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

08 May 2026, 13:02 by Teresa Graham · The Cerbat Gem

Marriott International (NASDAQ:MAR – Get Free Report) issued its quarterly earnings data on Wednesday. The company reported $2.72 earnings per share for the quarter, beating analysts’ consensus estimates of $2.56 by $0.16, FiscalAI reports. The firm had revenue of $1.81 billion during the quarter, compared to analyst estimates of $6.59 billion. Marriott International had a negative return on equity of 85.94% and a net margin of 9.72%.Marriott International’s quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the firm 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 Stock Up 1.5%

MAR traded up $5.14 during midday trading on Friday, reaching $357.19. The company had a trading volume of 198,137 shares, compared to its average volume of 1,574,709. Marriott International has a 1 year low of $253.55 and a 1 year high of $380.00. The business has a 50-day moving average of $342.05 and a two-hundred day moving average of $319.85. The company has a market cap of $94.63 billion, a P/E ratio of 37.45, a P/E/G ratio of 3.01 and a beta of 1.11.

Marriott International Dividend Announcement

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

Insider Activity

In related news, insider William P. Brown sold 9,456 shares of Marriott International stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.25, for a total transaction of $3,387,612.00. Following the completion of the sale, the insider owned 11,000 shares in the company, valued at $3,940,750. This trade represents a 46.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Drew Pinto sold 4,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $359.81, for a total transaction of $1,439,240.00. Following the transaction, the executive vice president owned 8,221 shares in the company, valued at approximately $2,957,998.01. This trade represents a 32.73% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 95,540 shares of company stock worth $34,274,055. Company insiders own 11.43% of the company’s stock.

Institutional Investors Weigh In On Marriott International

Several hedge funds and other institutional investors have recently made changes to their positions in MAR. McMillan Office Inc. purchased a new position in shares of Marriott International during the fourth quarter worth about $27,000. Kemnay Advisory Services Inc. acquired a new position in shares of Marriott International in the fourth quarter valued at approximately $27,000. Triumph Capital Management purchased a new stake in Marriott International in the 3rd quarter valued at about $28,000. Advocate Investing Services LLC purchased a new position in shares of Marriott International in the 4th quarter worth $31,000. Finally, Greenline Wealth Management LLC acquired a new stake in shares of Marriott International in the fourth quarter worth $32,000. Institutional investors and hedge funds own 70.70% of the company’s stock.

Analyst Ratings Changes

A number of research firms have issued reports on MAR. Weiss Ratings reiterated a “buy (b-)” rating on shares of Marriott International in a research note on Thursday, January 22nd. BMO Capital Markets raised Marriott International from a “market perform” rating to an “outperform” rating and lifted their price objective for the stock from $285.00 to $370.00 in a research note on Friday, January 9th. Wells Fargo & Company upped their target price on shares of Marriott International to $446.00 and gave the stock an “overweight” rating in a research note on Thursday. Morgan Stanley lifted their price objective on shares of Marriott International from $331.00 to $350.00 and gave the stock an “overweight” rating in a research report on Friday, April 10th. Finally, The Goldman Sachs Group upped their target price on Marriott International from $355.00 to $398.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $373.73.

View Our Latest Analysis on Marriott International

Key Headlines Impacting Marriott International

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

Positive Sentiment: Q1 beat and guidance lift — MAR reported Q1 results that beat estimates, raised full‑year EPS guidance to $11.38–$11.63 and increased its RevPAR outlook; management highlighted resilient global travel demand. Marriott International, Inc. Q1 2026 Earnings Call Summary
Positive Sentiment: Analysts lift forecasts and targets — Multiple firms revised forecasts upward after the print; Wells Fargo raised its price target to $446 (overweight) and others (Mizuho, Barclays) moved targets higher or trimmed conservatively, signaling analyst support for the earnings-driven move. These Analysts Revise Their Forecasts On Marriott After Q1 Results
Positive Sentiment: Operational momentum — Global RevPAR rose ~4.2% in Q1 and Marriott flagged a rebound at select‑service and luxury properties, supporting room‑revenue growth going forward. Marriott reports 4.2% rise in Q1 2026 global RevPAR
Positive Sentiment: Fee income & development pipeline — Commentary and coverage note higher management fees and a record development pipeline, which support recurring fee revenue and longer‑term growth. Marriott Q1 Earnings Beat Estimates on Higher RevPAR & Fees
Neutral Sentiment: Brand & marketing initiatives — The Ritz‑Carlton announced SailGP experiences in NYC, reinforcing luxury positioning but with limited near‑term financial impact. The Ritz-Carlton Redefines Race Weekend Luxury with the U.S. SailGP Team in New York City
Neutral Sentiment: Asset transactions — A high‑profile property sale (Marco JW) closed with Marriott retaining management, showing asset rotation but limited immediate earnings impact. $835M sale: Marco JW under new ownership, retains Marriott management
Negative Sentiment: Valuation caution — Some analysts and commentaries argue Marriott’s rally has stretched valuation and that upside may be limited absent continued margin/RevPAR acceleration. This poses risk if travel trends cool. Marriott International: Its Upside Has Already Traveled Too Long, Too Far
Negative Sentiment: Minor target trims — A few shops made small target reductions (e.g., Robert W. Baird), reflecting cautious nuance despite overall analyst upgrades. Benzinga coverage of price target moves

Marriott International Company Profile

(Get Free Report)

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.