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

Marriott International (NASDAQ:MAR) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (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.

Wall Street Analysts Forecast Growth

MAR has been the subject of a number of recent research reports. Erste Group Bank assumed coverage on Marriott International in a research report on Thursday, August 27th. They set a “buy” rating for the company. Robert W. Baird increased their price objective on shares of Marriott International from $395.00 to $414.00 and gave the stock a “neutral” rating in a research note on Tuesday. UBS Group reduced their price objective on Marriott International from $412.00 to $395.00 and set a “neutral” rating for the company in a research note on Thursday, August 20th. BMO Capital Markets reduced their price objective on Marriott International from $410.00 to $395.00 and set an “outperform” rating for the company in a research report on Tuesday, August 4th. Finally, Stifel Nicolaus set a $402.00 price target on Marriott International in a research note on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $390.61.

Marriott International Stock Performance

Shares of MAR stock traded up $1.74 during trading hours on Tuesday, hitting $418.04. The company had a trading volume of 314,576 shares, compared to its average volume of 1,557,980. The firm has a market capitalization of $109.01 billion, a price-to-earnings ratio of 43.27, a PEG ratio of 2.99 and a beta of 1.17. The firm’s fifty day moving average is $361.40 and its 200 day moving average is $356.20. Marriott International has a 12 month low of $263.51 and a 12 month high of $433.30.

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

Marriott International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.7%. Marriott International’s dividend payout ratio (DPR) is 30.26%.

Insider Transactions at Marriott International

In other news, insider Deborah Harrison sold 3,500 shares of the company’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 directly owned 282,383 shares in the company, valued at approximately $99,424,230.47. This represents a 1.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider David Marriott 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 transaction of $1,232,315.00. Following the completion of the transaction, the insider owned 282,383 shares of the company’s stock, valued at $99,424,230.47. This trade represents a 1.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 11.43% of the company’s stock.

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.