Marriott International (NASDAQ:MAR) Updates Q3 2026 Earnings Guidance

Marriott International (NASDAQ:MAR) updated its third quarter 2026 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 2.740-2.820 for the period, compared to the consensus estimate of 2.880. The company issued revenue guidance of -, compared to the consensus revenue estimate of $6.9 billion. Marriott International also updated its FY 2026 guidance to 11.640-11.810 EPS.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on MAR shares. Weiss Ratings restated a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. Wells Fargo & Company boosted their price objective on shares of Marriott International from $446.00 to $449.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. UBS Group upped their price objective on shares of Marriott International from $336.00 to $412.00 and gave the company a “neutral” rating in a research note on Monday, June 15th. Susquehanna lifted their target price on shares of Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a research note on Thursday, April 23rd. Finally, Stifel Nicolaus boosted their price target on Marriott International from $352.00 to $365.00 and gave the company a “hold” rating in a report on Friday, July 17th. Nine investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $388.59.

Marriott International Trading Down 7.0%

MAR traded down $26.00 during midday trading on Monday, hitting $346.83. The company’s stock had a trading volume of 4,416,507 shares, compared to its average volume of 1,569,494. Marriott International has a 52-week low of $255.27 and a 52-week high of $410.98. The firm has a 50-day moving average price of $379.52 and a two-hundred day moving average price of $354.41. The firm has a market cap of $91.46 billion, a P/E ratio of 36.39, a PEG ratio of 2.92 and a beta of 1.11.

Marriott International (NASDAQ:MAR) last released its earnings results on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.03 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The business had revenue of $2.01 billion for the quarter, compared to analysts’ expectations of $7.19 billion. During the same period last year, the company earned $2.65 earnings per share. The company’s quarterly revenue was up 4.8% on a year-over-year basis. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS. On average, equities analysts expect that Marriott International will post 11.66 EPS for the current year.

Marriott International Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 22nd were issued a dividend of $0.73 per share. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Friday, May 22nd. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s payout ratio is currently 30.64%.

Insiders Place Their Bets

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the completion of the sale, the executive vice president owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. The trade was a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 11.43% of the company’s stock.

Marriott International News Summary

Here are the key news stories impacting Marriott International this week:

• Positive Sentiment: Marriott reported adjusted second-quarter EPS of $3.19, above the roughly $3.03–$3.08 analyst range and up from $2.65 a year earlier. Worldwide comparable RevPAR increased 3.4%, led by 5.0% growth in the U.S. and Canada. Marriott International Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its full-year 2026 adjusted EPS guidance to $11.64–$11.81, slightly above the $11.61 consensus estimate, and increased its annual room-revenue outlook. Marriott also added approximately 17,900 net rooms, expanded its room base 4.5% year over year, and ended the quarter with a record pipeline of about 629,000 rooms.
• Positive Sentiment: Marriott repurchased 3.0 million shares for $1.1 billion during the quarter and returned approximately $2.6 billion to shareholders through dividends and buybacks through July 29. The company also began rolling out “Ask Bonvoy,” an AI-powered search tool intended to improve customer engagement and drive more direct bookings. Marriott Adds AI-Powered Conversational Search Tool to Drive Direct Bookings
• Neutral Sentiment: Management’s results showed a clear regional split: U.S. and Canadian demand remained strong, while international RevPAR declined 0.5%. Investors are likely to monitor RevPAR, bookings, and conversion-driven room growth for evidence that global demand can reaccelerate. MAR Q2 Earnings Beat Estimates, Revenues Miss, RevPAR Rises
• Negative Sentiment: Third-quarter 2026 EPS guidance of $2.74–$2.82 fell short of the $2.88 consensus estimate. That cautious outlook increased concerns that the earnings beat may not translate into stronger near-term results.
• Negative Sentiment: Reports said the Middle East conflict, particularly reduced travel involving Iran and surrounding markets, weighed significantly on second-quarter sales. A reported revenue shortfall and softer international performance added to investor caution. Marriott Says Middle East Conflict Weighed on Sales

Institutional Investors Weigh In On Marriott International

Several institutional investors have recently bought and sold shares of MAR. Transamerica Financial Advisors LLC increased its position in shares of Marriott International by 34.8% in the fourth quarter. Transamerica Financial Advisors LLC now owns 120 shares of the company’s stock worth $37,000 after acquiring an additional 31 shares in the last quarter. Reston Wealth Management LLC lifted its holdings in shares of Marriott International by 1.7% during the 4th quarter. Reston Wealth Management LLC now owns 2,128 shares of the company’s stock valued at $660,000 after acquiring an additional 36 shares in the last quarter. Federated Hermes Inc. boosted its position in Marriott International by 8.3% during the 4th quarter. Federated Hermes Inc. now owns 548 shares of the company’s stock worth $170,000 after purchasing an additional 42 shares during the period. L2 Asset Management LLC increased its holdings in Marriott International by 4.2% in the 3rd quarter. L2 Asset Management LLC now owns 1,038 shares of the company’s stock valued at $270,000 after purchasing an additional 42 shares in the last quarter. Finally, Optimist Retirement Group LLC raised its position in Marriott International by 3.7% in the third quarter. Optimist Retirement Group LLC now owns 1,204 shares of the company’s stock valued at $314,000 after purchasing an additional 43 shares during the period. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

Marriott International Company Profile

Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.

The company traces its roots to the hospitality business founded by J.