FY2026 Earnings Forecast for MAR Issued By Erste Group Bank

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 announced its quarterly earnings results on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.08 by $0.11. The company had revenue of $2.01 billion during the quarter, compared to the consensus estimate of $7.19 billion. Marriott International had a negative return on equity of 75.81% and a net margin of 9.62%. The company’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period in the prior year, the company earned $2.65 earnings per share. 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.

A number of other research firms have also recently issued reports on MAR. Wells Fargo & Company lowered their target price on Marriott International from $449.00 to $425.00 and set an “overweight” rating for the company in a research note on Tuesday, August 4th. Robert W. Baird cut their price target on shares of Marriott International from $394.00 to $393.00 and set a “neutral” rating on the stock in a research note on Tuesday, August 4th. The Goldman Sachs Group cut their price target on shares of Marriott International from $405.00 to $400.00 and set a “buy” rating on the stock in a research note on Tuesday, August 4th. Barclays reduced their price target on shares of Marriott International from $379.00 to $348.00 and set an “equal weight” rating for the company in a report on Tuesday, August 4th. Finally, Sanford C. Bernstein set a $412.00 price objective on shares of Marriott International in a research report on Monday, June 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $380.00.

Marriott International Price Performance

NASDAQ:MAR opened at $369.30 on Tuesday. The business’s 50-day simple moving average is $349.68 and its 200-day simple moving average is $361.08. Marriott International has a fifty-two week low of $256.76 and a fifty-two week high of $410.98. The stock has a market capitalization of $96.30 billion, a PE ratio of 38.27, a price-to-earnings-growth ratio of 2.76 and a beta of 1.17.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the business. Diamant Asset Management Inc. grew its holdings in shares of Marriott International by 32,607.0% in the 1st quarter. Diamant Asset Management Inc. now owns 490,605 shares of the company’s stock valued at $16,046,000 after acquiring an additional 489,105 shares in the last quarter. State Street Corp increased its position in shares of Marriott International by 2.9% in the second quarter. State Street Corp now owns 9,644,773 shares of the company’s stock valued at $3,574,256,000 after acquiring an additional 272,044 shares during the last quarter. Hsbc Holdings PLC raised its holdings in Marriott International by 62.7% during the fourth quarter. Hsbc Holdings PLC now owns 640,350 shares of the company’s stock worth $199,069,000 after acquiring an additional 246,681 shares in the last quarter. Assenagon Asset Management S.A. boosted its position in Marriott International by 309.9% during the first quarter. Assenagon Asset Management S.A. now owns 307,658 shares of the company’s stock valued at $100,626,000 after purchasing an additional 232,598 shares during the last quarter. Finally, Jupiter Topco LLC acquired a new position in Marriott International during the second quarter valued at approximately $81,872,000. Institutional investors own 70.70% of the company’s stock.

Insider Buying and Selling

In other Marriott International news, insider Deborah Harrison 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 David 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 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. 11.43% of the stock is currently owned by company insiders.

Marriott International Announces Dividend

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 Company Profile

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.