What is Erste Group Bank’s Estimate for MAR FY2026 Earnings?

Marriott International, Inc. (NASDAQ:MAR) – Stock analysts at Erste Group Bank raised their FY2026 earnings per share estimates for Marriott International in a report issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now expects that the company will post earnings of $11.75 per share for the year, up from their prior estimate of $11.73. Erste Group Bank has a “Buy” rating on the stock. The consensus estimate for Marriott International’s current full-year earnings is $11.69 per share.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Monday, August 3rd. The company reported $3.19 EPS for the quarter, topping analysts’ consensus estimates of $3.08 by $0.11. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%. The company had revenue of $2.01 billion for the quarter, compared to analyst estimates of $7.19 billion. During the same quarter last year, the firm posted $2.65 earnings per share. Marriott International’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.

Several other research analysts have also recently weighed in on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a report on Friday, August 7th. BMO Capital Markets lowered their price objective 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. JPMorgan Chase & Co. dropped their price objective on shares of Marriott International from $400.00 to $388.00 and set a “neutral” rating on the stock in a report on Tuesday, August 4th. Truist Financial boosted their price objective on shares of Marriott International from $356.00 to $360.00 and gave the company a “hold” rating in a research report on Thursday, September 10th. Finally, TD Cowen raised shares of Marriott International to a “strong-buy” rating in a research note on Tuesday, September 8th. Two research 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $381.22.

Marriott International Stock Performance

Shares of MAR stock opened at $371.82 on Tuesday. The company has a market capitalization of $96.96 billion, a P/E ratio of 33.90, a price-to-earnings-growth ratio of 2.80 and a beta of 1.17. The company’s 50 day moving average price is $350.42 and its two-hundred day moving average price is $361.72. Marriott International has a 52 week low of $256.76 and a 52 week high of $410.98.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. World Equity Group Inc. lifted its stake in Marriott International by 2.0% in the 2nd quarter. World Equity Group Inc. now owns 1,437 shares of the company’s stock valued at $533,000 after purchasing an additional 28 shares during the last quarter. Haven Capital Group Inc. increased its position in Marriott International by 0.3% during the first quarter. Haven Capital Group Inc. now owns 10,064 shares of the company’s stock worth $3,292,000 after buying an additional 30 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in Marriott International by 1.2% during the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,472 shares of the company’s stock worth $808,000 after buying an additional 30 shares during the last quarter. Paragon Private Wealth Management LLC raised its stake in Marriott International by 4.4% in the first quarter. Paragon Private Wealth Management LLC now owns 743 shares of the company’s stock valued at $243,000 after buying an additional 31 shares during the period. Finally, Contravisory Investment Management Inc. raised its stake in Marriott International by 1.0% in the first quarter. Contravisory Investment Management Inc. now owns 3,250 shares of the company’s stock valued at $1,063,000 after buying an additional 33 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Insider Activity at Marriott International

In other Marriott International news, insider David Marriott sold 3,500 shares of the business’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. The trade was a 1.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Deborah Harrison 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 transaction, the insider directly owned 282,383 shares of the company’s stock, valued at approximately $99,424,230.47. This trade represents a 1.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 11.43% of the company’s stock.

Marriott International Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Thursday, August 20th were given a $0.73 dividend. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Thursday, August 20th. Marriott International’s dividend payout ratio (DPR) is currently 30.26%.

Marriott International News Roundup

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

• Positive Sentiment: Freedom Broker initiated coverage of Marriott International with a “buy” rating and a $408 price target, implying approximately 9.7% upside from the referenced price. Freedom Broker initiates Marriott coverage
• Positive Sentiment: Analysts are also assigning buy ratings to Marriott and Hilton as the lodging industry enters a “new era,” supporting a broader positive view of hotel demand and sector fundamentals. Marriott and Hilton receive buy ratings
• Positive Sentiment: Erste Group Bank raised its FY2026 earnings forecast for Marriott to $11.75 per share from $11.73 and maintained a “buy” rating. The revised estimate is above the roughly $11.69 consensus forecast.
• Positive Sentiment: Marriott continues expanding its global footprint, opening its first City Express property in South Asia in Udaipur, India, and its first Marriott Hotels property in Jakarta, Indonesia. These openings strengthen the company’s long-term room-growth pipeline. City Express by Marriott opens in India
• Neutral Sentiment: Marriott’s Beijing Marriott Marquis hosted a China Open delegation during its opening period, providing visibility for the new property but limited direct financial impact in the near term. Beijing Marriott Marquis hosts China Open delegation
• Neutral Sentiment: Morgan Stanley raised its price target to $384 from $380, a modestly positive valuation revision that nevertheless suggests limited upside relative to the newer $408 target. Morgan Stanley raises Marriott price target

About Marriott International

Marriott International, Inc (NASDAQ: MAR) is a global hospitality company that operates, franchises, licenses and manages hotels, resorts, residences and other lodging properties. Its portfolio serves business and leisure travelers across a range of price points, from luxury and premium accommodations to select-service and extended-stay properties.

The company’s brands include The Ritz-Carlton, St. Regis, JW Marriott, W Hotels, The Luxury Collection, EDITION, Marriott Hotels, Sheraton, Westin, Renaissance, Courtyard, Residence Inn, Fairfield by Marriott, SpringHill Suites, AC Hotels, Aloft, Moxy and Element.