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

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

Marriott International Stock Performance

Shares of MAR opened at $416.38 on Wednesday. The firm has a fifty day moving average of $362.52 and a 200-day moving average of $356.68. The company has a market cap of $108.58 billion, a price-to-earnings ratio of 41.55, a price-to-earnings-growth ratio of 3.06 and a beta of 1.15. Marriott International has a 1 year low of $263.51 and a 1 year high of $433.30.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Monday, November 2nd. The company reported $3.02 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.18. The business had revenue of $7 billion for the quarter, compared to analysts’ expectations of $6.93 billion. Marriott International had a net margin of 9.68% and a negative return on equity of 73.98%. The company’s revenue for the quarter was up 8.0% compared to the same quarter last year. During the same quarter last year, the company earned $2.47 EPS. Analysts predict that Marriott International will post 12.16 EPS for the current year.

Marriott International Announces Dividend

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

Wall Street Analysts Forecast Growth

MAR has been the topic of a number of recent analyst reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Marriott International in a report on Friday, August 7th. Deutsche Bank Aktiengesellschaft decreased their price objective on Marriott International from $379.00 to $372.00 and set a “hold” rating for the company in a report on Tuesday, August 4th. CICC Research initiated coverage on Marriott International in a research report on Wednesday, August 12th. They issued an “outperform” rating and a $410.00 target price on the stock. Stifel Nicolaus set a $402.00 target price on Marriott International in a research note on Monday. Finally, Robert W. Baird boosted their price target on Marriott International from $395.00 to $414.00 and gave the stock a “neutral” rating in a research report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $393.04.

Insider Transactions at Marriott International

In related news, insider David S. Marriott sold 3,500 shares of the firm’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 transaction of $1,232,315.00. Following the transaction, the insider owned 282,383 shares in the company, valued at $99,424,230.47. This trade represents a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Deborah Harrison sold 3,500 shares of the business’s stock in a transaction that occurred 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 approximately $99,424,230.47. The trade was a 1.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 11.43% of the stock is currently owned by insiders.

Marriott International News Summary

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

• Positive Sentiment: Marriott reported Q3 adjusted EPS of $3.02, ahead of the $2.84 consensus and up 22% year over year; revenue grew 8% to $7.01 billion. Global RevPAR rose 6.5%, indicating healthy hotel demand and pricing. Marriott’s Earnings Beat Shows Why It’s More Than a Bet on Travel Demand
• Positive Sentiment: The company raised its 2026 adjusted EPS outlook to $12.07–$12.14, above the cited consensus of $11.74, and forecast Q4 EPS of $3.14–$3.21 versus the $3.03 consensus. It also lifted its full-year RevPAR growth forecast to 4.5%–5%. Marriott Raises Hotel Revenue Growth Forecast as Travel Demand Remains Strong
• Positive Sentiment: Fee revenue and expansion added to the growth case: gross fees increased 14%, net rooms grew 4.6%, and the development pipeline reached a record level. Marriott also repurchased $1.3 billion of shares in the quarter, supporting per-share results. Marriott’s Earnings Beat Shows Why It’s More Than a Bet on Travel Demand
• Neutral Sentiment: Analyst opinions are mixed. Goldman Sachs raised its target to $456 and kept a Buy rating, while Barclays raised its target to $409 but maintained Equal Weight; other recent coverage also noted a downgrade to Hold. These differing views may temper the earnings-driven optimism. Freedom Broker downgrades Marriott to hold, raises PT to $439
• Negative Sentiment: Valuation and momentum are potential risks after the rally: coverage flagged a high earnings multiple and overbought technical readings. RevPAR also declined in the Middle East and Africa, while Greater China was roughly flat, though Marriott said Middle East trends improved from Q2. Marriott’s Earnings Beat Shows Why It’s More Than a Bet on Travel Demand

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.