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

Marriott International (NASDAQ:MAR) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 12.070-12.140 for the period, compared to the consensus earnings per share estimate of 11.740. Marriott International also updated its Q4 2026 guidance to 3.140-3.210 EPS.

Marriott International Trading Up 4.3%

Marriott International stock opened at $416.30 on Tuesday. The company has a market cap of $108.56 billion, a PE ratio of 43.14, a PEG ratio of 2.99 and a beta of 1.17. Marriott International has a 1 year low of $258.99 and a 1 year high of $433.30. The company’s 50-day moving average is $361.40 and its two-hundred day moving average is $356.20.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings results on Monday, November 2nd. The company reported $3.02 EPS for the quarter, topping the consensus estimate of $2.84 by $0.18. The company had revenue of $1.93 billion during the quarter, compared to analysts’ expectations of $6.93 billion. Marriott International had a net margin of 9.62% and a negative return on equity of 75.81%. Marriott International’s revenue was up 8.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.47 EPS. Research analysts forecast that Marriott International will post 11.73 EPS for the current year.

Marriott International Dividend Announcement

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

Analysts Set New Price Targets

MAR has been the subject of several recent research reports. BMO Capital Markets dropped their target price on shares of Marriott International from $410.00 to $395.00 and set an “outperform” rating for the company in a research report on Tuesday, August 4th. Argus reduced their price target on Marriott International from $445.00 to $425.00 and set a “buy” rating on the stock in a research report on Friday, August 14th. Stifel Nicolaus set a $402.00 price objective on Marriott International in a research note on Monday. Deutsche Bank Aktiengesellschaft dropped their price objective on Marriott International from $379.00 to $372.00 and set a “hold” rating for the company in a report on Tuesday, August 4th. Finally, Erste Group Bank assumed coverage on Marriott International in a research note on Thursday, August 27th. They issued a “buy” rating on the stock. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $388.61.

Insider Activity at Marriott International

In other news, insider David S. Marriott sold 3,500 shares of Marriott International stock in a transaction on Friday, September 25th. The shares were sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the transaction, the insider directly owned 282,383 shares of the company’s stock, valued at $99,424,230.47. This trade represents a 1.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Deborah Harrison sold 3,500 shares of the business’s stock in a transaction on Friday, September 25th. The shares were 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 $99,424,230.47. This trade represents a 1.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 11.43% of the stock is currently owned by corporate insiders.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Marriott reported third-quarter adjusted EPS of $3.02, above the $2.84 analyst consensus and up from $2.47 a year earlier. Adjusted net income was $790 million, while adjusted EBITDA reached $1.512 billion. Marriott International Reports Third Quarter 2026 Results
• Positive Sentiment: Worldwide revenue per available room (RevPAR), a key hotel-industry metric, rose 6.5% year over year. Growth was 7.4% in the U.S. and Canada and 4.4% in international markets, reflecting broad-based demand and stronger room rates. Marriott lifts annual room revenue growth forecast on resilient travel demand
• Positive Sentiment: Marriott raised its earnings outlook to $12.07-$12.14 per share for full-year 2026, above the $11.74 consensus estimate, and guided for fourth-quarter EPS of $3.14-$3.21 versus the $3.03 consensus. The company also increased its hotel revenue growth forecast, citing continued healthy travel demand.
• Positive Sentiment: Expansion remains a significant growth driver: Marriott added approximately 20,100 net rooms during the quarter, grew net rooms 4.6% from a year earlier and ended the quarter with a record pipeline exceeding 4,200 properties and 634,000 rooms. The company returned approximately $4.0 billion to shareholders year to date through dividends and repurchases.
• Neutral Sentiment: Robert W. Baird raised its price target for MAR from $395 to $414 but maintained a “neutral” rating. The revised target is slightly below the referenced trading level, suggesting the firm views much of the improved outlook as already reflected in the valuation. Robert W. Baird stock recommendations

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.