Zacks Research Issues Positive Forecast for VAC Earnings

Marriott Vacations Worldwide Corporation (NYSE:VAC) – Equities researchers at Zacks Research upped their Q2 2026 earnings per share estimates for shares of Marriott Vacations Worldwide in a research note issued to investors on Wednesday, January 21st. Zacks Research analyst Team now expects that the company will post earnings of $1.95 per share for the quarter, up from their previous estimate of $1.81. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Marriott Vacations Worldwide’s current full-year earnings is $6.23 per share.

Marriott Vacations Worldwide (NYSE:VAC) last issued its quarterly earnings results on Wednesday, November 5th. The company reported $1.69 earnings per share for the quarter, topping the consensus estimate of $1.64 by $0.05. The company had revenue of $1.26 billion during the quarter, compared to analysts’ expectations of $1.31 billion. Marriott Vacations Worldwide had a net margin of 3.44% and a return on equity of 11.44%. The business’s quarterly revenue was down 3.2% on a year-over-year basis. During the same period last year, the business earned $1.80 EPS. Marriott Vacations Worldwide has set its FY 2025 guidance at 6.700-7.100 EPS.

Other analysts also recently issued research reports about the company. Barclays lowered their target price on Marriott Vacations Worldwide from $87.00 to $64.00 and set an “overweight” rating on the stock in a research report on Friday, November 7th. Wells Fargo & Company initiated coverage on Marriott Vacations Worldwide in a research report on Tuesday, November 18th. They set an “underweight” rating and a $37.00 price target on the stock. Truist Financial dropped their price objective on Marriott Vacations Worldwide from $127.00 to $81.00 and set a “buy” rating on the stock in a research note on Friday, November 14th. Morgan Stanley reissued an “underweight” rating and issued a $52.00 price objective (down previously from $70.00) on shares of Marriott Vacations Worldwide in a report on Friday, January 16th. Finally, Mizuho downgraded shares of Marriott Vacations Worldwide from an “outperform” rating to a “neutral” rating and lowered their target price for the stock from $85.00 to $58.00 in a report on Tuesday, November 11th. Four analysts have rated the stock with a Buy rating, one has issued a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Reduce” and an average price target of $61.13.

Marriott Vacations Worldwide Stock Up 0.2%

Shares of VAC stock opened at $59.06 on Thursday. The firm’s fifty day moving average price is $56.78 and its two-hundred day moving average price is $67.02. Marriott Vacations Worldwide has a 1 year low of $44.58 and a 1 year high of $91.18. The company has a current ratio of 3.87, a quick ratio of 3.22 and a debt-to-equity ratio of 2.29. The firm has a market capitalization of $2.04 billion, a P/E ratio of 13.24, a PEG ratio of 1.48 and a beta of 1.35.

Institutional Investors Weigh In On Marriott Vacations Worldwide

Several hedge funds have recently bought and sold shares of VAC. Ameritas Advisory Services LLC acquired a new position in shares of Marriott Vacations Worldwide in the second quarter valued at approximately $25,000. Pinnacle Bancorp Inc. acquired a new position in Marriott Vacations Worldwide in the 3rd quarter valued at $25,000. Advisory Services Network LLC acquired a new position in Marriott Vacations Worldwide in the 3rd quarter valued at $27,000. Hantz Financial Services Inc. increased its position in Marriott Vacations Worldwide by 627.8% during the 2nd quarter. Hantz Financial Services Inc. now owns 393 shares of the company’s stock worth $28,000 after buying an additional 339 shares during the period. Finally, Assetmark Inc. lifted its holdings in shares of Marriott Vacations Worldwide by 90.6% during the second quarter. Assetmark Inc. now owns 427 shares of the company’s stock worth $31,000 after buying an additional 203 shares in the last quarter. 89.52% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Marriott Vacations Worldwide

In related news, Director Lizanne Galbreath acquired 5,500 shares of the company’s stock in a transaction dated Tuesday, November 18th. The shares were bought at an average cost of $46.51 per share, with a total value of $255,805.00. Following the completion of the transaction, the director directly owned 25,714 shares of the company’s stock, valued at $1,195,958.14. This trade represents a 27.21% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Christian Asmar bought 84,000 shares of Marriott Vacations Worldwide stock in a transaction that occurred on Wednesday, November 19th. The shares were bought at an average cost of $47.44 per share, with a total value of $3,984,960.00. Following the acquisition, the director directly owned 4,130,340 shares in the company, valued at $195,943,329.60. This trade represents a 2.08% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have acquired 96,209 shares of company stock worth $4,573,353. 1.60% of the stock is currently owned by corporate insiders.

Marriott Vacations Worldwide Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Wednesday, December 24th were paid a $0.80 dividend. This is a boost from Marriott Vacations Worldwide’s previous quarterly dividend of $0.79. The ex-dividend date was Wednesday, December 24th. This represents a $3.20 dividend on an annualized basis and a yield of 5.4%. Marriott Vacations Worldwide’s dividend payout ratio (DPR) is currently 71.75%.

About Marriott Vacations Worldwide

Marriott Vacations Worldwide Corporation, headquartered in Orlando, Florida, specializes in the development, marketing and management of vacation ownership resorts and related products. Originally launched as a division of Marriott International in 1984, the company became a separate publicly traded entity in 2011. Since then, it has expanded its offerings through both organic growth and strategic acquisitions, establishing itself as a leading provider in the global timeshare industry.

The company’s core business activities include selling vacation ownership interests, managing a growing portfolio of branded resorts and operating a loyalty program that allows members to exchange or use points at affiliated properties.