Zacks Research Issues Negative Outlook for MAR Earnings

Marriott International, Inc. (NASDAQ:MAR) – Investment analysts at Zacks Research lowered their Q3 2025 earnings estimates for shares of Marriott International in a note issued to investors on Thursday, January 30th. Zacks Research analyst H. Ray now forecasts that the company will post earnings per share of $2.63 for the quarter, down from their previous estimate of $2.68. The consensus estimate for Marriott International’s current full-year earnings is $9.26 per share. Zacks Research also issued estimates for Marriott International’s Q4 2025 earnings at $2.74 EPS, FY2025 earnings at $10.54 EPS and Q1 2026 earnings at $2.55 EPS.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Monday, November 4th. The company reported $2.26 EPS for the quarter, missing analysts’ consensus estimates of $2.31 by ($0.05). Marriott International had a negative return on equity of 177.91% and a net margin of 11.18%. The company had revenue of $6.26 billion for the quarter, compared to analysts’ expectations of $6.27 billion. During the same period in the prior year, the firm posted $2.11 EPS. The firm’s quarterly revenue was up 5.5% on a year-over-year basis.

Other equities research analysts have also recently issued research reports about the company. Stifel Nicolaus increased their target price on Marriott International from $252.00 to $283.00 and gave the company a “hold” rating in a report on Tuesday, November 26th. Argus increased their price objective on Marriott International from $300.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday, January 16th. Jefferies Financial Group boosted their target price on shares of Marriott International from $251.00 to $295.00 and gave the company a “hold” rating in a research note on Thursday, January 2nd. Sanford C. Bernstein raised their price target on shares of Marriott International from $262.00 to $290.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 5th. Finally, Wells Fargo & Company boosted their price objective on shares of Marriott International from $262.00 to $285.00 and gave the company an “equal weight” rating in a research report on Tuesday. Thirteen analysts have rated the stock with a hold rating and seven have issued a buy rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $276.35.

Marriott International Price Performance

NASDAQ MAR opened at $290.75 on Monday. The business has a 50 day moving average price of $283.11 and a 200 day moving average price of $259.42. The company has a market capitalization of $80.80 billion, a P/E ratio of 30.41, a PEG ratio of 4.68 and a beta of 1.57. Marriott International has a 1-year low of $204.55 and a 1-year high of $295.45.

Marriott International Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 31st. Investors of record on Thursday, November 21st were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.87%. The ex-dividend date was Thursday, November 21st. Marriott International’s dividend payout ratio is currently 26.36%.

Insider Buying and Selling

In other news, CFO Kathleen K. Oberg sold 2,360 shares of the company’s stock in a transaction dated Monday, November 11th. The shares were sold at an average price of $285.41, for a total transaction of $673,567.60. Following the completion of the transaction, the chief financial officer now owns 39,726 shares in the company, valued at approximately $11,338,197.66. This represents a 5.61 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Felitia Lee sold 916 shares of Marriott International stock in a transaction dated Thursday, November 7th. The shares were sold at an average price of $276.48, for a total transaction of $253,255.68. Following the completion of the sale, the chief accounting officer now owns 5,609 shares in the company, valued at approximately $1,550,776.32. This represents a 14.04 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 13,315 shares of company stock worth $3,782,494 over the last ninety days. 10.07% of the stock is owned by insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Jensen Investment Management Inc. acquired a new stake in Marriott International in the third quarter worth approximately $793,000. BayBridge Capital Group LLC bought a new stake in shares of Marriott International in the 3rd quarter worth $1,254,000. Sumitomo Mitsui Trust Group Inc. boosted its stake in Marriott International by 0.5% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 566,548 shares of the company’s stock valued at $140,844,000 after buying an additional 2,723 shares in the last quarter. Oddo BHF Asset Management Sas acquired a new position in Marriott International during the third quarter worth about $2,721,000. Finally, Kinsale Capital Group Inc. bought a new stake in Marriott International in the third quarter worth about $3,769,000. 70.70% of the stock is owned by institutional investors and hedge funds.

About Marriott International

Marriott International, Inc engages in operating, franchising, and licensing hotel, residential, timeshare, and other lodging properties worldwide. It operates its properties under the JW Marriott, The Ritz-Carlton, The Luxury Collection, W Hotels, St. Regis, EDITION, Bvlgari, Marriott Hotels, Sheraton, Westin, Autograph Collection, Renaissance Hotels, Le Méridien, Delta Hotels by Marriott, Tribute Portfolio, Gaylord Hotels, Design Hotels, Marriott Executive Apartments, Apartments by Marriott Bonvoy, Courtyard by Marriott, Fairfield by Marriott, Residence Inn by Marriott, SpringHill Suites by Marriott, Four Points by Sheraton, TownePlace Suites by Marriott, Aloft Hotels, AC Hotels by Marriott, Moxy Hotels, Element Hotels, Protea Hotels by Marriott, City Express by Marriott, and St.