Zacks Research Analysts Raise Earnings Estimates for VAC

Marriott Vacations Worldwide Corporation (NYSE:VAC) – Analysts at Zacks Research upped their Q1 2027 earnings per share estimates for Marriott Vacations Worldwide in a report released on Wednesday, March 18th. Zacks Research analyst Team now anticipates that the company will post earnings of $2.23 per share for the quarter, up from their prior estimate of $2.22. Zacks Research has a “Hold” 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 Q2 2027 earnings at $1.94 EPS, Q3 2027 earnings at $1.69 EPS, Q4 2027 earnings at $1.86 EPS, FY2027 earnings at $7.72 EPS and FY2028 earnings at $7.93 EPS.

Marriott Vacations Worldwide (NYSE:VAC) last issued its earnings results on Wednesday, February 25th. The company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.72 by $0.14. The business had revenue of $1.32 billion during the quarter, compared to the consensus estimate of $1.30 billion. Marriott Vacations Worldwide had a positive return on equity of 11.77% and a negative net margin of 6.12%.The company’s revenue for the quarter was down .3% on a year-over-year basis. During the same period last year, the company earned $1.86 EPS. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS.

A number of other equities analysts also recently commented on VAC. Wall Street Zen raised shares of Marriott Vacations Worldwide from a “sell” rating to a “hold” rating in a research note on Saturday, February 14th. Citizens Jmp downgraded shares of Marriott Vacations Worldwide from an “outperform” rating to a “market perform” rating in a report on Monday, March 9th. Weiss Ratings lowered shares of Marriott Vacations Worldwide from a “hold (c-)” rating to a “sell (d)” rating in a research report on Tuesday. Morgan Stanley reiterated 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, Wells Fargo & Company increased their price objective on Marriott Vacations Worldwide from $46.00 to $58.00 and gave the stock an “underweight” rating in a research report on Friday, February 27th. Five research 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. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $73.67.

Marriott Vacations Worldwide Trading Down 4.6%

Shares of VAC opened at $67.82 on Friday. Marriott Vacations Worldwide has a 12-month low of $44.58 and a 12-month high of $86.33. The firm has a market capitalization of $2.33 billion, a P/E ratio of -7.32, a P/E/G ratio of 1.86 and a beta of 1.24. The firm has a 50-day moving average price of $60.93 and a 200 day moving average price of $62.17. The company has a current ratio of 3.48, a quick ratio of 2.94 and a debt-to-equity ratio of 2.85.

Marriott Vacations Worldwide Announces Dividend

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

Insider Activity at Marriott Vacations Worldwide

In related news, insider Michael Flaskey acquired 14,862 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were acquired at an average price of $67.26 per share, with a total value of $999,618.12. Following the completion of the transaction, the insider owned 14,862 shares of the company’s stock, valued at $999,618.12. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders have acquired a total of 14,971 shares of company stock valued at $1,006,280 in the last three months. Insiders own 1.60% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Pinnacle Bancorp Inc. purchased a new stake in Marriott Vacations Worldwide during the 3rd quarter worth about $25,000. Advisory Services Network LLC purchased a new position in shares of Marriott Vacations Worldwide in the 3rd quarter valued at about $27,000. Allworth Financial LP grew its position in shares of Marriott Vacations Worldwide by 79.8% during the second quarter. Allworth Financial LP now owns 473 shares of the company’s stock worth $34,000 after buying an additional 210 shares in the last quarter. IFP Advisors Inc grew its position in shares of Marriott Vacations Worldwide by 1,828.0% during the third quarter. IFP Advisors Inc now owns 482 shares of the company’s stock worth $32,000 after buying an additional 457 shares in the last quarter. Finally, Leonteq Securities AG purchased a new stake in shares of Marriott Vacations Worldwide during the fourth quarter worth approximately $35,000. 89.52% of the stock is owned by institutional investors and hedge funds.

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.