Zacks Research Issues Optimistic Forecast for VAC Earnings

Marriott Vacations Worldwide Corporation (NYSE:VAC) – Analysts at Zacks Research increased their Q2 2026 EPS estimates for shares of Marriott Vacations Worldwide in a research note issued on Tuesday, May 26th. Zacks Research analyst Team now expects that the company will earn $1.90 per share for the quarter, up from their prior estimate of $1.70. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Marriott Vacations Worldwide’s current full-year earnings is $7.24 per share. Zacks Research also issued estimates for Marriott Vacations Worldwide’s Q3 2026 earnings at $1.66 EPS, Q4 2026 earnings at $2.57 EPS, FY2026 earnings at $7.38 EPS, Q1 2027 earnings at $1.52 EPS, Q2 2027 earnings at $2.26 EPS, FY2027 earnings at $7.69 EPS and Q1 2028 earnings at $1.56 EPS.

Other equities analysts have also recently issued research reports about the stock. Mizuho set a $103.00 price objective on shares of Marriott Vacations Worldwide in a research note on Wednesday, May 6th. Jefferies Financial Group upgraded shares of Marriott Vacations Worldwide from a “hold” rating to a “buy” rating and increased their price objective for the company from $52.00 to $105.00 in a research note on Monday, March 2nd. Citizens Jmp cut shares of Marriott Vacations Worldwide from an “outperform” rating to a “market perform” rating in a research note on Monday, March 9th. Wells Fargo & Company increased their price objective on shares of Marriott Vacations Worldwide from $58.00 to $66.00 and gave the company an “underweight” rating in a research note on Thursday, May 7th. Finally, Morgan Stanley increased their price objective on shares of Marriott Vacations Worldwide from $50.00 to $51.00 and gave the company an “underweight” rating in a research note on Tuesday, May 12th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Marriott Vacations Worldwide has an average rating of “Hold” and an average target price of $80.70.

Marriott Vacations Worldwide Trading Up 5.5%

Shares of VAC stock opened at $84.18 on Thursday. Marriott Vacations Worldwide has a 52-week low of $44.58 and a 52-week high of $86.33. The stock has a market cap of $2.89 billion, a price-to-earnings ratio of -8.34, a P/E/G ratio of 1.83 and a beta of 1.20. The company has a debt-to-equity ratio of 2.80, a quick ratio of 2.77 and a current ratio of 3.30. The firm has a fifty day moving average of $71.50 and a 200-day moving average of $62.47.

Marriott Vacations Worldwide (NYSE:VAC) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $1.24 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.67 by ($0.43). Marriott Vacations Worldwide had a negative net margin of 6.72% and a positive return on equity of 11.37%. The business had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.20 billion. During the same quarter in the prior year, the company posted $1.66 EPS. The company’s quarterly revenue was up 4.8% compared to the same quarter last year. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS.

Marriott Vacations Worldwide Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Wednesday, May 27th will be issued a $0.80 dividend. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $3.20 annualized dividend and a dividend yield of 3.8%. Marriott Vacations Worldwide’s dividend payout ratio is presently -31.71%.

Insider Buying and Selling at Marriott Vacations Worldwide

In other news, insider Michael Flaskey bought 14,862 shares of the 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 acquisition, the insider owned 14,862 shares in the company, valued at $999,618.12. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders own 13.30% of the company’s stock.

Institutional Investors Weigh In On Marriott Vacations Worldwide

Large investors have recently made changes to their positions in the company. Algert Global LLC grew its holdings in shares of Marriott Vacations Worldwide by 43.2% in the 3rd quarter. Algert Global LLC now owns 105,332 shares of the company’s stock worth $7,011,000 after purchasing an additional 31,770 shares during the last quarter. Dimensional Fund Advisors LP grew its holdings in Marriott Vacations Worldwide by 2.9% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,950,309 shares of the company’s stock worth $129,820,000 after acquiring an additional 54,285 shares during the last quarter. Dynamic Technology Lab Private Ltd bought a new stake in Marriott Vacations Worldwide during the 3rd quarter worth about $1,284,000. Vanguard Group Inc. grew its holdings in Marriott Vacations Worldwide by 7.4% during the 4th quarter. Vanguard Group Inc. now owns 3,392,787 shares of the company’s stock worth $195,730,000 after acquiring an additional 234,105 shares during the last quarter. Finally, Ruffer LLP bought a new stake in Marriott Vacations Worldwide during the 4th quarter worth about $3,404,000. Institutional investors own 89.52% of the company’s stock.

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.