Nineteen sell-side analysts currently cover Marriott International, assigning an average recommendation of “Moderate Buy.” Of those, eight maintain a hold rating, eight recommend buy and three rate the stock strong buy. This breadth of coverage reflects a balanced view of the company’s growth prospects in the global lodging sector.

Several major brokerages have recently revised their outlooks. Goldman Sachs upgraded its rating from neutral to buy and raised its price objective. BMO Capital Markets moved to an outperform rating, while Weiss Ratings reaffirmed a buy (B–) stance. Truist Financial and Wells Fargo also provided updated guidance, reflecting increased confidence in the company’s ability to capitalize on strong leisure and corporate travel demand.

On November 4, Marriott reported third-quarter EPS of $2.47, topping consensus estimates of $2.38. The company generated revenue of $1.73 billion in its fee-based and ownership segments, compared to analyst projections of $6.46 billion overall revenue. For the fourth quarter of fiscal 2025, management set EPS guidance between $2.54 and $2.62, and for the full year 2025, between $9.98 and $10.06, signaling expectations for continued margin expansion despite macroeconomic headwinds.

Marriott’s board declared a quarterly dividend of $0.67 per share, translating to a $2.68 annualized payout and a 0.8% yield, with a payout ratio near 28%. Insiders have recently sold 88,289 shares totaling approximately $25.7 million, reducing combined ownership to 10.68%. Meanwhile, institutional investors remain heavily invested: Vanguard increased its stake by 230,820 shares to 20.77 million, State Street by 114,973 to 9.49 million and Wellington by 1.64 million to 9.18 million, contributing to a 70.7% institutional ownership level.