Zacks Research Issues Optimistic Outlook for VAC Earnings

Posted by Geri Gentry on May 27th, 2026

Marriott Vacations Worldwide Corporation (NYSE:VAC – Free Report) – Equities researchers at Zacks Research increased their Q3 2027 EPS estimates for Marriott Vacations Worldwide in a report issued on Tuesday, May 26th. Zacks Research analyst Team now forecasts that the company will earn $1.93 per share for the quarter, up from their prior estimate of $1.69. Zacks Research 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 Q4 2027 earnings at $1.99 EPS and FY2028 earnings at $8.18 EPS.

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

A number of other research analysts also recently commented on VAC. Stifel Nicolaus boosted their price objective on shares of Marriott Vacations Worldwide from $77.00 to $85.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Mizuho set a $103.00 price target on shares of Marriott Vacations Worldwide in a report on Wednesday, May 6th. The Goldman Sachs Group restated a “sell” rating and issued a $70.00 target price on shares of Marriott Vacations Worldwide in a report on Tuesday, May 5th. Wall Street Zen upgraded shares of Marriott Vacations Worldwide from a “sell” rating to a “hold” rating in a report on Saturday, February 14th. Finally, Barclays upped their price target on shares of Marriott Vacations Worldwide from $80.00 to $94.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $80.70.

Check Out Our Latest Report on Marriott Vacations Worldwide

Marriott Vacations Worldwide Stock Performance

Shares of Marriott Vacations Worldwide stock opened at $79.87 on Wednesday. The stock has a market cap of $2.74 billion, a PE ratio of -7.92, a price-to-earnings-growth ratio of 1.72 and a beta of 1.20. The business has a fifty day simple moving average of $71.13 and a 200-day simple moving average of $62.22. The company has a quick ratio of 2.77, a current ratio of 3.30 and a debt-to-equity ratio of 2.80. Marriott Vacations Worldwide has a 12 month low of $44.58 and a 12 month high of $86.33.

Hedge Funds Weigh In On Marriott Vacations Worldwide

Hedge funds and other institutional investors have recently modified their holdings of the stock. Capital World Investors acquired a new position in Marriott Vacations Worldwide in the third quarter valued at about $226,000. Vanguard Group Inc. grew its holdings in shares of Marriott Vacations Worldwide by 7.4% during the fourth quarter. Vanguard Group Inc. now owns 3,392,787 shares of the company’s stock worth $195,730,000 after purchasing an additional 234,105 shares during the last quarter. Schonfeld Strategic Advisors LLC bought a new stake in shares of Marriott Vacations Worldwide during the fourth quarter worth $12,633,000. AQR Capital Management LLC raised its position in Marriott Vacations Worldwide by 157.8% in the 4th quarter. AQR Capital Management LLC now owns 351,552 shares of the company’s stock worth $20,281,000 after purchasing an additional 215,202 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its holdings in Marriott Vacations Worldwide by 41.4% in the fourth quarter. Goldman Sachs Group Inc. now owns 399,668 shares of the company’s stock valued at $23,057,000 after acquiring an additional 117,030 shares during the last quarter. Institutional investors own 89.52% of the company’s stock.

Insider Activity

In other Marriott Vacations Worldwide news, insider Michael Flaskey acquired 14,862 shares of the company’s stock in a transaction dated Tuesday, March 10th. The stock was bought at an average price of $67.26 per share, for a total transaction of $999,618.12. Following the purchase, the insider owned 14,862 shares in the company, valued at $999,618.12. This represents a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 13.30% of the company’s stock.

Marriott Vacations Worldwide Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Wednesday, May 27th will be paid a $0.80 dividend. The ex-dividend date is Wednesday, May 27th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 4.0%. Marriott Vacations Worldwide’s dividend payout ratio is currently -31.71%.

Marriott Vacations Worldwide Company Profile

(Get Free Report)

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.