Marriott International (NASDAQ:MAR) Issues Q1 2026 Earnings Guidance

Marriott International (NASDAQ:MAR) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 2.500-2.550 for the period, compared to the consensus earnings per share estimate of 2.520. The company issued revenue guidance of -. Marriott International also updated its FY 2026 guidance to 11.320-11.570 EPS.

Marriott International Stock Up 8.5%

Shares of MAR stock opened at $359.26 on Tuesday. Marriott International has a 52 week low of $205.40 and a 52 week high of $362.20. The company has a market cap of $96.41 billion, a price-to-earnings ratio of 37.89, a price-to-earnings-growth ratio of 2.92 and a beta of 1.13. The firm has a 50 day moving average of $313.73 and a 200-day moving average of $286.13.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Tuesday, February 10th. The company reported $2.58 earnings per share for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). Marriott International had a net margin of 10.07% and a negative return on equity of 89.29%. The firm had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. During the same period in the previous year, the business earned $2.45 earnings per share. The firm’s revenue for the quarter was up 4.1% on a year-over-year basis. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. Analysts anticipate that Marriott International will post 10.1 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts recently commented on MAR shares. Sanford C. Bernstein lifted their price target on shares of Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Morgan Stanley increased their price target on Marriott International from $296.00 to $328.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Wells Fargo & Company initiated coverage on shares of Marriott International in a research note on Tuesday, November 18th. They issued an “overweight” rating and a $329.00 target price for the company. Truist Financial upped their price target on shares of Marriott International from $278.00 to $283.00 and gave the company a “hold” rating in a research note on Thursday, December 4th. Finally, Barclays lifted their price objective on shares of Marriott International from $276.00 to $320.00 and gave the company an “equal weight” rating in a research note on Friday, January 16th. Three research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, Marriott International presently has an average rating of “Moderate Buy” and a consensus price target of $316.19.

Insiders Place Their Bets

In other Marriott International news, CAO Felitia Lee sold 1,617 shares of Marriott International stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $305.98, for a total transaction of $494,769.66. Following the completion of the sale, the chief accounting officer directly owned 4,893 shares in the company, valued at $1,497,160.14. The trade was a 24.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 10.68% of the stock is owned by corporate insiders.

Key Stories Impacting Marriott International

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

• Positive Sentiment: Revenue and international/luxury strength — Marriott posted revenue of roughly $6.69B, helped by solid international travel and continued strength in its luxury segment, supporting top-line momentum. Marriott Revenue Climbs on International, Luxury Strength
• Positive Sentiment: Technical/momentum backdrop and sector tailwinds — MAR hit an all-time high earlier this week and is being cited among travel names positioned to benefit from a 2026 travel rebound (business travel, sporting events, sector rotation). These bullish technicals and macro tailwinds increase upside potential if fundamentals remain intact. Marriott stock hits all-time high
• Neutral Sentiment: Guidance largely in line with expectations — Marriott updated Q1 2026 EPS guidance to $2.50–2.55 (consensus ~2.52) and FY 2026 to $11.32–11.57 (consensus ~11.48). Ranges roughly encompass Street expectations, leaving limited new clarity on beat/raise potential. Marriott International Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Mixed RevPAR geography — Worldwide RevPAR rose 1.9% in Q4 with a strong 6.1% gain in international markets offset by a modest U.S. & Canada decline (0.1%). International strength is a positive offsetting softer domestic trends. Q4 & Full Year Results
• Negative Sentiment: EPS slightly missed estimates — Marriott reported adjusted EPS of $2.58, narrowly missing consensus/Zacks estimates (Zacks cited $2.64; other consensus references ~2.61), which has pressured the stock despite the revenue beat. Marriott International (MAR) Lags Q4 Earnings Estimates

Institutional Investors Weigh In On Marriott International

Several institutional investors have recently added to or reduced their stakes in MAR. Triumph Capital Management purchased a new stake in Marriott International during the 3rd quarter valued at about $28,000. Darwin Wealth Management LLC purchased a new stake in shares of Marriott International during the second quarter valued at approximately $37,000. Wiser Advisor Group LLC purchased a new position in Marriott International in the 3rd quarter worth approximately $53,000. Osterweis Capital Management Inc. purchased a new stake in Marriott International during the 2nd quarter valued at $73,000. Finally, MUFG Securities EMEA plc purchased a new position in shares of Marriott International in the second quarter worth $184,000. Hedge funds and other institutional investors own 70.70% of the company’s stock.

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.