Marriott International (NASDAQ:MAR) reported better‑than‑expected fourth‑quarter sales results and issued strong first‑quarter adjusted EPS guidance on Tuesday.
Marriott reported adjusted earnings of $2.58 per share, coming in slightly below the $2.61 analysts expected, but still up from $2.45 a year earlier. Revenue came in at $6.69 billion, edging past estimates and rising more than 4% year-over-year.
Looking ahead, Marriott expects first‑quarter 2026 earnings of $2.50 to $2.55 per share, versus Wall Street’s expectation of $2.50 per share.
Full‑year guidance calls for adjusted earnings between $11.32 and $11.57 per share, along with modest RevPAR growth, continued room expansion and solid EBITDA gains. The company also plans to return more than $4.3 billion to shareholders in 2026.
Anthony Capuano, President and Chief Executive Officer, said, "Marriott delivered excellent results in 2025, reflecting the strength of our brands, delivery of great experiences to our customers and continued momentum in development activity. For the full year, net rooms grew over 4.3 percent, worldwide RevPAR increased 2 percent, and our fee‑driven, asset‑light business model continued to generate substantial cash, enabling over $4.0 billion of capital returns to shareholders."
Marriott shares gained 0.4% to trade at $360.88 on Wednesday.
These analysts made changes to their price targets on Marriott following earnings announcement.
- Barclays analyst Brandt Montour maintained Marriott International with an Equal-Weight rating and raised the price target from $320 to $356.
- Evercore ISI Group analyst Duane Pfennigwerth maintained the stock with an Outperform rating and raised the price target from $350 to $385.
- Wells Fargo analyst Trey Bowers maintained the stock with an Overweight rating and raised the price target from $353 to $403.
- Truist Securities analyst Patrick Scholes maintained Marriott International with a Hold and raised the price target from $283 to $350.
- Goldman Sachs analyst Lizzie Dove maintained the stock with a Buy and raised the price target from $355 to $398.
Considering buying MAR stock? Here’s what analysts think:
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