Marriott International (NASDAQ:MAR – Get Free Report) updated its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 11.640-11.810 for the period, compared to the consensus estimate of 11.610. The company issued revenue guidance of -, compared to the consensus revenue estimate of $27.9 billion. Marriott International also updated its Q3 2026 guidance to 2.740-2.820 EPS.
Wall Street Analysts Forecast Growth
MAR has been the subject of a number of analyst reports. JPMorgan Chase & Co. raised their price objective on shares of Marriott International from $387.00 to $400.00 and gave the stock a “neutral” rating in a report on Tuesday, July 21st. TD Cowen boosted their target price on Marriott International from $410.00 to $420.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Sanford C. Bernstein set a $412.00 target price on Marriott International in a research note on Monday, June 15th. Susquehanna upped their price objective on Marriott International from $280.00 to $385.00 and gave the stock a “neutral” rating in a report on Thursday, April 23rd. Finally, Robert W. Baird reduced their price objective on shares of Marriott International from $394.00 to $393.00 and set a “neutral” rating on the stock in a research note on Tuesday. Nine analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Marriott International currently has an average rating of “Moderate Buy” and a consensus price target of $386.65.
Get Our Latest Stock Analysis on Marriott International
Marriott International Stock Up 2.6%
Marriott International (NASDAQ:MAR – Get Free Report) last released its quarterly earnings data on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, topping the consensus estimate of $3.08 by $0.11. Marriott International had a net margin of 9.62% and a negative return on equity of 80.29%. The company had revenue of $2.01 billion for the quarter, compared to analyst estimates of $7.19 billion. During the same period in the previous year, the business earned $2.65 EPS. Marriott International’s revenue for the quarter was up 4.8% compared to the same quarter last year. 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 research analysts anticipate that Marriott International will post 11.68 EPS for the current fiscal year.
Marriott International Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd were given a dividend of $0.73 per share. This represents a $2.92 annualized dividend and a 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 dividend payout ratio (DPR) is 30.64%.
Insider Transactions at Marriott International
In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the transaction, the executive vice president owned 19,827 shares in the company, valued at $7,168,650.12. This represents a 13.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 11.43% of the stock is owned by corporate insiders.
Key Headlines Impacting Marriott International
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Marriott reported second-quarter adjusted EPS of $3.19, above the $3.08 consensus estimate. Fee revenue increased 13%, while RevPAR, room additions and a record development pipeline supported continued earnings growth. Management also raised its 2026 full-year EPS outlook to $11.64-$11.81, modestly above the prior consensus. MAR Q2 Earnings Beat Estimates, Revenues Miss, RevPAR Rises
- Positive Sentiment: Investors remain constructive on Marriott’s asset-light loyalty model. Bonvoy membership growth, co-branded credit-card income, conversions, net room growth and share repurchases could drive high-single-digit fee and EBITDA growth, with 2026-2027 EPS potentially rising 11%-14% annually. Marriott: The Loyalty Engine Is Outgrowing The Hotel Cycle
- Positive Sentiment: Marriott is expanding its Bonvoy rewards collaboration with BetMGM into Alberta, while its new AI-powered “Ask Bonvoy” search tool is intended to improve customer engagement and increase direct bookings. Marriott Bonvoy and BetMGM Bring Rewards Collaboration to Canada
Institutional Inflows and Outflows
A number of large investors have recently modified their holdings of the company. McMillan Office Inc. acquired a new position in shares of Marriott International in the fourth quarter valued at approximately $27,000. Kemnay Advisory Services Inc. bought a new position in Marriott International during the fourth quarter worth $27,000. Triumph Capital Management acquired a new stake in Marriott International during the 3rd quarter worth about $28,000. Advocate Investing Services LLC acquired a new position in Marriott International in the fourth quarter valued at approximately $31,000. Finally, Greenline Wealth Management LLC bought a new position in shares of Marriott International during the 4th quarter worth about $32,000. 70.70% of the stock is currently owned by institutional investors.
About Marriott International
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.
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