Marriott International (NASDAQ:MAR) Releases Q4 2026 Earnings Guidance

Marriott International (NASDAQ:MAR) issued an update on its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.140-3.210 for the period, compared to the consensus earnings per share estimate of 3.030. Marriott International also updated its FY 2026 guidance to 12.070-12.140 EPS.

Marriott International Stock Performance

Shares of NASDAQ MAR traded up $1.74 during trading hours on Tuesday, hitting $418.04. 314,576 shares of the stock were exchanged, compared to its average volume of 1,557,980. The company has a market cap of $109.01 billion, a PE ratio of 43.27, a price-to-earnings-growth ratio of 2.99 and a beta of 1.17. The company’s fifty day simple moving average is $361.40 and its two-hundred day simple moving average is $356.20. Marriott International has a 1-year low of $263.51 and a 1-year high of $433.30.

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

Marriott International Announces Dividend

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

Analyst Upgrades and Downgrades

MAR has been the topic of a number of recent analyst reports. Erste Group Bank began coverage on Marriott International in a research note on Thursday, August 27th. They issued a “buy” rating on the stock. Mizuho lowered their target price on Marriott International from $384.00 to $374.00 and set a “neutral” rating for the company in a report on Tuesday, August 4th. China Intl Cap upgraded Marriott International to a “strong-buy” rating in a report on Wednesday, August 12th. Robert W. Baird raised their price objective on shares of Marriott International from $395.00 to $414.00 and gave the stock a “neutral” rating in a research report on Tuesday. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a research note on Friday, August 7th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Marriott International has a consensus rating of “Moderate Buy” and a consensus target price of $390.61.

Insider Activity

In other Marriott International news, insider Deborah Harrison sold 3,500 shares of the business’s stock in a transaction on Friday, September 25th. The stock was sold at an average price of $352.09, for a total value of $1,232,315.00. Following the sale, the insider directly owned 282,383 shares in the company, valued at $99,424,230.47. The trade was a 1.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider David S. Marriott sold 3,500 shares of the company’s stock in a transaction 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 transaction, the insider directly owned 282,383 shares in the company, valued at $99,424,230.47. This represents a 1.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Company 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 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

About Marriott International

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.