Nineteen sell-side analysts currently cover Marriott, assigning an average recommendation of Moderate Buy. Of these, eight maintain Hold ratings, eight rate the shares as Buy and three assign Strong Buy designations. The brokers’ average 12-month target price stands at approximately 306.81, reflecting consensus optimism on Marriott’s global lodging platform and loyalty program growth potential.

In the past quarter, Goldman Sachs upgraded its opinion from Neutral to Buy and lifted its target from 288.00 to 345.00, citing improving RevPAR trends across key U.S. and European markets. BMO Capital Markets moved to Outperform with a new target of 370.00, projecting accelerated unit growth in select-service segments. Truist Financial reiterated a Hold rating but nudged its target higher to 283.00 on expectations of continued margin expansion, while Wells Fargo initiated coverage with an Overweight rating and a 329.00 target, highlighting the company’s strong balance sheet and steady fee-based revenue streams.

For the quarter ended September 30, Marriott delivered adjusted EPS of 2.47, surpassing the Street by 0.09 on the back of robust fee revenue and cost discipline. Net margin held at just over 10%, while management set Q4 EPS guidance between 2.540 and 2.620 and full-year 2025 EPS guidance of 9.980 to 10.060. Analysts tracking the company now forecast full-year EPS of roughly 10.10, underscoring confidence in sustained demand recovery and disciplined capital allocation.

Marriott declared a quarterly dividend of 0.67 per share, amounting to an annualized payout of 2.68 and a yield of 0.8%. Insider transactions show CAO Felitia Lee sold 1,617 shares and EVP Peggy Roe sold 2,000 shares in separate trades, contributing to 88,289 shares disposed by insiders over the past 90 days, valued at 25.7 million. On the institutional side, Vanguard increased its stake by 230,820 shares to 20.77 million, Wellington Management added 1.64 million shares to reach 9.18 million, and State Street and Massachusetts Financial Services also lifted positions, collectively representing over 70% institutional ownership.