Marriott InternationalNasdaq: MAR
Consumer Discretionary · Hotels, Resorts & Cruise Lines
$354.99
-1.85%
Vol: 690K
Research Digest
Friday, May 1, 2026
Marriott to report Q1 2026 May 6 with 12.1% expected EPS growth; Susquehanna raises PT to $385.
Marriott to report Q1 2026 results May 6, 2026 after market close, with expected 12.1% YoY EPS growth. Leadership changes effective March 28, 2026: Satya Anand becoming Group President of US, Canada and CALA. Liam Brown and Brian King retiring end of June 2026. 2025 highlights: worldwide RevPAR +2.0%, net income $2.601B, Adj EBITDA $5.383B, returned $4B+ to shareholders. Susquehanna raised PT to $385 citing strong luxury hotel performance. Consensus Buy, 12-month PT $359.31.
Previous Market Intelligence
13 daysApr 30Marriott International scheduled to report Q1 2026 earnings on May 6; company expands luxury portfolio with 35 planned 2026 openings.Positive▶
Marriott International will report Q1 2026 earnings on May 6 with expected 12.1% YoY EPS growth. In January 2026, the company announced leadership transitions with two retirements at end of June and three promotions effective March 28, including Satya Anand as new Group President US, Canada and CALA. The company continues luxury expansion with 550+ hotels across 72 countries and 35 planned openings for 2026, including The Cape Town EDITION (first in Africa). Susquehanna raised price target to $385 citing strong luxury performance, while 16 analysts maintain Buy rating with $359.31 average target.
Apr 16Marriott Appoints Saudi Marketing Lead, Q1 Earnings Set for May 6Positive▶
Marriott International appointed Julie Audette as Cluster Director of Marketing for The Red Sea and AMAALA luxury destinations in Saudi Arabia, supporting Vision 2030 initiatives. The company has received analyst buy ratings with an average price target of $346.63. Q1 earnings will be reported May 6, 2026 at 7:00 a.m. ET with an 8:30 a.m. ET conference call. Marriott declared a quarterly cash dividend of $0.67 per share. The company signed an agreement to manage The Resort at Kapalua Bay in Maui, effective March 14, 2026. Marriott was named Number 7 Best Workplace in the 2026 Fortune 100 Best Workplaces list.
Apr 15Morgan Stanley raised Marriott price target to $350 from $331 and company will report Q1 earnings on May 6, 2026.Positive▶
Marriott International will report Q1 2026 earnings on May 6, 2026. Morgan Stanley raised price target to $350 from $331 on April 10, and Goldman Sachs reaffirmed Buy rating on April 8. Stock trades at $350-359 range. Marriott achieved recognition as 2026 Platinum Employer. Stock up 51% over past year.
Apr 14Marriott International reports Q1 2026 earnings May 6; Morgan Stanley raises target to $350 despite travel sector headwinds.Positive▶
Marriott will release Q1 2026 earnings on May 6. Morgan Stanley raised price target to $350 from $331 on April 10; Goldman Sachs reaffirmed Buy. Marriott's limited Middle East exposure provides downside protection. Company integrating luxury wellness brand Lefay into portfolio. Recent stock strength shows investor confidence in margin recovery.
Apr 13Marriott reduces stake and enters Mauritania market while managing analyst caution on demand trends.Mixed▶
Massachusetts Financial Services Co. reduced its holdings in Marriott by 3.8% in Q4, signaling insider caution. The company expanded into West Africa with Sheraton Nouakchott opening in Mauritania. FY2025 revenue grew 5.5% to $6.98B. Analyst consensus remains Buy with target of $346.63, but mixed signals persist on near-term demand.
Apr 10Marriott signs Coca-Cola as exclusive global beverage provider, replacing Pepsi after 34-year partnership.Mixed▶
The Coca-Cola Company signed agreement with Marriott International on April 6 to replace PepsiCo as exclusive global beverage provider—ending 34-year partnership since 1992. Coke gains access to approximately 9,700 Marriott properties across 143 countries. Marriott Bonvoy loyalty program reached 271 million members accounting for 68% of room bookings. Record development pipeline of 610,000 rooms announced. Q1 2026 earnings report expected May 5.
Apr 9Marriott International signals strong travel recovery with $11B+ combined loyalty liabilities and record 2025 growth achievements.Positive▶
Marriott International and Hilton combined have loyalty liabilities exceeding $11 billion, reflecting strong recovery in global travel and robust booking momentum. Company achieved landmark growth in 2025 with new brand offerings, acceleration in midscale properties, luxury expansion, and record-breaking branded residences growth. Marriott ranked Number 7 Best Workplace in United States on 2026 Fortune 100 Best list. Cidel Asset Management trimmed holdings on April 6, 2026. Company highlighting two major forces: geopolitical volatility and AI tool development to keep travelers on direct channels.
Apr 8Marriott International Announces Joint Venture with Lefay for Luxury Wellness Resorts and Expands PortfolioPositive▶
Marriott International expanded its luxury portfolio through a joint venture with Lefay for wellness resorts. The company signed an agreement to manage The Resort at Kapalua Bay in Maui effective March 14, 2026. Q4 2025 EPS of $2.58 missed estimates of $2.63 by 1.90%, but strong FQ1 adjusted EPS guidance issued. Stock reached all-time high of $370 on Feb 12, 2026. Named Number 7 Best Workplace in U.S. on 2026 Fortune/Great Place To Work list. Dividend of 67 cents per share declared. Average analyst rating is Buy with 12-month target of $345.44 (4.56% upside).
Apr 7Marriott leadership transitions and luxury wellness JV announced as Morgan Stanley raises PT to $331Neutral▶
Marriott announced leadership changes effective March 28: Satya Anand becomes Group President U.S./Canada/CALA; Federico Greppi becomes CALA President. Two executives (Liam Brown, Brian King) retiring by June 2026. Marriott forms JV with Lefay for luxury wellness brand. Morgan Stanley raised PT to $331 from $328 (Buy). Marriott continues European expansion (Opatija Marriott in Croatia debut). Named 2026 Platinum Employer on Where You Work Matters list. Stock down 1.58% in 24-hour period.
Apr 6Marriott International announces leadership changes and European expansion with Series brand launchPositive▶
Marriott International announced organizational changes with Liam Brown and Brian King retiring (effective end of March/June 2026), replaced by Satya Anand as President of U.S., Canada and CALA and Federico Greppi as CALA President. The company was recognized as a 2026 Platinum Employer on the Where You Work Matters List—the only hotel company achieving this distinction. Marriott announced Series by Marriott brand launch in Europe with 11 project signings across Italy and UK with Amapa Group and Splendid Hospitality. Q4 2025 EPS was $2.58 (missed $2.63 estimate by 1.9%), but the company guided strong Q1 adjusted EPS. The company signed agreement to manage The Resort at Kapalua Bay. Q1 2026 earnings are due May 6. Analyst average rating is Buy with $345.44 PT (+4% upside).
Apr 3Marriott names new EMEA, U.S./Canada, and CALA presidents effective March 28; luxury wellness partnership with Lefay; strike activity ongoing.Mixed▶
Marriott International announced leadership restructuring: Satya Anand became President of unified U.S./Canada/CALA, Neal Jones became EMEA President. Company partnered with Lefay on luxury wellness offerings. However, 10,000+ unionized workers striking in multiple cities. Q4 2025 EPS $2.58 missed estimate of $2.63. Morgan Stanley raised PT to $331.
Apr 2Marriott International surges to record high post-earnings with 2026 guidance targeting 4.5-5% net room growth and >$4.3B capital returns.Positive▶
Marriott reported FY2025 worldwide RevPAR +2.0%, diluted EPS $9.51, adjusted EPS $10.02. Stock surged 8% post-earnings to near $370 record high on 2026 guidance: RevPAR +1.5-2.5%, EBITDA growth 8-10%, net rooms +4.5-5%, capital returns >$4.3B. Company appointed new regional leaders effective March 28. Marriott signed agreement to manage Resort at Kapalua Bay (St. Regis). Analyst consensus: 9 buy, 16 hold, 1 sell; median PT $282.
Apr 1Marriott reports Q4 2025 results with strong portfolio growth to 9,800+ properties; guides to net rooms growth of 4.5-5% for 2026.Mixed▶
Marriott achieved strong portfolio expansion with over 9,800 properties and 1.7M rooms across 145 countries. Bonvoy loyalty program grew to 271M members. 2026 guidance targets RevPAR +1.5-2.5% and net rooms growth 4.5-5%. Analyst consensus is Buy with average price target of $345.44.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| BKNGBOOKING | $169.91 | +0.92% | -4.4% | 13.7x | — | $130.5B |
| MARMARRIOTT | $354.99 | -1.85% | +7.0% | 27.7x | 1.10 | $95.8B |
| ABNBAIRBNB | $141.78 | +1.01% | +10.7% | 24.3x | 1.16 | $83.4B |
| HLTHILTON | $317.85 | -1.92% | +5.6% | 31.1x | 1.11 | $73.8B |
| RCLROYAL | $265.67 | +0.72% | -4.3% | 13.3x | 1.94 | $71.4B |
| CCLCARNIVAL | $26.66 | +0.55% | +2.1% | 10.2x | 2.48 | $36.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.