Marriott International (NASDAQ:MAR) Announces FY 2026 Earnings Guidance

Marriott International (NASDAQ:MAR) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 12.070-12.140 for the period, compared to the consensus EPS estimate of 11.740. Marriott International also updated its Q4 2026 guidance to 3.140-3.210 EPS.

Analyst Upgrades and Downgrades

MAR has been the topic of a number of research analyst reports. The Goldman Sachs Group dropped their price objective on shares of Marriott International from $405.00 to $400.00 and set a “buy” rating on the stock in a report on Tuesday, August 4th. BMO Capital Markets cut their price objective on shares of Marriott International from $410.00 to $395.00 and set an “outperform” rating on the stock in a research report on Tuesday, August 4th. CICC Research started coverage on shares of Marriott International in a research note on Wednesday, August 12th. They issued an “outperform” rating and a $410.00 target price for the company. Barclays increased their target price on Marriott International from $348.00 to $363.00 and gave the stock an “equal weight” rating in a report on Friday, October 16th. Finally, Deutsche Bank Aktiengesellschaft dropped their price target on Marriott International from $379.00 to $372.00 and set a “hold” rating on the stock in a research note on Tuesday, August 4th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $388.61.

Marriott International Stock Performance

NASDAQ:MAR opened at $416.30 on Tuesday. Marriott International has a 52-week low of $258.99 and a 52-week high of $433.30. The company has a market cap of $108.56 billion, a P/E ratio of 43.14, a P/E/G ratio of 2.99 and a beta of 1.17. The stock’s 50-day simple moving average is $361.40 and its 200 day simple moving average is $356.20.

Marriott International (NASDAQ:MAR) last issued its earnings results on Monday, November 2nd. The company reported $3.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.18. Marriott International had a net margin of 9.62% and a negative return on equity of 75.81%. The business had revenue of $1.93 billion during the quarter, compared to the consensus estimate of $6.93 billion. During the same period last year, the business posted $2.47 EPS. Marriott International’s revenue was up 8.0% on a year-over-year basis. As a group, equities analysts predict that Marriott International will post 11.73 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Thursday, August 20th were issued a $0.73 dividend. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $2.92 dividend on an annualized basis and a yield of 0.7%. Marriott International’s payout ratio is currently 30.26%.

Insider Activity at Marriott International

In other news, insider Deborah Harrison sold 3,500 shares of Marriott International stock in a transaction that occurred on Friday, September 25th. The shares were sold at an average price of $352.09, for a total value of $1,232,315.00. Following the completion of the sale, the insider directly owned 282,383 shares in the company, valued at approximately $99,424,230.47. The trade was a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider David Marriott sold 3,500 shares of the business’s stock in a transaction that occurred on Friday, September 25th. The shares were sold at an average price of $352.09, for a total value of $1,232,315.00. Following the completion of the sale, the insider owned 282,383 shares of the company’s stock, valued at approximately $99,424,230.47. This trade represents a 1.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 11.43% of the stock is currently owned by company insiders.

Marriott International News Roundup

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

• Positive Sentiment: Marriott reported third-quarter adjusted EPS of $3.02, above the $2.84 analyst consensus and up from $2.47 a year earlier. Adjusted net income was $790 million, while adjusted EBITDA reached $1.512 billion. Marriott International Reports Third Quarter 2026 Results
• Positive Sentiment: Worldwide revenue per available room (RevPAR), a key hotel-industry metric, rose 6.5% year over year. Growth was 7.4% in the U.S. and Canada and 4.4% in international markets, reflecting broad-based demand and stronger room rates. Marriott lifts annual room revenue growth forecast on resilient travel demand
• Positive Sentiment: Marriott raised its earnings outlook to $12.07-$12.14 per share for full-year 2026, above the $11.74 consensus estimate, and guided for fourth-quarter EPS of $3.14-$3.21 versus the $3.03 consensus. The company also increased its hotel revenue growth forecast, citing continued healthy travel demand.
• Positive Sentiment: Expansion remains a significant growth driver: Marriott added approximately 20,100 net rooms during the quarter, grew net rooms 4.6% from a year earlier and ended the quarter with a record pipeline exceeding 4,200 properties and 634,000 rooms. The company returned approximately $4.0 billion to shareholders year to date through dividends and repurchases.
• Neutral Sentiment: Robert W. Baird raised its price target for MAR from $395 to $414 but maintained a “neutral” rating. The revised target is slightly below the referenced trading level, suggesting the firm views much of the improved outlook as already reflected in the valuation. Robert W. Baird stock recommendations

Marriott International Company Profile

Marriott International, Inc is a global hospitality company that develops, franchises, licenses and manages hotels, resorts, residences and other lodging properties. Its portfolio includes brands such as Marriott Hotels, Sheraton, Westin, W Hotels, The Ritz-Carlton, St. Regis, JW Marriott, Courtyard, Fairfield by Marriott, Residence Inn and Element. The company also operates Marriott Bonvoy, a travel loyalty program that provides members with benefits and rewards across participating properties and travel experiences.

Marriott traces its origins to 1927, when J.