Research Analysts Set Expectations for MAR FY2028 Earnings

Marriott International, Inc. (NASDAQ:MAR) – Equities researchers at Zacks Research issued their FY2028 earnings per share estimates for shares of Marriott International in a report released on Tuesday, February 24th. Zacks Research analyst Team forecasts that the company will post earnings of $14.12 per share for the year. The consensus estimate for Marriott International’s current full-year earnings is $10.10 per share.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). The firm had revenue of $6.69 billion for the quarter, compared to analysts’ expectations of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. The business’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period last year, the company posted $2.45 earnings per share. 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.

Several other analysts also recently commented on the company. Truist Financial increased their target price on Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. Evercore increased their price objective on Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, January 22nd. Jefferies Financial Group upped their target price on shares of Marriott International from $357.00 to $415.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. The Goldman Sachs Group raised their price target on shares of Marriott International from $355.00 to $398.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Finally, BMO Capital Markets raised shares of Marriott International from a “market perform” rating to an “outperform” rating and boosted their price objective for the company from $285.00 to $370.00 in a report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $343.27.

Marriott International Stock Down 2.5%

Shares of MAR opened at $341.73 on Friday. Marriott International has a twelve month low of $205.40 and a twelve month high of $370.00. The company has a market capitalization of $90.55 billion, a P/E ratio of 36.01, a price-to-earnings-growth ratio of 3.02 and a beta of 1.13. The firm has a 50 day moving average of $328.23 and a 200 day moving average of $294.47.

Marriott International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, February 26th will be issued a $0.67 dividend. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s dividend payout ratio (DPR) is presently 28.24%.

Insider Buying and Selling at Marriott International

In related news, insider Rajeev Menon sold 3,492 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $354.00, for a total value of $1,236,168.00. Following the transaction, the insider directly owned 6,000 shares of the company’s stock, valued at approximately $2,124,000. This trade represents a 36.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Anthony Capuano sold 63,000 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total value of $22,630,860.00. Following the sale, the chief executive officer directly owned 113,617 shares of the company’s stock, valued at $40,813,498.74. This represents a 35.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 97,157 shares of company stock valued at $34,768,825 in the last quarter. Insiders own 10.68% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Kemnay Advisory Services Inc. purchased a new position in Marriott International during the fourth quarter valued at approximately $27,000. McMillan Office Inc. purchased a new stake in Marriott International during the 4th quarter valued at approximately $27,000. Basepoint Wealth LLC purchased a new position in shares of Marriott International in the fourth quarter worth $28,000. Godfrey Financial Associates Inc. bought a new position in shares of Marriott International during the fourth quarter worth $31,000. Finally, Advocate Investing Services LLC purchased a new position in Marriott International during the fourth quarter valued at $31,000. 70.70% of the stock is currently owned by institutional investors.

Marriott International News Summary

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

• Positive Sentiment: Zacks increased several near-term EPS forecasts (Q1–Q4 2026 and portions of 2026–2027) and raised FY2026 estimates, suggesting better-than-expected recovery momentum and higher near-term earnings visibility. These upgrades are constructive for MAR’s earnings trajectory and valuation in the near term.
• Positive Sentiment: Marriott is expanding its higher-margin luxury pipeline and international footprint — e.g., the W Atlanta Downtown conversion to JW Marriott (luxury repositioning) and announced record EMEA signings — supporting long-term unit growth and fee-based revenue potential. W Atlanta Downtown will convert to JW Marriott Marriott deepens Middle East footprint
• Neutral Sentiment: Sector commentary notes persistent hotel-industry headwinds but highlights growth levers — memberships, conversions and loyalty programs — where Marriott is competitive. This keeps the story mixed: positive operational levers but ongoing macro/industry pressure. 3 Hotel Stocks to Watch
• Negative Sentiment: Zacks also issued mixed/negative adjustments to parts of 2027: cuts to Q1 and Q2 2027 and a modest downgrade to FY2027 (from $12.81 to $12.72), creating uncertainty about longer‑term margin recovery and smoothing of results. These downward tweaks likely contributed to intraday selling pressure as investors re‑price medium‑term growth assumptions.
• Neutral Sentiment: Zacks’ FY2028 EPS projection of $14.12 (well above current consensus of ~$10.10) signals bullish long‑range assumptions but also introduces forecast dispersion — some investors may view that as optimistic and discount near-term risk, adding to volatility.

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.