News · Marriott International, Inc. (MAR) · Consumer Cyclical

Marriott rises 4.3% after third-quarter beat and guidance boost

Session of November 2, 2026 · Published November 3, 2026 · 3 min read

What happened

Marriott (MAR) rose 4.3% on November 2, 2026, after third-quarter results beat expectations and the company lifted full-year guidance and boosted shareholder returns. The stock closed at $416.30 on a day the S&P 500 fell 0.5%, and trading volume ran 1.8 times its 20-day average, signalling heavy investor attention during the earnings-driven move.

Closing price over the last 30 trading sessions. On November 2, 2026, MAR closed at $416.30, up 4.3% on the day and 19.6% higher than 30 sessions earlier.

How big was the move

The session measured 3.2 times a typical daily move for this stock, and it outpaced the Consumer Cyclical sector median by 1.6 percentage points on the day. Over the last five sessions the stock rose 5.5% while the S&P 500 over five sessions fell 1.8%, making this a company-led rally rather than a market-wide rebound. Market sensitivity remained moderate with a beta of 0.85, which means the stock tends to move less than the market.

Each bar is one day's price change; the outlined bar is November 2, 2026. A typical daily move over the past year was 1.7%, so the latest move equals 2.5 times that. Moves outside the dashed lines (about 3.4%) are unusual.

The technical picture

The stock sat 8.1% above its 20-day moving average and 15.2% above its 50-day moving average, while it was 16.8% above its 200-day moving average. The 50-day average is above the 200-day average, a sign of an established uptrend, and the stock had been above the 200-day average for 30 consecutive trading days. Momentum readings were extended: Relative Strength Index (14 days) stood at 75, above 70, a level often called overbought. The stock finished the session 3.9% below the 52-week high.

Closing price over the past year. MAR ends the period at its 52-week high, above its 50-day average ($361.40) and above its 200-day average ($356.48).

Fundamentals and valuation

For the four quarters through September 30, 2026, revenue totaled $27.42 billion, which grew 5.8% from a year earlier, and diluted earnings per share were $9.94, which rose 5.1% from a year earlier. Gross margin was 20.2% and operating margin was 15.8%, while free-cash-flow margin was 14.2% and return on invested capital was 18.6%. The balance sheet showed net debt of 3.4 times EBITDA, and share count over one year decreased by 4.2%.

Quarterly revenue by period end. The latest quarter brought $7.0B, 8.0% more than the same quarter a year earlier.

Valuation metrics were rich by historical measures: the stock traded at 41.9 times trailing earnings and 35.4 times expected earnings, with a free-cash-flow yield of 3.7%. Price to trailing earnings was higher than 90% of its own readings over the past five years (five-year median: 28.8 times earnings), indicating current market pricing reflects strong growth and momentum expectations rather than deep value.

Earnings and analyst expectations

Marriott reported last on November 2, 2026, with earnings per share of $3.02 against $2.84 expected, 6.3% above estimates. The company reported diluted EPS of $3.04 with Adjusted diluted EPS of $3.02 for the quarter; reported net income was $794 million and Adjusted net income was $790 million. Adjusted EBITDA totaled $1,512 million. Third-quarter worldwide RevPAR rose 6.5%, with 7.4% in U.S. & Canada and 4.4% internationally.

Diluted earnings per share by quarter. The latest quarter shows $3.04, against $2.67 in the same quarter a year earlier.

Following the quarter, Marriott raised its full-year global RevPAR outlook and increased its 2026 EPS guidance to a range of $12.07–$12.14, and committed at least $4.8 billion to shareholder returns while indicating demand trends should remain strong into 2027. The company has beaten estimates in three consecutive quarters and the average surprise over the last four reports was 4.0% above estimates. The typical two-day reaction after recent reports was that the stock rose 0.9%.

Analysts covering the stock number 52 with a consensus rating of Hold; 44% of those have the stock rated Buy or Strong Buy. The consensus price target of $389.25 was 6.5% below the closing price on November 2, 2026.

PromtFinance scores place the stock well for momentum and growth but weak for value and revisions. Momentum scored 89 (Strong) and Growth scored 86 (Strong), while Value scored 8 (Very weak) and Revisions scored 22 (Very weak). Stability was 81 (Strong) and Quality was 64 (Neutral), ranking the company differently across strategic metrics for investors weighing growth versus valuation risk.

What to watch

Next report: November 3, 2026.
Full-year EPS guidance: range of $12.07–$12.14.
Shareholder returns commitment: at least $4.8 billion.
Third-quarter worldwide RevPAR: rose 6.5% (7.4% in U.S. & Canada, 4.4% internationally).
Similar sessions in the past five years: In the past five years the stock had 25 sessions with a gain of at least 4.3%; twenty trading days later the median result was a gain of 1.5%, and 13 of 25 were higher.

Full MAR analysis: scores, chart and financials →