Marriott Vacations Worldwide (NYSE:VAC) Price Target Raised to $58.00

Marriott Vacations Worldwide (NYSE:VAC) had its price target raised by Wells Fargo & Company from $46.00 to $58.00 in a research note released on Friday morning,Benzinga reports. The firm currently has an underweight rating on the stock.

Other equities research analysts also recently issued reports about the stock. Citizens Jmp cut their target price on shares of Marriott Vacations Worldwide from $115.00 to $60.00 and set a “market outperform” rating on the stock in a research report on Friday, November 7th. Stifel Nicolaus lifted their price target on shares of Marriott Vacations Worldwide from $77.00 to $85.00 and gave the stock a “buy” rating in a report on Thursday. Mizuho downgraded Marriott Vacations Worldwide from an “outperform” rating to a “neutral” rating and decreased their price objective for the company from $85.00 to $58.00 in a report on Tuesday, November 11th. Zacks Research raised Marriott Vacations Worldwide from a “strong sell” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Wall Street Zen upgraded Marriott Vacations Worldwide from a “sell” rating to a “hold” rating in a research report on Saturday, February 14th. Four analysts have rated the stock with a Buy rating, two have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $64.00.

Marriott Vacations Worldwide Trading Down 3.9%

NYSE VAC opened at $65.00 on Friday. The company has a market cap of $2.25 billion, a price-to-earnings ratio of -7.01, a price-to-earnings-growth ratio of 1.42 and a beta of 1.24. Marriott Vacations Worldwide has a twelve month low of $44.58 and a twelve month high of $86.33. The company has a quick ratio of 2.94, a current ratio of 3.48 and a debt-to-equity ratio of 2.85. The business’s fifty day moving average is $58.31 and its 200 day moving average is $62.83.

Marriott Vacations Worldwide (NYSE:VAC) last posted its earnings results on Wednesday, February 25th. The company reported $1.86 EPS for the quarter, beating the consensus estimate of $1.72 by $0.14. Marriott Vacations Worldwide had a positive return on equity of 11.77% and a negative net margin of 6.12%.The firm had revenue of $1.32 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the company earned $1.86 earnings per share. The business’s quarterly 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 expect that Marriott Vacations Worldwide will post 6.23 EPS for the current fiscal year.

Marriott Vacations Worldwide Announces Dividend

The firm also recently disclosed 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. This represents a $3.20 dividend on an annualized basis and a dividend yield of 4.9%. The ex-dividend date of this dividend is Wednesday, March 4th. Marriott Vacations Worldwide’s payout ratio is currently -34.52%.

Institutional Investors Weigh In On Marriott Vacations Worldwide

A number of hedge funds have recently added to or reduced their stakes in VAC. Nisa Investment Advisors LLC boosted its holdings in shares of Marriott Vacations Worldwide by 2.8% during the 2nd quarter. Nisa Investment Advisors LLC now owns 5,047 shares of the company’s stock worth $365,000 after buying an additional 139 shares in the last quarter. Assetmark Inc. increased its stake in shares of Marriott Vacations Worldwide by 90.6% in the 2nd quarter. Assetmark Inc. now owns 427 shares of the company’s stock valued at $31,000 after acquiring an additional 203 shares in the last quarter. Allworth Financial LP lifted its position in shares of Marriott Vacations Worldwide by 79.8% during the 2nd quarter. Allworth Financial LP now owns 473 shares of the company’s stock valued at $34,000 after acquiring an additional 210 shares during the period. Diversified Trust Co. lifted its position in shares of Marriott Vacations Worldwide by 6.1% during the 4th quarter. Diversified Trust Co. now owns 4,077 shares of the company’s stock valued at $235,000 after acquiring an additional 234 shares during the period. Finally, Spire Wealth Management boosted its stake in Marriott Vacations Worldwide by 21.8% during the third quarter. Spire Wealth Management now owns 1,335 shares of the company’s stock worth $89,000 after acquiring an additional 239 shares in 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 beat and encouraging margins: VAC reported $1.86 EPS vs. $1.72 consensus and highlighted strong EBITDA performance, which helped trigger an initial rally after results. Marriott Vacations Q4 Earnings Top Estimates
• Positive Sentiment: Raised FY‑2026 outlook: management set EPS guidance of $7.05–$7.80 (above Street consensus ~6.83) and targets $755M–$780M adjusted EBITDA for 2026, signaling operational improvement under new leadership. That guidance is a key bullish driver. Marriott Vacations targets $755M–$780M adjusted EBITDA in 2026
• Positive Sentiment: Bullish analyst and aftermarket commentary: some analysts and investors (e.g., Seeking Alpha write-ups) view the quarter and new strategy as a bottoming process — citing valuation, free cash flow potential and a ~5.7% dividend yield — supporting a longer‑term buy case. Marriott Vacations Q4 Review
• Neutral Sentiment: Short interest fell meaningfully in February (≈14.4% decline), reducing some short-squeeze risk but also reflecting shifting sentiment among bearish holders; impact on price is mixed. (No direct article link available)
• Negative Sentiment: Conflicting analyst signals — Wells Fargo raised its target to $58 but kept an “underweight” call (implying downside), while Stifel raised its target to $85 with a “buy” — creates crosscurrents and may encourage profit-taking and volatility. Analyst price target changes
• Negative Sentiment: Investor lawsuit probe: Pomerantz LLP announced an investigation into Marriott Vacations, which introduces legal/looser sentiment risk and likely pressured sentiment today. Pomerantz investigation
• Negative Sentiment: Top‑line softness and contract sales slip: revenues slightly missed estimates and contract sales declined year‑over‑year, underscoring execution challenges despite the EPS beat and making some investors cautious. Q4 losses and strategic refocus

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.