Erste Group lifts forecast for Marriott International stock to USD 11.75

Published on 10/19/2026 at 10:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Erste Group lifted its 2026 estimate to USD 11.75 on October 13, 2026. Marriott International stock costs EUR 347.13 on October 19, 2026.

Analyst estimate and results date

Erste Group raised its fiscal 2026 earnings estimate to USD 11.75 from USD 11.73 on October 13, 2026.
Marriott reported USD 7.07 billion in second-quarter 2026 revenue and USD 2.90 diluted earnings per share.
Marriott International stock traded at EUR 347.13 at 10:19 a.m. CEST at Lang & Schwarz on October 19, 2026.
Third-quarter 2026 results are scheduled for November 2, 2026.

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Marriott International (ISIN US5719032022) traded at EUR 347.13 at Lang & Schwarz on October 19, 2026 at 10:19 a.m. CEST. MarketBeat reported on October 13, 2026 that Erste Group Bank raised its fiscal 2026 earnings-per-share estimate to USD 11.75 from USD 11.73 and maintained a Buy rating.

Estimate moves above consensus

The revised Erste estimate stands above the USD 11.69 consensus cited in the same October 13 report. That difference is USD 0.06 per share, a small change that still matters because the forecast covers the full 2026 fiscal year.

Marriott's second-quarter 2026 numbers provide the operating backdrop. Finance data show revenue of USD 7.07 billion, net income attributable to common shareholders of USD 766.00 million, diluted earnings per share of USD 2.90 and a net profit margin of 11.00 percent for the quarter ended June 30, 2026.

What does the estimate mean?

The answer is that the forecast rests on continued fee growth and a large asset-light hotel network. In its second-quarter call, Marriott said total growth fee revenue rose 13.00 percent year over year to USD 1.58 billion, while adjusted EBITDA increased 13.00 percent to USD 1.59 billion and adjusted diluted earnings per share rose 20.00 percent to USD 3.19, according to Yahoo Finance on October 11, 2026.

Three dates shape the outlook

Marriott's recent chronology runs from second-quarter results on August 3, 2026, to the third-quarter earnings announcement date released on October 9, 2026, and then to Erste Group's revised estimate on October 13, 2026. The company also said net rooms grew 4.50 percent over the 12 months ended June 30, 2026, according to the call transcript.

The next substantiated date is November 2, 2026, when Marriott will release third-quarter 2026 earnings at approximately 7:00 a.m. Eastern Time. The company said its investor conference call would begin at 8:00 a.m. Eastern Time, according to its release on October 9, 2026, published by Marriott International.

Stock price and next catalyst

The market's next clear test is the November report, when investors can compare fee growth and adjusted earnings with the elevated full-year estimate. Marriott's second-quarter adjusted diluted earnings per share of USD 3.19 also exceeded the USD 3.08 consensus cited by MarketBeat.

Marriott International was trading at EUR 347.13 at Lang & Schwarz on October 19, 2026 at 10:19 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Marriott International stock.