FY2027 Earnings Forecast for MAR Issued By Erste Group Bank

Marriott International, Inc. (NASDAQ:MAR) – Stock analysts at Erste Group Bank upped their FY2027 earnings per share (EPS) estimates for Marriott International in a research note issued to 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 previous estimate of $13.05. Erste Group Bank currently 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 posted its quarterly earnings results on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, beating analysts’ consensus estimates of $3.08 by $0.11. The business had revenue of $2.01 billion during the quarter, compared to analyst estimates of $7.19 billion. The firm’s quarterly revenue was up 4.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.65 earnings per share. 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 research firms have also recently weighed in on MAR. Freedom Broker initiated coverage on Marriott International in a research note on Wednesday, October 14th. They set a “buy” rating and a $408.00 target price for the company. Wells Fargo & Company increased their price target on shares of Marriott International from $425.00 to $426.00 and gave the company an “overweight” rating in a research note on Monday, October 19th. BMO Capital Markets cut their price objective on shares of Marriott International from $410.00 to $395.00 and set an “outperform” rating on the stock in a report on Tuesday, August 4th. TD Cowen upgraded shares of Marriott International to a “strong-buy” rating in a research report on Tuesday, September 8th. Finally, 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 for the company. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Marriott International has a consensus rating of “Moderate Buy” and a consensus price target of $383.52.

Marriott International Stock Performance

MAR opened at $390.23 on Monday. Marriott International has a one year low of $256.76 and a one year high of $410.98. The company has a market cap of $101.76 billion, a P/E ratio of 40.44 and a beta of 1.17. The business’s 50-day simple moving average is $357.81 and its 200-day simple moving average is $354.65.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. Kintegral Advisory LLC boosted its stake in shares of Marriott International by 0.6% during the third quarter. Kintegral Advisory LLC now owns 4,731 shares of the company’s stock worth $1,683,000 after buying an additional 26 shares during the period. Evergreen Capital Management LLC increased its position in Marriott International by 0.5% in the 3rd quarter. Evergreen Capital Management LLC now owns 5,366 shares of the company’s stock valued at $1,909,000 after acquiring an additional 26 shares during the period. World Equity Group Inc. increased its position in Marriott International by 2.0% in the 2nd quarter. World Equity Group Inc. now owns 1,437 shares of the company’s stock valued at $533,000 after acquiring an additional 28 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in Marriott International by 1.2% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,472 shares of the company’s stock valued at $808,000 after acquiring an additional 30 shares during the last quarter. Finally, Paragon Private Wealth Management LLC raised its stake in Marriott International by 4.4% during the 1st quarter. Paragon Private Wealth Management LLC now owns 743 shares of the company’s stock valued at $243,000 after acquiring an additional 31 shares during the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, insider Deborah Harrison sold 3,500 shares of Marriott International stock in a transaction on Friday, September 25th. The shares were sold at an average price of $352.09, for a total value of $1,232,315.00. Following the transaction, the insider directly owned 282,383 shares of the company’s stock, valued at $99,424,230.47. The trade was a 1.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider David Marriott sold 3,500 shares of the company’s stock in a transaction 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 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 11.43% of the company’s stock.

Marriott International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Thursday, August 20th were given a dividend of $0.73 per share. 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%.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Morgan Stanley raised its price target for Marriott to $403, signaling continued confidence in the hotel operator’s outlook. The target implies additional upside from the reported trading level, although the increase is relatively modest. Morgan Stanley raises target for Marriott International stock to USD 403
• Positive Sentiment: BMO Capital raised its price target to $420 from $395, reinforcing the bullish analyst view and suggesting expectations for continued growth in Marriott’s earnings and lodging demand. BMO Capital Adjusts Price Target on Marriott International to $420 From $395
• Positive Sentiment: Analysts remain bullish on MAR among consumer-cyclical stocks, providing broader sector support for the shares. Analysts Are Bullish on These Consumer Cyclical Stocks
• Positive Sentiment: Marriott is expected to report earnings growth next week, and Zacks says its earnings-estimate setup could support a potential beat. A stronger-than-expected report could help justify the stock’s elevated valuation. Marriott International Reports Next Week
• Neutral Sentiment: Marriott is expanding the role of in-room televisions beyond entertainment, highlighting efforts to improve the guest experience and strengthen hotel technology offerings. The financial impact is not yet clear. Hotel Tech-in: Marriott’s guest room TV goes beyond entertainment
• Neutral Sentiment: News coverage is comparing MAR’s year-to-date performance with the broader consumer-discretionary sector, but it does not identify a new fundamental catalyst. Are Consumer Discretionary Stocks Lagging Marriott International This Year?
• Neutral Sentiment: A reported increase in short interest is inconsistent with the accompanying figure of zero shares, making the data unreliable and unlikely to provide a meaningful trading signal.

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.