Marriott International (NASDAQ:MAR) Releases Q4 2026 Earnings Guidance

Marriott International (NASDAQ:MAR) issued an update on its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 3.140-3.210 for the period, compared to the consensus EPS estimate of 3.030. Marriott International also updated its FY 2026 guidance to 12.070-12.140 EPS.

Analysts Set New Price Targets

MAR has been the subject of several recent analyst reports. The Goldman Sachs Group increased their price target on Marriott International from $406.00 to $456.00 and gave the stock a “buy” rating in a report on Tuesday. Argus cut their price objective on Marriott International from $445.00 to $425.00 and set a “buy” rating on the stock in a report on Friday, August 14th. Mizuho decreased their price objective on Marriott International from $384.00 to $374.00 and set a “neutral” rating for the company in a research report on Tuesday, August 4th. China Intl Cap raised Marriott International to a “strong-buy” rating in a research note on Wednesday, August 12th. Finally, CICC Research initiated coverage on Marriott International in a research note on Wednesday, August 12th. They set an “outperform” rating and a $410.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $393.04.

Marriott International Trading Up 0.0%

MAR opened at $416.38 on Wednesday. The stock has a market capitalization of $108.58 billion, a P/E ratio of 41.55, a P/E/G ratio of 3.06 and a beta of 1.15. Marriott International has a 12 month low of $263.51 and a 12 month high of $433.30. The firm’s fifty day simple moving average is $362.52 and its 200 day simple moving average is $356.68.

Marriott International (NASDAQ:MAR) last announced its earnings results on Monday, November 2nd. The company reported $3.02 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.18. The firm had revenue of $7 billion during the quarter, compared to analyst estimates of $6.93 billion. Marriott International had a net margin of 9.68% and a negative return on equity of 73.98%. The company’s revenue for the quarter was up 8.0% compared to the same quarter last year. During the same period in the prior year, the business earned $2.47 EPS. On average, equities research analysts predict that Marriott International will post 12.16 EPS for the current fiscal year.

Marriott International Dividend Announcement

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

Insider Activity

In related news, insider Deborah Harrison sold 3,500 shares of the stock in a transaction that occurred on 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 completion of the transaction, the insider directly owned 282,383 shares of the company’s stock, valued at approximately $99,424,230.47. This represents a 1.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider David S. Marriott sold 3,500 shares of the company’s stock in a transaction that occurred on 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 sale, 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. The disclosure for this sale is available in the SEC filing. 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: Marriott reported Q3 adjusted EPS of $3.02, ahead of the $2.84 consensus and up 22% year over year; revenue grew 8% to $7.01 billion. Global RevPAR rose 6.5%, indicating healthy hotel demand and pricing. Marriott’s Earnings Beat Shows Why It’s More Than a Bet on Travel Demand
• Positive Sentiment: The company raised its 2026 adjusted EPS outlook to $12.07–$12.14, above the cited consensus of $11.74, and forecast Q4 EPS of $3.14–$3.21 versus the $3.03 consensus. It also lifted its full-year RevPAR growth forecast to 4.5%–5%. Marriott Raises Hotel Revenue Growth Forecast as Travel Demand Remains Strong
• Positive Sentiment: Fee revenue and expansion added to the growth case: gross fees increased 14%, net rooms grew 4.6%, and the development pipeline reached a record level. Marriott also repurchased $1.3 billion of shares in the quarter, supporting per-share results. Marriott’s Earnings Beat Shows Why It’s More Than a Bet on Travel Demand
• Neutral Sentiment: Analyst opinions are mixed. Goldman Sachs raised its target to $456 and kept a Buy rating, while Barclays raised its target to $409 but maintained Equal Weight; other recent coverage also noted a downgrade to Hold. These differing views may temper the earnings-driven optimism. Freedom Broker downgrades Marriott to hold, raises PT to $439
• Negative Sentiment: Valuation and momentum are potential risks after the rally: coverage flagged a high earnings multiple and overbought technical readings. RevPAR also declined in the Middle East and Africa, while Greater China was roughly flat, though Marriott said Middle East trends improved from Q2. Marriott’s Earnings Beat Shows Why It’s More Than a Bet on Travel Demand

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.