What is Zacks Research’s Estimate for VAC FY2025 Earnings?

Marriott Vacations Worldwide Corporation (NYSE:VAC) – Research analysts at Zacks Research cut their FY2025 EPS estimates for shares of Marriott Vacations Worldwide in a note issued to investors on Wednesday, January 21st. Zacks Research analyst Team now anticipates that the company will earn $6.94 per share for the year, down from their previous forecast of $7.00. 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. Zacks Research also issued estimates for Marriott Vacations Worldwide’s Q4 2025 earnings at $1.63 EPS, Q1 2026 earnings at $1.50 EPS, Q3 2026 earnings at $1.53 EPS, Q4 2026 earnings at $1.96 EPS, FY2026 earnings at $6.95 EPS, Q1 2027 earnings at $2.22 EPS, Q2 2027 earnings at $1.82 EPS, Q3 2027 earnings at $1.64 EPS, Q4 2027 earnings at $1.84 EPS and FY2027 earnings at $7.52 EPS.

Several other equities research analysts have also recently weighed in on VAC. Weiss Ratings reiterated a “sell (d+)” rating on shares of Marriott Vacations Worldwide in a report on Monday, December 29th. Truist Financial dropped their price target on Marriott Vacations Worldwide from $127.00 to $81.00 and set a “buy” rating for the company in a research note on Friday, November 14th. The Goldman Sachs Group cut their price target on shares of Marriott Vacations Worldwide from $63.00 to $54.00 and set a “sell” rating on the stock in a report on Tuesday, November 11th. Morgan Stanley restated an “underweight” rating and issued a $52.00 price objective (down from $70.00) on shares of Marriott Vacations Worldwide in a report on Friday, January 16th. Finally, Stifel Nicolaus set a $83.00 target price on shares of Marriott Vacations Worldwide in a research note on Thursday, November 6th. Four investment analysts have rated the stock with a Buy rating, one has given a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat.com, Marriott Vacations Worldwide has an average rating of “Reduce” and a consensus target price of $61.13.

Marriott Vacations Worldwide Stock Down 2.9%

Shares of NYSE:VAC opened at $57.41 on Friday. The stock’s 50-day moving average is $57.02 and its 200 day moving average is $66.86. The company has a market cap of $1.99 billion, a PE ratio of 12.87, a P/E/G ratio of 1.47 and a beta of 1.35. The company has a debt-to-equity ratio of 2.29, a current ratio of 3.87 and a quick ratio of 3.22. Marriott Vacations Worldwide has a 1 year low of $44.58 and a 1 year high of $91.18.

Marriott Vacations Worldwide (NYSE:VAC) last released its quarterly earnings data on Wednesday, November 5th. The company reported $1.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.64 by $0.05. The firm had revenue of $1.26 billion for 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 company’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.80 earnings per share. Marriott Vacations Worldwide has set its FY 2025 guidance at 6.700-7.100 EPS.

Institutional Investors Weigh In On Marriott Vacations Worldwide

Several institutional investors and hedge funds have recently made changes to their positions in VAC. Goldman Sachs Group Inc. boosted its stake in Marriott Vacations Worldwide by 18.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 140,662 shares of the company’s stock valued at $9,036,000 after purchasing an additional 21,623 shares during the last quarter. Empowered Funds LLC lifted its holdings in shares of Marriott Vacations Worldwide by 147.9% during the first quarter. Empowered Funds LLC now owns 8,487 shares of the company’s stock valued at $545,000 after purchasing an additional 5,064 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Marriott Vacations Worldwide by 4.7% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 100,636 shares of the company’s stock valued at $6,465,000 after purchasing an additional 4,497 shares in the last quarter. Parallel Advisors LLC boosted its position in shares of Marriott Vacations Worldwide by 898.3% during the second quarter. Parallel Advisors LLC now owns 1,198 shares of the company’s stock valued at $87,000 after buying an additional 1,078 shares during the last quarter. Finally, UMB Bank n.a. increased its holdings in Marriott Vacations Worldwide by 194.9% in the 2nd quarter. UMB Bank n.a. now owns 690 shares of the company’s stock worth $50,000 after buying an additional 456 shares in the last quarter. Institutional investors own 89.52% of the company’s stock.

Insider Activity at Marriott Vacations Worldwide

In other Marriott Vacations Worldwide news, Director William W. Mccarten bought 5,000 shares of the stock in a transaction dated Thursday, November 20th. The stock was purchased at an average cost of $48.08 per share, for a total transaction of $240,400.00. Following the completion of the acquisition, the director owned 13,708 shares of the company’s stock, valued at approximately $659,080.64. This trade represents a 57.42% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Christian Asmar purchased 84,000 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The stock was bought at an average price of $47.44 per share, for a total transaction of $3,984,960.00. Following the purchase, the director directly owned 4,130,340 shares in the company, valued at $195,943,329.60. The trade was a 2.08% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders bought a total of 96,209 shares of company stock worth $4,573,353 over the last 90 days. 1.60% of the stock is currently owned by 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 represents a $3.20 annualized dividend and a dividend yield of 5.6%. The ex-dividend date was Wednesday, December 24th. This is a positive change from Marriott Vacations Worldwide’s previous quarterly dividend of $0.79. Marriott Vacations Worldwide’s dividend payout ratio (DPR) is 71.75%.

Trending Headlines about Marriott Vacations Worldwide

Here are the key news stories impacting Marriott Vacations Worldwide this week:

• Positive Sentiment: Zacks Research raised multiple near‑ and medium‑term EPS forecasts for VAC — notable revisions include Q1 2027 to $2.22 (from $2.10), Q2 2026 to $1.95 (from $1.81), Q2 2027 to $1.82 (from $1.70), Q3 2027 to $1.64 (from $1.40), Q4 2027 to $1.84 (from $1.69), FY2026 to $6.95 (from $6.46) and FY2027 to $7.52 (from $6.88). These lifts imply improved earnings trajectory vs prior Zacks assumptions. Zacks Research Note
• Neutral Sentiment: Zacks also slightly cut its Q4 2025 and FY2025 estimates (Q4 2025 to $1.63 from $1.69; FY2025 to $6.94 from $7.00). These are modest downward tweaks that temper, but do not negate, the larger upward revisions for later years. Zacks Research Note
• Negative Sentiment: Zacks downgraded VAC from “Hold” to a “Strong Sell.” The rating change is a clear negative for market sentiment and likely a primary driver of the stock decline despite the EPS upgrades; coverage notes and media reports flagged the downgrade. Zacks.com TickerReport

Marriott Vacations Worldwide Company Profile

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.