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. The company provided EPS guidance of 3.140-3.210 for the period, compared to the consensus estimate of 3.030. Marriott International also updated its FY 2026 guidance to 12.070-12.140 EPS.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft decreased their target price 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. Freedom Broker initiated coverage on Marriott International in a research report on Wednesday, October 14th. They issued a “buy” rating and a $408.00 target price for the company. Stifel Nicolaus set a $402.00 price target on shares of Marriott International in a research note on Monday. TD Cowen raised shares of Marriott International to a “strong-buy” rating in a research note on Tuesday, September 8th. Finally, Erste Group Bank began coverage on shares of Marriott International in a report on Thursday, August 27th. They issued a “buy” rating for the company. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Marriott International presently has a consensus rating of “Moderate Buy” and an average price target of $388.61.

Marriott International Price Performance

MAR opened at $416.30 on Tuesday. The business has a fifty day moving average price of $361.40 and a 200 day moving average price of $356.20. Marriott International has a 12 month low of $258.99 and a 12 month high of $433.30. The stock has a market capitalization of $108.56 billion, a price-to-earnings ratio of 43.14, a PEG ratio of 2.99 and a beta of 1.17.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings results on Monday, November 2nd. The company reported $3.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.18. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%. The company had revenue of $1.93 billion for the quarter, compared to analyst estimates of $6.93 billion. During the same quarter last year, the company earned $2.47 EPS. Marriott International’s revenue for the quarter was up 8.0% compared to the same quarter last year. On average, research analysts anticipate that Marriott International will post 11.73 earnings per share for the current year.

Marriott International Dividend Announcement

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 of this dividend was Thursday, August 20th. This represents a $2.92 annualized dividend and a yield of 0.7%. Marriott International’s dividend payout ratio (DPR) is 30.26%.

Insider Buying and Selling

In other news, insider David S. Marriott sold 3,500 shares of the firm’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 sale, the insider directly owned 282,383 shares in the company, valued at approximately $99,424,230.47. This trade represents a 1.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Deborah Harrison sold 3,500 shares of Marriott International stock in a transaction on Friday, September 25th. The stock was sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the sale, the insider directly 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. Additional details regarding this sale are available in the official SEC disclosure. 11.43% of the stock is owned by 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

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.