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MAMAR

Marriott International, Inc.

$MAR·$87B·Travel Lodging·Consumer Cyclical
$334.69+1.7%YTD+7.8%1Y+24.9%
Price updated 1d ago·X counts updated 1d ago
MAMAR
$MARMarriott International, Inc.
$334.69+1.71%64 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MAR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

64X posts · last 7 days
Aug 29Sep 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MAR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-08

Trump met with hotel CEOs (MAR/HLT/MGM/IHG/AAL) at 1:30 PM in the Oval Office. Some open debate on whether hotel c-corps are structurally screwed from white-collar displacement, but the political meeting reads constructive.

Read what X is saying about $MAR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MAR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-11

Catching its breath after a run — could pick back up or fade from here.

Marriott CEO just met Trump at 1:30 PM Oval Office — hotel c-corp cohort digesting AI-displacement fears.

Marriott International is the largest hotel-brand-and-franchise company globally — a real business with 6% revenue growth, 16% operating margins, and roughly $28B FY26 revenue. The tape has cooled off with the OTA-cohort risk-off around AI-agent booking dynamics.

  • The mechanics are solid: Q1 revenue grew 6.2% YoY at 21% gross margin and 16% operating margin — those are healthy asset-light hotel-franchise numbers, and the FY26 EPS consensus of $11.71 supports PE 28 comfortably.
  • The Trump-hotel-CEO meeting is a specific political catalyst: MAR/HLT/MGM/IHG/AAL CEOs met with Trump at 1:30 PM Oval Office — signal of political dialogue on hospitality policy that could be constructive for booking-tax and immigration-related travel dynamics.
  • The white-collar-displacement debate is real but not disqualifying: pool has some debate on whether hotel c-corps are 'structurally screwed' by AI-driven white-collar disruption, but the actual business travel metrics have held.

The setup restarts if Nov 3 Q3 earnings confirms RevPAR growth AND management commentary on AI-agent-booking distribution partnerships lands. A soft RevPAR print or a large-corporate-travel demand disclosure decline is what deepens the cooling; a specific AI-agent-booking partnership plus RevPAR beat is the extension trigger.

Agrees with X sentimentX frames Marriott with the Trump-hotel-CEO Oval Office meeting (MAR/HLT/MGM/IHG/AAL) as constructive, with open debate on whether hotel c-corps are structurally screwed from white-collar displacement. Both sides are real: the political dialogue is a constructive tailwind, and the AI-displacement concern is a legitimate long-term risk. The mechanics support the cooling-but-not-broken read.

What to watch: Nov 3 Q3 earnings — RevPAR growth, corporate travel demand, and any AI-agent-booking partnership announcements. A soft RevPAR print or corporate-travel demand decline is what deepens the cooling; a specific AI-agent partnership plus RevPAR beat is the extension trigger.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $MAR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

World's largest hotel company operating 30 brands including Ritz-Carlton, Sheraton, Westin, and Courtyard across 140+ countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Travel Lodging sits in its cycle right now — and what that implies for $MAR.

Travel Lodging · Consumer Cyclical

Branded hotel chains benefit from business-travel recovery and resilient leisure demand; loyalty-programme monetisation and fee-based asset-light models sustain margin expansion above the macro cycle. International travel recovery (Asia-Pacific, Europe) adds incremental RevPAR growth.

What this means for $MAR

Direct beneficiary — Marriott International; largest global hotel brand, asset-light fee model, Bonvoy loyalty revenue compounding.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-5.1%YTD
-4.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
39.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-74.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-4.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$3.19$3.08+3.6%
Q1 2026May 6, 2026$2.72$2.56+6.3%
Q4 2025Feb 10, 2026$2.58$2.60-0.8%
Q3 2025Nov 4, 2025$2.47$2.38+3.8%
Next earningsTue, Nov 3·consensus EPS $2.84

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.7B+6.2%20.2%16.0%$2.41$728.0M
Q4 FY25$6.7B+4.1%16.5%11.6%$1.66$657.0M
Q3 FY25$6.5B+3.7%21.9%18.2%$2.68$951.0M
Q2 FY25$6.7B+4.7%26.9%18.3%$2.78$778.0M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$27.8B$27.3B – $28.2B$11.72$11.56 – $11.8717
FY27$29.5B$28.9B – $30.8B$13.10$12.80 – $14.4217
FY28$30.8B$27.9B – $33.3B$14.62$13.81 – $15.8013
FY29$30.8B$29.4B – $32.3B$16.43$15.44 – $17.4211
FY30$29.0B$27.7B – $30.4B$20.60$19.36 – $21.846

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 225.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.105-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 18Peggy RoeEVP & Chf. Customer Officer3.0K sh$1.1MSellMay 13Yibing MaoPres. Greater China4.8K sh$1.7M
+ 25 other (14 awards · 6 gifts · 4 others · 1 inkind) in window

See when $MAR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Aug 12424B5
AI summary

Marriott International, Inc. (MAR) filed a 424B5 prospectus supplement for a $1.25 billion dual-tranche senior note offering: $250 million of 4.875% Series NN Notes due May 15, 2029 (add-on to existing $500M Series NN, bringing total to $750M outstanding) and $1.0 billion of 5.650% Series YY Notes due September 15, 2036. Series NN priced at 100.205% and Series YY at 99.325%, with total proceeds before expenses of ~$1.236 billion; notes settled on approximately August 13, 2026. Proceeds are designated for general corporate purposes. This 424B5 accompanies the Item 8.01 event announced in Marriott's August 13 8-K — the same non-dilutive debt raise by an investment-grade hotel company.

424B5Prospectus supplement (offering)Aug 11424B5
AI summary

Marriott International (MAR) filed a prospectus supplement for a two-series senior unsecured notes offering, ranking equally with other unsecured senior debt. Minimum denominations are $2,000 with $1,000 increments. Specific coupon rates, maturity dates, and offer sizes are in the full prospectus supplement.

8-KShareholder voteMay 138-K — Item 5.07: Shareholder vote
3New insider — initial holdingsApr 63
+ 12 other (2 10-Qs · 2 earnings 8-Ks · 2 11-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Allworth Financial LP Has $5.55 Million Stock Holdings in Marriott International, Inc. $MARdefenseworld.net·3d agoMarriott International, Inc. (MAR) Presents at Bank of America Gaming and Lodging Conference 2026 Transcriptseekingalpha.com·4d agoThe Ritz-Carlton Yacht Collection Introduces Its Summer 2028 Mediterranean & Northern Europe Seasonprnewswire.com·4d agoCalifornia State Teachers Retirement System Has $42.45 Billion Position in Marriott International, Inc. $MARdefenseworld.net·6d agoWhy Is Marriott (MAR) Down 3.1% Since Last Earnings Report?zacks.com·11d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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