Truist raises target for Marriott International stock to USD 360.00

Published on 10/01/2026 at 15:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter adjusted earnings reached USD 3.19 per share, 4.20 percent above consensus. Marriott International stock costs EUR 315.90 after EUR 312.90.

Schwarzweiß-Reportagefoto einer belebten Hotellobby mit Gepäck und Rezeption — Marriott International US5719032022 wird durch dokumentarische Schwarzweiß-Reportage einer belebten Hotellobby mit Gästen dargestellt, Illustration mit AI erstellt.

Marriott International (ISIN US5719032022) received a target increase from Truist to USD 360.00 from USD 356.00 on September 10, 2026, while the firm kept its Hold rating, according to MarketScreener. The stock was trading at EUR 315.90 at Lang & Schwarz on October 1, 2026 at 3:04 p.m. CEST, plus 0.96 percent versus the EUR 312.90 prior close.

Second-quarter earnings beat estimates

Marriott's adjusted earnings reached USD 3.19 per share in the second quarter of 2026, exceeding the USD 3.06 consensus estimate by 4.20 percent. Revenue rose 4.80 percent year over year to USD 7.071 billion, although it remained below the USD 7.260 billion consensus estimate, according to Yahoo Finance.

The operating mix was uneven. Worldwide comparable RevPAR increased 3.40 percent year over year, while Middle East and Africa RevPAR fell 33.10 percent amid conflict-related pressure. Adjusted EBITDA rose 13.00 percent year over year to USD 1.59 billion in the second quarter, and adjusted operating margin expanded to 66.00 percent from 65.00 percent.

Guidance points to fee growth

Management raised its full-year 2026 worldwide RevPAR growth outlook to 3.00-3.50 percent. The company also projected full-year gross fee revenue of USD 6.03 billion-USD 6.06 billion and adjusted EBITDA of USD 5.97 billion-USD 6.03 billion, as reported in the Marriott Q2 earnings transcript carried by Yahoo Finance.

The fee-based model remains the key numerical support for the outlook. Second-quarter total growth fee revenue increased 13.00 percent year over year to USD 1.58 billion, while Marriott said its global development pipeline reached 629,000 rooms at the end of June 2026. Net rooms grew 4.50 percent over the 12 months ended June 30, 2026.

Stock remains below its yearly high

Marriott International's Nasdaq-listed stock had a market capitalization of USD 92.7 billion and a 52-week range of USD 256.76 to USD 410.98 as of September 30, 2026. The EUR 315.90 Lang & Schwarz quote converts to a level within that reported USD range, supporting the view that the target revision is a valuation reference rather than a fresh earnings release.

For investors, the central contrast is clear: adjusted earnings beat consensus by 4.20 percent in the second quarter, but revenue missed expectations by 2.60 percent and the Middle East weakened regional performance. Truist's USD 360.00 target therefore sits alongside an operating picture led by fee growth, RevPAR expansion and continued development.

Marriott stock and the next trading phase

At Lang & Schwarz, Marriott International stock was trading at EUR 315.90 on October 1, 2026 at 3:04 p.m. CEST, plus 0.96 percent versus the EUR 312.90 prior close. The further course of trading is shown by the continuously updated real-time quote of Marriott International stock.