Marriott International, Inc. (NASDAQ: MAR), the prominent Bethesda, Maryland-based hospitality company, is preparing to disclose its financial results for the fourth quarter prior to the stock market opening on Tuesday, February 10. Market consensus anticipates the company will report earnings per share (EPS) of $2.62, marking an increase from the $2.45 EPS recorded during the same quarter of the previous year. Concurrently, the estimated revenue for this quarter stands at approximately $6.67 billion, surpassing the $6.43 billion reported in the previous year, according to data compiled by Benzinga Pro.
Operationally, Marriott International recently announced a 4.3% growth in net rooms for 2025, indicating expansion within its hotel portfolio, which is a key driver for revenue enhancement. Despite these positive performance indicators, Marriott's shares experienced a slight decline of 0.6% on Monday, closing at $331.21.
Investor and analyst communities are closely monitoring these developments, utilizing the latest analyst assessments accessible via Benzinga's Analyst Stock Ratings portal. This platform allows users to filter evaluations by ticker, analyst firm, rating status, and other essential parameters, providing granular insight into market sentiment.
Examining recent analyst activity, several top Wall Street firms have maintained their ratings on Marriott while adjusting price targets upward, suggesting cautious confidence in Marriott's near-term prospects.
- JP Morgan: Analyst Daniel Politzer sustained a Neutral rating on Marriott shares while increasing the price target from $294 to $323 on February 3, 2026. Politzer's analytical forecasts have achieved a 60% accuracy rate, reflecting moderate confidence in his assessments.
- Evercore ISI Group: Duane Pfennigwerth retained an Outperform rating and raised the price target from $320 to $350 as of January 22, 2026. Pfennigwerth's predictions carry a 65% historical accuracy, underpinning his positive outlook on Marriott's trajectory.
- Morgan Stanley: Stephen Grambling upheld an Overweight rating and revised the price objective upward from $296 to $328 on January 16, 2026. Grambling’s forecast accuracy is 66%, supporting the credibility of his bullish stance.
- Barclays: Analyst Brandt Montour maintained an Equal-Weight rating with a price target increase from $276 to $320, also on January 16, 2026. Montour's evaluations have a 64% accuracy rating, indicating consistent analytical performance.
- Citigroup: Nick Joseph kept a Neutral rating intact and elevated the price target from $285 to $345 on January 15, 2026. Joseph’s accuracy rate stands at 52%, somewhat lower but indicative of measured optimism.
These revised price targets across various analysts signal an overall expectation of improved financial results and stable performance from Marriott International. The ratings collectively highlight investor and analyst attention on the company's ability to continue capitalizing on market opportunities amid a competitive hospitality sector.
For investors contemplating Marriott stock acquisition, these insights might offer a balanced perspective informed by multiple reputable sources. The share price behavior and analyst estimations provide a framework for evaluating the risk and reward profile ahead of the upcoming earnings announcement.