MAR Stock Earnings Estimates Increased by Erste Group Bank

Marriott International, Inc. (NASDAQ:MAR) – Investment analysts at Erste Group Bank lifted their FY2027 EPS estimates for Marriott International in a research report issued to clients and investors on Wednesday, October 21st. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings per share of $13.13 for the year, up from their prior forecast of $13.05. Erste Group Bank has a “Buy” rating on the stock. The consensus estimate for Marriott International’s current full-year earnings is $11.72 per share.

Marriott International (NASDAQ:MAR) last announced its earnings results on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.08 by $0.11. Marriott International had a net margin of 9.62% and a negative return on equity of 75.81%. The business had revenue of $2.01 billion during the quarter, compared to analyst estimates of $7.19 billion. During the same period in the previous year, the business posted $2.65 earnings per share. Marriott International’s revenue for the quarter was up 4.8% on a year-over-year basis. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS.

Several other brokerages have also issued reports on MAR. Argus cut their target price on shares of Marriott International from $445.00 to $425.00 and set a “buy” rating for the company in a research report on Friday, August 14th. Freedom Broker initiated coverage on Marriott International in a research report on Wednesday, October 14th. They set a “buy” rating and a $408.00 price target on the stock. BMO Capital Markets dropped their price target on Marriott International from $410.00 to $395.00 and set an “outperform” rating for the company in a research note on Tuesday, August 4th. Barclays upped their price objective on Marriott International from $348.00 to $363.00 and gave the stock an “equal weight” rating in a report on Friday, October 16th. Finally, Stifel Nicolaus reduced their price objective on Marriott International from $365.00 to $343.00 and set a “hold” rating on the stock in a research report on Monday, August 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $383.52.

Marriott International Stock Performance

Marriott International stock opened at $394.75 on Monday. The firm’s fifty day moving average price is $356.38 and its 200-day moving average price is $353.93. The stock has a market cap of $102.94 billion, a P/E ratio of 35.65, a price-to-earnings-growth ratio of 2.94 and a beta of 1.17. Marriott International has a fifty-two week low of $256.76 and a fifty-two week high of $410.98.

Hedge Funds Weigh In On Marriott International

A number of large investors have recently bought and sold shares of the stock. Valley National Advisers Inc. boosted its position in Marriott International by 4,398.1% during the 3rd quarter. Valley National Advisers Inc. now owns 7,017 shares of the company’s stock valued at $2,496,000 after buying an additional 6,861 shares during the period. Tidal Investments LLC grew its holdings in Marriott International by 62.5% in the 2nd quarter. Tidal Investments LLC now owns 34,640 shares of the company’s stock worth $12,837,000 after acquiring an additional 13,322 shares during the last quarter. VMS Asset Management Limited bought a new stake in Marriott International in the 3rd quarter worth $2,927,000. Dai ichi Life Insurance Company Ltd increased its position in shares of Marriott International by 37.7% in the first quarter. Dai ichi Life Insurance Company Ltd now owns 12,686 shares of the company’s stock valued at $4,149,000 after acquiring an additional 3,476 shares during the period. Finally, Saudi Central Bank increased its position in shares of Marriott International by 81.7% in the second quarter. Saudi Central Bank now owns 15,300 shares of the company’s stock valued at $5,670,000 after acquiring an additional 6,881 shares during the period. 70.70% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Marriott International

In other news, insider Deborah Harrison sold 3,500 shares of the firm’s stock in a transaction dated 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 transaction, 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. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider David Marriott sold 3,500 shares of Marriott International stock in a transaction dated 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 completion of the transaction, the insider owned 282,383 shares in the company, valued at approximately $99,424,230.47. This represents 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 company insiders.

Marriott International Announces Dividend

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

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.