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

Marriott International (NASDAQ:MAR) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 11.640-11.810 for the period, compared to the consensus estimate of 11.610. The company issued revenue guidance of -, compared to the consensus revenue estimate of $27.9 billion. Marriott International also updated its Q3 2026 guidance to 2.740-2.820 EPS.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on MAR shares. Stifel Nicolaus upped their target price on Marriott International from $352.00 to $365.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Morgan Stanley increased their target price on shares of Marriott International from $353.00 to $380.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Sanford C. Bernstein set a $412.00 target price on Marriott International in a research note on Monday, June 15th. Barclays lowered their target price on Marriott International from $379.00 to $348.00 and set an “equal weight” rating on the stock in a research report on Tuesday. Finally, JPMorgan Chase & Co. lifted their price target on shares of Marriott International from $387.00 to $400.00 and gave the company a “neutral” rating in a research report on Tuesday, July 21st. Nine investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $388.65.

Marriott International Stock Down 7.0%

Shares of NASDAQ:MAR opened at $346.83 on Tuesday. The stock has a market cap of $91.46 billion, a price-to-earnings ratio of 36.39, a PEG ratio of 2.92 and a beta of 1.10. The business’s 50 day moving average is $379.07 and its 200 day moving average is $354.58. Marriott International has a 12-month low of $255.27 and a 12-month high of $410.98.

Marriott International (NASDAQ:MAR) last posted its quarterly earnings data on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.08 by $0.11. The firm had revenue of $2.01 billion for the quarter, compared to the consensus estimate of $7.19 billion. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The business’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.65 EPS. 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. As a group, equities research analysts expect that Marriott International will post 11.66 earnings per share for the current year.

Marriott International Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 22nd were paid a $0.73 dividend. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Friday, May 22nd. This is a boost from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio (DPR) is presently 30.64%.

Insider Activity

In related news, EVP Peggy Roe sold 3,000 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the completion of the sale, the executive vice president directly owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 11.43% of the stock is currently owned by corporate insiders.

Marriott International News Roundup

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

• Positive Sentiment: Marriott reported adjusted diluted EPS of $3.19, ahead of the roughly $3.06–$3.08 analyst consensus and up from $2.65 a year earlier. Worldwide comparable RevPAR increased 3.4%, led by 5.0% growth in the U.S. and Canada. Marriott International Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its full-year 2026 adjusted EPS outlook to $11.64–$11.81, above the prior range and broadly above consensus expectations. It also increased its annual room-revenue growth outlook, supported by higher hotel prices, fee growth and continued room expansion.
• Positive Sentiment: Marriott added approximately 17,900 net rooms during the quarter, grew net rooms 4.5% year over year and reached a record development pipeline of about 629,000 rooms. The company also repurchased $1.1 billion of stock in the quarter. Quarterly Results Release
• Neutral Sentiment: Marriott began rolling out Ask Bonvoy, an AI-powered conversational search tool on Marriott.com and the Bonvoy app, intended to improve customer engagement and drive more direct bookings. Marriott Adds AI-Powered Conversational Search Tool
• Negative Sentiment: International comparable RevPAR declined 0.5%, with the Middle East conflict significantly weighing on travel demand and sales. The weakness overshadowed stronger U.S. performance and raised concerns about the pace of global recovery. Marriott Says Middle East Conflict Weighed on 2Q Sales
• Negative Sentiment: Third-quarter adjusted EPS guidance of $2.74–$2.82 fell short of the approximately $2.88 consensus estimate, suggesting near-term earnings momentum may be weaker than investors expected. Marriott’s strong results and valuation had already set a high bar.
• Negative Sentiment: Reported revenue growth and international demand were viewed as insufficient to support the stock’s premium valuation. Ongoing insider selling and uncertainty surrounding the renegotiation of Marriott’s U.S. co-branded credit-card arrangements add further investor caution.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. McMillan Office Inc. purchased a new position in Marriott International in the fourth quarter valued at approximately $27,000. Kemnay Advisory Services Inc. bought a new stake in shares of Marriott International in the fourth quarter valued at $27,000. Triumph Capital Management purchased a new position in shares of Marriott International during the 3rd quarter valued at $28,000. Advocate Investing Services LLC purchased a new position in shares of Marriott International in the fourth quarter worth about $31,000. Finally, Greenline Wealth Management LLC bought a new position in Marriott International in the 4th quarter worth approximately $32,000. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

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.