Erste Group Bank Issues Optimistic Forecast for MAR Earnings

Key Points

• Erste Group Bank raised Marriott’s FY2026 EPS estimate to $11.75 from $11.73 and maintained a “Buy” rating, compared with the analyst consensus of $11.69.
• Marriott’s latest quarterly results beat expectations, with EPS of $3.19 versus the $3.08 consensus; revenue rose 4.8% year over year, and management’s FY2026 EPS guidance is $11.64–$11.81.
• Analyst sentiment is broadly positive, with MarketBeat assigning the stock a “Moderate Buy” rating and an average price target of $380, while institutional investors own approximately 70.7% of shares.

Marriott International, Inc. (NASDAQ:MAR - Free Report) - Stock analysts at Erste Group Bank increased their FY2026 EPS estimates for Marriott International in a research note issued to investors on Thursday, October 8th. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings of $11.75 per share for the year, up from their prior estimate of $11.73. Erste Group Bank has a "Buy" rating on the stock. The consensus estimate for Marriott International's current full-year earnings is $11.69 per share.

Other equities research analysts have also recently issued research reports about the stock. China Intl Cap raised Marriott International to a "strong-buy" rating in a research report on Wednesday, August 12th. Deutsche Bank Aktiengesellschaft lowered their price target on Marriott International from $379.00 to $372.00 and set a "hold" rating on the stock in a research note on Tuesday, August 4th. TD Cowen upgraded Marriott International to a "strong-buy" rating in a research report on Tuesday, September 8th. The Goldman Sachs Group decreased their price objective on Marriott International from $405.00 to $400.00 and set a "buy" rating on the stock in a report on Tuesday, August 4th. Finally, Sanford C. Bernstein set a $412.00 price objective on Marriott International in a research report on Monday, June 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Marriott International presently has an average rating of "Moderate Buy" and an average target price of $380.00.

Marriott International Stock Performance

NASDAQ:MAR opened at $369.30 on Tuesday. The firm's 50-day moving average is $349.68 and its 200-day moving average is $361.08. The company has a market cap of $96.30 billion, a price-to-earnings ratio of 38.27, a PEG ratio of 2.76 and a beta of 1.17. Marriott International has a 52-week low of $256.76 and a 52-week high of $410.98.

Marriott International (NASDAQ:MAR - Get Free Report) last issued its quarterly earnings results on Monday, August 3rd. The company reported $3.19 earnings per share for the quarter, beating analysts' consensus estimates of $3.08 by $0.11. The firm had revenue of $2.01 billion during the quarter, compared to the consensus estimate of $7.19 billion. Marriott International had a net margin of 9.62% and a negative return on equity of 75.81%. The business's revenue was up 4.8% on a year-over-year basis. During the same period in the prior year, the firm earned $2.65 EPS. Marriott International has set its FY 2026 guidance at 11.640-11.810 EPS and its Q3 2026 guidance at 2.740-2.820 EPS.

Marriott International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Thursday, August 20th were paid a $0.73 dividend. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. Marriott International's payout ratio is presently 30.26%.

Insider Transactions at Marriott International

In related news, insider Deborah Harrison sold 3,500 shares of the stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $352.09, for a total value of $1,232,315.00. Following the completion of the transaction, the insider owned 282,383 shares of the company's stock, valued at $99,424,230.47. This represents a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider David Marriott sold 3,500 shares of the firm's stock in a transaction dated Friday, September 25th. The stock was sold at an average price of $352.09, for a total transaction of $1,232,315.00. Following the transaction, the insider owned 282,383 shares of the company's stock, valued at approximately $99,424,230.47. This represents a 1.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 11.43% of the company's stock.

Institutional Trading of Marriott International

Institutional investors have recently bought and sold shares of the stock. Diamant Asset Management Inc. raised its position in shares of Marriott International by 32,607.0% in the 1st quarter. Diamant Asset Management Inc. now owns 490,605 shares of the company's stock valued at $16,046,000 after acquiring an additional 489,105 shares during the period. State Street Corp boosted its stake in Marriott International by 2.9% during the 2nd quarter. State Street Corp now owns 9,644,773 shares of the company's stock worth $3,574,256,000 after acquiring an additional 272,044 shares during the last quarter. Hsbc Holdings PLC grew its holdings in Marriott International by 62.7% during the fourth quarter. Hsbc Holdings PLC now owns 640,350 shares of the company's stock valued at $199,069,000 after purchasing an additional 246,681 shares during the period. Assenagon Asset Management S.A. increased its stake in Marriott International by 309.9% in the first quarter. Assenagon Asset Management S.A. now owns 307,658 shares of the company's stock valued at $100,626,000 after purchasing an additional 232,598 shares in the last quarter. Finally, Jupiter Topco LLC bought a new stake in Marriott International in the second quarter valued at approximately $81,872,000. Institutional investors and hedge funds own 70.70% of the company's stock.

Marriott International Company Profile

Marriott International, Inc NASDAQ: MAR is a global hospitality company that operates, franchises, licenses and manages hotels, resorts, residences and other lodging properties. Its portfolio serves business and leisure travelers across a range of price points, from luxury and premium accommodations to select-service and extended-stay properties.

The company's brands include The Ritz-Carlton, St. Regis, JW Marriott, W Hotels, The Luxury Collection, EDITION, Marriott Hotels, Sheraton, Westin, Renaissance, Courtyard, Residence Inn, Fairfield by Marriott, SpringHill Suites, AC Hotels, Aloft, Moxy and Element.

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