Nineteen equity analysts currently cover Marriott International, assigning the company an average recommendation of Moderate Buy. The breakdown includes eight Hold ratings, eight Buy ratings and three Strong Buy ratings. Among brokerages updating their views over the past year, the average twelve-month target stands at $306.81, indicating upside potential relative to current consensus levels and underscoring broad confidence in the company’s medium-term growth trajectory.

Several firms have raised their outlook on Marriott in the last quarter. Goldman Sachs upgraded the rating from Neutral to Buy while lifting its target from $288 to $345. BMO Capital Markets moved from Market Perform to Outperform and increased its target to $370. Weiss Ratings reiterated a Buy (B-) stance and Truist Financial maintained a Hold rating while raising its objective from $278 to $283. Wells Fargo initiated coverage with an Overweight rating and set a target of $329, reflecting renewed optimism around global lodging demand and loyalty-program initiatives.

For the quarter ended September 30, Marriott delivered earnings per share of $2.47, surpassing the consensus estimate of $2.38 by $0.09. Although reported revenue of $17.3 billion fell short of the $18 billion consensus, the company achieved a net margin of 10.07% and offset the revenue gap through cost optimization in its managed and franchised portfolios. Marriott updated its guidance for fourth-quarter EPS to a range of $2.54–$2.62 and full-year 2025 EPS to $9.98–$10.06, implying year-over-year growth of approximately 8% despite a challenging interest-rate backdrop.

Marriott declared a quarterly dividend of $0.67 per share, translating to an annualized yield of 0.8% and a payout ratio of 28.3%, reinforcing steady capital return. Insider activity over the past ninety days shows total sales of 88,289 shares valued at roughly $25.7 million, with the Chief Accounting Officer reducing holdings by nearly 25% and the Executive Vice President trimming theirs by 10.3%. Institutional investors continue to increase exposure, with Vanguard, State Street, Wellington and Massachusetts Financial Services each adding between 1% and 21.7% to their stakes during the latest reporting periods, leaving hedge funds and other large holders at 70.7% ownership.