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

Marriott International (NASDAQ:MAR) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 11.380-11.630 for the period, compared to the consensus estimate of 11.610. The company issued revenue guidance of -0.000, compared to the consensus revenue estimate of $28.0 billion. Marriott International also updated its Q2 2026 guidance to 2.990-3.060 EPS.

Marriott International Price Performance

NASDAQ MAR traded down $5.55 during trading on Thursday, reaching $353.51. 404,506 shares of the company’s stock traded hands, compared to its average volume of 1,581,378. The firm has a market cap of $93.66 billion, a price-to-earnings ratio of 37.28, a price-to-earnings-growth ratio of 2.97 and a beta of 1.11. The company’s 50 day simple moving average is $341.88 and its two-hundred day simple moving average is $319.21. Marriott International has a 12-month low of $253.55 and a 12-month high of $380.00.

Marriott International (NASDAQ:MAR) last posted its earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.56 by $0.16. The business had revenue of $1.81 billion for the quarter, compared to the consensus estimate of $6.59 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The company’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.32 EPS. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. Research analysts expect that Marriott International will post 11.66 earnings per share for the current fiscal year.

Marriott International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th were given a dividend of $0.67 per share. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is 28.24%.

Analyst Ratings Changes

A number of research analysts have commented on MAR shares. The Goldman Sachs Group raised their target price on shares of Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Citigroup lifted their price objective on shares of Marriott International from $285.00 to $345.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. Evercore lifted their price objective on shares of Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research report on Thursday, January 22nd. Mizuho lifted their price objective on shares of Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a research report on Thursday. Finally, BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and lifted their price objective for the stock from $285.00 to $370.00 in a research report on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, Marriott International currently has an average rating of “Moderate Buy” and a consensus price target of $373.73.

Insider Buying and Selling

In related news, CEO Anthony Capuano sold 63,000 shares of Marriott International stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total value of $22,630,860.00. Following the completion of the sale, the chief executive officer directly owned 113,617 shares in the company, valued at $40,813,498.74. This trade represents a 35.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider William P. Brown sold 9,456 shares of Marriott International stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the completion of the sale, the insider owned 11,000 shares of the company’s stock, valued at $3,940,750. This trade represents a 46.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 95,540 shares of company stock worth $34,274,055 over the last ninety days. Company insiders own 11.43% of the company’s stock.

More Marriott International News

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

• Positive Sentiment: Wells Fargo raised its price target to $446 and moved to an “overweight” rating, signaling a sizable upside and sending a bullish analyst signal to the market. Read More.
• Positive Sentiment: Marriott beat Q1 EPS estimates (adjusted EPS $2.72 vs. consensus ~$2.56), reported RevPAR +4.2% worldwide, added ~15,900 net rooms, and repurchased $0.7B of stock in Q1 (>$1.2B returned YTD). These operational and capital-return items support long‑term growth/stability. Read More.
• Positive Sentiment: Company raised its full-year RevPAR outlook to +2%–3% and issued FY 2026 adjusted EPS guidance of $11.38–$11.63 (near Street), indicating management sees resilient travel demand. Read More.
• Neutral Sentiment: Mizuho raised its price target from $343 to $384 but kept a “neutral” rating — a modest endorsement but not a buy signal. Read More.
• Neutral Sentiment: Robert W. Baird trimmed its target slightly from $388 to $386 and remains “neutral” — small change, limited market impact. Read More.
• Neutral Sentiment: Analysts and commentators highlight Marriott’s record development pipeline (~4,100 properties, ~618k rooms) and partnerships (new luxury resort deal), supporting long-term room growth but adding near-term capital intensity. Read More.
• Negative Sentiment: Some commentary questions valuation and near-term upside (e.g., Seeking Alpha piece arguing upside has “traveled too long, too far”), which can pressure sentiment given MAR’s premium P/E. Read More.
• Negative Sentiment: Despite the positives above, the stock is trading down intraday as investors weigh the slightly conservative EPS/quarterly guidance against stretched multiples and mixed analyst signals. Read More.

Institutional Trading of Marriott International

Institutional investors and hedge funds have recently bought and sold shares of the business. McMillan Office Inc. acquired a new stake in Marriott International during the 4th quarter valued at approximately $27,000. Kemnay Advisory Services Inc. acquired a new stake in Marriott International during the 4th quarter valued at approximately $27,000. Advocate Investing Services LLC acquired a new stake in Marriott International during the 4th quarter valued at approximately $31,000. Greenline Wealth Management LLC acquired a new stake in Marriott International during the 4th quarter valued at approximately $32,000. Finally, Birchwood Financial Partners Inc. acquired a new position in shares of Marriott International in the 4th quarter valued at $33,000. 70.70% of the stock is currently owned by institutional investors and hedge funds.

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.