Marriott International (MAR) Earnings Analysis

Marriott International (MAR) delivered mixed results in Q2 FY2026 on revenue of $7.1B versus the $7.2B estimate (+4.8% YoY) and EPS of $3.19. The next Marriott International (MAR) earnings date is Nov 3, 2026. Below is the full Marriott International earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Marriott International (MAR) Earnings Analysis — key stats

Next earnings dateNov 3, 2026
Latest reported quarterQ2 FY2026
Earnings verdictMixed
EPS beat rate5 of last 8 (quarters above estimate)
Avg next-day move±4.2% (over the last 8 reports)
Post-earnings directionUp 4 / Down 4 (of the last 8 reports)
Implied move (next report)±18.0% (options-derived · into Nov 3, 2026)
Institutional ownership60.4% (13F as of 2026-06-30)
Top 10 holders29.8% (of shares outstanding)
Insider activity8 buys / 4 sells (recent Form 4 filings)
Revenue$7.1B (vs $7.2B est · -1.7% surprise · +4.8% YoY)
EPS$3.19 (vs $3.08 est · +3.6% surprise · +2.5% YoY)
Share price$356.72 (+1.2%)
Market cap$93.0B

Marriott International (MAR) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$7.1B vs $7.2B est$3.19 vs $3.08 est+3.6%-7.4%Mixed
Q2 FY2026$6.7B vs $6.6B est$2.72 vs $2.56 est+6.3%-0.7%Mixed
Q1 FY2026$6.7B vs $6.7B est$2.58 vs $2.60 est-0.8%+8.3%In line
Q4 FY2025$6.5B vs $6.5B est$2.47 vs $2.38 est+3.8%+7.3%Mixed
Q3 FY2025$6.7B vs $6.7B est$2.65 vs $2.61 est+1.5%+1.4%In line
Q2 FY2025$6.3B vs $6.2B est$2.32 vs $2.25 est+3.1%+3.5%Mixed
Q1 FY2025$6.4B vs $6.4B est$2.45 vs $2.37 est+3.4%-4.6%Mixed
Q4 FY2024$6.3B vs $6.3B est$2.26 vs $2.31 est-2.2%-0.3%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.6.0%16.1M$5.9B+3.6%
Vanguard Capital Management LLC5.2%14.0M$5.2B+0.0%
State Street Corp3.6%9.6M$3.6B+2.9%
Invesco Ltd.3.6%9.6M$3.6B+73.3%
Fmr LLC2.5%6.8M$2.5B-3.7%
Wellington Management Group Llp2.0%5.5M$2.0B-6.4%
Geode Capital Management, LLC2.0%5.3M$2.0B+0.8%
Morgan Stanley1.9%5.0M$1.8B+5.9%
Jpmorgan Chase & CO1.5%4.1M$1.5B+33.9%
Undisclosed filer1.5%4.0M$1.5B-4.0%

Recent insider transactions

InsiderRoleDateTypeSharesValue
LEWIS AYLWIN Bdirector2026-06-30Buy10$3625
Reid Grantdirector2026-06-30Buy39$14516
MARRIOTT J W JR10 percent owner, other: 13D Group Owning more than 10%2026-06-10Sell18K
Harrison Deborah Marriottdirector, other: Member of 13(d) group2026-05-18Buy52
MARRIOTT J W JR10 percent owner, other: 13D Group Owning more than 10%2026-05-18Sell52
Roe Peggyofficer: EVP & Chf. Customer Officer2026-05-18Sell3K$1.1M
Mao Yibingofficer: Pres. Greater China2026-05-13Sell5K$1.7M
McCarthy Margaret Mdirector2026-05-11Buy670

What you'll find

Frequently asked questions

When is Marriott International's next earnings date?
Marriott International's (MAR) next scheduled earnings date is Nov 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Marriott International (MAR) beat or miss earnings?
In Q2 FY2026, Marriott International (MAR) posted mixed results — revenue of $7.1B versus the $7.2B estimate (-1.7% surprise) and EPS of $3.19 versus $3.08 expected (+3.6% surprise). Magnisto decodes every Marriott International (MAR) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Marriott International beat earnings estimates?
Over its last 8 reported quarters, Marriott International (MAR) beat Wall Street EPS estimates 5 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Marriott International (MAR) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Marriott International stock move after earnings?
Over its last 8 quarterly reports, Marriott International (MAR) moved an average of ±4.2% the day after earnings — ranging from -7.4% (Q3 FY2026) to +8.3% (Q1 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Nov 3, 2026, options-implied volatility is pricing in a move of roughly ±18.0% (derived). Magnisto tracks the realized post-earnings move for every Marriott International (MAR) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Marriott International?
Institutions hold about 60.4% of Marriott International's (MAR) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (6.0%), Vanguard Capital Management LLC (5.2%), State Street Corp (3.6%). Magnisto lists Marriott International's (MAR) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Marriott International (MAR)?
In the most recent Form 4 filings Magnisto tracks, Marriott International (MAR) insiders recorded 8 purchases and 4 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Marriott International (MAR) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Marriott International (MAR), anchored to the current $356.72 share price, so you can weigh the bull, base and bear cases for Marriott International side by side.
Is Marriott International (MAR) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Marriott International fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.