MAR
Marriott International, Inc.Evidence as of 2026-09-03Overview · Marriott International, Inc.
Marriott International, Inc. operates, franchises, and licenses hotel, residential, timeshare, and other lodging properties worldwide. The company operates through U.S. and Canada, and International segments. It operates its properties under the JW Marriott, The Ritz-Carlton, Ritz-Carlton Reserve, W Hotels, The Luxury Collection, St. Regis, EDITION, Bvlgari, Renaissance, Le Méridien, Marriott, Sheraton, Westin, Four…
Management team
- Mr. William P. Brown · Group President of United States & CanadaFind on LinkedIn
- Mr. Benjamin T. Breland · Chief Human Resources Officer & Executive VP of Global Operations ServicesFind on LinkedIn
- Ms. Rena Hozore Reiss J.D. · Executive VP & General CounselFind on LinkedIn
- Ms. Kathleen Kelly Oberg · CFO & Executive VP of DevelopmentFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (+0.2 of a possible +2; was +0.2 before debate) · confidence high. Revenues rose from $ 6,654,000,000 in fiscal Q1 2026 (2026-04-29) to $ 7,071,000,000 in fiscal Q2 2026 (2026-07-27), a quarter-over-quarter gain of $ 417,000,000 (≈ 6.3%). Operating income increased by $ 165,000,000 (≈ 15.5%) to $ 1,229,000,000 and net income rose by $ 118,000,000 (≈ 18.2%) to $ 766,000,000 over the same interval; diluted EPS moved from $ 2.43 to $ 2.90.
Balance-sheet and market data show mixed signals. Cash was $ 454,000,000 as of 2026-03-31 and $ 462,000,000 as of 2026-06-30 while total assets edged from $ 27,857,000,000 to $ 28,085,000,000; stockholders’ equity became more negative sequentially (− $ 4,092,000,000 as of 2026-03-31 to − $ 4,525,000,000 as of 2026-06-30). Market measures include a golden cross aged 289 days, 30-day annualized volatility at 31.2%, a trailing twelve-month P/E of 30.9, EV/EBITDA of 17.79, market cap of $ 86,871,681,184 and implied FCF growth priced at 0.2133 (21.33%).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenues increased from $6,654,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to $7,071,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), a quarter-over-quarter rise of $417,000,000 (≈6.3%).
XBRL companyfacts · 0001048286-26-000014Operating income rose from $1,064,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to $1,229,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), an increase of $165,000,000 (≈15.5%).
XBRL companyfacts · 0001048286-26-000014Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Short-term momentum over the most recent 3 months is -11.6%.
Moneyta signal set · 2026-09-02weakened in debateIntermediate momentum over the most recent 6 months is -0.6% and ranks in the 36th percentile of the 547-stock research universe.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Marriott is listed as a member of the ETF with symbol IVV at a weight of 0.13% of the fund as of 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataThe provided ETF membership record for Marriott contains a single entry (IVV) with the timestamp 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Headlines on 2 September 2026 questioned why Marriott (MAR) was down 3.1% since its last earnings report, a theme carried by finance.yahoo.com.
News · finance.yahoo.com · 2026-09-02The same 'down 3.1%' earnings-following coverage also appeared on zacks.com the same day, indicating the item was carried by multiple distinct outlets.
News · zacks.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model-calculated implied free cash flow (FCF) growth rate that today's price would justify, under the stated discount and terminal assumptions, is 0.2133 (21.33%).
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month free cash flow (FCF) is $2,702,000,000 and FCF per share is $10.2155, producing a price-to-FCF multiple of 32.61 based on the provided price.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The set of fundamentals shows sequential operational improvement: revenues, operating income, net income, and diluted EPS each rose meaningfully between fiscal Q1 and Q2 2026 (fundamentals-0 through fundamentals-3). That earnings improvement occurred while weighted-average diluted shares declined and the company reported $700M of share repurchases (fundamentals-4 and fundamentals-7), implying EPS gains were supported by both higher profits and fewer shares outstanding. Market momentum signals provide mixed context, but the 12_1 momentum ranks in the 73rd percentile and a long-standing golden cross is recorded (market-2 and market-3), which, together with positive trailing FCF, EPS and EV/EBITDA metrics (valuation-1 and valuation-2), strengthen the operational-and-valuation read. The bear points — short-term negative momentum, elevated recent volatility, and worsening stockholders’ equity (market-0, market-4, fundamentals-6) — represent either shorter-horizon market noise or a balance-sheet snapshot that lacks the cash-flow and buyback context shown in the reporting period (fundamentals-5, fundamentals-7, valuation-4).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.43
31 surviving claims rest on 11 distinct sources; the heaviest analyst carries 32% of them, and 95% of what the desk raised survived the debate.
The read rests on a moderate breadth of sources (11) but many claims are clustered around a few filings and computed signals; with one analyst responsible for roughly a third of the surviving claims and a 95% survival rate in the debate, the desk’s conclusions show low internal disagreement and moderate source concentration. That combination means the findings are reasonably coherent but somewhat brittle to errors or omissions in the dominant sources (company filings and a small set of market-signal feeds).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
13 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.6 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.1 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on MAR Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.