Marriott International Sets Feb. 10 Earnings Release and Webcast

MARMAR

Marriott International will report fourth quarter 2025 earnings on Tuesday, February 10, 2026 at 7:00 a.m. Eastern Time. The company will host a conference call at 8:30 a.m. ET featuring CEO Anthony Capuano and CFO Leeny Oberg, with a live webcast on its investor relations website.

1. Analyst Consensus and Twelve-Month Target

Nineteen equity analysts currently cover Marriott International, assigning an average recommendation of “Moderate Buy.” Among them, eight hold ratings, eight buy ratings and three strong buy ratings balance the outlook. The consensus twelve-month price target across brokerages stands at $306.81, reflecting a roughly 6% upside from current levels and underscoring broad confidence in the company’s growth trajectory over the next year.

2. Recent Upgrades and Price Target Revisions

Several major research firms have adjusted their views since October. Goldman Sachs upgraded its rating from neutral to buy, boosting its target from $288 to $345. BMO Capital Markets elevated its recommendation from market perform to outperform and raised its target to $370. Weiss Ratings reconfirmed a buy (b–) stance, while Truist Financial maintained a hold rating but nudged its objective to $283. Wells Fargo initiated coverage with an overweight rating and a $329 target, signalling strong conviction at the start of its research.

3. Valuation Metrics and Institutional Ownership

Marriott’s market capitalization is $86.8 billion, supported by a P/E ratio of 34.1 and a P/E/G ratio of 2.56. The stock’s beta of 1.16 indicates moderate volatility relative to the broader market. Institutional investors hold roughly 71% of the float. Vanguard Group added 1.1% to its stake in the third quarter, now owning 20.8 million shares. State Street, Wellington Management and other top funds also increased positions, collectively adding over 2 million shares in recent quarters.

4. Earnings Performance, Guidance and Dividend

In the quarter ended Q3 FY25, Marriott reported EPS of $2.47, beating consensus by $0.09, and generated revenue of $1.73 billion. The company set Q4 FY25 EPS guidance at $2.54–2.62 and full-year FY25 at $9.98–10.06. Marriott declared a quarterly dividend of $0.67 per share, translating into a 0.8% yield and a 28.3% payout ratio. The next earnings release is scheduled for February 10, 2026, with a live web conference at 8:30 a.m. ET featuring CEO Anthony Capuano and CFO Leeny Oberg.

Sources

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