What is Zacks Research’s Estimate for MAR FY2028 Earnings?

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

Several other equities research analysts have also issued reports on the stock. JPMorgan Chase & Co. boosted their price target on shares of Marriott International from $323.00 to $356.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Citigroup raised their price target on Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a report on Thursday, January 15th. Evercore boosted their target price on shares of Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, January 22nd. The Goldman Sachs Group boosted their target price on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Finally, Truist Financial increased their price objective on shares of Marriott International from $283.00 to $350.00 and gave the company a “hold” rating in a report on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, Marriott International presently has an average rating of “Moderate Buy” and a consensus target price of $343.27.

Marriott International Stock Down 2.5%

Marriott International stock opened at $341.73 on Friday. The stock has a market cap of $90.55 billion, a price-to-earnings ratio of 36.01, a price-to-earnings-growth ratio of 3.10 and a beta of 1.13. Marriott International has a 12 month low of $205.40 and a 12 month high of $370.00. The business has a 50 day moving average price of $328.23 and a two-hundred day moving average price of $294.26.

Marriott International (NASDAQ:MAR) last released its earnings results on Tuesday, February 10th. The company reported $2.58 EPS for the quarter, missing the consensus estimate of $2.61 by ($0.03). The company had revenue of $6.69 billion for the quarter, compared to analyst estimates of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. Marriott International’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $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.

Institutional Trading of Marriott International

Several institutional investors and hedge funds have recently bought and sold shares of MAR. Oppenheimer Asset Management Inc. bought a new position in shares of Marriott International during the second quarter worth approximately $613,000. National Pension Service raised its stake in Marriott International by 1.6% in the third quarter. National Pension Service now owns 603,431 shares of the company’s stock valued at $157,158,000 after purchasing an additional 9,530 shares in the last quarter. AustralianSuper Pty Ltd acquired a new position in shares of Marriott International in the 3rd quarter valued at approximately $858,000. Headwater Capital Co Ltd acquired a new position in Marriott International during the second quarter valued at approximately $21,857,000. Finally, Harbor Investment Advisory LLC raised its holdings in shares of Marriott International by 2.7% during the 3rd quarter. Harbor Investment Advisory LLC now owns 572,367 shares of the company’s stock worth $149,067,000 after buying an additional 14,898 shares in the last quarter. Institutional investors own 70.70% of the company’s stock.

Insider Buying and Selling at Marriott International

In related news, insider William P. Brown sold 9,456 shares of Marriott International stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $358.25, for a total value of $3,387,612.00. Following the sale, the insider owned 11,000 shares of the company’s stock, valued at approximately $3,940,750. This trade represents a 46.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Anthony Capuano sold 63,000 shares of Marriott International stock in a transaction that occurred on 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 completion of the sale, the chief executive officer owned 113,617 shares in the company, valued at $40,813,498.74. This trade represents a 35.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 97,157 shares of company stock valued at $34,768,825 in the last 90 days. 10.68% of the stock is currently owned by corporate insiders.

Marriott International Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th will be issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, February 26th. Marriott International’s dividend payout ratio is 28.24%.

Key Headlines Impacting Marriott International

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.

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.