Marriott International (NASDAQ:MAR) Releases Q3 2026 Earnings Guidance

Marriott International (NASDAQ:MAR) issued an update on its third quarter 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 2.740-2.820 for the period, compared to the consensus EPS estimate of 2.880. The company issued revenue guidance of -, compared to the consensus revenue estimate of $6.9 billion. Marriott International also updated its FY 2026 guidance to 11.640-11.810 EPS.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on MAR shares. JPMorgan Chase & Co. increased their price target on Marriott International from $387.00 to $400.00 and gave the company a “neutral” rating in a research note on Tuesday, July 21st. Barclays lowered their target price on Marriott International from $379.00 to $348.00 and set an “equal weight” rating for the company in a report on Tuesday. UBS Group reaffirmed a “neutral” rating on shares of Marriott International in a research note on Tuesday. BMO Capital Markets lowered their price target on Marriott International from $410.00 to $395.00 and set an “outperform” rating on the stock in a research report on Tuesday. Finally, Robert W. Baird decreased their price objective on shares of Marriott International from $394.00 to $393.00 and set a “neutral” rating on the stock in a report on Tuesday. Nine analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $386.65.

Marriott International Stock Up 3.1%

MAR stock traded up $10.64 during midday trading on Wednesday, reaching $355.84. 220,000 shares of the company’s stock traded hands, compared to its average volume of 1,571,310. The company has a market cap of $93.83 billion, a price-to-earnings ratio of 37.34, a P/E/G ratio of 2.71 and a beta of 1.10. Marriott International has a 52 week low of $256.49 and a 52 week high of $410.98. The firm’s fifty day moving average price is $378.50 and its 200-day moving average price is $354.76.

Marriott International (NASDAQ:MAR) last released its 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. Marriott International had a net margin of 9.62% and a negative return on equity of 80.29%. The firm had revenue of $2.01 billion during the quarter, compared to the consensus estimate of $7.19 billion. During the same period in the prior year, the firm earned $2.65 EPS. The company’s revenue was up 4.8% compared to the same quarter last year. 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. Analysts forecast that Marriott International will post 11.68 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. Investors of record on Friday, May 22nd were paid a $0.73 dividend. The ex-dividend date of this dividend was Friday, May 22nd. This is a boost from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 annualized dividend and a dividend yield of 0.8%. Marriott International’s payout ratio is 30.64%.

Insider Buying and Selling

In other news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction 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 transaction, the executive vice president directly owned 19,827 shares in the company, valued at $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 Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 11.43% of the company’s stock.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Marriott reported second-quarter adjusted EPS of $3.19, above the $3.08 consensus estimate. Fee revenue increased 13%, while RevPAR, room additions and a record development pipeline supported continued earnings growth. Management also raised its 2026 full-year EPS outlook to $11.64-$11.81, modestly above the prior consensus. MAR Q2 Earnings Beat Estimates, Revenues Miss, RevPAR Rises
• Positive Sentiment: Investors remain constructive on Marriott’s asset-light loyalty model. Bonvoy membership growth, co-branded credit-card income, conversions, net room growth and share repurchases could drive high-single-digit fee and EBITDA growth, with 2026-2027 EPS potentially rising 11%-14% annually. Marriott: The Loyalty Engine Is Outgrowing The Hotel Cycle
• Positive Sentiment: Marriott is expanding its Bonvoy rewards collaboration with BetMGM into Alberta, while its new AI-powered “Ask Bonvoy” search tool is intended to improve customer engagement and increase direct bookings. Marriott Bonvoy and BetMGM Bring Rewards Collaboration to Canada

Institutional Trading of Marriott International

A number of large investors have recently made changes to their positions in MAR. McMillan Office Inc. bought a new stake in shares of Marriott International in the fourth quarter valued at about $27,000. Kemnay Advisory Services Inc. purchased a new position in shares of Marriott International during the 4th quarter valued at approximately $27,000. Advocate Investing Services LLC purchased a new stake in Marriott International in the 4th quarter worth $31,000. Greenline Wealth Management LLC acquired a new stake in shares of Marriott International in the fourth quarter valued at about $32,000. Finally, Birchwood Financial Partners Inc. purchased a new stake in shares of Marriott International in the 4th quarter valued at approximately $33,000. 70.70% of the stock is currently owned by 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.