Zacks Research Issues Positive Outlook for MAR Earnings

Marriott International, Inc. (NASDAQ:MAR) – Stock analysts at Zacks Research upped their Q1 2026 earnings per share (EPS) estimates for shares of Marriott International in a research report issued to clients and investors on Wednesday, December 17th. Zacks Research analyst Team now forecasts that the company will post earnings per share of $2.49 for the quarter, up from their prior estimate of $2.48. The consensus estimate for Marriott International’s current full-year earnings is $10.10 per share. Zacks Research also issued estimates for Marriott International’s Q2 2026 earnings at $2.94 EPS and FY2026 earnings at $11.04 EPS.

Marriott International (NASDAQ:MAR) last issued its earnings results on Tuesday, November 4th. The company reported $2.47 earnings per share for the quarter, beating analysts’ consensus estimates of $2.38 by $0.09. The company had revenue of $1.73 billion for the quarter, compared to the consensus estimate of $6.46 billion. Marriott International had a negative return on equity of 89.29% and a net margin of 10.07%.Marriott International has set its Q4 2025 guidance at 2.540-2.620 EPS and its FY 2025 guidance at 9.980-10.060 EPS.

A number of other equities analysts also recently weighed in on MAR. Barclays upped their price target on shares of Marriott International from $274.00 to $276.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 17th. Truist Financial upped their target price on Marriott International from $278.00 to $283.00 and gave the stock a “hold” rating in a research report on Thursday, December 4th. The Goldman Sachs Group raised Marriott International from a “neutral” rating to a “buy” rating and raised their price target for the stock from $288.00 to $345.00 in a research note on Monday, December 15th. Morgan Stanley lowered their price target on Marriott International from $302.00 to $296.00 and set an “overweight” rating for the company in a research note on Wednesday, October 22nd. Finally, BMO Capital Markets raised their price objective on shares of Marriott International from $280.00 to $285.00 and gave the company a “market perform” rating in a research report on Wednesday, November 5th. Three research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $297.00.

Marriott International Stock Performance

Marriott International stock opened at $310.16 on Monday. The firm’s 50 day moving average price is $285.23 and its two-hundred day moving average price is $273.75. The firm has a market cap of $83.23 billion, a PE ratio of 32.75, a P/E/G ratio of 3.00 and a beta of 1.16. Marriott International has a twelve month low of $205.40 and a twelve month high of $311.69.

Hedge Funds Weigh In On Marriott International

Several large investors have recently made changes to their positions in the business. Oppenheimer Asset Management Inc. acquired a new position in Marriott International during the second quarter valued at approximately $613,000. Nissay Asset Management Corp Japan ADV boosted its position in shares of Marriott International by 9.5% during the first quarter. Nissay Asset Management Corp Japan ADV now owns 62,995 shares of the company’s stock worth $15,005,000 after purchasing an additional 5,482 shares in the last quarter. Permanens Capital L.P. grew its holdings in shares of Marriott International by 15.6% in the 1st quarter. Permanens Capital L.P. now owns 15,396 shares of the company’s stock valued at $3,667,000 after buying an additional 2,076 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Marriott International by 3.8% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 219,939 shares of the company’s stock valued at $52,389,000 after buying an additional 8,149 shares in the last quarter. Finally, Swedbank AB raised its stake in Marriott International by 1.3% during the 1st quarter. Swedbank AB now owns 68,429 shares of the company’s stock worth $16,300,000 after buying an additional 881 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Insider Transactions at Marriott International

In related news, EVP Benjamin T. Breland sold 1,650 shares of the firm’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $286.10, for a total value of $472,065.00. Following the transaction, the executive vice president directly owned 18,225 shares in the company, valued at approximately $5,214,172.50. This trade represents a 8.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Peggy Roe sold 2,000 shares of the business’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $292.12, for a total transaction of $584,240.00. Following the transaction, the executive vice president directly owned 17,466 shares of the company’s stock, valued at approximately $5,102,167.92. This represents a 10.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 88,289 shares of company stock worth $25,669,425. 10.68% of the stock is currently owned by company insiders.

Marriott International Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Thursday, November 20th will be paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, November 20th. Marriott International’s dividend payout ratio (DPR) is presently 28.30%.

More Marriott International News

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

• Positive Sentiment: Zacks Research nudged several near-term EPS estimates slightly higher (Q3 2026, Q2 2027, Q3 2027), signaling incremental upside to the company’s earnings trajectory and supporting investor confidence in the recovery/organic growth. (Zacks estimates)
• Positive Sentiment: Marriott continues to expand its pipeline and premium footprint: agreement to bring EDITION to Cape Town’s V&A Waterfront (adds a high-profile, luxury asset that can lift RevPAR in a key gateway market). Marriott International and V&A Waterfront Holdings Announce Agreement to Bring EDITION to Cape Town’s Iconic Waterfront
• Positive Sentiment: Operational growth and rebranding at a flagship: JW Marriott Las Vegas and Rampart Casino will rebrand as The Resort at Summerlin after a $75M renovation—a move that should support premium positioning and future ADR gains. JW Marriott Las Vegas and Rampart Casino Announce Property-Wide Rebrand
• Positive Sentiment: Franchise expansion indicators: Marriott hit 100 signings for its City Express brand in the U.S. and Canada and debuted a Fairfield in Mactan—evidence of steady development momentum that should contribute to fee-based and franchise revenue over time. Marriott Reaches 100 Signings for City Express Hotels Marriott debuts Fairfield brand in Mactan
• Positive Sentiment: Zacks highlighted Marriott among “stocks to watch” near all-time highs, reinforcing momentum narrative that can attract momentum/inflow buying. 3 Stocks to Watch Near All-Time Highs: COF, MAR, TSLA
• Neutral Sentiment: Analyst consensus remains constructive (average “Moderate Buy”), but opinions are mixed—this supports demand while keeping upside tied to execution. Marriott International, Inc. (NASDAQ:MAR) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Barclays raised its price target to $276 — a revision in analyst view but a target below recent market levels, so the move is mixed in implications for near-term upside. Barclays Raises Marriott International (NASDAQ:MAR) Price Target to $276.00
• Negative Sentiment: Legal/environmental risk: Kenya’s environment court will revisit a claim that the Ritz-Carlton Maasai Mara camp (operated by Marriott) may be impacting wildebeest migration routes. A court-ordered review or restrictions could hit operations, reputation, and luxury pricing at a high-ADR asset. Kenya’s environment court to consider a claim that a lux safari camp was harming wildebeests routes

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.