Marriott International (NASDAQ:MAR) Issues FY 2025 Earnings Guidance

Key Points

• Marriott International has revised its FY 2025 earnings guidance to an EPS range of 9.850-10.080, slightly below the consensus estimate of 10.063, and projects Q3 2025 EPS in the range of 2.310-2.390.
• Recent analyst ratings show a mixed outlook, with Mizuho lowering their price target to $285 and Stifel Nicolaus decreasing theirs to $240 while Dbs Bank and Melius Research upgraded Marriott to "strong-buy."
• The company announced an increased quarterly dividend of $0.67 per share, reflecting a positive change from the previous quarterly dividend of $0.63, resulting in an annualized dividend yield of 1.0%.

Marriott International (NASDAQ:MAR - Get Free Report) updated its FY 2025 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 9.850-10.080 for the period, compared to the consensus estimate of 10.063. The company issued revenue guidance of -. Marriott International also updated its Q3 2025 guidance to 2.310-2.390 EPS.

Wall Street Analyst Weigh In

MAR has been the subject of several recent analyst reports. BMO Capital Markets decreased their target price on shares of Marriott International from $285.00 to $280.00 and set a "market perform" rating for the company in a report on Wednesday. Jefferies Financial Group raised shares of Marriott International from a "hold" rating to a "buy" rating and lifted their target price for the stock from $226.00 to $303.00 in a report on Monday, May 12th. Morgan Stanley decreased their target price on shares of Marriott International from $275.00 to $267.00 and set an "overweight" rating for the company in a report on Tuesday, April 22nd. The Goldman Sachs Group reaffirmed a "neutral" rating and issued a $245.00 target price (down from $313.00) on shares of Marriott International in a report on Monday, April 14th. Finally, Melius Research raised shares of Marriott International to a "strong-buy" rating in a report on Monday, April 21st. Twelve investment analysts have rated the stock with a hold rating, seven have issued a buy rating and two have issued a strong buy rating to the company's stock. According to data from MarketBeat.com, Marriott International currently has a consensus rating of "Moderate Buy" and an average target price of $280.89.

Marriott International Stock Performance

Shares of NASDAQ MAR traded down $0.67 during trading on Friday, hitting $259.92. 1,353,626 shares of the company were exchanged, compared to its average volume of 1,544,380. Marriott International has a 12-month low of $205.40 and a 12-month high of $307.52. The company has a fifty day moving average price of $268.78 and a 200-day moving average price of $261.48. The firm has a market capitalization of $70.56 billion, a PE ratio of 29.30, a P/E/G ratio of 2.48 and a beta of 1.44.

Marriott International (NASDAQ:MAR - Get Free Report) last issued its quarterly earnings data on Tuesday, August 5th. The company reported $2.65 earnings per share (EPS) for the quarter, meeting the consensus estimate of $2.65. The firm had revenue of $6.74 billion for the quarter, compared to analyst estimates of $6.66 billion. Marriott International had a net margin of 9.60% and a negative return on equity of 93.44%. Marriott International's revenue was up 4.7% on a year-over-year basis. During the same period in the previous year, the firm earned $2.50 EPS. Research analysts anticipate that Marriott International will post 10.1 earnings per share for the current fiscal year.

Marriott International Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 30th. Shareholders of record on Thursday, August 21st will be issued a dividend of $0.67 per share. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $2.68 dividend on an annualized basis and a yield of 1.0%. Marriott International's dividend payout ratio (DPR) is presently 30.21%.

Marriott International announced that its board has authorized a share repurchase program on Thursday, August 7th that authorizes the company to buyback 25,000,000 outstanding shares. This buyback authorization authorizes the company to buy shares of its stock through open market purchases. Shares buyback programs are typically an indication that the company's management believes its shares are undervalued.

Insiders Place Their Bets

In related news, insider Rajeev Menon sold 2,500 shares of Marriott International stock in a transaction on Tuesday, June 24th. The shares were sold at an average price of $268.28, for a total value of $670,700.00. Following the transaction, the insider directly owned 5,706 shares in the company, valued at $1,530,805.68. This trade represents a 30.47% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Anthony Capuano sold 12,000 shares of Marriott International stock in a transaction on Friday, May 30th. The shares were sold at an average price of $263.90, for a total transaction of $3,166,800.00. Following the completion of the transaction, the chief executive officer owned 124,067 shares in the company, valued at approximately $32,741,281.30. This trade represents a 8.82% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 15,500 shares of company stock valued at $4,107,710. 10.68% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Marriott International

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