Marriott Vacations Worldwide (NYSE:VAC) Price Target Raised to $85.00 at Stifel Nicolaus

Marriott Vacations Worldwide (NYSE:VAC) had its price target hoisted by Stifel Nicolaus from $77.00 to $85.00 in a research report report published on Thursday morning,Benzinga reports. Stifel Nicolaus currently has a buy rating on the stock.

VAC has been the subject of several other reports. Wall Street Zen upgraded Marriott Vacations Worldwide from a “sell” rating to a “hold” rating in a research note on Saturday, February 14th. The Goldman Sachs Group cut their target price on Marriott Vacations Worldwide from $63.00 to $54.00 and set a “sell” rating for the company in a research report on Tuesday, November 11th. Weiss Ratings restated a “sell (d+)” rating on shares of Marriott Vacations Worldwide in a research report on Monday, December 29th. Zacks Research raised Marriott Vacations Worldwide from a “strong sell” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, Morgan Stanley reiterated an “underweight” rating and set a $52.00 price objective (down from $70.00) on shares of Marriott Vacations Worldwide in a research note on Friday, January 16th. Four research analysts have rated the stock with a Buy rating, two have given a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Marriott Vacations Worldwide presently has a consensus rating of “Hold” and an average price target of $61.38.

Marriott Vacations Worldwide Trading Up 16.8%

VAC stock opened at $67.73 on Thursday. Marriott Vacations Worldwide has a 52 week low of $44.58 and a 52 week high of $86.33. The company has a market capitalization of $2.34 billion, a PE ratio of -7.31, a price-to-earnings-growth ratio of 1.44 and a beta of 1.33. The company’s 50-day simple moving average is $58.16 and its 200 day simple moving average is $63.04. The company has a debt-to-equity ratio of 2.29, a quick ratio of 3.22 and a current ratio of 3.87.

Marriott Vacations Worldwide (NYSE:VAC) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.72 by $0.14. Marriott Vacations Worldwide had a negative net margin of 6.12% and a positive return on equity of 11.21%. The business had revenue of $1.32 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter in the previous year, the company earned $1.86 EPS. The business’s revenue was down .3% on a year-over-year basis. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS. As a group, sell-side analysts anticipate that Marriott Vacations Worldwide will post 6.23 earnings per share for the current year.

Marriott Vacations Worldwide Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, March 4th will be paid a $0.80 dividend. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $3.20 annualized dividend and a dividend yield of 4.7%. Marriott Vacations Worldwide’s dividend payout ratio is presently -34.52%.

Institutional Trading of Marriott Vacations Worldwide

Several institutional investors have recently added to or reduced their stakes in VAC. Norges Bank bought a new position in Marriott Vacations Worldwide during the 2nd quarter worth approximately $27,971,000. Senvest Management LLC raised its stake in Marriott Vacations Worldwide by 19.4% during the second quarter. Senvest Management LLC now owns 1,816,012 shares of the company’s stock worth $131,316,000 after buying an additional 294,937 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in Marriott Vacations Worldwide by 71.6% during the second quarter. Arrowstreet Capital Limited Partnership now owns 635,977 shares of the company’s stock worth $45,987,000 after buying an additional 265,278 shares during the last quarter. Capital World Investors acquired a new position in Marriott Vacations Worldwide in the third quarter valued at $226,000. Finally, Vanguard Group Inc. boosted its position in Marriott Vacations Worldwide by 7.4% during the fourth quarter. Vanguard Group Inc. now owns 3,392,787 shares of the company’s stock valued at $195,730,000 after acquiring an additional 234,105 shares during the last quarter. 89.52% of the stock is currently owned by institutional investors.

More Marriott Vacations Worldwide News

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

• Positive Sentiment: Q4 EPS topped Street estimates and management issued above-consensus FY2026 EPS guidance (7.05–7.80), which supports upside to earnings expectations. Business Wire: Q4 and FY2025 Results
• Positive Sentiment: Market reaction: shares jumped after the print (EPS beat) despite some metric softness — intraday coverage noted a notable pop on the beat. Zacks: Q4 Earnings Top Estimates
• Positive Sentiment: Analyst support: Stifel raised its price target to $85 with a Buy, adding upward pressure to the stock via improved sell-side sentiment. TickerReport / Benzinga note
• Positive Sentiment: Fundamental / thesis support from coverage: some analysts/commentary (Seeking Alpha) argue the reset and new leadership create a valuation opportunity (low multiple, attractive cash flow and dividend), which can attract value-seeking investors. Seeking Alpha: Q4 Review
• Positive Sentiment: Short interest fell ~14% in February, reducing short pressure and increasing the potential for short-covering-driven rallies. No external link
• Neutral Sentiment: Q4 earnings call transcript and slide materials provide more color on portfolio refocus, securitization plans and capital allocation — useful for investors modeling FY2026 cash flow but not immediate catalysts on their own. Seeking Alpha: Q4 Call Transcript
• Neutral Sentiment: New leadership faces an operational “earnings test” as management executes a refocus on higher-performing assets — outcome-dependent and a medium-term story. Investing.com: New Leadership
• Negative Sentiment: Large non-cash items: the quarter included significant restructuring/modernization costs and a reported ~$546 million charge that produced a large GAAP loss — these items cloud near-term profitability and could pressure sentiment. Business Wire: Q4 and FY2025 Results
• Negative Sentiment: Regulatory / litigation risk: Pomerantz launched an investor probe into Marriott Vacations, which introduces legal uncertainty and potential headline risk. PR Newswire: Pomerantz Investigation

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.