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

Marriott International (NASDAQ:MAR) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 11.640-11.810 for the period, compared to the consensus earnings per share 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.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Barclays upped their price objective on shares of Marriott International from $376.00 to $379.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 21st. UBS Group upped their price target on Marriott International from $336.00 to $412.00 and gave the stock a “neutral” rating in a research note on Monday, June 15th. Wells Fargo & Company raised their target price on Marriott International from $446.00 to $449.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Morgan Stanley lifted their target price on Marriott International from $353.00 to $380.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Finally, Mizuho increased their price target on shares of Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a research report on Thursday, May 7th. Nine analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Marriott International has an average rating of “Moderate Buy” and an average price target of $388.59.

Marriott International Stock Performance

Shares of Marriott International stock traded down $26.00 during trading hours on Monday, reaching $346.83. 4,401,969 shares of the company were exchanged, compared to its average volume of 1,569,382. The firm has a market cap of $91.46 billion, a PE ratio of 36.39, a PEG ratio of 2.92 and a beta of 1.11. Marriott International has a 1 year low of $255.27 and a 1 year high of $410.98. The stock’s fifty day moving average is $379.52 and its 200 day moving average is $354.41.

Marriott International (NASDAQ:MAR) last released its earnings results on Monday, August 3rd. The company reported $3.19 EPS for the quarter, topping the consensus estimate of $3.03 by $0.16. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The firm had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $7.19 billion. During the same period in the previous year, the firm posted $2.65 EPS. 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. Research analysts expect that Marriott International will post 11.66 earnings per share for the current year.

Marriott International Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 22nd were issued a $0.73 dividend. This represents a $2.92 annualized dividend and a yield of 0.8%. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend was Friday, May 22nd. Marriott International’s dividend payout ratio is 30.64%.

Insider Transactions at Marriott International

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the completion of the transaction, the executive vice president owned 19,827 shares in the company, valued at $7,168,650.12. The trade was a 13.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 11.43% of the stock is owned by corporate insiders.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Adjusted EPS exceeded expectations. Marriott reported second-quarter adjusted diluted EPS of $3.19, above estimates near $3.03–$3.08 and up from $2.65 a year earlier. Adjusted EBITDA reached $1.59 billion. Marriott International Reports Second Quarter 2026 Results
• Positive Sentiment: RevPAR and capacity expanded. Worldwide comparable RevPAR increased 3.4%, led by 5.0% growth in the U.S. and Canada. Marriott added approximately 17,900 net rooms during the quarter, grew net rooms 4.5% year over year, and ended the period with a record pipeline of roughly 629,000 rooms. MAR Q2 Earnings Beat Estimates, Revenues Miss, RevPAR Rises
• Positive Sentiment: Shareholder returns and direct-booking initiatives support the longer-term story. Marriott repurchased 3.0 million shares for $1.1 billion in the quarter and has returned approximately $2.6 billion to shareholders year to date. The company also began rolling out “Ask Bonvoy,” an AI-powered search tool intended to improve customer engagement and drive bookings through Marriott’s own channels. Marriott Adds AI-Powered Conversational Search Tool to Drive Direct Bookings
• Neutral Sentiment: Investors are closely watching RevPAR momentum. Market commentary indicates that the stock’s elevated valuation created a high bar for results, making regional booking trends and future RevPAR growth especially important after the earnings release. Under the Radar: What’s Fueling MAR Selling?
• Negative Sentiment: Revenue and international performance disappointed. Reported revenue missed expectations, while international RevPAR declined 0.5%. Marriott said the Middle East conflict, including weaker travel demand tied to Iran and the surrounding region, weighed significantly on second-quarter sales. Marriott Says Middle East Conflict Weighed on Sales
• Negative Sentiment: The outlook did not fully satisfy investors. Although Marriott raised its annual room-revenue outlook, commentary suggested that near-term profit expectations and booking trends were less compelling than the market had anticipated. With MAR trading at a premium valuation, the mixed guidance prompted profit-taking and overshadowed the earnings beat. Marriott shares slide as revenue miss and cooling guidance overshadow earnings beat

Institutional Trading of Marriott International

Institutional investors have recently bought and sold shares of the business. Price T Rowe Associates Inc. MD raised its position in shares of Marriott International by 13.2% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,879,028 shares of the company’s stock worth $582,952,000 after acquiring an additional 219,579 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in Marriott International by 1.2% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 1,619,423 shares of the company’s stock valued at $502,410,000 after purchasing an additional 19,387 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Marriott International by 37.9% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,363,845 shares of the company’s stock valued at $423,119,000 after purchasing an additional 374,497 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its position in shares of Marriott International by 26.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 846,740 shares of the company’s stock worth $220,525,000 after buying an additional 175,637 shares during the last quarter. Finally, Amundi boosted its holdings in shares of Marriott International by 9.4% in the 4th quarter. Amundi now owns 811,068 shares of the company’s stock valued at $251,626,000 after buying an additional 69,660 shares in the last quarter. 70.70% of the stock is owned by hedge funds and other institutional investors.

Marriott International Company Profile

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.