Marriott International (MAR) to Release Earnings on Tuesday

Key Points

• Marriott International is expected to release its Q2 2025 earnings on August 5th, with analysts forecasting $2.65 earnings per share and $6.66 billion in revenue.
• The company has recently increased its quarterly dividend to $0.67, raising the annualized dividend to $2.68 with a yield of 0.98%.
• Insider transactions have seen executives sell shares amounting to over $4 million in total value in the last 90 days, indicating potential shifts in insider sentiment.

Marriott International (NASDAQ:MAR - Get Free Report) is projected to announce its Q2 2025 earnings results before the market opens on Tuesday, August 5th. Analysts expect the company to announce earnings of $2.65 per share and revenue of $6.66 billion for the quarter. Marriott International has set its FY 2025 guidance at 9.820-10.190 EPS and its Q2 2025 guidance at 2.570-2.620 EPS.

Marriott International (NASDAQ:MAR - Get Free Report) last posted its quarterly earnings data on Tuesday, May 6th. The company reported $2.32 earnings per share for the quarter, topping the consensus estimate of $2.25 by $0.07. Marriott International had a negative return on equity of 100.64% and a net margin of 9.75%. The company had revenue of $6.26 billion during the quarter, compared to analysts' expectations of $6.19 billion. During the same period in the prior year, the firm earned $2.13 earnings per share. Marriott International's revenue for the quarter was up 4.8% compared to the same quarter last year. On average, analysts expect Marriott International to post $10 EPS for the current fiscal year and $12 EPS for the next fiscal year.

Marriott International Stock Performance

Marriott International stock traded down $8.32 during midday trading on Friday, reaching $255.51. The stock had a trading volume of 1,175,517 shares, compared to its average volume of 1,718,103. The stock has a market capitalization of $69.98 billion, a P/E ratio of 29.13, a price-to-earnings-growth ratio of 2.59 and a beta of 1.41. The firm's fifty day simple moving average is $269.10 and its 200-day simple moving average is $262.32. Marriott International has a 1-year low of $204.55 and a 1-year high of $307.52.

Marriott International Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 30th. Stockholders of record on Friday, May 23rd were given a $0.67 dividend. This is a boost from Marriott International's previous quarterly dividend of $0.63. This represents a $2.68 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Friday, May 23rd. Marriott International's payout ratio is presently 30.52%.

Analyst Ratings Changes

A number of research analysts recently weighed in on MAR shares. The Goldman Sachs Group reaffirmed a "neutral" rating and issued a $245.00 target price (down previously from $313.00) on shares of Marriott International in a research report on Monday, April 14th. UBS Group reduced their price target on Marriott International from $302.00 to $299.00 and set a "neutral" rating for the company in a research report on Wednesday, May 21st. Robert W. Baird upped their price objective on Marriott International from $265.00 to $285.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 16th. Jefferies Financial Group raised shares of Marriott International from a "hold" rating to a "buy" rating and raised their target price for the company from $226.00 to $303.00 in a research note on Monday, May 12th. Finally, Barclays dropped their price target on shares of Marriott International from $283.00 to $236.00 and set an "equal weight" rating on the stock in a research report on Tuesday, April 22nd. Thirteen analysts have rated the stock with a hold rating, seven have issued a buy rating and two have assigned a strong buy rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $276.90.

Insider Transactions at Marriott International

In other Marriott International news, EVP Benjamin T. Breland sold 1,000 shares of the stock in a transaction dated Monday, May 12th. The shares were sold at an average price of $270.21, for a total transaction of $270,210.00. Following the sale, the executive vice president directly owned 20,724 shares in the company, valued at $5,599,832.04. This represents a 4.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Anthony Capuano sold 12,000 shares of the company's stock in a transaction on Friday, May 30th. The stock was sold at an average price of $263.90, for a total value of $3,166,800.00. Following the sale, the chief executive officer owned 124,067 shares of the company's stock, valued at $32,741,281.30. The trade was a 8.82% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 15,500 shares of company stock valued at $4,107,710. 10.68% of the stock is currently owned by company insiders.

Institutional Trading of Marriott International

Several institutional investors and hedge funds have recently modified their holdings of MAR. Brighton Jones LLC raised its stake in Marriott International by 2.5% during the fourth quarter. Brighton Jones LLC now owns 8,887 shares of the company's stock worth $2,479,000 after acquiring an additional 218 shares in the last quarter. Woodline Partners LP grew its holdings in shares of Marriott International by 39.6% during the 1st quarter. Woodline Partners LP now owns 19,332 shares of the company's stock valued at $4,605,000 after purchasing an additional 5,480 shares during the last quarter. Intech Investment Management LLC increased its position in Marriott International by 21.8% during the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company's stock worth $1,438,000 after purchasing an additional 1,079 shares in the last quarter. Finally, Empowered Funds LLC boosted its position in Marriott International by 39.1% in the first quarter. Empowered Funds LLC now owns 5,805 shares of the company's stock valued at $1,383,000 after buying an additional 1,631 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors.

About Marriott International

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.