Zacks Research Issues Pessimistic Outlook for MAR Earnings

Marriott International, Inc. (NASDAQ:MAR) – Investment analysts at Zacks Research reduced their Q1 2026 earnings estimates for shares of Marriott International in a research report issued to clients and investors on Tuesday, August 19th. Zacks Research analyst Team now forecasts that the company will post earnings of $2.53 per share for the quarter, down from their previous forecast of $2.56. 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 $2.99 EPS, Q4 2026 earnings at $3.06 EPS, FY2026 earnings at $11.22 EPS and Q2 2027 earnings at $3.36 EPS.

Other equities research analysts also recently issued research reports about the stock. Truist Financial reduced their target price on shares of Marriott International from $300.00 to $273.00 and set a “hold” rating on the stock in a research note on Friday, May 30th. BMO Capital Markets reduced their target price on shares of Marriott International from $285.00 to $280.00 and set a “market perform” rating on the stock in a research note on Wednesday, August 6th. UBS Group reduced their target price on shares of Marriott International from $302.00 to $299.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 21st. Dbs Bank upgraded shares of Marriott International from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, May 14th. Finally, Mizuho reduced their target price on shares of Marriott International from $293.00 to $285.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $281.00.

Marriott International Price Performance

Shares of Marriott International stock opened at $273.82 on Friday. The firm has a market capitalization of $74.33 billion, a PE ratio of 30.87, a price-to-earnings-growth ratio of 2.58 and a beta of 1.44. The company’s fifty day moving average price is $269.30 and its two-hundred day moving average price is $260.07. Marriott International has a 52-week low of $205.40 and a 52-week high of $307.52.

Marriott International (NASDAQ:MAR) last announced its quarterly earnings results on Tuesday, August 5th. The company reported $2.65 earnings per share (EPS) for the quarter, meeting the consensus estimate of $2.65. The firm had revenue of $6.74 billion for the quarter, compared to analyst estimates of $6.66 billion. Marriott International had a net margin of 9.60% and a negative return on equity of 93.44%. The business’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.50 EPS. Marriott International has set its FY 2025 guidance at 9.850-10.080 EPS. Q3 2025 guidance at 2.310-2.390 EPS.

Marriott International declared that its Board of Directors has initiated a stock buyback plan on Thursday, August 7th that allows the company to repurchase 25,000,000 outstanding shares. This repurchase authorization allows the company to repurchase shares of its stock through open market purchases. Shares repurchase plans are typically an indication that the company’s board believes its shares are undervalued.

Marriott International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 30th. Stockholders of record on Thursday, August 21st will be paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 21st. Marriott International’s dividend payout ratio (DPR) is currently 30.21%.

Insider Activity at Marriott International

In related news, insider Rajeev Menon sold 2,500 shares of the firm’s stock in a transaction on Tuesday, June 24th. The shares were sold at an average price of $268.28, for a total value of $670,700.00. Following the completion of the transaction, the insider directly owned 5,706 shares of the company’s stock, valued at approximately $1,530,805.68. This trade represents a 30.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Anthony Capuano sold 12,000 shares of the firm’s stock in a transaction on Friday, May 30th. The shares were sold at an average price of $263.90, for a total transaction of $3,166,800.00. Following the completion of the transaction, the chief executive officer directly owned 124,067 shares of the company’s stock, valued at $32,741,281.30. This represents a 8.82% decrease in their ownership of the stock. The disclosure for this sale can be found here. 10.68% of the stock is owned by company insiders.

Institutional Investors Weigh In On Marriott International

Several hedge funds have recently added to or reduced their stakes in MAR. Sequoia Financial Advisors LLC lifted its holdings in shares of Marriott International by 11.9% during the first quarter. Sequoia Financial Advisors LLC now owns 13,441 shares of the company’s stock worth $3,202,000 after buying an additional 1,432 shares in the last quarter. Financial Gravity Asset Management Inc. acquired a new position in shares of Marriott International in the first quarter worth approximately $2,244,000. Alpha Cubed Investments LLC acquired a new position in shares of Marriott International in the first quarter worth approximately $974,000. Vista Investment Partners II LLC lifted its stake in shares of Marriott International by 22.5% in the first quarter. Vista Investment Partners II LLC now owns 7,199 shares of the company’s stock worth $1,715,000 after acquiring an additional 1,322 shares during the period. Finally, Crossmark Global Holdings Inc. lifted its stake in Marriott International by 5.0% in the first quarter. Crossmark Global Holdings Inc. now owns 27,087 shares of the company’s stock valued at $6,452,000 after buying an additional 1,301 shares during the period. Institutional investors and hedge funds own 70.70% of the company’s stock.

Marriott International Company Profile

Marriott International, Inc engages in operating, franchising, and licensing hotel, residential, timeshare, and other lodging properties worldwide. It operates its properties under the JW Marriott, The Ritz-Carlton, The Luxury Collection, W Hotels, St. Regis, EDITION, Bvlgari, Marriott Hotels, Sheraton, Westin, Autograph Collection, Renaissance Hotels, Le Méridien, Delta Hotels by Marriott, Tribute Portfolio, Gaylord Hotels, Design Hotels, Marriott Executive Apartments, Apartments by Marriott Bonvoy, Courtyard by Marriott, Fairfield by Marriott, Residence Inn by Marriott, SpringHill Suites by Marriott, Four Points by Sheraton, TownePlace Suites by Marriott, Aloft Hotels, AC Hotels by Marriott, Moxy Hotels, Element Hotels, Protea Hotels by Marriott, City Express by Marriott, and St.