Marriott International, Inc. (MAR) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

NO DATA

Marriott’s CEO has argued that AI‑powered booking agents pose a greater threat to online travel agencies than to hotel brands, suggesting that the shift in booking traffic away from third‑party platforms could lift Marriott’s direct‑booking margin and revenue. This narrative implies a potential upside for the company’s digital strategy over the next 1–10 trading days. Watch for any updates on OTA market share or Marriott’s own digital initiatives that could confirm this shift. At the same time, hotel owners are pressing Marriott to grant a larger share of Bonvoy loyalty‑program revenue, a move that could reduce the company’s net income from loyalty fees but may strengthen partner relationships. This could pressure earnings in the near term, so monitor any formal agreement or policy change announced by Marriott’s management. Marriott has also entered a global beverage partnership with Coca‑Cola effective July 1, 2026, covering roughly 10,000 hotels worldwide. The deal is expected to streamline sourcing, cut costs, and boost ancillary revenue, potentially improving operating margins. Watch for updates on the rollout timeline and any impact on Marriott’s earnings guidance. Together, the stronger direct‑booking model, potential loyalty‑fee adjustments, and cost‑saving beverage partnership position Marriott for a more resilient revenue mix over the next 1–10 trading days.

MAR|Company Info

Sector

Consumer Cyclical

Industry

Lodging

Exchange

NMS

Country

United States

Website

marriott.com

Symbol

MAR

Description

Marriott International is a global leader in the hospitality industry, primarily focused on the management, franchising, and licensing of a diverse portfolio of lodging properties. Its extensive brand network spans luxury to economy segments, encompassing hotels, residences, timeshares, and even yachts. This broad reach allows Marriott to cater to a wide range of travelers and offer a variety of experiences under well-known names like JW Marriott, Ritz-Carlton, and Courtyard by Marriott, among many others. Founded in 1927 and headquartered in Bethesda, Maryland, the company has established a significant presence worldwide, serving as a key player in the lodging market. This extensive brand portfolio helps Marriott maintain its competitive advantage in a dynamic and competitive market.

MAR|Earnings Snapshot

Earnings Summary

Marriott International is a global hospitality leader that manages, franchises, and licenses a diverse portfolio of lodging properties, ranging from luxury to economy segments, and operates under well‑known brands such as JW Marriott, Ritz‑Carlton, and Courtyard. The company operates within the consumer cyclical sector and lodging industry, generating revenue primarily from room and ancillary services. In its latest reporting cycle, Marriott posted Q4 2025 revenue of $6.690 billion and EPS of $2.58, slightly higher than the Q1 2026 figures of $6.654 billion and $2.72, indicating a modest revenue decline but an EPS increase relative to the prior two quarters of Q2 2025 ($6.744 billion, $2.65) and Q3 2025 ($6.489 billion, $2.47). The company has consistently beat analyst estimates in each of the last six quarters, with EPS exceeding forecasts by $0.07 in Q4 2024, $0.07 in Q1 2025, $0.03 in Q2 2025, $0.03 in Q3 2025, $0.06 in Q4 2025, and $0.16 in Q1 2026. Historically, Marriott has shown a steady YoY revenue growth trajectory, with a 3.9% increase from Q4 2024 ($6.429 billion) to Q4 2025 ($6.690 billion) and a 5.3% EPS rise over the same period, underscoring resilient profitability amid cyclical demand. Recent news highlights a global beverage partnership with Coca‑Cola that will supply nearly 10,000 hotels, potentially boosting ancillary revenue and improving operating margins through cost efficiencies, as well as expansion plans in Greater China and Saudi Arabia that could increase room supply and fee‑based revenue. Investors should watch the rollout timeline of the beverage partnership for cost‑saving milestones, any impact on margin guidance, and the progress of the Salamander hotel acquisition, as these developments could materially influence Marriott’s near‑term earnings and revenue mix.

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EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$3.05	-	-
Q1'26	$2.55	$2.72	+6.5%
Q4'25	$2.52	$2.58	+2.3%
Q3'25	$2.39	$2.47	+3.5%
Q2'25	$2.62	$2.65	+1.1%
Q1'25	$2.25	$2.32	+3.0%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$7.2B	-	-
Q1'26	$6.6B	$6.7B	+1.1%
Q4'25	$6.6B	$6.7B	+1.5%
Q3'25	-	$6.5B	-
Q2'25	-	$6.7B	-
Q1'25	-	$6.3B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

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Market Data

MAR Stock Snapshot

MAR is currently trading at $373.50, giving Marriott International, Inc. a market cap of 97.36B and a P/E ratio of 37.7. Today's range spans $366.46–$376.01, with shares opening at $371.80 and moving up $1.10 (0.3%) from the prior close. DailyIQ's technical score sits at 77/100 (BUY).

Over the past year MAR has traded between $253.76 and $410.98 - the current price is +47.2% off the 52-week low and -9.1% from the high. 32 analysts cover the stock with a Hold consensus and a mean 12-month target of $380.83 (range $272.00–$446.00), implying upside of +2.0%.

The combination of bullish technicals and neutral sentiment for Marriott International, Inc. (MAR) is the kind of setup that shows up in systematic screens before the more discretionary investors arrive. Score 77/100 (BUY), price $373.50 (in the upper portion of its 52-week range), sentiment -/100. The current P/E ratio stands at 37.7. At 97.36B in Consumer Cyclical market cap, this large-cap name has the right size to matter to a wide range of buyers. Annual range: $253.76–$410.98.

Earnings revision cycles in large-cap Consumer Cyclical names tend to compound: when technicals confirm a BUY thesis (77/100) and news sentiment (-/100, neutral) supports the narrative, analyst upgrades follow price rather than lead it. At $373.50 (in the upper portion of its 52-week range), MAR's position within the $253.76–$410.98 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.

News Sentiment Analysis

Sentiment gathered from recent headlines

No data

Strong NegativeNeutralStrong Positive

NO DATA

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

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What did this article say?

Marriott International has secured a global beverage supply agreement with Coca-Cola, covering nearly 10,000 hotels worldwide. The deal will introduce Coca-Cola products across Marriott’s hotel network, expanding the beverage channel for both leisure and business travelers. This partnership enhances Marriott’s hospitality offerings and could improve guest satisfaction and ancillary revenue. Traders should monitor the impact on Marriott’s operating margins and potential cost savings from the partnership. The agreement also positions Marriott to benefit from Coca-Cola’s brand strength and distribution efficiency.

What did this article say?

Marriott International has announced a global beverage partnership with Coca-Cola, enabling the soft‑drink giant to supply its products across Marriott’s hotels and restaurants worldwide. The collaboration is expected to streamline beverage sourcing, reduce costs, and enhance guest experience. Traders should monitor the impact on Marriott’s operating margins and any subsequent earnings guidance.

What did this article say?

Marriott International and Coca-Cola have agreed to collaborate on beverage distribution in Marriott’s hotel and restaurant venues. The deal will see Coca-Cola products stocked in Marriott properties, potentially boosting ancillary revenue and simplifying supply chain logistics. Watch for updates on revenue impact and any changes to Marriott’s cost structure.

What did this article say?

Marriott International and Coca‑Cola announced a global beverage partnership that will place Coca‑Cola brands in Marriott hotels worldwide. The deal expands beverage options and enhances guest experience across Marriott’s portfolio. It signals a strategic move to strengthen Marriott’s in‑room offerings and drive incremental revenue. Traders should monitor the rollout timeline and any impact on Marriott’s operating margin.

What did this article say?

Marriott’s Luxury Group released a report on Gen Z travelers in Asia Pacific, revealing four distinct luxury mindsets. The study challenges the notion of a single Gen Z traveler profile. It highlights segments focused on cultural immersion, wellbeing, digital disconnection, and heritage exploration. The findings suggest Marriott should tailor marketing and product offerings to these diverse preferences.

What did this article say?

Marriott Bonvoy has taken a strategic step by sponsoring the second season of the musician‑centered docuseries 'Arrival' to reinforce its brand ethos. The partnership offers significant brand exposure but carries the inherent risk of an unscripted format that could backfire if audience reception is lukewarm. Executives have acknowledged this risk, suggesting careful monitoring of viewer engagement and sentiment. The move underscores Marriott’s willingness to invest in experiential marketing while balancing potential reputational impacts.

What did this article say?

Marriott International (MAR) is negotiating to acquire Sheila Johnson’s Salamander hotel in Washington, DC, to add to its Autograph Collection. The deal would expand Marriott’s portfolio of boutique properties in the capital, potentially boosting occupancy in the high‑end segment. While the transaction remains in early stages, it signals Marriott’s continued focus on premium, curated assets. Investors should monitor the final valuation and regulatory approvals.

What did this article say?

Marriott International has secured agreements to develop approximately 100 Series by Marriott hotels in Greater China and 10 new hotels in Saudi Arabia. These contracts, signed with CG Hospitality Global and Blacksand respectively, broaden the company’s presence in two high‑growth travel markets. The expansion aligns with Marriott’s strategy to diversify its portfolio across price points and regions, potentially increasing room supply and fee‑based revenue streams. The deals may also influence the company’s regional mix and brand positioning as tourism infrastructure investment ramps up in both markets. Investors should monitor the progress of construction timelines and any regulatory approvals that could affect opening dates.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

No summary available yet for this article.

What did this article say?

No summary available yet for this article.

What did this article say?

MAR·Marriott International, Inc.

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News Sentiment Analysis

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