Wall Street watches a company's quarterly report closely to understand as much as possible about its recent performance and what to expect going forward. Of course, one figure often stands out among the rest: earnings.
We know earnings results are vital, but how a company performs compared to bottom line expectations can be even more important when it comes to stock prices, especially in the near-term. This means that investors might want to take advantage of these earnings surprises.
Now that we know how important earnings and earnings surprises are, it's time to show investors how to take advantage of these events to boost their returns by utilizing the Zacks Earnings ESP filter.
The Zacks Earnings ESP, ExplainedThe Zacks Earnings ESP is more formally known as the Expected Surprise Prediction, and it aims to grab the inside track on the latest analyst estimate revisions ahead of a company's report. The idea is relatively intuitive as a newer projection might be based on more complete information.
The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.
When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.
Most stocks, about 60%, fall into the #3 (Hold) category, and they are expected to perform in-line with the broader market. Stocks with a #2 (Buy) and #1 (Strong Buy) rating, or the top 15% and top 5% of stocks, respectively, should outperform the market, with Strong Buy stocks outperforming more than any other rank.
Should You Consider Marriott International?The last thing we will do today, now that we have a grasp on the ESP and how powerful of a tool it can be, is to quickly look at a qualifying stock. Marriott International (MAR - Free Report) holds a #3 (Hold) at the moment and its Most Accurate Estimate comes in at $3.11 a share 11 days away from its upcoming earnings release on August 3, 2026.
MAR has an Earnings ESP figure of +1.83%, which, as explained above, is calculated by taking the percentage difference between the $3.11 Most Accurate Estimate and the Zacks Consensus Estimate of $3.05. Marriott International is one of a large database of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>
Fueling growth in Marriott's global all-inclusive portfolio, agreement is set to bring Autograph Collection Hotels to Zanzibar and Marriott Hotels to Jamaica.
Key Facts:
Marriott International and Catalonia Hotels & Resorts are expanding their relationship through two new all-inclusive resorts in Jamaica and Tanzania. The projects will bring a Marriott Hotels All-Inclusive Resort to Montego Bay, Jamaica, and an Autograph Collection All-Inclusive Resort to Zanzibar, Tanzania, two growing leisure destinations. The agreements support Marriott's continued global expansion in all-inclusive resorts, with 38 open properties in CALA and 20 additional projects in the pipeline across CALA and EMEA. , /PRNewswire/ -- Marriott International, Inc. today announced the signing of two all-inclusive resort agreements with Catalonia Hotels & Resorts, the leading Spanish hospitality company. Signed on July 22 in Barcelona, the agreements include a Marriott Hotels All-Inclusive Resort in Montego Bay, Jamaica, and an Autograph Collection All-Inclusive Resort in Zanzibar, Tanzania, reinforcing Marriott's continued expansion in the all-inclusive segment and Catalonia's confidence in Marriott's brand portfolio.
Rendering of Marriott All-Inclusive Resort in Montego Bay, Jamaica "These agreements represent a significant milestone in our all-inclusive strategy and demonstrate the strength of our relationships with experienced owners seeking to maximize value through Marriott's globally recognized brands," said Laurent de Kousemaeker, Chief Development Officer, Caribbean and Latin America (CALA) for Marriott International. "Catalonia already knows Marriott through its ownership of Renaissance Barcelona Fira Hotel, and we are delighted to expand our collaboration through two distinctive resorts in highly desirable leisure destinations. We continue to see growing interest from owners and investors who recognize the power of Marriott's brands, distribution platform, and development expertise."
Introducing Marriott Hotels to Montego Bay, one of Jamaica's leading resort destinations, The Marriott All-Inclusive Resort in Montego Bay is expected to open in 2028 following the conversion of the former Catalonia Montego Bay. Located on a beachfront site near Sangster International Airport, the 522-room resort is planned to feature 13 dining venues, three pools, approximately 12,917 square feet of meeting space, a spa, fitness center, tennis and pickleball courts, a lazy river, and more than 2,130 feet of beachfront.
The second agreement will introduce an All-Inclusive Resort to Zanzibar, Tanzania under Autograph Collection Hotels. Expected to open in 2027, the new-build property is planned to feature 271 guestrooms and a wellness-focused guest experience. Planned amenities include multiple swimming pools, a spa, a theater, an oceanfront jetty with a seawater pool and bar, and a diverse culinary program with a variety of specialty restaurants. Upon opening, the resort will offer travelers an all-inclusive experience that combines the individuality and character of the Autograph Collection brand with Zanzibar's rich culture, natural beauty, and growing appeal as an international leisure destination.
"These signings highlight Marriott's ability to grow strategically across multiple regions while serving owners with differentiated solutions tailored to local market opportunities," said Jerome Briet, Chief Development Officer, Europe, Middle East and Africa (EMEA) for Marriott International. "The addition of this Autograph Collection Resort in Zanzibar represents an important step in our all-inclusive expansion across the EMEA region. Backed by a strong all-inclusive pipeline and proven expertise, Marriott's brand portfolio offers owners diverse opportunities to expand in all-inclusive in coveted markets around the world."
Catalonia currently owns, leases, and operates 82 hotels totaling more than 12,000 rooms. The company has built a strong reputation through a portfolio that spans urban hotels throughout Europe and leisure resorts in CALA, including properties in Mexico and the Dominican Republic. Catalonia also owns the Renaissance Barcelona Fira Hotel, an incredible property in the Fira area of Barcelona.
"We are pleased to strengthen our relationship with Marriott International through these two significant projects," said Manuel Valenzuela, Chief Commercial & Operations Officer, on behalf of Catalonia Hotels & Resorts. "This agreement reflects leading international brands' recognition of our operational excellence and the strength of our management model. It also aligns with the company's expansion strategy, including collaborations that support our growth in strategic markets."
As a leader in the all-inclusive segment, Marriott continues to grow its portfolio across key leisure destinations worldwide. As of July 2026, the company has 38 all-inclusive properties across nine markets in the CALA region under seven brands, with 16 properties representing 5,600 rooms in the development pipeline. In the EMEA region, Marriott's all-inclusive pipeline includes 4 properties representing nearly 1,990 rooms.
These agreements further reinforce Marriott's commitment to expanding its global all-inclusive footprint while providing owners with access to Marriott Bonvoy, the industry-leading travel platform with nearly 283 million members.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with approximately 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
ABOUT CATALONIA HOTELS & RESORTS
Catalonia Hotels & Resorts is a family-owned hotel company founded in Barcelona in the early 1980s. The group currently operates 82 hotels and resorts across 25 destinations, with more than 12,000 rooms and a strong presence in Barcelona, Madrid, other key Spanish and European cities, as well as the Caribbean. Its portfolio comprises urban hotels, leisure properties and all-inclusive resorts, supported by a growth model that combines asset ownership with excellence in the long-term operation of its hotels.
ABOUT MARRIOTT HOTELS
With over 615 hotels and resorts in more than 70 countries and territories around the world, Marriott Hotels® continues to elevate the art of hospitality – placing people first is the brand's living legacy – ensuring guests always feel deeply cared for throughout their stay. Marriott Hotels raises the bar by consistently delivering heartfelt service, with modern, comfortable spaces, and by providing experiences elevated beyond the everyday. As global travelers' needs and expectations evolve, so does Marriott Hotels, leading the industry with innovations including the Greatroom lobby and Mobile Guest Services that embrace style, design, and technology. For more information, please visit www.marriotthotels.com, and stay connected on Facebook, @marriott on X, and @marriotthotels on Instagram. Marriott Hotels is proud to participate in Marriott Bonvoy®, the global travel program from Marriott International. The program offers members an extraordinary portfolio of global brands, exclusive experiences on Marriott Bonvoy Moments, and unparalleled benefits including free nights and Elite status recognition. To enroll for free or for more information about the program, visit marriottbonvoy.com.
ABOUT AUTOGRAPH COLLECTION HOTELS
Autograph Collection® Hotels advocates for the original, championing the individuality of each of its over 360 independent hotels located in the most desirable destinations across more than 55 countries and territories. Each hotel is a product of passion, inspired by a clear vision, soul, and story that makes it individual and special: Exactly Like Nothing Else. Hand-selected for their inherent craft and distinct perspectives on design and hospitality, Autograph Collection properties offer rich immersive moments that leave a lasting imprint. For more information, please visit www.autographhotels.com, and explore on social via Instagram, X, and Facebook to be inspired by immersive moments that are #ExactlyLikeNothingElse. Autograph Collection is proud to participate in Marriott Bonvoy®, the global travel program from Marriott International. The program offers members an extraordinary portfolio of global brands, exclusive experiences on Marriott Bonvoy Moments and unparalleled benefits including free nights and Elite status recognition. To enroll for free or for more information about the program, visit marriottbonvoy.com.
Andra AP fonden bought a new position in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 30,001 shares of the company’s stock, valued at approximately $9,812,000.
A number of other hedge funds have also made changes to their positions in MAR. Wilkerson Advisory Group LLC increased its holdings in shares of Marriott International by 127.0% during the 1st quarter. Wilkerson Advisory Group LLC now owns 84 shares of the company’s stock worth $27,000 after purchasing an additional 47 shares during the period. Kemnay Advisory Services Inc. acquired a new stake in Marriott International during the fourth quarter worth about $27,000. McMillan Office Inc. bought a new position in Marriott International during the fourth quarter valued at about $27,000. Triumph Capital Management bought a new stake in shares of Marriott International in the 3rd quarter worth approximately $28,000. Finally, Basepoint Wealth LLC acquired a new stake in shares of Marriott International during the 4th quarter worth approximately $28,000. Institutional investors and hedge funds own 70.70% of the company’s stock.
Insider Buying and Selling at Marriott International In other news, EVP Peggy Roe sold 3,000 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $361.56, for a total value of $1,084,680.00. Following the completion of the transaction, the executive vice president directly owned 19,827 shares in the company, valued at approximately $7,168,650.12. This represents a 13.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 11.43% of the stock is currently owned by corporate insiders.
Marriott International News Roundup Here are the key news stories impacting Marriott International this week:
Positive Sentiment: TD Cowen raised its price target on Marriott International (MAR) to $420 and reiterated a Buy rating, signaling stronger upside expectations. Article Title Positive Sentiment: JPMorgan Chase increased its target to $400, implying further upside even though it kept a Neutral rating. Article Title Positive Sentiment: Marriott announced new growth-oriented initiatives and market expansion, including branded apartment rentals in Cleveland and new hotel openings in Canada and the Philippines, which support its long-term network growth. Neutral Sentiment: Barclays lifted its price target to $379 but maintained an Equal Weight rating, indicating a more balanced outlook on the shares. Article Title Neutral Sentiment: Marriott Philippines launched its first wedding campaign, and Marriott also rolled out a new points partnership with Japan Airlines; these items are positive brand and loyalty developments but are unlikely to move the stock meaningfully on their own. Negative Sentiment: Some headlines highlight Marriott’s efforts to attract younger travelers and keep demand strong, which suggests ongoing competition for consumer attention in a discretionary travel market. Wall Street Analysts Forecast Growth MAR has been the subject of several recent research reports. Morgan Stanley increased their price target on shares of Marriott International from $353.00 to $380.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Robert W. Baird lowered their price objective on Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a research note on Thursday, May 7th. Stifel Nicolaus raised their target price on Marriott International from $352.00 to $365.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Sanford C. Bernstein set a $412.00 price target on Marriott International in a research report on Monday, June 15th. Finally, Barclays increased their price objective on Marriott International from $376.00 to $379.00 and gave the stock an “equal weight” rating in a research note on Tuesday. Nine equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $388.59.
Get Our Latest Report on Marriott International
Marriott International Trading Up 0.2% NASDAQ:MAR opened at $367.81 on Wednesday. Marriott International, Inc. has a 1 year low of $253.76 and a 1 year high of $410.98. The stock has a 50-day moving average price of $377.11 and a two-hundred day moving average price of $351.23. The stock has a market cap of $96.99 billion, a price-to-earnings ratio of 38.60, a PEG ratio of 2.92 and a beta of 1.11.
Marriott International (NASDAQ:MAR – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.56 by $0.16. The company had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The company’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the previous year, the company posted $2.32 earnings per share. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. Sell-side analysts forecast that Marriott International, Inc. will post 11.65 earnings per share for the current year.
Marriott International Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 22nd were issued a dividend of $0.73 per share. This is an increase from Marriott International’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.8%. Marriott International’s payout ratio is presently 30.64%.
Marriott International Company Profile (Free Report)
Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.
The company traces its roots to the hospitality business founded by J.
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Po týdnech zvýšené volatility v sektoru umělé inteligence hledají investoři čím dál častěji příležitosti mimo nejpopulárnější technologické tituly. Analytici Goldman Sachs proto sestavili seznam společností, které mohou nabídnout atraktivní růst bez přímé závislosti na AI boomu. Mezi favority zařadili firmy těžící ze silných spotřebitelských výdajů, rozmachu cestovního ruchu, zábavního průmyslu či finančních služeb, ale také kvalitní společnosti, jejichž ocenění podle banky neodpovídá jejich fundamentům.
Goldman Sachs se zaměřil na akcie mimo sektor s umělou inteligencí poté, co s ním týdny zmítá volatilita. „Zatímco mnoho správců fondů si zachovalo býčí fundamentální pohled na komplex AI infrastruktury, nedávná volatilita ztížila držení tohoto názoru,“ napsali analytici Goldman Sachs v čele s Benem Sniderem po pátečním uzavření trhu. „Také naše rozhovory s investory se točily kolem výzvy najít investiční příležitosti, které nejsou spojeny s umělou inteligencí.“
Goldman Sachs se tak zaměřil na alternativní investiční témata, mezi nimiž jsou společnosti vázané na spotřebitelské výdaje a vysoce ziskové společnosti obchodované s výraznými slevami. V tabulce, kterou sestavila CNBC, najdete pět společností z obou těchto skupin:
Sázky na štědré výdaje spotřebitelů
Formula One Group Series, akcie vlastněné společností Liberty Media, odrážejí ekonomický zájem o komerční provoz mistrovství světa Formule 1 FIA. Morgan Stanley začátkem tohoto měsíce znovu označila Formuli 1 za nejlepší volbu s cílovou cenou 120 dolarů (což implikuje 21% nárůst oproti pondělnímu uzavření). Analytik Sean Differley označil tento sport za „nedostatečně monetizovaný“ a zdůraznil růstové příležitosti v USA a Číně. Podle údajů LSEG ji 11 ze 13 analytiků, kteří se zabývají Formulí 1, hodnotí doporučením nákup nebo silný nákup.
Live Nation se dostal mezi tipy Goldman Sachs, protože poptávka po živých akcích nadále roste. UBS ve zprávě zveřejněné v pondělí zvýšila cílovou cenu pro Live Nation na 208 dolarů, což naznačuje 15% růst. „Očekáváme, že poptávka po živých akcích zůstane celosvětově silná s dvojciferným růstem fanoušků,“ napsal analytik UBS Batya Levi.
U Walt Disney má 36 analytiků ze 40 doporučení „koupit“ s průměrnou cílovou cenou 129 USD, což naznačuje potenciální zhodnocení o 34 %. Příjmy z reklamy by mělo podpořit jak fotbalové mistrovství světa, tak vyšší výdaje na politické kampaně. Pokles příjmů z tradiční televizní distribuce se zmírňuje díky pomalejšímu odlivu předplatitelů placené televize a ziskovost streamovacích platforem se dále zlepšuje. Na druhou stranu investory znepokojuje konsolidace v tomto sektoru i dlouhodobé dopady AI.
Las Vegas Sands doporučuje 15 analytiků z 21 kupovat s průměrnou 12měsíční cílovou cenou 65,4 USD, což naznačuje potenciál růstu o 44 %. Investice společnosti Sands do neherních aktivit v Macau a Singapuru by měly podpořit návratnost vloženého kapitálu. Oživení cestovního ruchu vedlo k růstu návštěvnosti i příjmů z masového a VIP segmentu. A rozhodnutí Sands upřednostnit návrat kapitálu akcionářům namísto snahy o získání licence v New Yorku se projevilo navýšením programu zpětného odkupu akcií o 1,3 miliardy dolarů a zvýšením dividendy o 20 %.
U hotelového řetězce Marriott International v pátek Morgan Stanley zvýšila cenový cíl z 353 dolarů na 380 dolarů, což oproti pondělnímu uzavření obchodu znamená nárůst o přibližně 4 %. „Společnost Marriott za posledních 10 let transformovala své podnikání, zbavila se vlastněných nemovitostí, odkoupila časově sdílená aktiva a změnila manažerské smlouvy tak, aby byly variabilnější,“ napsal analytik Morgan Stanley Stephen Grambling. „Domníváme se, že tyto změny dramaticky snižují cykličnost, což by mělo vést k dalšímu přehodnocení ratingu.“
Zlevněné hvězdy
Výrobce zařízení pro sledování hladiny cukru v krvi Dexcom vstupuje do výsledkové sezony s potenciálem pozitivního překvapení, domnívá se Bloomberg. Silná adopce senzoru G7 15 Day, růst dodávek a možné získávání podílu na trhu vytvářejí prostor pro překonání odhadů i případné zvýšení výhledu. Z 27 analytiků, kteří akcii pokrývají, jich má 24 nákupní doporučení. Průměrná cílová cena 86 USD naznačuje růst o 15 %.
Akcie MSCI nabízejí podle Goldmanů silný růst zisků, když jejich návratnost v poslední době zaostávala a nyní se obchodují „s velkou slevou“. Jefferies ji začala sledovat s doporučením nákup a stanovila u ní cenový cíl 760 dolarů, což znamená téměř 22% růst oproti pondělnímu uzavření. Analytik Surinder Thind uvedl, že tento globální poskytovatel indexů je obzvláště atraktivní díky „silné konkurenční výhodě, rozšiřování klientské základny, rostoucí expozici na soukromé trhy, viditelně opakujícím se výnosům a omezenému riziku narušení umělé inteligence“.
U Visy má 48 analytiků, kteří tuto platební společnost pokrývá, 46 nákupní doporučení, přičemž průměrná cílová cena se pohybuje o 14 % nad současnou tržní cenou. Rozdělení platebního ekosystému Visy na samostatné služby by jí mohlo zvýšit výnosy na více než 15,4 miliardy dolarů do roku 2027 oproti 10,8 miliardám dolarů v roce 2025. Tyto služby by tak tvořily přibližně 31 % celkových tržeb společnosti. Přestože tato strategie může působit riskantně, mohla by tím rozšířit své postavení napříč alternativními platebními řešeními, jako jsou digitální peněženky, domácí platební schémata nebo převody z účtu na účet.
Stavební společnost Sterling Infrastructures pokrývá jen 8 analytiků, zato všichni u ní mají nákupní doporučení s průměrnou cílovou cenou 953 USD, což naznačuje růst o 37 %. Firma má ale zároveň velmi silnou divizi E-Infrastructure Solutions, která se zaměřuje na specializovanou infrastrukturní výstavbu pro kritická odvětví a která by si mohla zapsat raketový růst díky boomu AI infrastruktury. I přes pokles v posledních týdnech si tato akcie za letošní rok připsala již 118% růst. Hlavním omezením dalšího růstu nebudou zakázky ani poptávka, ale výrobní a realizační kapacity společnosti. Společnost zakončila první čtvrtletí roku 2026 s čistou hotovostí 224 milionů USD a nadále stabilně generuje silný cash flow.
Booking sleduje 41 analytiků, přičemž 39 z nich ho doporučuje nakupovat s průměrnou cílovou cenou 221 USD, která by mohla vynést dalších 24 %. Poptávka po cestování zůstává navzdory ekonomickým a geopolitickým výkyvům velmi odolná. Zároveň firma intenzivně investuje do AI, kterou chce využít při plánování cest, personalizaci nabídek i zákaznické podpoře, aby si udržela konkurenceschopnost v rychle se měnícím prostředí cestovního ruchu.
D.A. Davidson & CO. lessened its position in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 32.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,725 shares of the company’s stock after selling 3,214 shares during the period. D.A. Davidson & CO.’s holdings in Marriott International were worth $2,200,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in Marriott International by 2.5% during the fourth quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock valued at $2,479,000 after buying an additional 218 shares during the period. Empowered Funds LLC raised its holdings in shares of Marriott International by 39.1% in the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock valued at $1,383,000 after acquiring an additional 1,631 shares in the last quarter. Woodline Partners LP boosted its position in shares of Marriott International by 39.6% during the 1st quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock valued at $4,605,000 after acquiring an additional 5,480 shares during the last quarter. Intech Investment Management LLC boosted its position in shares of Marriott International by 21.8% during the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock valued at $1,438,000 after acquiring an additional 1,079 shares during the last quarter. Finally, Sei Investments Co. grew its holdings in shares of Marriott International by 3.8% during the second quarter. Sei Investments Co. now owns 137,329 shares of the company’s stock worth $37,520,000 after purchasing an additional 5,007 shares in the last quarter. 70.70% of the stock is owned by institutional investors.
Marriott International Price Performance Shares of MAR opened at $366.93 on Tuesday. Marriott International, Inc. has a 1 year low of $253.76 and a 1 year high of $410.98. The stock has a 50 day simple moving average of $376.76 and a two-hundred day simple moving average of $350.82. The firm has a market cap of $96.76 billion, a P/E ratio of 38.50, a P/E/G ratio of 2.91 and a beta of 1.11.
Marriott International (NASDAQ:MAR – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping the consensus estimate of $2.56 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The firm had revenue of $1.81 billion for the quarter, compared to the consensus estimate of $6.59 billion. During the same period last year, the firm posted $2.32 earnings per share. The business’s revenue was up 6.2% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. On average, equities analysts anticipate that Marriott International, Inc. will post 11.64 earnings per share for the current year.
Marriott International Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd were paid a $0.73 dividend. This is a boost from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Friday, May 22nd. Marriott International’s payout ratio is presently 30.64%.
Insider Transactions at Marriott International In other news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 11.43% of the stock is currently owned by insiders.
Analyst Ratings Changes A number of brokerages recently weighed in on MAR. UBS Group raised their target price on shares of Marriott International from $336.00 to $412.00 and gave the company a “neutral” rating in a research note on Monday, June 15th. Stifel Nicolaus increased their price target on shares of Marriott International from $352.00 to $365.00 and gave the stock a “hold” rating in a report on Friday. Susquehanna raised their price objective on shares of Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research report on Thursday, April 23rd. Truist Financial upped their target price on shares of Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a research report on Tuesday, May 26th. Finally, Morgan Stanley increased their target price on Marriott International from $353.00 to $380.00 and gave the company an “overweight” rating in a research note on Friday. Eight analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $385.38.
Read Our Latest Research Report on Marriott International
Marriott International Company Profile (Free Report)
Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.
The company traces its roots to the hospitality business founded by J.
Read More Five stocks we like better than Marriott International The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding MAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marriott International, Inc. (NASDAQ:MAR – Free Report).
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AIA Group Ltd lowered its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 17.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,423 shares of the company’s stock after selling 5,677 shares during the quarter. AIA Group Ltd’s holdings in Marriott International were worth $8,969,000 at the end of the most recent quarter.
A number of other large investors have also bought and sold shares of the business. Norges Bank bought a new position in Marriott International in the fourth quarter valued at $812,570,000. FMB Wealth Management acquired a new position in shares of Marriott International during the 4th quarter worth about $1,762,000. World Investment Advisors grew its holdings in shares of Marriott International by 130.8% in the 4th quarter. World Investment Advisors now owns 16,014 shares of the company’s stock valued at $4,968,000 after acquiring an additional 9,075 shares in the last quarter. Jefferies Financial Group Inc. increased its position in shares of Marriott International by 183.7% in the fourth quarter. Jefferies Financial Group Inc. now owns 56,180 shares of the company’s stock valued at $17,429,000 after acquiring an additional 36,380 shares during the last quarter. Finally, Caprock Group LLC raised its holdings in Marriott International by 21.9% during the fourth quarter. Caprock Group LLC now owns 16,806 shares of the company’s stock worth $5,214,000 after acquiring an additional 3,023 shares in the last quarter. 70.70% of the stock is owned by institutional investors.
Wall Street Analysts Forecast Growth Several research firms have weighed in on MAR. Mizuho boosted their price target on Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a research report on Thursday, May 7th. Susquehanna increased their price objective on Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a report on Thursday, April 23rd. Truist Financial boosted their target price on shares of Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a report on Tuesday, May 26th. Wells Fargo & Company increased their price target on shares of Marriott International from $446.00 to $449.00 and gave the company an “overweight” rating in a research note on Thursday. Finally, Sanford C. Bernstein set a $412.00 price objective on shares of Marriott International in a research report on Monday, June 15th. Eight investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $385.38.
Check Out Our Latest Analysis on MAR
Marriott International Trading Down 1.3% Shares of NASDAQ MAR opened at $366.24 on Friday. The firm has a market cap of $96.57 billion, a P/E ratio of 38.43, a price-to-earnings-growth ratio of 2.91 and a beta of 1.11. The business’s 50 day moving average is $376.48 and its 200-day moving average is $350.20. Marriott International, Inc. has a 1-year low of $253.76 and a 1-year high of $410.98.
Marriott International (NASDAQ:MAR – Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.56 by $0.16. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The firm had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. During the same period in the prior year, the firm posted $2.32 EPS. The company’s revenue for the quarter was up 6.2% on a year-over-year basis. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. Analysts forecast that Marriott International, Inc. will post 11.64 EPS for the current year.
Marriott International Increases Dividend The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd were issued a $0.73 dividend. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $2.92 dividend on an annualized basis and a yield of 0.8%. This is an increase from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s payout ratio is presently 30.64%.
Insider Activity In other news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 11.43% of the stock is currently owned by insiders.
Marriott International Company Profile (Free Report)
Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.
The company traces its roots to the hospitality business founded by J.
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Spending on travel and tourism continues nearly unabated. Total U.S. tourism spending reached approximately $1.35 trillion in 2025, according to the U.S. Travel Association's Fall 2025 Forecast. Globally, that number reached a historic level of $2.1 trillion.
Baby boomers had the highest per-trip spending among all generations. Around 23% spent $6,000 or more per trip, according to a 2025 Phocuswright survey. By comparison, 17% of millennials and younger travelers and 16% of Gen X reached that same spending level.
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At a time when investors are looking for alternatives outside of the technology/artificial intelligence (AI) trade, travel and tourism stocks are one area inside the beaten-down consumer discretionary sector to consider. Two names that have sector- and market-leading performance are Marriott International NYSE: MAR and Viking Holdings NYSE: VIK.
Affordability: The Canary in the Coal MineThe word for 2026 may be affordability. It’s front and center for many American consumers heading into the 2026 midterm elections. Much of that debate centers around housing and is reflected in travel spending for both baby boomers and young adults.
A recent Bank of America analysis found baby boomers' spending grew 2% over the previous year, with much of it going toward travel and hotels. That's not surprising. About 54% of this generation's homeowners have no mortgage.
With current mortgage rates still well above the sub-4% rates many boomers locked in years ago, there's little financial incentive to sell. Trading up or downsizing would mean swapping a paid-off house or a cheap, fixed-rate mortgage for a much more expensive one. The result: money that might have gone toward a move stays in the household budget, and some of it goes toward travel instead.
Before making assumptions about their motivation, it’s important to note that baby boomers think about affordability, but in a different way. They may feel comfortable right now, but they’re very concerned about outliving their money.
So, while boomers may bemoan the younger generation’s willingness to spend on travel and experiences rather than saving for a down payment, it’s really two sides of the same debate. One has assets they’re afraid to lose. Another is afraid that they’ll never be able to have those assets, no matter how much they save.
No matter how much consumers look at the Federal Reserve’s interest rate policy, there’s no quick fix for the housing market. That's why travel stocks have a long runway.
Marriott: Priced for Perfection Ahead of Q2 EarningsMarriott International Stock Forecast Today12-Month Stock Price Forecast:
$384.73
5.93% Upside
Moderate Buy
Based on 16 Analyst Ratings
Current Price$363.19High Forecast$446.00Average Forecast$384.73Low Forecast$345.00Marriott International Stock Forecast Details
Marriott's brand strength is undeniable. Despite geopolitical concerns, the company delivered a strong Q1 2026 earnings report, with revenue of $6.65 billion, and beat the adjusted earnings-per-share (EPS) consensus by 7% to $2.72. The company also guided to adjusted EPS of $3.03 in Q2. That includes what Marriott forecasts will be a 50% RevPAR decline in the Middle East.
The number that really highlights the bull case is credit card fee revenue, forecast to grow 35% in 2026. This is a royalty stream no hotel rival can match at this scale.
If investors will take issue with anything, it will be a price-to-earnings (P/E) ratio near 38x. Plus, MAR is trading only about 6% below its consensus price target of $384.73. Marriott is already priced for good news.
That makes the company’s upcoming earnings on August 3, a "confirm, don't surprise" event rather than a catalyst. For income-focused investors, the quarterly dividend, recently raised to 73 cents per share, offers a cushion that the growth case alone does not.
Current Price$97.58High Forecast$121.00Average Forecast$100.17Low Forecast$75.00Viking Stock Forecast Details
Viking is also one of the travel industry's strongest forward growth stories. The company’s Q1 2026 EPS came in at negative 11 cents per share, matching estimates. This is a normal seasonal loss for a cruise operator between sailing seasons.
The number that matters the most is the company’s booking outlook:
2026 is already 92% booked, with $6.2 billion in advance bookings, up 13% year over year.
2027 is already 38% booked, with $3.4 billion in advance bookings, up 31% year over year.
That reflects a customer base with both the means and the inclination to keep booking regardless of monthly economic data. Add in 15% core capacity growth planned for 2027, plus new river, ocean, and expedition vessels coming online, and Viking's growth runway looks very long.
Analysts largely agree. However, VIK is trading almost right at its consensus price target of $100.17. That means Viking will have to reassure investors when it reports earnings on August 18. Investors will want to see continued strength in the company’s booking trajectory.
Same Trade, Different Time HorizonBoth Marriott and Viking are ultimately playing the same hand: an affluent consumer who keeps spending on travel because housing has boxed them in. However, each monetizes that behavior differently.
Marriott collects its revenue and earnings one stay at a time, through a fee model already reflected in its price. Viking collects its revenue and earnings years in advance through a booking curve that the market may not have fully priced.
Neither of these stocks is a bad buy as long as the broader economic picture doesn’t deteriorate. It can come down to an objective. Marriott is a blue-chip name that pays a dividend, which may be significant enough to overcome objections about its relatively high valuation.
By contrast, Viking has shown explosive growth since it began publicly trading in 2024. The company’s booking forecasts show no sign of that growth slowing, which is why VIK may be the better choice for investors seeking growth over a longer time horizon.
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Reinforcing its commitment to personalized luxury, The Ritz-Carlton introduces exclusive experiences with MERIT Beauty, including Club Lounge activations, in-room beauty services, and limited-edition travel essentials.
, /PRNewswire/ -- The Ritz-Carlton today announces an exclusive partnership with MERIT Beauty marking the beloved beauty brand's first hospitality collaboration. Launching July 14, the partnership brings together intentional beauty and legendary hospitality through a series of curated guest experiences, including co-branded Ritz-Carlton Club® activations, personalized in-room beauty services, and limited-edition travel kits designed to complement every stage of the journey.
The Ritz-Carlton Welcomes MERIT Beauty for Its First-Ever Hospitality Partnership The collaboration, which will be available at select North America Ritz-Carlton destinations – including Toronto, Santa Barbara, Dallas, Washington, D.C., Naples, Los Angeles, and New York, Nomad – brings these experiences to guests across key travel markets for a limited time. Each activation is designed to integrate seamlessly into the rhythm of a stay, offering new ways to discover, shop, and engage with MERIT throughout the hotel environment, with select products and exclusive kits also available on meritbeauty.com, inviting guests to bring the experience home and carry it with them wherever they go.
Rooted in The Ritz-Carlton's legacy of anticipatory service and MERIT's philosophy of refined simplicity, the collaboration brings together two brands aligned in their commitment to thoughtful design and uncompromising quality. Since its launch, MERIT has quickly become a go-to for modern, minimalist beauty, known for its curated, edited approach to essentials designed for everyday life. Together, the partnership feels both elevated and deeply personal, with every detail – from arrival to turndown – crafted to evoke a sense of ease, discovery, and quiet indulgence.
"MERIT shares our belief that true luxury is found in the details," said George Fleck, Senior Vice President and Global Brand Leader, The Ritz-Carlton. "This collaboration allows us to introduce exclusive, thoughtfully designed experiences, especially within our Ritz-Carlton Club® Lounges, where guests can engage with the brand in a way that feels personal, elevated, and distinctly Ritz-Carlton. It's a natural extension of how we continue to evolve the guest experience."
Throughout the summer and fall, guests will encounter a series of immersive experiences designed to unfold throughout their stay:
From the Club Lounge to Your Room
At select properties, Club Level guests are invited to discover a co-branded beauty cart within the lounge space, featuring complimentary MERIT essentials including the Great Skin Serum, Great Skin Double Cleanse, new Clean Volume Mascara, and Flush Balm. At select locations, MERIT beauty educators will be on-site, offering personalized guidance and fostering moments of discovery and connection.
Available through in-room dining, these curated beauty bundles feature MERIT's signature essentials in a custom pouch. Designed for simplicity and ease, they bring an effortless approach to getting ready without ever leaving the room.
Signature Moments Throughout the Stay
The partnership unfolds through a series of elevated, unexpected touches: from co-branded turndown amenities, including chocolates and skincare samples, to a bespoke "Minimalist Martini" served across participating properties, pairing a signature cocktail with a sample of MERIT's Retrospect fragrance.
As MERIT's first hospitality partnership, the collaboration marks a milestone for the brand – expanding its presence beyond the vanity and into the rhythms of everyday life. Designed to meet guests wherever they are, the experience reflects a shared belief: that the most meaningful luxuries are the ones that feel personal, intuitive, and lasting.
"MERIT creates products that are meant to live with you, especially when you're on the go, so partnering in the hospitality space is a natural step for us – and who better to partner with than an iconic brand like The Ritz-Carlton," said Aila Morin, Chief Marketing Officer of MERIT Beauty. "Their emphasis on in-person connection and discovery, while keeping luxury top of mind, is completely aligned with the way we connect with our community."
Limited-Edition Travel Kits
Guests can bring the experience beyond the stay with a limited-edition MERIT travel kit, available both in-room and on meritbeauty.com. Designed for life on the go, each kit features a curated edit of MERIT's signature essentials, including the Great Skin Serum, Great Skin Double Cleanse, Clean Volume Mascara, and bestselling Flush Balm in Postmodern, housed in a custom co-branded pouch and accompanied by an exclusive keychain. Thoughtfully assembled for ease and portability, the kit reflects MERIT's streamlined approach to beauty while extending the feeling of the stay into everyday routines.
For more information on the partnership, please visit ritzcarlton.com and to purchase, please visit meritbeauty.com.
ABOUT THE RITZ-CARLTON HOTEL COMPANY, LLC
Delivering the Gold Standard in service in coveted destinations around the world, The Ritz-Carlton Hotel Company, LLC currently operates 125 hotels in over 35 countries and territories. From iconic urban destinations to stretches of paradise in untouched corners of the earth, The Ritz-Carlton offers the opportunity for true discovery and transformative escapes that stay with guests long after they depart. Committed to thoughtful innovation, The Ritz-Carlton encompasses two groundbreaking brand extensions, Ritz-Carlton Reserve and The Ritz-Carlton Yacht Collection. Ritz-Carlton Reserve is a collection of rare estates set apart from the world, where personalized care and cultural immersion are paramount. The Ritz-Carlton Yacht Collection translates the brand's legendary service and hospitality for sea, reimagining the ultra-luxury cruising category. For more information or reservations, visit the company website at www.ritzcarlton.com, for the latest company updates, visit news.marriott.com and to join the live conversation, use #RCMemories and follow along on Facebook, X, and Instagram. The Ritz-Carlton Hotel Company, L.L.C. is a wholly owned subsidiary of Marriott International, Inc. (NASDAQ:MAR). The Ritz-Carlton is proud to participate in Marriott Bonvoy®, the global travel program from Marriott International. The program offers members an extraordinary portfolio of global brands, exclusive experiences on Marriott Bonvoy Moments and unparalleled benefits including complimentary nights and Elite status recognition. To enroll for free or for more information about the program, visit marriottbonvoy.com. The Ritz-Carlton is committed to supporting the destinations where it operates through Community Footprints, the company's social and environmental responsibility program.
ABOUT MERIT
Founded in 2021, MERIT is a modern beauty brand that simplifies what it takes to get ready. Born out of an industry crowded with fleeting trends and products that demanded expert-level skills, MERIT was created as the antidote – a considered collection designed to bring ease to your everyday. With a timeless perspective on beauty and a commitment to uncompromising quality, we create beauty and lifestyle essentials that become signatures of your routine – products you'll reach for daily and live with for years to come.
, /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) will report second quarter 2026 earnings results on Monday, August 3, 2026, at approximately 7:00 a.m. Eastern Time (ET). The company will hold a conference call for the investment community on Monday, August 3, 2026, at 8:30 a.m. (ET). Marriott International's President and Chief Executive Officer, Anthony Capuano, and Executive Vice President and Chief Financial Officer, Jennifer Mason, will discuss the company's performance.
The conference call will be webcast simultaneously via Marriott's investor relations website. Those wishing to access the call on the web should log on to http://www.marriott.com/investor, and select the link for the second quarter earnings call under "Recent and Upcoming Events." A replay will be available at that same website for one year. A transcript of the call will also be available on the company's website.
The telephone dial-in number for the conference call is US Toll Free: 800-267-6316, or Global: +1 203-518-9783. Please use conference ID MAR2Q26 when dialing into the call. To help ensure you do not miss any of the conference call, please dial in or link to the call on the webcast 15 minutes prior to the scheduled start time. News media will be able to access the conference call in a listen-only mode.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with approximately 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
Marriott encourages investors, the media, and others interested in the company to review and subscribe to the information Marriott posts on its investor relations website at www.marriott.com/investor or Marriott's news center website at www.marriottnewscenter.com, which may be material. The contents of these websites are not incorporated by reference into this press release or any report or document Marriott files with the U.S. Securities and Exchange Commission, and any references to the websites are intended to be inactive textual references only.
The global travel market remains a battleground between digital platforms and physical hospitality giants, making the choice between Booking (BKNG 4.14%) and Marriott International (MAR 2.49%) a critical decision for your portfolio.
Booking operates as a technology middleman, while Marriott manages an expansive physical empire of luxury and mid-scale hotels. Both companies capitalize on the enduring demand for exploration, yet they offer vastly different financial profiles and risk exposures. This comparison examines their growth, balance sheets, and valuations to determine which stock offers the most potential today.
The case for BookingBooking Holdings operates as a global provider of online travel services through brands like Booking.com, Priceline, and Agoda. It maintains listings for nearly 4.4 million properties and serves customers across more than 220 countries. The business relies on a massive network of travel providers and third-party platforms, such as search engines, to drive customer traffic.
In its 2025 fiscal year (FY), revenue reached $26.9 billion, representing growth of 13.4% compared to the previous year. This growth helped the company generate net income of $5.4 billion. Among travel and tourism stocks, the company maintains a robust net margin of 20.1%.
As of its December 2025 balance sheet, the company carries a debt-to-equity ratio of -3.5x, which indicates that total liabilities exceed shareholder equity. The current ratio, which measures a firm's ability to cover short-term debts with current assets, is 1.3x. Free cash flow for the year reached $9.1 billion, representing the cash remaining after capital expenditures.
Marriott International is a hospitality leader managing over 30 brands and nearly 9,900 properties worldwide. The company centers its growth on the Marriott Bonvoy loyalty program, which claimed roughly 271 million members at the end of 2025. It also maintains strategic partnerships with major financial institutions like JPMorgan Chase and American Express.
During FY 2025, the company reported revenue of $26.2 billion, which was a 4.3% increase over the prior year. Net income for the period was $2.6 billion. This resulted in a net margin of 9.9%, which is a slight improvement over the 9.5% recorded in the previous fiscal year.
According to its December 2025 balance sheet, the company carries a debt-to-equity ratio of -4.5x, indicating that total liabilities exceed shareholder equity. Its current ratio is 0.4x, suggesting a tighter liquidity position for meeting short-term debts. Free cash flow for FY 2025 was $2.6 billion, providing capital for reinvestment or shareholder returns.
Risk profile comparisonBooking faces intense competition from global technology firms and AI-native platforms that could disrupt the traditional online agency model. It is heavily dependent on search engines for customer acquisition, where any algorithm changes could lower visibility. Furthermore, the company must navigate strict European regulatory requirements as a designated gatekeeper under the Digital Markets Act.
Marriott deals with escalating legal risks, including class action litigation regarding undisclosed fees and labor-related claims. The business is also operationally dependent on third-party franchisees, meaning performance disputes or bankruptcies can disrupt its revenue streams. Like its peers, it faces pressure from digital competitors like Airbnb that threaten to erode direct booking loyalty.
Valuation comparisonBooking appears significantly more attractive based on future earnings estimates, while Marriott carries a lower valuation relative to its annual sales.
MetricBookingMarriott InternationalSector BenchmarkForward P/E17.4x33.0x93.7xP/S ratio5.2x3.8xSector benchmark uses the SPDR XLY sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?Booking and Marriott represent two distinct segments of the travel industry. The former is a high-margin online travel agency (OTA) while the latter is a fee-driven hotel franchisor. Which to choose depends on a few considerations.
Booking offers superior sales growth and healthy margins. In the first quarter, revenue rose 16% year over year to $5.5 billion, and net income soared to $1.1 billion compared to the prior year’s $333 million. However, the company stated the U.S. conflict with Iran will hurt sales this year, and Wall Street is concerned artificial intelligence may supplant the need for OTAs.
Marriott benefits from a well-known brand, expansive vacation properties, and steadily rising revenue thanks to its fee-based income stream. Due to credit card, franchise and management fees, the company posted sales of $6.7 billion, up from the previous year’s $6.3 billion. It doesn’t deliver the explosive revenue growth of Booking, but it is a steady business that is ideal for conservative investors.
Between the two, my pick to buy would be Booking. Shares are beaten down right now, while Marriott recently hit a 52-week high of $410.98, and the stock price remains elevated. Both are solid travel stocks, but Booking’s strong sales growth suggests its shares have the potential for more upside once Middle East hostilities are over.
New research by the Luxury Group by Marriott International challenges assumptions about Gen Z travelers, uncovering diverse motivations and definitions of luxury travel.
, /PRNewswire/ -- As Gen Z rises as a defining force in luxury travel, one long-held assumption no longer holds: there is no single Gen Z traveler. A new report from the Luxury Group by Marriott International in Asia Pacific excluding China (APEC), reveals a generation comprising four distinct luxury mindsets, with each redefining luxury on their own terms, from cultural immersion and personal wellbeing to digital disconnection and heritage-driven exploration.
Beyond The Gen Z Myth: Four Distinct Luxury Mindsets Reshaping Travel in Asia Pacific Drawing on insights from 2,800 affluent travelers across eight Asia Pacific markets, including 1,200 Gen Z respondents aged 18 to 29, the report signals a decisive shift. Luxury travel is no longer anchored by demographic factors, but increasingly shaped by intention, identity, and personal meaning.
"Luxury today is no longer defined by a singular standard. It is deeply personal," said Oriol Montal, Regional Vice President of Luxury, Marriott International Asia Pacific excluding China. "Our research reveals that affluent Gen Z travelers are not just participating in luxury travel. They are reshaping it, driven by a desire for meaning, wellbeing, and authentic connection. As the definition of luxury continues to fragment and evolve, understanding these emerging perspectives will be critical for shaping the next generation of travel experiences."
From Followers to Architects of Luxury Travel
Today's affluent Gen Z travelers are no longer passive participants. Rather, they are deliberate architects of their journeys. More than half fund their own trips, while nearly half plan every aspect of their journeys themselves. Immediate family remains their preferred travel companions (51%), while small-group travel has grown by 17%, signaling a shift toward more intimate, shared experiences.
They also bring sophisticated expectations to every journey. Cultural immersion and engagement with local communities influence destination choice for 87% of respondents, while culinary discovery (86%), proximity to nature (86%), and wellness (85%) are key priorities shaping travel decisions.
At the same time, Gen Z travelers expect luxury to be seamless. Time inefficiencies and communication gaps are among their biggest frustrations, underscoring a growing demand for intuitive, frictionless service. Meanwhile, technology is playing an increasingly important role in trip planning, with 23% already using AI tools for travel inspiration and planning.
Four Distinct Luxury Mindsets
The report identifies four Gen Z archetypes whose definitions of luxury diverge significantly:
The Connoisseur Traditionalist (34%)
For this group, luxury remains rooted in the enduring pillars of hospitality: reputation, service, and craftsmanship. They gravitate toward iconic hotels, exceptional service, loyalty recognition, acclaimed dining and meticulously planned itineraries. Notably, 79% consistently stay in luxury hotels, while 91% say brand reputation influences booking decisions. Loyalty remains a powerful driver, with 85% motivated by recognition and rewards. As one of the most organized traveler groups, 66% book trips at least one to two months in advance, underscoring a definition of luxury grounded in precision, trust, and excellence. The Future Proofer (30%)
For Future Proofers, travel is an investment in long-term wellbeing. Their journeys are shaped by a desire for optimization and balance, with nearly all (97%) engaging in wellness facilities during their stay, while 95% value access to in-house healthcare experts and consider proximity to nature important when choosing a destination. More than half (57%) are willing to spend more on wellness treatments, far exceeding the broader Gen Z average (20%). Their growing influence reflects the evolution of luxury travel toward an indulgence in preventive health, restoration and holistic wellbeing. The Quiet Luxurist (20%)
In an era of constant connectivity, Quiet Luxurists are choosing absence over access. They are redefining luxury as the ability to disconnect, disappear, and reclaim stillness. All respondents in this profile (100%) say they limit technology use while traveling, compared with 63% of Gen Z overall. Meanwhile, 85% seek out lesser-known destinations, 60% prefer places before they become popular, and 90% value private dining experiences. Favoring boutique hotels, private villas and secluded escapes, they measure luxury not by visibility, but by the freedom to step away. The Cultural Reclaimer (16%)
For Cultural Reclaimers, luxury travel is closely linked to identity, heritage and meaningful connection. Every respondent in this group takes an active role in planning family trips, with 65% also acting as the primary financial decision-maker. Half say destinations linked to family heritage are very important, significantly above the broader Gen Z average of 33%. They are also highly engaged travelers, with 88% seeking immersive experiences. Their journeys are driven less by social validation, and more by cultural discovery, personal enrichment and strengthening intergenerational bonds. A Broader Recalibration of Luxury Travel
Beyond Gen Z, the report also signals a broader recalibration of luxury travel across the region. Fueled by a continued appetite for premium travel experiences, affluent travelers are also becoming more selective, taking fewer trips while extending their length of stay. Average international leisure trips are expected to increase in duration from seven to nine nights, reflecting a shift from frequency to depth. As travelers concentrate their time and spending, expectations around personalization, seamless service, and meaningful engagement continue to rise.
As luxury travel enters a new era, the findings point to a fundamental shift: the future of luxury will not be defined by a single aspiration, but by a spectrum of personal values. From the pursuit of stillness to the search for identity, from wellbeing to cultural immersion, Gen Z is transforming luxury into something more nuanced and more intentional.
For the industry, the implication is clear. Success will depend not on creating one definition of luxury, but on understanding many, and delivering experiences that feel deeply personal, emotionally resonant, and unmistakably relevant.
The full report is available to download here and high-resolution images are available to download here.
Note to Editor
Findings are from a research report commissioned by Luxury Group by Marriott International conducted over a period from April 24 to May 19, 20261, with frequent international travelers who primarily travel for leisure. The study targeted the wealthiest 10% of residents in Australia, India, Indonesia, Japan, Singapore, South Korea, Thailand, and Vietnam with 350 respondents from each market.
1This research was carried out following the outbreak of conflict in the Middle East in February 2026.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
ABOUT LUXURY GROUP BY MARRIOTT INTERNATIONAL
With an unrivaled portfolio of dynamic luxury brands, Marriott International is creating authentic, rare, and enriching experiences sought by today's global luxurian. Spanning all corners of the world, Marriott International's Luxury Group offers a boundless network of more than 560 landmark hotels, resorts, and yachts in over 70 countries and territories through The Ritz-Carlton, Ritz-Carlton Reserve, The Ritz-Carlton Yacht Collection, Bvlgari Hotels & Resorts, St. Regis Hotels & Resorts, EDITION, The Luxury Collection, JW Marriott, and W Hotels. From the world's most iconic destinations to the ultimate undiscovered gems, the international hospitality leader's collection of luxury brands is focused on elevating travel with highly contextualized, nuanced brand experiences that signal the future of luxury by allowing guests to indulge their passions while sparking personal growth. For more information, please visit Luxury.Marriott.com.
, /PRNewswire/ -- Marriott International, Inc. (NASDAQ: MAR) and The Coca‑Cola Company (NYSE: KO) today announced a global agreement that will expand choice and elevate the guest experience across Marriott's portfolio, bringing The Coca‑Cola Company's brands to hotels around the world.
An Iconic Pairing: Marriott International and The Coca‑Cola Company Come Together in Strategic Beverage Agreement Under the agreement, The Coca‑Cola Company becomes Marriott's global beverage partner across several categories, including carbonated soft drinks and a growing range of hydration and functional beverages. Guests will begin seeing Coca-Cola's brands across guestrooms, restaurants, lounges and meetings and events, with a phased rollout beginning today and continuing worldwide over the coming months.
"This agreement brings together two iconic brands with a shared commitment to quality, consistency, and creating memorable experiences," said Anthony Capuano, President and Chief Executive Officer, Marriott International. "We are focused on delivering the products our guests and Marriott Bonvoy Members know and love, better meeting guest preferences, and creating economic benefits for owners and franchise operators across our system. We're excited to collaborate with The Coca‑Cola Company to deliver their great products in more places."
"This is a great day. On behalf of the entire Coca-Cola system, we're excited about our future with Marriott and the opportunity to provide travelers more of the brands they love," said Henrique Braun, CEO of The Coca-Cola Company. "From sparkling beverages to juices, hydration and dairy, we're offering guests options for their beverage needs throughout their entire visit."
The agreement expands beverage choice for guests across Marriott's global portfolio, bringing The Coca-Cola Company's world-class brands to a wide range of stay and dining occasions. Guests will enjoy Coca-Cola beverages across multiple touchpoints — from restaurants and lounges to meetings and events.
The agreement was developed in collaboration with Hot Shoppe Services International, Marriott's global procurement organization, leveraging its scale and supplier network to help drive value for owners and operators worldwide.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with approximately 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
ABOUT THE COCA‑COLA COMPANY
The Coca‑Cola Company (NYSE: KO) is a total beverage company with products sold in more than 200 countries and territories. Our company's purpose is to refresh the world and make a difference. We sell multiple billion-dollar brands across several beverage categories worldwide. Our portfolio of sparkling soft drink brands includes Coca‑Cola, Sprite and Fanta. Our water, sports, coffee and tea brands include Dasani, smartwater, vitaminwater, Topo Chico, BODYARMOR, Powerade, Costa, Georgia, Fuze Tea, Gold Peak and Ayataka. Our juice, value-added dairy and plant-based beverage brands include Minute Maid, Simply, innocent, Del Valle, fairlife and Santa Clara. We're constantly transforming our portfolio, from reducing sugar in our drinks to bringing innovative new products to market. We seek to positively impact people's lives, communities and the planet through water replenishment, packaging recycling, sustainable sourcing practices and carbon emissions reductions across our value chain. Together with our bottling partners, we employ more than 700,000 people, helping bring economic opportunity to local communities worldwide. Learn more at www.coca-colacompany.com and follow us on Instagram, Facebook and LinkedIn.
Two pioneers of design-led hospitality with a shared commitment to individuality come together in Design Hotels' largest single portfolio addition to date.
, /PRNewswire/ -- Design Hotels today announced a landmark portfolio expansion with Palisociety, the Los Angeles-based independent hospitality brand known for its design-forward hotels in key U.S. markets.
Design Hotels has entered into agreements with the owners of 16 hotels across nine U.S. destinations operated by Palisociety to join Design Hotels' portfolio, marking the largest portfolio addition in the brand's history.
Le Petit Pali Laguna Beach With the properties it operates joining Design Hotels, Palisociety and its hotel owners become part of a global network that champions visionary ownership and original design across the world.
Representing over 1,000 total keys across the United States, the hotels set to join the Design Hotels portfolio in the coming months are:
Palihouse West Hollywood, 95 keys Palihotel Melrose, 33 keys Palihotel San Francisco, 82 keys Palihotel Westwood Village, 54 keys Palihotel Palm Springs, 116 keys Palihotel Hollywood, 74 keys Palihotel Seattle, 96 keys Le Petit Pali Brentwood, 25 keys Le Petit Pali St. Helena, 29 keys Le Petit Pali Laguna Beach, 41 keys ARRIVE Albuquerque, 137 keys ARRIVE Palm Springs, 32 keys ARRIVE Wilmington, 34 keys ARRIVE Memphis, 62 keys Silver Lake Pool & Inn, 54 keys The Hôtel Lili Beverly Hills, 44 keys Part of Marriott International, Design Hotels is a global collection of more than 300 independently owned, design-led hotels. Building on strong portfolio growth in 2025, Design Hotels is expected to surpass 100 hotels across the Americas this year, a historic first for the brand. These deals represent a significant alignment between Design Hotels and Palisociety, two brands united by a shared commitment to individuality, storytelling, and neighborhood-focused hospitality. Both brands have been built around the power of community, offering memorable experiences and inspiring events that foster connection, all designed to nurture the culturally curious.
"Design Hotels has always been a home for founders, visionaries, and original thinkers. Avi Brosh and Kirsten Leigh Pratt have built Palisociety with the same independent mindset that defines our global community - creating hotels with character, cultural relevance, and a genuine connection to place. The alignment between our brands was immediate. We share a belief that great hospitality is personal, distinctive, and shaped by the people behind it, making this collaboration a natural evolution for both brands," said Stijn Oyen, Managing Director of Design Hotels.
Founded in Los Angeles in 2008, Avi Brosh's Palisociety operates a collection of more than 20 hotels, residences, and restaurants with a keen focus on bespoke design, neighborhood-inspired culture and programming, signature amenities and accoutrements, and a distinctly independent point of view. The brand's portfolio comprises five sub-brands: Palihouse, Palihotel, Le Petit Pali, ARRIVE by Palisociety and an assortment of independently branded properties, all designed to feel timeless and comfortable, while remaining deeply connected to their neighborhoods and driven by inspiration and creativity. From the brand's original Palihouse West Hollywood flagship in Los Angeles to the newest Le Petit Pali St. Helena in Napa Valley, California, Brosh's steadfast vision of modern-day hospitality has led Palisociety to numerous best hotels awards, international accolades and continued growth.
"Design Hotels has long been a symbol of creativity, vision and inspired hospitality in the industry, and we are thrilled to introduce our collection of hotels into their portfolio," said Avi Brosh, Founder of Palisociety. "Palisociety has always been driven by our love of design, culture and independence, and this agreement feels like a natural extension of those shared passions that hotel enthusiasts will undoubtedly appreciate."
Palisociety's member hotels will also be able to leverage Design Hotels' services which span public relations, sales, digital marketing, web design, and content creation as well as Marriott's global distribution channels. In the coming months, all properties are also set to join Marriott's award-winning travel platform, Marriott Bonvoy®, offering guests unique benefits and unparalleled experiences.
These deals reflect the continued growth of boutique hospitality and reinforce Design Hotels' mission to support visionary hoteliers whose properties stand apart.
For more information visit: www.designhotels.com
ABOUT DESIGN HOTELS
For 30 years, Design Hotels has been at the forefront of a movement in travel, curating a handpicked portfolio of 300+ independently owned and operated hotels in over 50 countries. From cultural hubs in fast-paced cities to off-the-beaten-path escapes, each hotel reflects the vision of its pioneering owner—or "Original"—driven by a passion for genuine hospitality, cultural authenticity, and thought-provoking design and architecture.
More than a collection of hotels, Design Hotels provides its member hotels with forward-thinking industry expertise—from trend forecasting and creative consultancy to PR, marketing, and global sales representation.
Design Hotels is headquartered in Berlin, with offices in London, Los Angeles, New York, and Singapore. In 2019, the company partnered with Marriott Bonvoy®, expanding the reach of its member hotels and offering its community access to one of the industry's leading loyalty programs.
ABOUT PALISOCIETY
Palisociety is a fully integrated hospitality company that acquires, designs, develops, owns and operates unique hotels and residences across the country under four distinct monikers: Palihouse, Palihotel, Le Petit Pali, ARRIVE by Palisociety and a collection of independently branded properties. The company's proprietary brands, development and operational expertise also includes specialized retail spaces, highly curated restaurants, bars and event venues. Palisociety properties have been featured on Condé Nast Traveler's Hot List, Travel + Leisure IT List, and more, with accolades from The New York Times, Architectural Digest, Wallpaper* and countless others. Avi Brosh founded Palisociety in 1998 in Los Angeles. For more information, visit www.palisociety.com or follow @palisociety.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with approximately 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
ABOUT MARRIOTT BONVOY
Marriott Bonvoy®, Marriott International's portfolio of more than 30 hotel brands and approximately 10,000 global destinations, offers renowned hospitality in the most memorable locations around the world. The award-winning travel program and marketplace gives members access to transformative, eye-opening experiences around the corner and across the globe. To enroll for free or for more information about Marriott Bonvoy, visit www.marriottbonvoy.com. To download the Marriott app, go here. Travelers can also connect with Marriott Bonvoy on Facebook, X, Instagram, and TikTok.
Bagsværd, Denmark, 22 June 2026 – On 6 May 2026, Novo Nordisk initiated a share repurchase programme in accordance with Article 5 of Regulation No 596/2014 of the European Parliament and Council of 16 April 2014 (MAR) and the Commission Delegated Regulation (EU) 2016/1052 of 8 March 2016 (the "Safe Harbour Rules"). This programme is part of the overall share repurchase programme of up to DKK 15 billion to be executed during a 12-month period beginning 4 February 2026.
Under the programme initiated 6 May 2026, Novo Nordisk will repurchase B shares for an amount up to DKK 11,200,000,010.45 in the period from 6 May 2026 to 1 February 2027.
Since the announcement 15 June 2026, the following transactions have been made:
Number of
B sharesAverage
purchase priceTransaction
value, DKKAccumulated, last announcement5,125,000 1,469,055,82915 June 2026225,000286.1064,371,83116 June 2026220,000283.3862,343,58917 June 2026220,000288.0063,360,17218 June 2026220,000282.3362,113,14719 June 2026190,000293.4855,760,610Accumulated under the programme6,200,000 1,777,005,178 The details for each transaction made under the share repurchase programme are published on novonordisk.com.
With the transactions stated above, Novo Nordisk owns a total of 38,144,480 B shares of DKK 0.10 as treasury shares, corresponding to 0.9% of the share capital. The total amount of A and B shares in the company is 4,465,000,000 including treasury shares.
Novo Nordisk expects to repurchase B shares for an amount up to DKK 15 billion during a 12-month period beginning 4 February 2026. As of 19 June 2026, Novo Nordisk has since 4 February 2026 repurchased a total 20,959,179 B shares at an average share price of DKK 266.09 per B share equal to a transaction value of DKK 5,577,005,168.
Novo Nordisk is a leading global healthcare company founded in 1923 and headquartered in Denmark. Our purpose is to drive change to defeat serious chronic diseases built upon our heritage in diabetes. We do so by pioneering scientific breakthroughs, expanding access to our medicines and working to prevent and ultimately cure disease. Novo Nordisk employs about 68,800 people in 80 countries and markets its products in around 170 countries. Novo Nordisk's B shares are listed on Nasdaq Copenhagen (Novo-B). Its ADRs are listed on the New York Stock Exchange (NVO). For more information, visit novonordisk.com, Facebook, Instagram, X, LinkedIn and YouTube.
On June 22, 2026, Marriott International Inc MAR shares fell 3.0% to $384.19, continuing a downward trend, with the stock now approximately 4.1% lower over the past week. Over the past year, MAR has shown substantial growth, with a gain of 49.0%, but it has also experienced volatility, trading between a 52-week high of $410.98 and a low of $253.76.
GF Value™ verdict: Current price of $384.19 is 28.1% above GF Value™ of $299.96, indicating overvaluation.GF Score™ is 88/100, which is considered strong, suggesting good potential for long-term returns.Notable signal: Insider activity indicates that insiders sold $2.8 million in stock over the last three months without any buying activity. Is MAR Overvalued or Undervalued? According to the GF Value™ analysis, Marriott International Inc is currently overvalued, trading at $384.19 compared to its estimated fair value of $299.96. This results in a significant margin of safety risk for potential investors, as the stock price exceeds the fair value by 28.1%. The GF Valuation label indicates that MAR is "Modestly Overvalued," suggesting that while the company has strong fundamentals, the current market price may not justify the investment at this time.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given its current valuation, investors should exercise caution, as the risk of a price correction may be heightened if market sentiment shifts or if the company's performance does not meet expectations.
How Does MAR's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 40.3x 29.2x Forward P/E 33.1x N/A Marriott International Inc's current P/E ratio of 40.3x is significantly above its 5-year median P/E of 29.2x, indicating a premium valuation compared to its historical levels. This analysis aligns with the GF Value™ verdict of being overvalued, as the stock trades at a P/E that is 38% higher than its historical average.
What Does MAR's GF Score™ Tell Us? Metric Rating GF Score™ 88 Financial Strength 4/10 Profitability 9/10 Growth 9/10 Valuation 5/10 Momentum 10/10 The GF Score™ of 88/100 reflects a strong overall performance for Marriott International Inc, particularly in the areas of Profitability and Growth, where it scores 9/10. However, the Financial Strength rating of 4/10 indicates potential weaknesses in the company's balance sheet, which could be a concern for risk-averse investors. The Momentum score of 10/10 suggests that the stock has been performing exceptionally well in recent times, despite its current overvaluation status.
What Are Insiders Doing with MAR Stock? In recent months, insider activity has shown that insiders sold $2.8 million worth of Marriott International Inc stock without any recorded buying. This pattern may indicate a lack of confidence among insiders regarding the stock's near-term performance or valuation, which investors might consider when assessing the overall sentiment surrounding the stock.
The absence of insider buying further emphasizes the caution required when evaluating the current price point, as insiders often have a good sense of the company's future prospects.
What This Means for Investors Based on the GF Value™ assessment, Marriott International Inc is currently overvalued. The significant gap between the market price and the estimated fair value suggests that caution is warranted for those considering an investment in the company at this time.
For the complete analysis, visit the Marriott International Inc MAR stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is MAR's GF Score™?
MAR's GF Score™ is 88/100, indicating a strong potential for long-term returns based on the company's performance metrics.
Is MAR overvalued or undervalued?
MAR is currently overvalued, with a market price of $384.19 compared to a GF Value™ of $299.96.
What is MAR's P/E ratio?
MAR's P/E (TTM) is 40.3x, which is significantly above its 5-year median P/E of 29.2x, indicating a premium valuation compared to its historical trading levels.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Marriott International launches Ask Bonvoy, a new conversational, natural language search experience designed to help Marriott Bonvoy members more intuitively explore the Marriott Bonvoy portfolio of approximately 10,000 properties in 146 countries and territories. Ask Bonvoy is launching in beta and will initially be available in U.S. English on Marriott.com and in the iOS and Android Marriott Bonvoy mobile apps to a subset of Marriott Bonvoy members and users who sign up for Marriott Bonvoy. As part of Marriott's commitment to enhancing the Marriott Bonvoy experience, Ask Bonvoy is designed to make it easier for members to explore stays, amenities and experiences. Over time, Ask Bonvoy will be made available to Marriott's nearly 283 million Marriott Bonvoy members and global travelers who sign up for the Marriott Bonvoy program. , /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) today announced the beta launch of Ask Bonvoy™, a new conversational, natural language search experience designed to help travelers more intuitively discover incredible destinations across the Marriott Bonvoy® portfolio of approximately 10,000 properties in 146 countries and territories. Ask Bonvoy is designed to help travelers search for stays and plan their trips using conversational language, delivering customized results that lead to unforgettable experiences.
Ask Bonvoy
Ask Bonvoy Ask Bonvoy will launch in beta and will initially be available in U.S. English on Marriott.com, and in the iOS and Android Marriott Bonvoy mobile apps to a subset of Marriott Bonvoy members and users who sign up for Marriott Bonvoy. This measured rollout reflects Marriott's commitment to delivering a seamless customer experience, allowing Ask Bonvoy to scale gradually to adjust to real-time feedback and improve performance. A full, global release of the experience is planned for later this year.
"For nearly a century, Marriott has embraced change and been a leading innovator in the industry," said Anthony Capuano, President and CEO, Marriott International. "Ask Bonvoy builds on that legacy, bringing conversational AI to the heart of how travelers explore Marriott's extraordinary global portfolio. Today's beta launch is a powerful example of our continued investment in technology as we aim to make travel planning easier, more intuitive, and more personal."
Powered by Marriott's proprietary AI architecture, Ask Bonvoy interprets a natural language search query, identifies a member's trip purpose, and provides users with relevant and curated results from Marriott's portfolio of thousands of properties around the world. Responses are grounded exclusively in Marriott owned, verified property data rather than open web content, fostering greater reliability for guests looking to understand hotel features and amenities such as dining options, spa experiences and recreational offerings like golf.
"Travelers are increasingly looking for faster, more intuitive ways to search, explore, and plan their trips," said Drew Pinto, Executive Vice President and Chief Revenue & Technology Officer, Marriott International. "Grounded in Marriott's own data and backed by the power of Marriott Bonvoy's portfolio of offerings, Ask Bonvoy is designed to meet travelers in a modern way at every point in their journey, whether they know exactly where and when they'd like to travel or are just beginning their trip discovery. Our measured launch allows us to learn directly from our customers on how they like to search so we can refine and adapt before we scale globally. We are excited to launch Ask Bonvoy as Marriott continues to transform the future of travel."
Ask Bonvoy is designed to complement the existing search function on Marriott.com and in the Marriott Bonvoy Apps. Members using Ask Bonvoy in beta can continue to search using traditional dates and location filters, while also choosing to explore destinations and properties through more conversational prompts such as travel purpose, location attributes, and desired amenities such as dining, spa and golf options. Once users have identified their stay within the Ask Bonvoy platform, the experience will seamlessly hand off to Marriott's existing booking capabilities to complete reservations. As Marriott continues to refine the Ask Bonvoy experience, the model will support loyalty points-based searches over time.
The launch of Ask Bonvoy is the latest step in Marriott's digital and technology transformation journey. Marriott actively collaborates with numerous tech companies and is partnering with Google on its forthcoming Google AI Mode travel product and with Open AI on its Ad Pilot Program. In 2024, Marriott launched an industry-leading natural language search capability on its Homes & Villas by Marriott Bonvoy platform.
Over time, Marriott plans to make Ask Bonvoy available to its nearly 283 million Marriott Bonvoy members and global travelers who sign up for the Marriott Bonvoy program and book exclusively on Marriott.com and the Marriott Bonvoy Apps.
NOTE ON FORWARD-LOOKING STATEMENTS
This press release contains "forward-looking statements" within the meaning of United States federal securities laws, including statements related to the beta launch of Ask Bonvoy; opportunities to scale and improve Ask Bonvoy performance; the expected full global launch of Ask Bonvoy; the continued evolution of the Ask Bonvoy experience, including as relates to loyalty points-based searches; and similar statements concerning possible future events or expectations that are not historical facts. Marriott cautions you that these statements are not guarantees of future performance and are subject to numerous evolving risks and uncertainties that the company may not be able to accurately predict or assess, including the risk factors that Marriott describes in its U.S. Securities and Exchange Commission filings, including the company's most recent Annual Report on Form 10-K or Quarterly Report on Form 10-Q. Any of these factors could cause actual results to differ materially from the expectations we express or imply in this press release. We make these forward-looking statements as of the date of this press release and undertake no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with approximately 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
Bagsværd, Denmark, 15 June 2026 – On 6 May 2026, Novo Nordisk initiated a share repurchase programme in accordance with Article 5 of Regulation No 596/2014 of the European Parliament and Council of 16 April 2014 (MAR) and the Commission Delegated Regulation (EU) 2016/1052 of 8 March 2016 (the "Safe Harbour Rules"). This programme is part of the overall share repurchase programme of up to DKK 15 billion to be executed during a 12-month period beginning 4 February 2026.
Under the programme initiated 6 May 2026, Novo Nordisk will repurchase B shares for an amount up to DKK 11,200,000,010.45 in the period from 6 May 2026 to 1 February 2027.
Since the announcement 8 June 2026, the following transactions have been made:
Number of
B sharesAverage
purchase priceTransaction
value, DKKAccumulated, last announcement4,000,000 1,158,452,4928 June 2026225,000275.4361,972,7559 June 2026225,000268.4060,389,78010 June 2026225,000272.4761,305,54311 June 2026225,000280.4363,097,59912 June 2026225,000283.7263,837,660Accumulated under the programme5,125,000 1,469,055,829 The details for each transaction made under the share repurchase programme are published on novonordisk.com.
With the transactions stated above, Novo Nordisk owns a total of 37,069,480 B shares of DKK 0.10 as treasury shares, corresponding to 0.8% of the share capital. The total amount of A and B shares in the company is 4,465,000,000 including treasury shares.
Novo Nordisk expects to repurchase B shares for an amount up to DKK 15 billion during a 12-month period beginning 4 February 2026. As of 12 June 2026, Novo Nordisk has since 4 February 2026 repurchased a total 19,884,179 B shares at an average share price of DKK 264.99 per B share equal to a transaction value of DKK 5,269,055,819.
Novo Nordisk is a leading global healthcare company founded in 1923 and headquartered in Denmark. Our purpose is to drive change to defeat serious chronic diseases built upon our heritage in diabetes. We do so by pioneering scientific breakthroughs, expanding access to our medicines and working to prevent and ultimately cure disease. Novo Nordisk employs about 68,800 people in 80 countries and markets its products in around 170 countries. Novo Nordisk's B shares are listed on Nasdaq Copenhagen (Novo-B). Its ADRs are listed on the New York Stock Exchange (NVO). For more information, visit novonordisk.com, Facebook, Instagram, X, LinkedIn and YouTube.
More than 100 days since the start of the Iran war, investors are still struggling to predict when or how it might conclude. Between headlines about a ceasefire and renewed attacks, it's difficult to assess how the conflict may continue—and what the impacts may be on the market.
MAR002 demonstrates deep and durable IGF-1 suppression up to 64% with favorable PK properties potentially enabling once every two-week dosing
Phase 2/3 study of MAR002 in acromegaly to initiate in mid-2026
SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Marea Therapeutics, Inc., a clinical-stage biotechnology company harnessing the latest advances in human genetics to develop first-in-class, next-generation medicines for cardioendocrine diseases, today highlighted the presentation of data from its first-in-human Phase 1 study of MAR002 at the 2026 Annual Meeting of the Endocrine Society (ENDO). MAR002 is a first-in-class allosteric monoclonal antibody targeting the growth hormone receptor (GHR).
Data from the Phase 1 study support a potential best-in-disease profile of MAR002 across safety, tolerability, pharmacodynamic effect, and dosing convenience - with deep, durable IGF-1 suppression that may enable dosing as infrequently as once every two weeks, compared to the daily subcutaneous injections required by the current standard of care.
“The Phase 1 data presented at ENDO provide compelling proof-of-mechanism for MAR002 and strengthen our confidence as we advance into a Phase 2/3 study in patients with acromegaly expected to begin in the coming weeks,” said Rebecca Juliano, Ph.D., chief development officer of Marea Therapeutics. “MAR002 demonstrated deep and durable suppression of IGF-1, a validated biomarker and regulatory endpoint in acromegaly, while exhibiting pharmacokinetic properties that may support convenient dosing as infrequently as every two weeks. By directly blocking growth hormone signaling at the receptor level, MAR002 has the potential to deliver meaningful biochemical control for a broad population of patients and establish a new standard of care in acromegaly.”
“Acromegaly remains a disorder of significant unmet need, with fewer than 35% of patients achieving optimal disease control on first-line medical therapy,” said Shlomo Melmed M.D., Distinguished Professor and Dean at Cedars-Sinai. “The depth of initial IGF-1 suppression reported with MAR002 of up to 64% is particularly notable, as it appears to exceed levels seen with previously reported therapies in acromegaly. Based on these early findings, and if proven safe, MAR002 has the potential to become a significant advancement in both efficacy and treatment convenience for patients with acromegaly.”
Presentation Highlights
The first-in-human, randomized, blinded, parallel-group, placebo-controlled Phase 1 study enrolled healthy adult male volunteers and single ascending doses of MAR002 demonstrated a favorable safety and tolerability profile, with no serious adverse events or dose-limiting toxicities. Treatment with MAR002 resulted in robust and durable dose-dependent reductions in circulating insulin-like growth factor-1 (IGF-1) with up to 64% peak suppression. Favorable pharmacokinetic (PK) profile support bi-weekly to monthly dosing. About Acromegaly
Acromegaly is a rare, chronic, progressive endocrine disorder caused by prolonged exposure to excess growth hormone (GH), most commonly due to a GH-secreting pituitary adenoma, resulting in elevated insulin-like growth factor-1 (IGF-1). It leads to the abnormal enlargement of the hands, feet, and facial features, and if left untreated, can result in severe systemic complications. GH receptor antagonists (GHRA) offer therapeutic advantages in acromegaly by directly blocking GH signaling, lowering IGF-1, and improving insulin sensitivity. However, the only approved GHRA, pegvisomant, requires daily administration, resulting in suboptimal patient adherence and reduced real-world efficacy.
About MAR002
MAR002 is a potent and selective half-life-extended, allosteric, human monoclonal growth hormone receptor antagonist (GHRA) antibody being developed for the treatment of acromegaly. The in vivo PK and PD properties of MAR002 are predictable and typical of a half-life extended human antibody, showing a long duration of action compatible with infrequent subcutaneous dose administration in humans. These characteristics support its potential to offer an effective and convenient treatment for patients with acromegaly.
About Marea Therapeutics
Marea Therapeutics is a clinical-stage biotechnology company harnessing the latest advances in human genetics to develop first-in-class, next-generation medicines for cardioendocrine diseases. The company’s lead therapy, MAR001, is in Phase 2b clinical development for the treatment of severe hypertriglyceridemia (sHTG), a condition characterized by very high triglyceride levels. The company is also advancing MAR002 for the treatment of acromegaly. To learn more, please visit www.mareatx.com and follow us on LinkedIn and X.
Marriott Bonvoy Outdoors guests and Outside members can take advantage of access to exclusive perks and bespoke in-stay benefits
BOULDER, Colo.--(BUSINESS WIRE)--Outside Interactive, the leading media and technology platform for outdoor inspiration and activation, in collaboration with Marriott Bonvoy, today launched new benefits for Outside members who link their Outside account to their Marriott Bonvoy account and stay at participating Marriott Bonvoy Outdoors properties. Spanning 350+ hotels and other accommodations across the US and Canada, including Postcard Cabins and Trailborn Hotels, the Marriott Bonvoy Outdoors collection is a gateway to outdoor adventures.
Starting May 13, 2026, guests staying at Marriott’s curated collection of properties set in natural locations can turn their outdoor adventures into travel rewards. Through the Outside+ Adventure Pass, guests who link their Marriott Bonvoy and Outside accounts can earn Marriott Bonvoy points simply by recording activities—like hikes, runs, and bike rides—using Outside's premium mapping apps during their stay.
To celebrate the launch, members who link their accounts through August 11, 2026 will unlock exclusive introductory benefits:
New to Outside: Once linked, users receive a complimentary 14-day Outside+ Adventure Pass trial, including premium trail maps and offline navigation. Access can be reactivated for the duration of every eligible stay. Users who upgrade to a full annual Outside+ subscription will earn a 2,000 Marriott Bonvoy points bonus. Existing Outside+ Members: Current subscribers will receive 1,000 Marriott Bonvoy points as a reward just for linking their accounts. Points Boosters: Linked members can continue to earn up to 5,000 Marriott Bonvoy points annually for recording activities on Gaia GPS, Trailforks, and MapMyFitness apps during stays at participating Marriott Bonvoy Outdoors properties. Marriott Bonvoy and Outside are also launching a slate of one-of-a-kind Marriott Bonvoy Moments designed to immerse guests in nature, adventure, and storytelling. These unique packages include a fly-fishing trip in Jackson Hole, Wyoming, and a dark skies tour in Scottsdale, Arizona. Both packages will be available in the Fall and include a multi-day stay at a designated Marriott Bonvoy Outdoors property.
“Outdoor travel is different,” says Peggy Roe, Executive Vice President and Chief Customer Officer, Marriott International. “Guests go to a destination to immerse themselves in it, not just visit. This next phase in the partnership with Outside Interactive represents how Marriott Bonvoy is bringing the outdoor journey together, helping guests plan, explore incredible destinations, and now earn rewards simply by doing the outdoor activities they love.”
Marriott Bonvoy and Outside Interactive share the same goal: to create immersive, inspiring, and accessible outdoor travel opportunities. This continued loyalty partnership combines Outside’s mission to get everyone outdoors with Marriott’s global network of bespoke hospitality offerings to design outdoor adventures that incorporate challenge, discovery, and meaningful experiences with new places and people.
“Marriott shares our belief that the world's most natural places deserve to be experienced with intention and reverence,” said Robin Thurston, CEO of Outside. “Together, we're creating something unprecedented at scale: a global network with world-class infrastructure that connects adventurers with the destinations they dream about, while ensuring those destinations thrive for generations to come. This collaboration ultimately advances our vision of getting more people to engage with the outdoors.”
Launched in October, 2025, Marriott Bonvoy Outdoors interactive digital platform enables travelers to discover and book their next trip based not only where they want to go, but what they love to do. Leveraging Marriott’s leadership in global hospitality travelers can search across 350+ hotels, Homes & Villas, and curated Tours & Activities, offering immediate access to travelers’ favorite outdoor activities – Ski & Snowboard, Hike & Glamp, Bike, Scuba & Snorkel, Surf, Fish, and Paddle.
About Outside Interactive, Inc.
Outside Interactive, Inc. is the premier destination for outdoor inspiration, activation, and celebration. Each year, Outside reaches more than 300 million unique users and has more than 100 million registered users across its network of 25 media, service, and utility brands, including Outside, MapMyFitness, Velo, Yoga Journal, Pinkbike, Gaia GPS, Trailforks, athleteReg, and more. Outside’s mission is to get everyone outside, experiencing healthy, connected, and fulfilling lives by creating an experience for both longtime adventurers and those just getting started. Outside’s subscription offering, Outside+, bundles best-in-class storytelling, videos, gear reviews, mapping apps, online courses, discounted event access, and more. Learn more at outsideonline.com/outsideplus.
About Marriott Bonvoy
Marriott Bonvoy®, Marriott International's award-winning travel platform, connects travelers to the people, places, and passions they love through an extraordinary collection of hotels and experiences worldwide. The platform features over 30 hotel brands and 10,000 destinations, including the largest collection of luxury offerings, distinctive boutique properties, premium home rentals, and more, providing renowned hospitality across the globe. With unrivaled access to the best in entertainment, culinary, sports, outdoor adventure, arts, culture, and more, Marriott Bonvoy offers transformative travel experiences that leave a lasting impression.
Marriott Bonvoy membership is free and unlocks unique benefits including the ability to earn points through travel and everyday activities, like purchases with co-branded credit cards. Members can redeem their points for free stays, experiences, and more.
Visit marriottbonvoy.com for more information and download the Marriott Bonvoy app here. Travelers can connect with Marriott Bonvoy on Instagram, TikTok, YouTube, and Facebook.
BETHESDA, Md., May 18, 2026 /PRNewswire/ -- Marriott International, Inc.'s (Nasdaq: MAR) Executive Vice President and Chief Financial Officer, Jennifer Mason, will speak at the Morgan Stanley Travel & Leisure Conference, to be held on Monday, June 1, in New York City.
RIVIERA MAYA, Mexico--(BUSINESS WIRE)--Jamal Satli Iglesias, President of real estate investment fund Grupo Satli, together with Marriott International and Aimbridge Hospitality, today announced the launch of an international project in Riviera Maya (Mexico), further strengthening the positioning of the three companies in the all-inclusive resort segment.
The 980-room resort will be developed by Grupo Satli and operated by Aimbridge’s specialized All-Inclusive Division. The property is expected to initially operate as an independent brand before joining the Marriott Hotels All-Inclusive portfolio in 2027.
The property further strengthens Marriott Hotels & Resorts’ growing all-inclusive portfolio in Mexico, which includes Marriott Cancun, An All-Inclusive Resort in the northern Cancun region.
As highlighted by Jamal Satli Iglesias, Chairman of Grupo Satli:
“This landmark collaboration brings together Grupo Satli’s investment strength, Marriott International’s global recognition, and Aimbridge Hospitality’s proven all-inclusive operational excellence to develop a benchmark project in one of the world’s most important destinations.”
He added:
“We are excited to begin this project, with an anticipated opening in 2027. It represents Grupo Satli’s strong commitment to international growth and collaboration with leading global tourism brands.”
Uriel Burak, Vice President of Development for Marriott International in the Caribbean and Latin America, commented:
“We are thrilled to embark on this exciting collaboration with Grupo Satli for this project, and to continue our successful work with Aimbridge. This signing underscores our commitment to expanding the all-inclusive segment in Mexico, marking our first Marriott Hotels & Resorts branded all-inclusive property in the Riviera Maya region.”
With more than 9,900 properties across 146 countries and territories, Marriott International leads the global hospitality industry, offering one of the most extensive and diversified hospitality platforms in the world.
A Landmark Resort in Riviera Maya
The resort, owned by Grupo Satli as a hotel real estate investment fund, will be located on a 445-acre site with 1,312 feet of beachfront, and will offer an extensive array of facilities and services designed to deliver a differentiated guest experience. The property is planned to feature 13 food and beverage outlets, 12 pools and expansive water areas, a large-scale spa, more than 43,000 square feet of indoor meetings and events space, a Lazy River, two tennis courts, and a variety of leisure and entertainment amenities.
Operations will be led by Aimbridge Hospitality, recognized as the leading hotel management company, with an expansive global portfolio.
Aimbridge was selected for its deep knowledge of the Mexican market and its expertise in managing all-inclusive resort assets under international standards, delivering high levels of guest satisfaction while optimizing returns for owners.
The addition of this property complements the portfolio of Marriott-branded properties Aimbridge operates in Latin American cities such as Mexico City, Guadalajara, Monterrey, Puebla, Playa del Carmen, and Tulum.
Alex Fiz, President of All-Inclusive & LATAM at Aimbridge Hospitality, added: "We are honored to partner with Marriott International and Grupo Satli on this groundbreaking project that represents the future of all-inclusive hospitality in the Caribbean. Our proven track record in managing all-inclusive properties, combined with our deep understanding of the Mexican market and Marriott's operational standards, positions us to deliver an exceptional guest experience and drive meaningful value for our partners."
Patricio del Portillo, Senior Vice President – Development, LATAM and Caribbean at Aimbridge, added: “This landmark partnership exemplifies our commitment to expanding our all-inclusive portfolio with like-minded owners and world-class brands in premier destinations."
Sobre Grupo Satli
Grupo Satli is a business conglomerate with a presence across the hospitality, real estate, and financial sectors. Founded and led by Jamal Satli Iglesias, the group holds a portfolio of assets valued at over €900 million and operates in Spain, the Dominican Republic, and Mexico.
With more than 2,500 employees, the group continues to expand its real estate portfolio and modernize its hotel assets, with a focus on sustainable development and creating a positive impact in the communities where it operates. The Satli Foundation promotes human rights, equal opportunities, and social progress.
In the hospitality sector, BlueBay Hotel, one of its core brands, has more than 50 years of experience and a presence in destinations across Europe and the Caribbean. It operates 3- to 5-star hotels under the BlueBay Hotels & Resorts and BelleVue Hotels & Resorts brands, as well as luxury resorts under the Blue Diamond brand.
About Marriott International
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with over 9,900 properties in 146 countries and territories, as of March 31, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
About Aimbridge Hospitality
Aimbridge Hospitality is the world’s leading global hospitality management company. A trusted operator of over 80 globally recognized lodging brands and distinctive luxury and lifestyle assets, Aimbridge delivers compelling results for hotel owners by leveraging proprietary data and insights as an authority in key markets and destinations, while creating exceptional guest experiences. The Company continually strives to set the new standard in hospitality excellence, leading the industry into the future through a wealth of unmatched resources and best-in-class supplier agreements, while recruiting and developing top industry talent in all key verticals and geographies. To learn more, visit www.aimbridgehospitality.com and connect with Aimbridge on LinkedIn.
Achieved in under six months, the brand's remarkable trajectory signals owner confidence and growing demand in the region for quality, trusted accommodation across market segments.
, /PRNewswire/ -- Marriott International, Inc. today announced landmark dual milestones for The Fern Hotels & Resorts, Series by Marriott in India - 75 hotels have now been signed under the brand's founding collaboration with Concept Hospitality Private Limited (CHPL), while 50 of those properties are already open and welcoming guests - bringing over 3,556 rooms into Marriott's portfolio in India. Accomplished in under six months since the brand's debut in November 2025, this pace of growth stands as one of the most compelling chapters in Marriott's regional expansion story and firmly establishes India as the defining foundation for Series by Marriott's global growth.
The Fern Vishranta Resort Kamrej-Surat, Series by Marriott "When we launched Series by Marriott in India last November, we spoke of a brand designed to scale with both speed and purpose," said Kiran Andicot, Senior Vice President, South Asia, Marriott International. "Reaching 75 signings, with 50 open and operating hotels across the country, in under six months is a validation of that vision. India is not simply a launchpad for this brand; it is proof of concept. As we expand our footprint, we remain focused on delivering consistent, quality experiences for guests, while offering owners an efficient, conversion-friendly model, backed by the strength of Marriott Bonvoy and our distribution ecosystem."
With the founding deal for Series by Marriott's global debut, Concept Hospitality and The Fern Hotels & Resorts brought to the table a distinctive combination of regional authenticity, and a commitment to sustainable hospitality, spanning the breadth of the subcontinent. Together, the resulting Series by Marriott portfolio now spans 43 cities in India across Tier 1, 2 and 3 markets, reflecting both depth of presence and strong geographic balance across the country.
"Reaching 75 signed hotels is a milestone we are genuinely proud of, but the more meaningful story is the hotels that are already open - already welcoming guests, earning loyalty, and delivering on the promise we made when this association began," said Suhail Kannampilly, Managing Director, Concept Hospitality. "The alignment between The Fern's heritage of thoughtful, regionally rooted hospitality and Marriott International's global standards and distribution has resonated powerfully with owners and travelers alike. Between our commitment to sustainable hospitality, the industry's growing appetite for quality development, and Marriott's unmatched systems and loyalty reach, we are tracking well ahead of our plans - and we are only just beginning."
Series by Marriott is a regionally created, globally connected collection brand that brings together locally recognized hotel groups under the trusted umbrella of Marriott Bonvoy. Designed for the 'global domestic' traveler - guests who seek the comfort and reliability of a world-class brand alongside genuine, place-specific experiences - the brand is defined by the well-executed fundamentals that matter most: comfortable rooms, reliable service, dependable Wi-Fi, and a sense of arrival that feels unmistakably local.
Each property tells its own story, shaped by the character of the region and the people it serves. From a heritage hotel in Rajasthan to a business hotel in a thriving Tier 2 city, every Series by Marriott hotel delivers the consistent quality guests trust while celebrating the distinctive spirit of its destination. Select properties also offer access to breakfast, fitness centers, and meetings and events spaces - making the brand equally suited to the leisure explorer and the discerning business traveler.
The brand now holds a presence in key cities, tier two markets as well as popular resort destinations with openings such as The Fern Mumbai, Goregaon, Series by Marriott; The Fern Jaipur, Series by Marriott; The Fern Habitat Goa, Candolim, Series by Marriott; Rakabi The Fern Igatpuri, Series by Marriott and The Fern Residency Bengaluru, Seshadripuram, Series by Marriott, to name a few.
Guests at The Fern Hotels & Resorts, Series by Marriott can expect a thoughtfully curated set of signature experiences, including:
Grab & Go Breakfast - a packed breakfast box available for guests with early-morning departures, ensuring every journey begins with energy and ease. Single Lady Traveller Recognition - a curated suite of amenities placed in-room prior to arrival, designed to make solo female guests feel seen, safe, and specially welcomed. Evening Delight - a turndown service featuring local chocolates or regional treats alongside a personalized goodnight message. Lamp Lighting Ceremony - a tranquil dusk ritual that honors the rhythm of nature and invites guests to pause, breathe, and unwind. Healthy Sleep - soaked almonds and raisins with cumin-infused water placed bedside each evening, a nod to ancient Indian wellness traditions. All properties under The Fern Hotels & Resorts, Series by Marriott, participate in Marriott Bonvoy®, the award-winning travel program from Marriott International – allowing members to earn points for their stay at the hotels, and at other hotels and resorts across Marriott Bonvoy's portfolio of extraordinary hotel brands. With the Marriott Bonvoy app, members enjoy a level of personalization and a contactless experience that allows them to travel with peace of mind.
For further details and reservations, please visit the website here. Download images here.
ABOUT SERIES BY MARRIOTT
Series by Marriott® is a collection brand that brings together established, regionally recognized hotel brands into one thoughtfully curated portfolio - designed for travelers who want comfort, value, and a sense of place. Each property tells its own local story reflecting the character of the region and the people it serves, while delivering a simple, approachable experience focused on well‑executed fundamentals. Designed to offer quality and value in the right locations at the right price, Series by Marriott hotels provide comfortable rooms, free Wi‑Fi, daily coffee or tea, and access to breakfast, fitness centers, and meetings and event spaces at select properties. Wherever travelers find a Series by Marriott hotel, they can count on the basics done well - consistently and with care. Guests can enjoy the local character of Series by Marriott hotels with the benefits of Marriott Bonvoy®, Marriott International's global travel program offering members an extraordinary portfolio of brands, exclusive experiences through Marriott Bonvoy Moments, and unmatched benefits including free nights and Elite status recognition. To enroll for free or for more information about the program, visit marriottbonvoy.com.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with over 9,900 properties in 146 countries and territories, as of March 31, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Marea Therapeutics, Inc., a clinical-stage biotechnology company harnessing the latest advances in human genetics to develop first-in-class, next-generation medicines for cardioendocrine diseases, today announced that data from its first-in-human Phase 1 study of MAR002 will be highlighted in an oral presentation at the 2026 Annual Meeting of the Endocrine Society (ENDO), being held from June 13-16 in Chicago, IL.
MAR002 is a first-in-class allosteric monoclonal antibody targeting the growth hormone receptor (GHR). In January 2026, Marea announced positive topline Phase 1 results supporting a potential best-in-class profile across safety, tolerability, pharmacodynamic effect, and dosing convenience - with deep, durable IGF-1 suppression that may enable dosing as infrequently as once every two weeks, compared to the daily subcutaneous injections required by the current standard of care. Marea remains on track to initiate a Phase 2/3 study of MAR002 in acromegaly in mid-2026.
Details of the oral presentation are as follows:
Title: ORF28-08 - A First-in-Human Study of a Novel Growth Hormone Receptor Antagonist Antibody in Healthy Men Demonstrates Translational Potential for Acromegaly
Session Title: Neuroendocrinology and Pituitary
Session Date and Time: Sunday, June 14, 2026, 3:00 p.m. – 3:15 p.m. CT
Location: Room W183BC
About Acromegaly
Acromegaly is a rare, chronic, progressive endocrine disorder caused by prolonged exposure to excess growth hormone (GH), most commonly due to a GH-secreting pituitary adenoma, resulting in elevated insulin-like growth factor-1 (IGF-1). It leads to the abnormal enlargement of the hands, feet, and facial features, and if left untreated, can result in severe systemic complications. GH receptor antagonists (GHRA) offer therapeutic advantages in acromegaly by directly blocking GH signaling, lowering IGF-1, and improving insulin sensitivity. However, the only approved GHRA, pegvisomant, requires daily administration, resulting in suboptimal patient adherence and reduced real-world efficacy.
About MAR002
MAR002 is a potent and selective half-life-extended, allosteric, human monoclonal growth hormone receptor antagonist (GHRA) antibody being developed for the treatment of acromegaly. The in vivo PK and PD properties of MAR002 are predictable and typical of a half-life extended human antibody, showing a long duration of action compatible with infrequent subcutaneous dose administration in humans. These characteristics support its potential to offer an effective and convenient treatment for patients with acromegaly.
About Marea Therapeutics
Marea Therapeutics is a clinical-stage biotechnology company harnessing the latest advances in human genetics to develop first-in-class, next-generation medicines for cardioendocrine diseases. The company’s lead therapy, MAR001, is in Phase 2b clinical development for the treatment of severe hypertriglyceridemia (sHTG), a condition characterized by very high triglyceride levels. The company is also advancing MAR002 for the treatment of acromegaly. To learn more, please visit www.mareatx.com and follow us on LinkedIn and X.
Peachtree Group-Developed Hotel Highlights Continued Expansion of Firm’s EB-5 Platform and Hospitality Capabilities
ATLANTA--(BUSINESS WIRE)--Peachtree Group announced the grand opening of the TownePlace Suites by Marriott Palmdale in California. The 220-room hotel, located at 39330 Trade Center Dr., was developed by Peachtree Group and will be operated by the firm’s hospitality management division.
Peachtree Group announced the grand opening of the TownePlace Suites by Marriott Palmdale in California.
Share “The TownePlace Suites by Marriott Palmdale is well positioned to serve the growing aerospace, defense and extended-stay demand throughout the Antelope Valley market,” said Vickie Callahan, president, hospitality management, Peachtree Group. “This opening represents the culmination of a long development journey that required tremendous persistence, collaboration and commitment across many teams. We are grateful to our development, pre-opening, revenue generation and operations teams for successfully bringing this project across the finish line.”
Located in the Antelope Valley, the all-suite hotel benefits from proximity to major aerospace and defense demand generators, including U.S. Air Force Plant 42, Edwards Air Force Base and Lockheed Martin operations in the region. The property is also near local attractions, including DryTown Water Park.
Guests will enjoy spacious accommodations with fully equipped kitchens, complimentary Wi-Fi and ergonomic workspaces designed for extended-stay travelers, business guests, relocating families, vacationers and youth sports visitors. Hotel amenities include complimentary hot breakfast, a 24-hour fitness center, outdoor pool, pet-friendly suites, free parking and Marriott Bonvoy digital check-in.
The TownePlace Suites by Marriott Palmdale was one of Peachtree Group’s early EB-5 developments and previously received I-956F approval from U.S. Citizenship and Immigration Services (USCIS), supporting the project as a job-creating investment within the community.
“Palmdale shows what becomes possible when development expertise, hospitality operations and flexible capital solutions such as EB-5 investments come together,” said Greg Friedman, managing principal and CEO, Peachtree Group. “The project demonstrates how we can align those capabilities around investments designed to create value while supporting job creation and local economic activity.”
The EB-5 visa program allows foreign investors to obtain a green card in exchange for making a significant investment in a new commercial enterprise that creates jobs in the U.S. Under the program, foreign nationals who invest a minimum of $800,000 in a U.S.-based project that creates or preserves at least 10 full-time jobs for U.S. workers are eligible to apply for permanent residency.
“Palmdale was one of the early projects that helped establish our EB-5 platform and demonstrates how the strategy has evolved,” said Adam Greene, EVP of EB-5 at Peachtree Group. “The successful opening reinforces the role EB-5 can play in supporting hospitality development, creating jobs and expanding investment opportunities across growing markets.”
The TownePlace Suites by Marriott Palmdale was one of Peachtree’s early EB-5 developments and highlights the firm’s ability to combine alternative capital solutions with hospitality development expertise to advance projects nationwide.
Peachtree Group’s hospitality management division operates premium-branded hotels across the upper-midscale and upscale segments, including limited-service, select-service and compact full-service properties. The division manages 111 hotels across 30 brands nationwide.
About Peachtree Group
Peachtree Group is a vertically integrated investment management firm specializing in identifying and capitalizing on opportunities in dislocated markets, anchored by commercial real estate. Today, the company manages billions in capital across acquisitions, development and lending, augmented by services designed to protect, support and grow its investments. For more information, visit www.peachtreegroup.com.
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MarketBeat Week in Review – 04/27 - 05/01Marriott International NASDAQ: MAR Chief Financial Officer Jen Mason said travel demand remains broadly healthy, with leisure and group travel showing strength, while the Middle East remains the company’s primary near-term headwind.
Speaking at a Morgan Stanley investor conference, Mason, who recently became CFO after serving as Marriott’s treasurer and head of risk management, said she brings “breadth and depth” across the company after more than three decades in roles spanning finance, technology, strategy, sales and marketing. She said Marriott will continue to emphasize “financial discipline,” capital allocation and investments intended to support long-term growth and shareholder value.
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RevPAR Growth Led by U.S. and Canada Does Marriott’s Massive Rally Mean It’s Time to Check Out?Mason said April revenue per available room, or RevPAR, rose just over 1% year over year, in line with the company’s expectations from its first-quarter earnings call. In the U.S. and Canada, RevPAR increased just over 4%, with luxury leading the way and strength across chain scales.
International RevPAR fell 6% in April, driven primarily by the Middle East. Mason said RevPAR in the Middle East was down about 60% in April, with the impact concentrated in markets including the UAE, Qatar and Saudi Arabia, where occupancies were below 50%. She said May was “not down as much” and that Marriott still feels good about its second-quarter forecast for RevPAR in the Middle East to be down 50%.
Game On: Wall Street's New Rules and Your MoneyEurope remained positive in April, with growth driven by leisure destinations including Spain, Italy, Turkey and Greece. In the U.S. and Canada, Memorial Day weekend RevPAR rose nearly 3% year over year, and June and July bookings were pacing up in both World Cup and non-World Cup markets. In Europe, summer bookings were pacing slightly higher, with demand roughly in line with last year and rates up in the low single digits.
Mason said U.S. travelers represent about 30% of European bookings and were down slightly year over year, but that weakness was being offset by growth from Canada and China.
Middle East Seen as Key Swing Factor Mason said Marriott remains confident in leisure demand and described group travel as healthy, with group RevPAR up more than 5% in the first quarter and full-year pace remaining strong.
She identified the Middle East as a key swing factor for the year due to the “fluidity and uncertainty” of the situation in the region. Marriott’s outlook assumes that uncertainty continues, with an expected full-year RevPAR impact of about 100 to 125 basis points, mainly from the Middle East.
For the full year, Mason said Marriott is still projecting global RevPAR growth of 2% to 3%, with the U.S. and Canada expected to be at the high end of that range. She said the company expects RevPAR growth in the second half of the year to be slightly lower than in the first half and is monitoring the health of the consumer, including whether higher oil prices could weigh on demand.
Development Pipeline Remains a Focus Mason said Marriott’s development pitch to owners is “stronger than ever,” citing the company’s brand portfolio, loyalty platform, distribution channels and revenue engines. She said Marriott is still projecting 4.5% to 5% net rooms growth for the year and feels good about a mid-single-digit range thereafter.
International markets remain a central part of the growth strategy. Mason said Marriott’s international market share of open rooms is about 4%, while its share of global new construction pipeline rooms is nearly four times that level. More than half of Marriott’s 618,000-room pipeline is outside the U.S. and Canada.
She also discussed the company’s Series collection brand, describing it as a regional and local offering that allows hotels to keep their identities while using Marriott’s channels. Unlike soft brands such as Luxury Collection, Autograph and Tribute, which tend to play in upper-upscale and luxury, Series is focused on midscale to upscale and more domestically oriented travelers.
Fees, Credit Cards and Cost Discipline Mason said Marriott’s pipeline is diversified by chain scale, geography and segment. At the end of the first quarter, about 38% of pipeline rooms were in luxury and full service, while midscale represented about 5% of pipeline growth.
She said fees per room in 2025 grew slightly year over year despite a relatively low RevPAR environment and growth into midscale. Total fees per room are growing “meaningfully” year over year, primarily because of an increase in credit card-related fees.
Marriott’s outlook excludes any impact from renegotiated U.S. co-brand credit card agreements, Mason said. She said the company expects additional upside once deals are signed, though the full impact would come after cards are relaunched. She also said credit card fees have historically been less cyclical than hotel fees, though they remain influenced by the broader macroeconomic environment and consumer health.
On costs, Mason said Marriott will continue to focus on keeping general and administrative expenses low relative to its growth trajectory to support operating leverage. If RevPAR were to decline in a recession or downturn, she said the company would look at projects it could stop and other ways to constrain G&A, though the line is not purely variable.
Technology and AI Investments Mason said Marriott is in the midst of a broad technology transformation across reservations, property management and loyalty systems. She said key performance indicators include revenue upside from improved merchandising, better conversion on Marriott’s website and app, intent-to-recommend scores, reduced front-desk workload and shorter training times for associates. Marriott has deployed the new systems at more than 1,000 properties, with the rollout continuing for at least another year.
On artificial intelligence, Mason said Marriott is launching conversational search on Marriott.com and the Bonvoy app, partnering with Google on AI Mode, working with OpenAI in an ad pilot program and launching a Marriott ChatGPT app. She said the company wants to influence the evolution of AI-driven distribution while continuing to encourage direct bookings.
Asked to identify the biggest AI opportunity, Mason pointed to distribution. She said AI tools could help Marriott redefine distribution, support more direct bookings and potentially create cost savings for owners if new channels prove less expensive than existing online travel agency models.
About Marriott International NASDAQ: MARMarriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company's brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.
The company traces its roots to the hospitality business founded by J.
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2 tech stocks insisting the hospitality industry is still strongAgilysys NASDAQ: AGYS President and CEO Ramesh Srinivasan said the hospitality software provider is entering a new phase of growth after years of rebuilding its product portfolio, with subscription revenue, property management systems and artificial intelligence features expected to drive the business.
Speaking at a William Blair conference session hosted by research analyst Stephen Sheldon, Srinivasan described Agilysys as a company that has effectively recreated itself since 2017, when it began modernizing its hospitality-focused software suite. He said the company, which ended its latest fiscal year with about $319 million in annual revenue, has guided for $365 million to $370 million in revenue for the current fiscal year.
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“Think of us as a $365 million-$370 million annual revenue startup that is about four years old,” Srinivasan said, referring to the age of the company’s current cloud-native product set.
Subscription Revenue Remains the Growth Engine Srinivasan said Agilysys has now posted 17 consecutive quarters of sequential record revenue and has grown subscription revenue year over year by at least 23% for 18 consecutive quarters. He said subscription revenue has doubled over the past two and a half years, while total revenue has doubled and subscription revenue has tripled over the past four years.
The company expects at least 30% subscription revenue growth in the current fiscal year, which Srinivasan said would mark the third consecutive year of subscription growth above that level. He said about two-thirds of total revenue is now recurring, including subscription revenue and annual maintenance, and that Agilysys is approaching a point where more than half of revenue will come from subscriptions.
Agilysys’ point-of-sale business still accounts for more than 50% of total revenue, but Srinivasan said the company’s property management system, or PMS, segment is its fastest-growing area. He said PMS recurring revenue is expected to exceed POS recurring revenue for the first time this fiscal year.
Marriott Rollout Highlights PMS Momentum Srinivasan pointed to Marriott as the company’s largest historical win, saying the hotel operator selected Agilysys in December 2022 for thousands of properties after the company was not initially part of the request-for-proposal process. According to Srinivasan, Marriott called Agilysys after reviewing other products and asked to see the company’s PMS offering.
“The single biggest deal we have ever won in our company’s history was an incoming 800 call from a small company called Marriott,” Srinivasan said.
He said more than 1,000 Marriott properties are already live on the system, citing Marriott’s own recent earnings call.
Agilysys serves several hospitality verticals, including casino gaming, managed food service, hotels, cruise ships and multi-unit restaurants. Srinivasan said more than 50% of Agilysys revenue comes from casino gaming. He also said international revenue represents only about 9% of the business, which he described as both a limitation and a growth opportunity, particularly in APAC and EMEA.
Product Ecosystem Is Central to Strategy Srinivasan emphasized that Agilysys is focused entirely on hospitality software, including POS, PMS, inventory procurement for food and beverage and related modules. He said about two-thirds of the company is in research and development and that the company’s main advantage is an integrated product ecosystem built around POS and PMS.
He said Agilysys customers use an average of 2.3 products per property, while eight or nine modules may apply to a typical property. That creates additional selling opportunities within the existing customer base, he said.
The company’s product ecosystem includes modules for mobile ordering, kiosks, handheld server devices, web booking, service optimization, sales and catering, golf, spa, loyalty and promotions. Srinivasan said the integrated approach helps customers reduce the number of vendors they rely on and accelerate innovation across amenities.
AI Features Added With Guardrails Srinivasan said Agilysys is introducing more than 35 AI features before the end of July, with many already in place. He grouped the features into four categories: hyper-personalization, multimodal user experience, agentic AI and revenue intelligence.
He said the company’s AI work builds on an “intelligent guest profile” that can connect data across multiple resort amenities, allowing employees in areas such as front desk, golf, spa or dining to receive AI-generated guest insights. He gave the example of staff seeing a short AI-generated summary that may include a guest’s prior stay history, preferences or service issues.
Srinivasan said Agilysys has put governance controls around AI usage, including limits on development and cloud costs, and said the company will not train large language models using customer data. He also cited the need to protect personally identifiable information and comply with GDPR in Europe.
“We are not going to use AI as a crutch to report lowering of profitability,” Srinivasan said, adding that both gross margin and operating margin are expected to improve this year with increased use of AI.
Profitability Targets Move Higher Srinivasan said Agilysys expects adjusted EBITDA margin of 24% for the current fiscal year, up from 21% previously. He said the company expects first-quarter profitability to be lower, around 16%, due to costs including its April user conference and annual expenses, but expects profitability to rise through the year and approach 30% in the fourth quarter.
He said the company’s rebuilding phase has largely been completed and that operating leverage is beginning to take hold.
“Now we have all the products created. Now we have to behave like a good enterprise software company,” Srinivasan said.
During a brief question-and-answer session, Sheldon asked about customer conversations at Agilysys’ Inspire user conference. Srinivasan said hospitality operators are seeking innovation, better guest satisfaction, fewer integration challenges and more efficient operations, particularly as they evaluate AI-enabled features.
“They are looking to modernize,” Srinivasan said. “More than anything else, they are looking for better guest satisfaction.”
About Agilysys NASDAQ: AGYSAgilysys, Inc is a publicly traded technology company NASDAQ: AGYS that specializes in providing software and services to the hospitality industry. The company's solutions span property management, point-of-sale, inventory and procurement, workforce management, analytics and mobile guest engagement. These offerings are designed to streamline hotel and resort operations, enhance guest experiences and improve financial performance for clients across the lodging, gaming, cruise, senior living and higher-education markets.
Agilysys delivers its portfolio through both cloud-based and on-premises deployments, enabling hoteliers and hospitality operators to select the infrastructure model that best aligns with their operational requirements and IT strategies.
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A month has gone by since the last earnings report for Marriott International (MAR - Free Report) . Shares have added about 9.4% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Marriott due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.
Marriott Q1 Earnings Beat Estimates on Higher RevPAR & FeesMarriott reported first-quarter 2026 results, with adjusted earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis.
The quarter reflected broad-based demand, with worldwide RevPAR rising 4.2%. Strength in fee generation and continued development momentum also supported results.
MAR’s Q1 Earnings & Revenue DiscussionMarriott’s adjusted earnings per share (EPS) of $2.72 beat the Zacks Consensus Estimate of $2.58. It increased 17.2% year over year from $2.32 reported in the prior-year quarter.
Quarterly revenues of $6.65 billion beat the consensus mark of $6.59 billion. The top line moved up 6.2% on a year-over-year basis.
MAR’s Q1 Fee Revenue Mix Shows Broad StrengthMarriott’s asset-light model translated into higher fee generation in the quarter. Franchise fees rose to $872 million from $746 million in the prior-year period, benefiting from a combination of unit growth and improving systemwide performance.
In the first quarter, Base management fees increased to $339 million compared with $325 million reported in the prior-year quarter. Our model projected the metric to be $330.4 million.
Incentive management fees advanced to $222 million from $204 million in the year-ago period, supported by stronger results in the United States & Canada and broad-based improvement across international regions. Our model projected the metric to be $207.7 million.
Marriott’s Q1 RevPAR Gains Led by APEC & U.S.In the United States & Canada, comparable systemwide RevPAR increased 4.0% year over year. Management noted that performance strengthened through the quarter and was broad-based across customer segments and chain scales, pointing to resilient travel demand.
International markets delivered additional upside, with RevPAR up 4.6% year over year despite the conflict in the Middle East affecting March trends. APEC led international performance, with first-quarter RevPAR increasing more than 7%, while RevPAR in Greater China increased by almost 6%, driven by leisure travel.
MAR’s Q1 Profitability Benefits From Operating LeverageOperating income improved to $1,064 million from $948 million in the year-ago quarter, reflecting higher fee revenues and disciplined execution across the platform. Adjusted EBITDA increased 15% year over year to $1,398 million, indicating healthy operating leverage despite cost headwinds.
Costs moved higher in select areas. General and administrative expenses totaled $219 million compared with $209 million a year ago, reflecting higher compensation costs partly due to timing and partially offset by lower litigation expenses. Net interest expense rose to $204 million from $183 million, largely due to higher interest expense associated with higher debt balances, while the tax provision increased to $210 million from $99 million.
Marriott Expands Pipeline With Record SigningsMarriott’s development momentum remained a key highlight. The company added roughly 15,900 net rooms globally during the quarter, including approximately 7,500 net rooms in international markets, lifting net rooms growth to 4.5% from the end of the first quarter of 2025.
At quarter-end, Marriott’s worldwide development pipeline reached a new record of 4,107 properties and nearly 618,000 rooms. About 43% of pipeline rooms were under construction, including hotels pending conversion. Conversions continued to play an important role, representing more than 35% of signings and over 40% of openings in the quarter.
MAR’s Balance Sheet Supports Ongoing Capital ReturnMarriott ended the quarter with total debt of $16.5 billion and cash and equivalents of $0.5 billion, compared with $16.2 billion of debt and $0.4 billion of cash and equivalents at year-end 2025. The company also issued $600 million of senior notes due 2033 with a 4.5% coupon and $850 million of senior notes due 2038 with a 5.1% coupon.
Capital returns remained robust. Marriott repurchased 2.1 million shares for $0.7 billion during the quarter. Year to date through April 29, the company returned more than $1.2 billion to its shareholders through dividends and share repurchases and had repurchased 3.1 million shares for $1.1 billion.
Marriott’s 2026 Outlook Calls for Steady GrowthFor the second quarter of 2026, management expects worldwide comparable systemwide constant-dollar RevPAR growth of 1.5% to 2.5%. Gross fee revenues are projected between $1,538 million and $1,553 million, while adjusted EBITDA is expected in the range of $1,525 million to $1,550 million.
For full-year 2026, Marriott projects worldwide RevPAR growth of 2.0% to 3.0% and year-end net rooms growth of 4.5% to 5%. The company expects gross fee revenues of $5,925 million to $5,985 million and adjusted EBITDA of $5,880 million to $5,970 million. The updated outlook assumes continued impacts from the conflict in the Middle East through year-end and excludes any impact from the renegotiation of the U.S. co-branded cards, as discussions remain ongoing.
How Have Estimates Been Moving Since Then?It turns out, estimates review have trended downward during the past month.
VGM ScoresAt this time, Marriott has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with an F. Charting a somewhat similar path, the stock was allocated a score of D on the value side, putting it in the bottom 40% for this investment strategy.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Marriott has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerMarriott is part of the Zacks Hotels and Motels industry. Over the past month, Hyatt Hotels (H - Free Report) , a stock from the same industry, has gained 11%. The company reported its results for the quarter ended March 2026 more than a month ago.
Hyatt Hotels reported revenues of $1.75 billion in the last reported quarter, representing a year-over-year change of +1.7%. EPS of $0.63 for the same period compares with $0.46 a year ago.
For the current quarter, Hyatt Hotels is expected to post earnings of $0.89 per share, indicating a change of +30.9% from the year-ago quarter. The Zacks Consensus Estimate has changed -1.7% over the last 30 days.
Hyatt Hotels has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D.
, /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) today announced it has entered into a joint venture with the Leali family, founders of Lefay, to bring the highly regarded luxury wellness hospitality brand into Marriott's global portfolio. The closing of the transaction marks an important step in Marriott's strategy to expand its focus on wellbeing and introduces Lefay as the company's first brand focused exclusively on luxury wellness.
Lefay Resort & SPA Dolomiti Indoor Outdoor Pool Founded in Italy in 2006 by Domenico Alcide and Liliana Leali, Lefay is known for its immersive resorts in natural settings and its proprietary Lefay SPA Method, which blends scientific research with holistic wellness traditions. The brand's philosophy centers on transformative spaces, serenity, and sustainability and aims to redefine modern luxury through wellbeing and authenticity. Lefay properties emphasize architectural harmony with natural environment, expansive indoor-outdoor spaces, sustainable materials, and wellness programs that integrate movement, nutrition, and preventative health expertise. Guests may choose from à‑la‑carte treatments or structured multi day wellness programs, all rooted in Lefay's holistic and science-backed philosophy.
The current portfolio includes two award-winning properties in Lago di Garda and the Dolomites, with additional resorts under development in Tuscany, Southern Italy, and the Swiss Alps.
The joint venture owns the Lefay brand and intellectual property assets and the Italian real estate assets continue to be owned by the brand's founders. The properties will operate under long‑term management agreements with the joint venture. Marriott will support the brand's growth through its global development, sales, marketing, and distribution platforms, while preserving Lefay's unique brand identity and approach to wellness.
Lefay properties will be available through Marriott's digital platforms and participate in the company's award-winning Marriott Bonvoy ® loyalty program, with integration expected to be completed in late 2026.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with over 9,900 properties in 146 countries and territories, as of March 31, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
, /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) today announced it has entered into a joint venture with the Leali family, founders of Lefay, to bring the highly regarded luxury wellness hospitality brand into Marriott's global portfolio. The closing of the transaction marks an important step in Marriott's strategy to expand its focus on wellbeing and introduces Lefay as the company's first brand focused exclusively on luxury wellness.
Founded in Italy in 2006 by Domenico Alcide and Liliana Leali, Lefay is known for its immersive resorts in natural settings and its proprietary Lefay SPA Method, which blends scientific research with holistic wellness traditions. The brand's philosophy centers on transformative spaces, serenity, and sustainability and aims to redefine modern luxury through wellbeing and authenticity. Lefay properties emphasize architectural harmony with natural environment, expansive indoor-outdoor spaces, sustainable materials, and wellness programs that integrate movement, nutrition, and preventative health expertise. Guests may choose from à‑la‑carte treatments or structured multi day wellness programs, all rooted in Lefay's holistic and science-backed philosophy.
The current portfolio includes two award-winning properties in Lago di Garda and the Dolomites, with additional resorts under development in Tuscany, Southern Italy, and the Swiss Alps.
The joint venture owns the Lefay brand and intellectual property assets and the Italian real estate assets continue to be owned by the brand's founders. The properties will operate under long‑term management agreements with the joint venture. Marriott will support the brand's growth through its global development, sales, marketing, and distribution platforms, while preserving Lefay's unique brand identity and approach to wellness.
Lefay properties will be available through Marriott's digital platforms and participate in the company's award-winning Marriott Bonvoy ® loyalty program, with integration expected to be completed in late 2026.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with over 9,900 properties in 146 countries and territories, as of March 31, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
IRPR#1
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Key Takeaways PEJ may gain as leisure & hospitality added 70K jobs, far above the yearly average.XLV stays attractive as healthcare added 35K jobs, led by ambulatory care services.XLE and XOM are in focus as mining and energy employment continued to expand. Nonfarm payrolls jumped a seasonally adjusted 172,000 in May, down slightly from the upwardly revised 179,000 in April and way higher than the Dow Jones consensus estimate for 80,000, as quoted on CNBC.
The unemployment rate held steady at 4.3%, as expected. Average hourly earnings rose 0.3% for the month and were up 3.4% over the past year, both in line with the Wall Street consensus, as reported by CNBC.
Winning Sector ETFs in FocusLeisure and HospitalityEmployment in this sector added 70,000 jobs in May, way higher than the average monthly gain of 14,000 over the past one year. Over the month, food services and drinking places added 48,000 jobs.
Invesco Leisure and Entertainment ETF (PEJ) can thus be considered for a play. Marriott International (MAR - Free Report) , a Zacks Rank #3 stock, is a leading hospitality company focused on hotel management, franchising and licensing.
Health CareHealth care employment has been an area of strength. Health care added 35,000 jobs in May, in line with the average monthly gain of 38,000 over the past one year. Over the month, ambulatory health care services added 26,000 jobs, including a gain of 11,000 in home health care services. Employment continued to trend up in hospitals (+6,000).
Zacks Rank #1 (Strong Buy) Health Care Select Sector SPDR ETF (XLV - Free Report) can be played to tap the moderate momentum. The fund has 37% exposure to the pharma industry, followed by 18.8% exposure to the health care equipment & supplies, about 18.4% focus on biotechnology, 16.65% exposure to the healthcare providers & services industry, and 8.8% focus on the life sciences tools & services.
HCA Healthcare (HCA - Free Report) , which has a Zacks Rank #3 (Hold), deserves a mention. It is the largest non-governmental operator of acute care hospitals in the United States. The company has a trailing four-quarter earnings surprise of 10.56%, on average.
Mining & Oil and Gas ExtractionEmployment in mining, quarrying, and oil and gas extraction increased by 5,000 in May and is up by 10,000 since February. The data put focus Zacks Rank #1 State Street Energy Select Sector SPDR ETF (XLE - Free Report) and Zacks Rank #3 Exxon Mobil (XOM - Free Report) . Exxon is one of the world's largest publicly traded international oil, natural gas, and petrochemical companies.
The 2026 FIFA World Cup kicks off on Thursday in Mexico with an opening ceremony followed by the tournament's first match between hosts Mexico and South Africa, marking the beginning of the largest World Cup in history.
Spread across the United States, Canada, and Mexico through July 19, the tournament is expected to draw millions of visitors and generate a surge in spending across travel, hospitality, transportation, betting, and consumer goods sectors.
While global economic growth remains uneven and consumer spending has shown signs of strain in several markets, analysts believe the month-long sporting spectacle could provide a meaningful boost to a range of companies tied to tourism and entertainment.
According to FIFA's socioeconomic impact analysis conducted with the World Trade Organization, the tournament is expected to add roughly $41 billion to global GDP.
One of the clearest beneficiaries could be the travel and lodging industry.
B. Riley estimates that the World Cup will attract around 13.1 million visitors, including both ticketed and non-ticketed attendees.
The brokerage forecasts that approximately 21.3 million hotel room nights will be booked through online travel platforms during the event.
Analysts expect major hotel operators such as Marriott International, Hilton Worldwide, and Hyatt Hotels to benefit from higher occupancy rates, alongside travel platforms such as Airbnb, Booking Holdings, and Expedia Group.
Marriott has indicated that World Cup-related demand is expected to extend into the third quarter, while Airbnb expects hosts in New York-New Jersey, Boston, and Los Angeles to generate some of the highest earnings during the tournament.
Deutsche Bank believes hotel real estate investment trusts (REITs) with exposure to host cities could see meaningful gains.
The bank incorporated a 50-to-75 basis point increase in revenue per available room across its forecasts and named DiamondRock Hospitality, Host Hotels & Resorts, Park Hotels & Resorts, and Ryman Hospitality Properties among its preferred names.
DiamondRock has the highest exposure to World Cup host-city revenues at 34%, followed by Sunstone Hotel Investors at 23%, Host Hotels and Park Hotels at 21% each, and Ryman Hospitality at 14%.
Beyond hotels, Deutsche Bank also highlighted rideshare operators Uber Technologies and Lyft as likely beneficiaries of increased visitor traffic.
Sports betting companies are also expected to receive gains as fans engage with the tournament.
Macquarie analyst Chad Beynon estimates that global wagering on the World Cup could exceed $50 billion, up from more than $35 billion during the 2022 tournament.
The brokerage expects the event to contribute roughly 2% to 5% growth in operator EBITDA during 2027, particularly for companies with strong soccer audiences and international operations.
Macquarie identified Flutter Entertainment, owner of FanDuel, as one of the best-positioned companies.
The firm's global footprint provides exposure not only to North American markets hosting the tournament but also to football-centric countries such as Brazil.
Deutsche Bank estimates that US sports betting handle related to the World Cup could reach $3.3 billion under its base case scenario.
FanDuel is projected to account for approximately $1.3 billion of that total, followed by DraftKings at $1.1 billion, with smaller contributions from BetMGM, Caesars, and TheScoreBet.
The World Cup could also provide a platform for global consumer brands.
Morgan Stanley named The Coca-Cola Company its top beverage pick on June 8, citing the tournament as a near-term catalyst.
The brokerage maintained an Overweight rating and set a price target of $89, implying roughly 6% upside from recent trading levels.
Coca-Cola has been a FIFA sponsor since 1978 and will once again enjoy extensive global exposure during the event.
However, some analysts caution against overstating the financial impact.
According to AInvest, the World Cup's value for Coca-Cola is more closely tied to brand visibility than material earnings growth.
"The sponsorship costs are already sunk. The incremental volume lift from a six-week tournament, even one hosted in North America, is a marginal contribution against a $48 billion revenue base. It is a catalyst for sentiment, not for fundamentals," it said.
AInvest added that Coca-Cola's share-price gains this year have largely been driven by pricing power and execution rather than World Cup-related expectations.
Citi said traditional grocery chains such as Albertsons and Kroger, along with large retailers including Walmart and Target, could benefit from higher household spending tied to the World Cup.
The brokerage also expects increased tourism and group-viewing events to support restaurant demand.
That could provide a boost to fast-food and casual dining chains such as McDonald's, Domino's Pizza, Wingstop, and Chipotle, while food distributors including Performance Food Group, US Foods, and Sysco may also see higher volumes during the tournament.
Marriott International opened its 10,000th property globally, the JW Marriott Ranthambore Resort & Spa in India, marking a historic milestone as the company approaches its 100th anniversary. The JW Marriott Ranthambore Resort & Spa features 127 accommodations, including private villas, and is located near Ranthambore National Park. Marriott's leading luxury portfolio comprises nearly 700 properties across 74 countries and territories, with the JW Marriott brand surpassing 130 properties globally. , /PRNewswire/ -- Marriott International, Inc. (NASDAQ: MAR, "Marriott") today announced the opening of its 10,000th property globally, the JW Marriott Ranthambore Resort & Spa, marking a historic milestone for the company as it approaches its 100th anniversary.
JW Marriott Ranthambore Resort & Spa "Marriott was founded 99 years ago as a nine‑seat root beer stand, and as of today, has grown into a global portfolio of 10,000 properties spanning 146 countries and territories. I'm immensely proud of this tremendous milestone, made possible by our global teams and the owners who continue to place their trust in Marriott brands," said Marriott International President and CEO Anthony Capuano. "Marking this accomplishment with a property carrying the JW Marriott brand is especially meaningful given its naming after our co-founder, J. Willard Marriott. He and Alice S. Marriott built an incredible legacy of opportunity, service, and innovation that we're privileged to carry forward."
The JW Marriott Ranthambore celebrated the opening with associates and company leaders, including David Marriott, Chairman of the Board, and Rajeev Menon, President, Asia Pacific excluding China (APEC), along with the resort's owner Nilesh Gadhiya and the Gadhiya family.
Situated a short drive from Ranthambore National Park, the resort offers an immersive luxury retreat with 127 thoughtfully designed accommodations, including private villas, guestrooms, and suites. On property, guests can reconnect with nature and experience elevated dining through a range of diverse dining experiences, from modern Indian cuisine and regional specialties to locally inspired botanical cocktails.
With the JW Marriott brand portfolio now comprising over 130 properties globally, this opening strengthens the company's unrivaled luxury portfolio, which spans seven brands representing nearly 700 properties in 74 countries and territories, offering guests transformative experiences in the world's most sought-after destinations.
As Marriott continues striving to meet the evolving needs of every traveler and trip purpose, the company has recently celebrated several exciting openings, spanning midscale to luxury, including:
The St. Regis Budapest opened in April and marked the brand's debut in Hungary. Set within the iconic Klotild Palace, one of the city's most renowned architectural landmarks, the property introduced the brand's timeless sophistication, signature rituals and anticipatory service to Budapest's most distinguished address. The Westin Playa Vallarta, an All-Inclusive Resort officially opened as Westin's first all-inclusive property in Mexico. Located along the shores of Banderas Bay, the resort introduces a refined, experience-driven interpretation of stress-free, all-inclusive travel. Artik Suzhou, Apartments by Marriott Bonvoy opened earlier this year, marking the brand's debut in Greater China. Located in the heart of the historic city of Suzhou, the property blends contemporary design with the refined elegance of Suzhou's centuries-old cultural heritage. StudioRes by Marriott Greensboro Airport officially opened its doors in May, about a year after signing. The new-build property was developed using modular construction and joined one of the company's newest brand portfolios, catering to extended-stay guests. ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
