Marriott International (NASDAQ:MAR) Releases 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.

Marriott International Price Performance

MAR traded down $26.00 during trading hours on Monday, reaching $346.83. The company’s stock had a trading volume of 4,416,507 shares, compared to its average volume of 1,569,494. The stock has a market cap of $91.46 billion, a PE ratio of 36.39, a P/E/G ratio of 2.92 and a beta of 1.11. Marriott International has a fifty-two week low of $255.27 and a fifty-two week high of $410.98. The business’s 50-day moving average is $379.52 and its 200-day moving average is $354.41.

Marriott International (NASDAQ:MAR) last posted its earnings results on Monday, August 3rd. The company reported $3.19 earnings per share (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 company had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $7.19 billion. During the same quarter last year, the firm earned $2.65 earnings per share. The firm’s quarterly 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 expect that Marriott International will post 11.66 EPS for the current year.

Marriott International Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd were paid a dividend of $0.73 per share. This represents a $2.92 dividend on an annualized basis 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 was Friday, May 22nd. Marriott International’s payout ratio is currently 30.64%.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on MAR shares. Sanford C. Bernstein set a $412.00 target price on Marriott International in a report on Monday, June 15th. Stifel Nicolaus increased their price target on shares of Marriott International from $352.00 to $365.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Susquehanna raised their price objective on shares of Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Truist Financial raised their price target on shares of Marriott International from $350.00 to $356.00 and gave the company a “hold” rating in a research report on Tuesday, May 26th. Finally, Mizuho boosted their price target on shares of Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Nine analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $388.59.

Insider Activity at Marriott International

In other news, EVP Peggy Roe sold 3,000 shares of the business’s stock in a transaction dated 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 of the company’s stock, valued at approximately $7,168,650.12. The trade was a 13.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 11.43% of the company’s stock.

Trending Headlines about Marriott International

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

• Positive Sentiment: Marriott reported adjusted second-quarter EPS of $3.19, above the roughly $3.03–$3.08 analyst range 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 guidance to $11.64–$11.81, slightly above the $11.61 consensus estimate, and increased its annual room-revenue outlook. Marriott also added approximately 17,900 net rooms, expanded its room base 4.5% year over year, and ended the quarter with a record pipeline of about 629,000 rooms.
• Positive Sentiment: Marriott repurchased 3.0 million shares for $1.1 billion during the quarter and returned approximately $2.6 billion to shareholders through dividends and buybacks through July 29. The company also began rolling out “Ask Bonvoy,” an AI-powered search tool intended to improve customer engagement and drive more direct bookings. Marriott Adds AI-Powered Conversational Search Tool to Drive Direct Bookings
• Neutral Sentiment: Management’s results showed a clear regional split: U.S. and Canadian demand remained strong, while international RevPAR declined 0.5%. Investors are likely to monitor RevPAR, bookings, and conversion-driven room growth for evidence that global demand can reaccelerate. MAR Q2 Earnings Beat Estimates, Revenues Miss, RevPAR Rises
• Negative Sentiment: Third-quarter 2026 EPS guidance of $2.74–$2.82 fell short of the $2.88 consensus estimate. That cautious outlook increased concerns that the earnings beat may not translate into stronger near-term results.
• Negative Sentiment: Reports said the Middle East conflict, particularly reduced travel involving Iran and surrounding markets, weighed significantly on second-quarter sales. A reported revenue shortfall and softer international performance added to investor caution. Marriott Says Middle East Conflict Weighed on Sales

Institutional Investors Weigh In On Marriott International

A number of hedge funds and other institutional investors have recently modified their holdings of the company. T. Rowe Price Investment Management Inc. increased its holdings in Marriott International by 7.4% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 63,680 shares of the company’s stock valued at $19,757,000 after buying an additional 4,383 shares during the last quarter. Compound Planning Inc. lifted its holdings in Marriott International by 23.5% during the 4th quarter. Compound Planning Inc. now owns 3,213 shares of the company’s stock worth $997,000 after buying an additional 612 shares during the last quarter. Birchwood Financial Partners Inc. acquired a new position in shares of Marriott International during the 4th quarter worth about $33,000. Corient Private Wealth LLC increased its holdings in shares of Marriott International by 12.8% in the 4th quarter. Corient Private Wealth LLC now owns 206,955 shares of the company’s stock valued at $62,973,000 after acquiring an additional 23,554 shares during the last quarter. Finally, Mercer Global Advisors Inc. ADV raised its position in shares of Marriott International by 4.7% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 46,792 shares of the company’s stock worth $14,517,000 after acquiring an additional 2,107 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

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.