Marriott International stock falls after Q2 beat and softer outlook
Published on 09/04/2026 at 19:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Marriott International (US5719032022) stock opened at USD 336.07 on September 4, 2026, with a market capitalization of USD 87.64 billion and a 12 month range of USD 256.76 to USD 410.98. The latest quarterly update showed EPS of USD 3.19, above the USD 3.08 consensus estimate, while revenue rose 4.8 percent year over year to USD 2.01 billion.
Q2 beat, but guidance matters
According to MarketBeat, Marriott set FY 2026 EPS guidance at USD 11.64 to USD 11.81 and Q3 2026 EPS guidance at USD 2.74 to USD 2.82 after the August 3, 2026 earnings release. The same report says analysts kept a consensus Moderate Buy view with an average price target of USD 385.65, which leaves the stock below that level after the recent pullback.
The comparison is clear: revenue grew 4.8 percent year over year, but the stock still opened below its 50 day average of USD 362.64 and 200 day average of USD 358.56. That gap is why the guidance band now matters more than the quarter itself.
Institutional flow stays active
MarketBeat also reported that Two Sigma Securities cut its Marriott stake by 89.5 percent in the second quarter, selling 6,516 shares and leaving 765 shares valued at about USD 284,000. Institutional investors still hold 70.7 percent of Marriott shares, so the stock continues to sit in a market where professional ownership remains high.
The broader investor read-through is simple: Marriott delivered a quarterly EPS beat, but the market is still weighing the pace of fee growth against a FY 2026 outlook of USD 11.64 to USD 11.81 per share.
How Marriott franchise income shapes earnings
Marriott is still driven by fees, not hotel ownership, and the latest quarter showed that mix in action.
Brand mix still drives fees
Marriott remains a global lodging group built around hotel management, franchise operations and centralized services. The company said it is expanding with new openings and franchise agreements, including two hotels in Uganda and a Westin resort in Japan, while the portfolio still spans more than 7,000 properties and 30 brands.
Price and range
As of September 4, 2026, Marriott International stock traded at USD 336.07, with a 12 month low of USD 256.76 and a 12 month high of USD 410.98.
Marriott International stock data
- Company: Marriott International, Inc.
- ISIN: US5719032022
- Ticker: MAR
- Trading venue: NASDAQ
- Price (as of September 4, 2026): USD 336.07
- Market capitalization: USD 87.64 billion
- Sector / Industry: Consumer Discretionary / Hotels, Resorts and Cruise Lines
- Index membership: S&P 500
