Update shared on 12 Nov 2025
Fair value Increased 1.58%Analysts have raised their fair value target for Marriott International from $285.29 to $289.79 per share. They cited modest improvements in profit margin outlook and a lower discount rate as key factors behind the adjustment.
What's in the News
- Marriott terminated its licensing agreement with Sonder Holdings Inc. due to Sonder's default. As a result, expected net rooms growth for 2025 is approaching 4.5%, with no change to other outlook metrics. (Client Announcements)
- The company issued new earnings guidance for the fourth quarter and full year 2025, projecting gross fee revenues of $1,382 million to $1,402 million for Q4 and $5,395 million to $5,415 million for the full year. (Corporate Guidance)
- From July to September 2025, Marriott completed the repurchase of 3 million shares for $804.54 million. This brings total repurchases to 397.4 million shares since 2005. (Buyback Tranche Update)
- Edition Hotels, a Marriott brand, opened The Red Sea EDITION on Shura Island, Saudi Arabia. This marks its second property in the country and further aligns with Saudi Arabia's Vision 2030 for luxury tourism. (Business Expansions)
- Marriott Executive Apartments opened its largest property in Kuala Lumpur, featuring 353 serviced apartments and extensive amenities aimed at both business and leisure travelers. (Business Expansions)
Valuation Changes
- The Fair Value Target has increased slightly from $285.29 per share to $289.79 per share.
- The Discount Rate has decreased modestly from 8.99% to 8.81%.
- The Revenue Growth projection has declined marginally from 63.31% to 62.43%.
- The Net Profit Margin has improved, rising from 12.07% to 12.54%.
- The Future P/E ratio has decreased from 26.21x to 24.36x.
Disclaimer
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