that exceeded both one set of analyst estimates and consensus Street expectations and prompted follow-up revisions.
Specific target adjustments include:
- BofA Securities raising its price target to $395, citing the stronger-than-expected fourth-quarter EBITDA.
- Stifel increasing its target to $333, also pointing to the earnings report that surpassed estimates.
- Barclays moving its target to $356 after Marriott disclosed an unexpected increase in royalty rates tied to its co-branded credit card program in the 2026 guidance.
- Goldman Sachs raising its target to $398, driven in part by a 35% increase in projected credit card fee revenue included in Marriott's 2026 guidance.
- BMO Capital setting a $400 target, noting a favorable 2026 outlook with potential upside to EBITDA and EPS supported by net unit growth and higher credit card fees.
These analyst actions indicate broad optimism among brokers about Marriott's near-term financial trajectory following the latest reporting and guidance. The company’s updated guidance components - including expectations for higher credit card fee income and changes to royalty rates - were repeatedly cited as factors behind the target increases.
While these moves attracted attention, Pinto's insider sale and the tax-related dispositions are recorded alongside the broader analyst reassessments and the stock's recent performance. The transactions and analyst commentary together form part of the evolving picture investors and market watchers will weigh as the company progresses through its fiscal-year 2026 outlook.