Marriott International (NASDAQ:MAR) Releases Q2 2026 Earnings Guidance

Marriott International (NASDAQ:MAR) updated its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 2.990-3.060 for the period, compared to the consensus estimate of 3.060. The company issued revenue guidance of -, compared to the consensus revenue estimate of $7.2 billion. Marriott International also updated its FY 2026 guidance to 11.380-11.630 EPS.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Sanford C. Bernstein raised their target price on shares of Marriott International from $329.00 to $369.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and raised their target price for the stock from $285.00 to $370.00 in a research report on Friday, January 9th. Barclays raised their target price on shares of Marriott International from $356.00 to $372.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 16th. Wells Fargo & Company raised their target price on shares of Marriott International from $353.00 to $403.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Finally, Evercore raised their target price on shares of Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $357.27.

Marriott International Price Performance

NASDAQ MAR traded up $4.54 during trading hours on Wednesday, reaching $359.06. 1,972,359 shares of the company’s stock traded hands, compared to its average volume of 1,399,985. Marriott International has a 52-week low of $250.79 and a 52-week high of $380.00. The firm has a market cap of $95.13 billion, a PE ratio of 37.84, a PEG ratio of 2.97 and a beta of 1.11. The firm has a 50-day simple moving average of $341.55 and a 200 day simple moving average of $318.51.

Marriott International (NASDAQ:MAR) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.58 by $0.14. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The company had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $6.59 billion. During the same period last year, the company posted $2.32 EPS. Marriott International’s revenue was up 6.2% on a year-over-year basis. 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. Sell-side analysts forecast that Marriott International will post 11.66 EPS for the current fiscal year.

Marriott International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th were paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. Marriott International’s dividend payout ratio (DPR) is currently 28.24%.

Insider Buying and Selling at Marriott International

In other Marriott International news, EVP Benjamin T. Breland sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.03, for a total transaction of $716,060.00. Following the completion of the sale, the executive vice president directly owned 26,399 shares in the company, valued at approximately $9,451,633.97. This trade represents a 7.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Anthony Capuano sold 63,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the sale, the chief executive officer owned 113,617 shares of the company’s stock, valued at approximately $40,813,498.74. This represents a 35.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 95,540 shares of company stock worth $34,274,055 in the last 90 days. Insiders own 11.43% of the company’s stock.

Key Headlines Impacting Marriott International

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

• Positive Sentiment: Q1 beat and underlying demand — Marriott reported adjusted EPS of $2.72, topping estimates, with global RevPAR up ~4.2% and revenue growth year-over-year; investors cheered the profit beat and resilient travel trends. Marriott (MAR) tops Q1 estimates as global travel demand stays resilient
• Positive Sentiment: Upgrade to demand outlook — management raised its full-year room-revenue/RevPAR outlook (annual RevPAR growth now guided higher), signaling confidence in sustained travel demand. Marriott raises annual room revenue growth forecast amid strong travel demand
• Positive Sentiment: Shareholder returns and development pipeline — Marriott repurchased ~$0.7B of stock in Q1, has returned >$1.2B YTD (dividends + buybacks), and reported a record development pipeline (4,100+ properties), supporting long?term fee and franchise growth. Marriott International Reports First Quarter 2026 Results
• Neutral Sentiment: Asset sale with continued management — The JW Marriott Marco Island was sold for ~$835M to new owners but remains managed by Marriott, preserving fee streams while crystallizing real estate value. $835M sale: Marco JW under new ownership, retains Marriott management
• Neutral Sentiment: New signings/partnerships — Marriott added deals (e.g., Espire Hospitality, Vinpearl/Can Gio), supporting pipeline growth but with limited near-term earnings impact. Espire Hospitality partners with Marriott for new luxury resort
• Negative Sentiment: Guidance nuance — Marriott set FY 2026 adjusted EPS to $11.38–11.63 and Q2 EPS to $2.99–3.06; ranges are constructive but the midpoints sit slightly below some consensus models, which could temper upside despite the beat. Marriott expects 2026 adjusted EPS of $11.38 to $11.63 as it raises full-year global RevPAR
• Negative Sentiment: Relative underperformance note — some market commentators flagged that, despite gains, Marriott has lagged broader market performance recently, suggesting investors weighing cyclicality and valuation (P/E ~35). Marriott International Inc. stock rises Wednesday, still underperforms market

Institutional Trading of Marriott International

Large investors have recently made changes to their positions in the stock. McMillan Office Inc. bought a new stake in shares of Marriott International in the fourth quarter worth approximately $27,000. Kemnay Advisory Services Inc. bought a new stake in shares of Marriott International in the fourth quarter worth approximately $27,000. Advocate Investing Services LLC bought a new stake in shares of Marriott International in the fourth quarter worth approximately $31,000. Greenline Wealth Management LLC bought a new stake in shares of Marriott International in the fourth quarter worth approximately $32,000. Finally, Birchwood Financial Partners Inc. bought a new stake in shares of Marriott International in the fourth quarter worth approximately $33,000. 70.70% of the stock is currently owned by institutional investors.

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.