Shares of Marriott Vacations Worldwide Corporation (NYSE:VAC – Get Free Report) have received a consensus recommendation of “Hold” from the thirteen research firms that are currently covering the firm, MarketBeat Ratings reports. Three analysts have rated the stock with a sell recommendation, two have given a hold recommendation, seven have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month price target among brokerages that have issued ratings on the stock in the last year is $101.4545.
A number of analysts have recently issued reports on VAC shares. Mizuho set a $103.00 target price on Marriott Vacations Worldwide in a research report on Wednesday, May 6th. Zacks Research raised Marriott Vacations Worldwide from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 10th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $134.00 price objective on shares of Marriott Vacations Worldwide in a research report on Wednesday, August 12th. Susquehanna initiated coverage on Marriott Vacations Worldwide in a report on Tuesday, August 18th. They set a “neutral” rating and a $110.00 price objective on the stock. Finally, Wall Street Zen raised shares of Marriott Vacations Worldwide from a “hold” rating to a “buy” rating in a research note on Saturday, August 15th.
Read Our Latest Stock Report on VAC
Trending Headlines about Marriott Vacations Worldwide
- Positive Sentiment: Broad earnings-estimate upgrades: Zacks lifted its FY2026 EPS forecast to $8.33 from $7.38, FY2027 to $8.67 from $7.44, and FY2028 to $9.20 from $7.96. Quarterly estimates were also raised, including Q3 2026 EPS to $1.99 from $1.66 and Q3 2027 EPS to $2.70 from $1.89. These revisions indicate stronger expected earnings momentum. Marriott Vacations Worldwide earnings estimate revisions
- Positive Sentiment: Analyst remains strongly bullish: Zacks Research maintained a “Strong-Buy” view on VAC, reinforcing the positive signal from the higher forecasts. The current-year analyst consensus is $8.88 EPS, while Zacks projects earnings growth to $9.20 per share in FY2028. Zacks Research rating and estimates
- Positive Sentiment: Growth-stock appeal highlighted: A separate Zacks analysis identified Marriott Vacations Worldwide as a strong growth stock using its Style Scores framework, potentially attracting growth-oriented investors. Why Marriott Vacations Worldwide is a Strong Growth Stock
- Neutral Sentiment: The revisions are analyst forecasts rather than new company guidance or reported results. Investors should also weigh execution risk, Marriott Vacations Worldwide’s substantial leverage, and the possibility that elevated expectations are already reflected in the shares.
Marriott Vacations Worldwide Stock Down 1.2%
VAC stock opened at $110.15 on Wednesday. The company has a current ratio of 3.56, a quick ratio of 2.99 and a debt-to-equity ratio of 2.65. The company has a market cap of $3.79 billion, a P/E ratio of -11.31, a P/E/G ratio of 2.12 and a beta of 1.23. Marriott Vacations Worldwide has a 52 week low of $44.58 and a 52 week high of $131.34. The company’s 50-day moving average price is $104.77 and its 200 day moving average price is $83.72.
Marriott Vacations Worldwide (NYSE:VAC – Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The company reported $2.31 earnings per share for the quarter, topping analysts’ consensus estimates of $1.97 by $0.34. Marriott Vacations Worldwide had a negative net margin of 6.47% and a positive return on equity of 12.27%. The business had revenue of $1.32 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same period last year, the company posted $1.96 EPS. The company’s revenue was up 5.9% on a year-over-year basis. Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS. On average, research analysts expect that Marriott Vacations Worldwide will post 8.7 earnings per share for the current fiscal year.
Insiders Place Their Bets
In other news, Director Christian Asmar sold 750,000 shares of the business’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $111.49, for a total transaction of $83,617,500.00. Following the transaction, the director directly owned 3,380,818 shares in the company, valued at $376,927,398.82. The trade was a 18.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Kathleen A. Pighini sold 2,500 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $120.00, for a total value of $300,000.00. Following the completion of the transaction, the insider owned 10,821 shares in the company, valued at $1,298,520. This trade represents a 18.77% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 13.30% of the company’s stock.
Institutional Investors Weigh In On Marriott Vacations Worldwide
Several institutional investors and hedge funds have recently added to or reduced their stakes in VAC. California State Teachers Retirement System lifted its stake in shares of Marriott Vacations Worldwide by 8,853.2% in the second quarter. California State Teachers Retirement System now owns 3,194,753 shares of the company’s stock worth $325,481,000 after buying an additional 3,159,070 shares during the last quarter. Capital World Investors bought a new position in shares of Marriott Vacations Worldwide during the 3rd quarter worth about $226,000. Vanguard Group Inc. boosted its stake in Marriott Vacations Worldwide by 7.4% in the 4th quarter. Vanguard Group Inc. now owns 3,392,787 shares of the company’s stock valued at $195,730,000 after buying an additional 234,105 shares in the last quarter. Schonfeld Strategic Advisors LLC bought a new stake in shares of Marriott Vacations Worldwide in the 4th quarter worth about $12,633,000. Finally, AQR Capital Management LLC grew its stake in Marriott Vacations Worldwide by 157.8% during the fourth quarter. AQR Capital Management LLC now owns 351,552 shares of the company’s stock worth $20,281,000 after buying an additional 215,202 shares during the last quarter. 89.52% of the stock is currently 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.
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