Marriott International (NASDAQ:MAR) Releases Q4 2026 Earnings Guidance

Marriott International (NASDAQ:MAR) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 3.140-3.210 for the period, compared to the consensus earnings per share estimate of 3.030. Marriott International also updated its FY 2026 guidance to 12.070-12.140 EPS.

Marriott International Stock Performance

NASDAQ MAR opened at $416.30 on Tuesday. The stock’s fifty day moving average is $361.40 and its two-hundred day moving average is $356.20. The firm has a market capitalization of $108.56 billion, a P/E ratio of 43.14, a price-to-earnings-growth ratio of 2.99 and a beta of 1.17. Marriott International has a fifty-two week low of $258.99 and a fifty-two week high of $433.30.

Marriott International (NASDAQ:MAR) last issued its earnings results on Monday, November 2nd. The company reported $3.02 earnings per share (EPS) for the quarter, topping 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 business had revenue of $1.93 billion during the quarter, compared to the consensus estimate of $6.93 billion. During the same period last year, the company earned $2.47 EPS. The company’s revenue for the quarter was up 8.0% on a year-over-year basis. As a group, sell-side analysts forecast that Marriott International will post 11.73 EPS for the current year.

Marriott International Announces Dividend

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

Analyst Ratings Changes

MAR has been the topic of several recent analyst reports. CICC Research started coverage on shares of Marriott International in a report on Wednesday, August 12th. They issued an “outperform” rating and a $410.00 target price on the stock. BMO Capital Markets cut their price target on shares of Marriott International from $410.00 to $395.00 and set an “outperform” rating for the company in a report on Tuesday, August 4th. UBS Group reduced their price target on shares of Marriott International from $412.00 to $395.00 and set a “neutral” rating on the stock in a research report on Thursday, August 20th. Mizuho decreased their price objective on Marriott International from $384.00 to $374.00 and set a “neutral” rating on the stock in a report on Tuesday, August 4th. Finally, Barclays increased their price objective on Marriott International from $348.00 to $363.00 and gave the stock an “equal weight” rating in a research report on Friday, October 16th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $388.61.

Insider Activity

In other Marriott International news, insider David S. Marriott sold 3,500 shares of the stock in a transaction dated 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 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 ownership of the stock. The sale was disclosed in a filing with the SEC, 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 shares were sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the completion of the sale, the insider directly 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 SEC filing for this sale provides additional information. 11.43% of the stock is currently owned by insiders.

More Marriott International News

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.