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

Marriott International (NASDAQ:MAR) updated its third quarter 2026 earnings guidance on Monday morning. 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 Analyst Weigh In

Several equities research analysts have recently commented on the stock. Mizuho boosted their target price on shares of Marriott International from $343.00 to $384.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. Stifel Nicolaus lifted their price target on shares of Marriott International from $352.00 to $365.00 and gave the company a “hold” rating in a report on Friday, July 17th. 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 research note on Tuesday, July 21st. JPMorgan Chase & Co. lifted their target price on shares of Marriott International from $387.00 to $400.00 and gave the company a “neutral” rating in a research note on Tuesday, July 21st. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. Nine equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $388.59.

Marriott International Trading Down 7.0%

Shares of Marriott International stock traded down $26.00 during trading on Monday, reaching $346.83. The company’s stock had a trading volume of 4,401,969 shares, compared to its average volume of 1,569,382. The stock has a 50-day moving average price of $379.52 and a two-hundred day moving average price of $354.41. The stock has a market capitalization of $91.46 billion, a P/E ratio of 36.39, a price-to-earnings-growth ratio of 2.92 and a beta of 1.11. Marriott International has a one year low of $255.27 and a one year high of $410.98.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings data on Monday, August 3rd. The company reported $3.19 EPS for the quarter, topping analysts’ consensus estimates of $3.03 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The firm had revenue of $2.01 billion for the quarter, compared to analyst estimates of $7.19 billion. During the same quarter in the prior year, the firm earned $2.65 EPS. The company’s revenue 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. As a group, sell-side analysts anticipate that Marriott International will post 11.66 EPS for the current fiscal year.

Marriott International Increases Dividend

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

Insiders Place Their Bets

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the company’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 transaction, the executive vice president owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. This represents a 13.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 11.43% of the stock is owned by company insiders.

Trending Headlines about 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

Hedge Funds Weigh In On Marriott International

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

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.