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

Marriott International (NASDAQ:MAR) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 11.380-11.630 for the period, compared to the consensus estimate of 11.610. The company issued revenue guidance of -0.000, compared to the consensus revenue estimate of $28.0 billion. Marriott International also updated its Q2 2026 guidance to 2.990-3.060 EPS.

Marriott International Trading Up 1.2%

Marriott International stock traded up $4.29 during trading hours on Friday, reaching $356.34. 177,985 shares of the stock were exchanged, compared to its average volume of 1,574,514. The stock has a 50 day moving average of $342.05 and a two-hundred day moving average of $319.85. The company has a market cap of $94.41 billion, a P/E ratio of 37.39, a price-to-earnings-growth ratio of 3.01 and a beta of 1.11. Marriott International has a twelve month low of $253.55 and a twelve month high of $380.00.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, beating the consensus estimate of $2.56 by $0.16. The company had revenue of $1.81 billion for the quarter, compared to the consensus estimate of $6.59 billion. Marriott International had a negative return on equity of 85.94% and a net margin of 9.72%.Marriott International’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter last year, the business posted $2.32 EPS. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. On average, analysts expect that Marriott International will post 11.68 earnings per share for the current fiscal year.

Marriott International Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, February 26th were given a dividend of $0.67 per share. The ex-dividend date was Thursday, February 26th. This represents a $2.68 annualized dividend and a yield of 0.8%. Marriott International’s dividend payout ratio is presently 28.24%.

Wall Street Analysts Forecast Growth

Several brokerages have commented on MAR. The Goldman Sachs Group lifted their price objective on shares of Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. BMO Capital Markets raised Marriott International from a “market perform” rating to an “outperform” rating and increased their price objective for the company from $285.00 to $370.00 in a report on Friday, January 9th. Susquehanna boosted their target price on Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Truist Financial increased their price target on Marriott International from $283.00 to $350.00 and gave the stock a “hold” rating in a research note on Wednesday, February 11th. Finally, Morgan Stanley upped their price target on shares of Marriott International from $331.00 to $350.00 and gave the company an “overweight” rating in a research note on Friday, April 10th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $373.73.

Insider Activity at Marriott International

In related news, insider William P. Brown sold 9,456 shares of Marriott International stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total value of $3,387,612.00. Following the transaction, the insider owned 11,000 shares in the company, valued at $3,940,750. This trade represents a 46.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider David S. Marriott sold 4,747 shares of Marriott International stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $360.00, for a total value of $1,708,920.00. Following the completion of the transaction, the insider owned 591,669 shares in the company, valued at approximately $213,000,840. This represents a 0.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 95,540 shares of company stock worth $34,274,055 in the last quarter. 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: Q1 beat and raised guidance — Marriott posted Q1 results above estimates, raised full‑year RevPAR and EPS guidance (FY‑2026 adjusted EPS set at $11.38–$11.63), and management highlighted resilient global travel demand. This is the primary driver of positive investor sentiment. Marriott Q1 2026 Earnings Call Summary
• Positive Sentiment: Analysts raise forecasts and price targets — Multiple firms revised models after the quarter, boosting price targets and recommendations which supports buying interest. These Analysts Revise Their Forecasts On Marriott After Q1 Results
• Positive Sentiment: Major target increases from banks — Wells Fargo raised its target sharply to $446 (overweight), Mizuho and Barclays also boosted targets, adding research-driven momentum to the stock. Benzinga coverage of price target moves
• Positive Sentiment: Operational metrics improved — Global RevPAR rose ~4.2% in Q1 and Marriott said select‑service hotels rebounded, signaling broad demand recovery and higher fee revenue. Marriott reports 4.2% rise in Q1 global RevPAR RevPAR rose at Marriott luxury & select-service hotels
• Positive Sentiment: Pipeline & fees supporting growth — Coverage notes higher fee revenue and a record development pipeline, which supports longer‑term growth and investor confidence. Zacks: Marriott Q1 earnings beat
• Neutral Sentiment: Marketing/partnerships & development deals — Luxury activations (Ritz‑Carlton SailGP) and a new luxury resort partnership with Espire are brand‑building and incremental but have limited near‑term earnings impact. Ritz‑Carlton SailGP partnership Espire partnership
• Neutral Sentiment: Some analysts remain cautious — A few firms kept neutral/equal‑weight ratings (or trimmed targets modestly), which could cap upside if broader sentiment cools. Benzinga: analyst notes
• Negative Sentiment: Valuation and profit‑taking concerns — At least one market write‑up argues Marriott’s upside may be extended after the rally, flagging potential for consolidation or profit‑taking. That view can temper further gains. Seeking Alpha: upside may have run too far

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the business. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in Marriott International by 37.9% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,363,845 shares of the company’s stock valued at $423,119,000 after purchasing an additional 374,497 shares during the period. Amundi grew its stake in shares of Marriott International by 52.0% in the 3rd quarter. Amundi now owns 741,408 shares of the company’s stock worth $201,618,000 after buying an additional 253,696 shares during the last quarter. Price T Rowe Associates Inc. MD raised its stake in Marriott International by 13.2% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,879,028 shares of the company’s stock valued at $582,952,000 after buying an additional 219,579 shares during the last quarter. Zurich Insurance Group Ltd FI purchased a new stake in shares of Marriott International during the 4th quarter valued at about $64,737,000. Finally, Sherman Porfolios LLC bought a new position in shares of Marriott International during the 4th quarter valued at $61,513,000. Hedge funds and other 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.