Marriott International (NASDAQ:MAR) Releases Quarterly Earnings Results, Beats Expectations By $0.16 EPS

Marriott International (NASDAQ:MAR) announced its quarterly earnings results on Wednesday. The company reported $2.72 EPS for the quarter, topping the consensus estimate of $2.56 by $0.16, FiscalAI reports. The business had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. Marriott International had a negative return on equity of 84.23% and a net margin of 9.93%.The company’s quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.32 EPS. Marriott International updated its FY 2026 guidance to 11.380-11.630 EPS and its Q2 2026 guidance to 2.990-3.060 EPS.

Here are the key takeaways from Marriott International’s conference call:

• Marriott raised full-year global RevPAR guidance to 2%–3% after Q1 outperformance and now expects Q2 RevPAR +1.5%–2.5%, with full-year gross fees lifted to $5.93B–$5.99B and adjusted diluted EPS guidance of $11.38–$11.63 (up 14%–16%).
• Development momentum remains strong: record Q1 global signings, a pipeline near 618,000 rooms (+5% YoY) with 43% under construction, and expected net rooms growth of 4.5%–5% driven materially by conversions.
• The conflict in the Middle East is a meaningful near-term headwind — March RevPAR in the region fell >30%, and Marriott assumes the conflict could subtract 100–125 basis points from full-year global RevPAR, with an anticipated ~50% RevPAR decline in Q2 for the region.
• Financials were strong in Q1: adjusted EBITDA rose 15% to $1.4B and adjusted EPS rose 17% to $2.72, with co-branded card fees up 37% and the company planning to return over $4.4 billion to shareholders in 2026.
• Technology and AI investments are progressing — the 1,000th hotel moved to the new platform and Marriott plans a phased rollout of conversational search and AI tools (customer engagement and desktop assistance) to drive direct bookings and owner returns.

Marriott International Price Performance

MAR traded down $8.06 during trading on Thursday, hitting $351.00. The company’s stock had a trading volume of 504,045 shares, compared to its average volume of 1,582,371. The firm’s 50 day moving average price is $341.88 and its 200-day moving average price is $319.21. The stock has a market cap of $92.99 billion, a PE ratio of 37.00, a PEG ratio of 2.97 and a beta of 1.11. Marriott International has a twelve month low of $253.55 and a twelve month high of $380.00.

Marriott International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, February 26th were issued a $0.67 dividend. The ex-dividend date was Thursday, February 26th. This represents a $2.68 annualized dividend and a yield of 0.8%. Marriott International’s payout ratio is 28.24%.

Analysts Set New Price Targets

Several brokerages have recently commented on MAR. Evercore boosted their price target on Marriott International from $320.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, January 22nd. Wells Fargo & Company boosted their price target on Marriott International to $446.00 and gave the stock an “overweight” rating in a research note on Thursday. Robert W. Baird cut their price objective on Marriott International from $388.00 to $386.00 and set a “neutral” rating for the company in a research report on Thursday. The Goldman Sachs Group lifted their price objective 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, Weiss Ratings restated a “buy (b-)” rating on shares of Marriott International in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Marriott International currently has a consensus rating of “Moderate Buy” and an average price target of $373.73.

Insider Buying and Selling

In other Marriott International news, insider Rajeev Menon sold 6,333 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $356.61, for a total value of $2,258,411.13. Following the completion of the transaction, the insider directly owned 9,492 shares in the company, valued at approximately $3,384,942.12. The trade was a 40.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider William P. Brown sold 9,456 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total value of $3,387,612.00. Following the completion of the transaction, the insider owned 11,000 shares of the company’s stock, valued at $3,940,750. This trade represents a 46.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 95,540 shares of company stock worth $34,274,055 in the last three months. 11.43% of the stock is currently owned by insiders.

Institutional Trading of Marriott International

A number of institutional investors and hedge funds have recently made changes to their positions in the company. T. Rowe Price Investment Management Inc. increased its holdings in shares of Marriott International by 7.4% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 63,680 shares of the company’s stock worth $19,757,000 after buying an additional 4,383 shares during the last quarter. Compound Planning Inc. increased its holdings in shares of Marriott International by 23.5% during the 4th quarter. Compound Planning Inc. now owns 3,213 shares of the company’s stock worth $997,000 after buying an additional 612 shares during the last quarter. Birchwood Financial Partners Inc. acquired a new stake in Marriott International in the 4th quarter valued at $33,000. Corient Private Wealth LLC increased its holdings in Marriott International by 12.8% in the 4th quarter. Corient Private Wealth LLC now owns 206,955 shares of the company’s stock valued at $62,973,000 after purchasing an additional 23,554 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV increased its holdings in Marriott International by 4.7% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 46,792 shares of the company’s stock valued at $14,517,000 after purchasing an additional 2,107 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.

More Marriott International News

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

• Positive Sentiment: Q1 results beat on key metrics: adjusted EPS topped estimates, worldwide RevPAR rose 4.2%, net rooms and development pipeline hit new highs, and the company returned significant capital via buybacks and dividends. These fundamentals support longer‑term growth and cash returns. PR News Release
• Positive Sentiment: Wells Fargo raised its price target sharply to $446 and put an overweight rating on MAR, signaling strong upside from some institutional investors and likely supporting demand for the shares. Benzinga
• Positive Sentiment: Mizuho raised its target to $384 (neutral), and Barclays nudged its target to $376 (equal weight) — several shops are lifting targets after the quarter, which underpins medium‑term analyst optimism. Benzinga
• Neutral Sentiment: Brand/marketing initiatives and partnerships (e.g., The Ritz‑Carlton SailGP activation, new luxury resort deals) help premium positioning but are unlikely to move near‑term earnings materially. PR Newswire
• Neutral Sentiment: Wider coverage and summaries (MarketWatch, Zacks, WSJ) reiterate the beat and upgraded full‑year RevPAR outlook; helpful for sentiment but largely restating results. Yahoo Finance
• Negative Sentiment: Management’s Q2 EPS guidance (2.99–3.06) and FY EPS range (11.38–11.63) sit at or slightly below some street expectations, introducing short‑term uncertainty and giving traders a reason to trim positions. Seeking Alpha
• Negative Sentiment: Contrarian/bear commentary (e.g., “Its Upside Has Already Traveled Too Long, Too Far”) may be prompting profit‑taking after a multiyear run, amplifying downward pressure. Seeking Alpha

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.