Marriott International (NASDAQ:MAR) Updates Q3 2026 Earnings Guidance

Marriott International (NASDAQ:MAR) issued an update on its third quarter 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 2.740-2.820 for the period, compared to the consensus EPS estimate of 2.880. The company issued revenue guidance of -, compared to the consensus revenue estimate of $6.9 billion. Marriott International also updated its FY 2026 guidance to 11.640-11.810 EPS.

Wall Street Analysts Forecast Growth

Several research firms recently commented on MAR. Truist Financial lifted their price objective on Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a report on Tuesday, May 26th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. Morgan Stanley boosted their price objective on shares of Marriott International from $353.00 to $380.00 and gave the company an “overweight” rating in a report on Friday, July 17th. JPMorgan Chase & Co. lifted their target price on shares of Marriott International from $387.00 to $400.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 21st. Finally, BMO Capital Markets dropped their price target on Marriott International from $410.00 to $395.00 and set an “outperform” rating on the stock in a research note on Tuesday. Nine analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, Marriott International currently has a consensus rating of “Moderate Buy” and a consensus target price of $388.65.

Marriott International Stock Down 7.0%

Shares of NASDAQ:MAR opened at $346.83 on Tuesday. Marriott International has a twelve month low of $255.27 and a twelve month high of $410.98. The firm’s 50 day moving average price is $379.07 and its 200-day moving average price is $354.58. The stock has a market capitalization of $91.46 billion, a PE ratio of 36.39, a price-to-earnings-growth ratio of 2.92 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last released its quarterly earnings results on Monday, August 3rd. The company reported $3.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.08 by $0.11. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The business had revenue of $2.01 billion during the quarter, compared to analyst estimates of $7.19 billion. During the same quarter in the previous year, the company posted $2.65 earnings per share. Marriott International’s revenue for the quarter was up 4.8% on a year-over-year basis. 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. Analysts expect that Marriott International will post 11.66 earnings per share for the current fiscal year.

Marriott International Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd were paid a dividend of $0.73 per share. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Friday, May 22nd. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio (DPR) is 30.64%.

Insider Buying and Selling at Marriott International

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $361.56, for a total value of $1,084,680.00. Following the completion of the transaction, the executive vice president directly owned 19,827 shares in the company, valued at $7,168,650.12. This represents a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 11.43% of the stock is currently owned by insiders.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Marriott reported adjusted diluted EPS of $3.19, ahead of the roughly $3.06–$3.08 analyst consensus and up from $2.65 a year earlier. Worldwide comparable RevPAR increased 3.4%, led by 5.0% growth in the U.S. and Canada. Marriott International Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its full-year 2026 adjusted EPS outlook to $11.64–$11.81, above the prior range and broadly above consensus expectations. It also increased its annual room-revenue growth outlook, supported by higher hotel prices, fee growth and continued room expansion.
• Positive Sentiment: Marriott added approximately 17,900 net rooms during the quarter, grew net rooms 4.5% year over year and reached a record development pipeline of about 629,000 rooms. The company also repurchased $1.1 billion of stock in the quarter. Quarterly Results Release
• Neutral Sentiment: Marriott began rolling out Ask Bonvoy, an AI-powered conversational search tool on Marriott.com and the Bonvoy app, intended to improve customer engagement and drive more direct bookings. Marriott Adds AI-Powered Conversational Search Tool
• Negative Sentiment: International comparable RevPAR declined 0.5%, with the Middle East conflict significantly weighing on travel demand and sales. The weakness overshadowed stronger U.S. performance and raised concerns about the pace of global recovery. Marriott Says Middle East Conflict Weighed on 2Q Sales
• Negative Sentiment: Third-quarter adjusted EPS guidance of $2.74–$2.82 fell short of the approximately $2.88 consensus estimate, suggesting near-term earnings momentum may be weaker than investors expected. Marriott’s strong results and valuation had already set a high bar.
• Negative Sentiment: Reported revenue growth and international demand were viewed as insufficient to support the stock’s premium valuation. Ongoing insider selling and uncertainty surrounding the renegotiation of Marriott’s U.S. co-branded credit-card arrangements add further investor caution.

Hedge Funds Weigh In On Marriott International

Several large investors have recently made changes to their positions in the business. Brighton Jones LLC raised its holdings in Marriott International by 2.5% during the 4th quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock valued at $2,479,000 after buying an additional 218 shares during the period. Prosperity Bancshares Inc purchased a new position in Marriott International during the 4th quarter valued at $112,000. Transamerica Financial Advisors LLC grew its position in Marriott International by 34.8% in the 4th quarter. Transamerica Financial Advisors LLC now owns 120 shares of the company’s stock valued at $37,000 after acquiring an additional 31 shares during the last quarter. Federated Hermes Inc. increased its stake in Marriott International by 8.3% in the fourth quarter. Federated Hermes Inc. now owns 548 shares of the company’s stock worth $170,000 after purchasing an additional 42 shares during the period. Finally, Sfam LLC bought a new stake in shares of Marriott International during the fourth quarter worth $65,000. 70.70% of the stock is currently owned by hedge funds and other institutional investors.

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.