Citi analyst Smedes Rose has maintained their neutral stance on MAR stock, giving a Hold rating yesterday.
Smedes Rose has given his Hold rating due to a combination of factors influencing Marriott International’s current market position. The company’s management has acknowledged potential economic shifts due to recent tariff announcements, which could impact their financial outlook. Despite this, Marriott has demonstrated financial resilience and flexibility in spending, including significant share repurchases, which is a positive indicator for investors.
Smedes Rose also noted the company’s asset-light strategy, particularly in their venture with Ritz Carlton yachts, which, while a small contributor to overall revenue, highlights the strength of their luxury brand. The yacht venture’s occupancy rates and customer loyalty are promising, yet the venture remains relatively minor in the company’s broader financial picture. These factors collectively suggest that while Marriott has strengths, uncertainties in the economic environment warrant a cautious Hold rating.
According to TipRanks, Rose is an analyst with an average return of -3.9% and a 67.44% success rate.