JPMorgan Chase & Co. Begins Coverage on Marriott Vacations Worldwide (NYSE:VAC)

Posted by Francis Steltz on Oct 8th, 2026

Analysts at JPMorgan Chase & Co. assumed coverage on shares of Marriott Vacations Worldwide (NYSE:VAC – Get Free Report) in a research note issued on Thursday, Briefing.com reports. The firm set an “overweight” rating and a $125.00 price target on the stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 21.45% from the company’s current price.

Several other equities analysts also recently weighed in on the stock. Truist Financial raised their target price on shares of Marriott Vacations Worldwide from $97.00 to $134.00 and gave the company a “buy” rating in a report on Thursday, September 10th. Morgan Stanley reaffirmed an “underweight” rating and issued a $65.00 price target on shares of Marriott Vacations Worldwide in a report on Tuesday, August 18th. Wells Fargo & Company increased their price target on shares of Marriott Vacations Worldwide from $68.00 to $101.00 and gave the company an “underweight” rating in a research report on Friday, August 7th. Barclays raised their price objective on shares of Marriott Vacations Worldwide from $94.00 to $140.00 and gave the stock an “overweight” rating in a research note on Friday, August 7th. Finally, Susquehanna started coverage on Marriott Vacations Worldwide in a research report on Tuesday, August 18th. They set a “neutral” rating and a $110.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, two have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $107.83.

Read Our Latest Research Report on Marriott Vacations Worldwide

Marriott Vacations Worldwide Stock Down 1.6%

VAC opened at $102.93 on Thursday. The business’s fifty day moving average is $106.87 and its two-hundred day moving average is $91.69. The company has a debt-to-equity ratio of 2.65, a quick ratio of 2.99 and a current ratio of 3.56. The company has a market cap of $3.54 billion, a price-to-earnings ratio of -10.57, a PEG ratio of 2.33 and a beta of 1.30. Marriott Vacations Worldwide has a one year low of $44.58 and a one year high of $131.34.

Marriott Vacations Worldwide (NYSE:VAC – Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $2.31 earnings per share for the quarter, beating analysts’ consensus estimates of $1.97 by $0.34. The business had revenue of $1.32 billion during the quarter, compared to analysts’ expectations of $1.30 billion. Marriott Vacations Worldwide had a positive return on equity of 12.27% and a negative net margin of 6.47%.The business’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter last year, the business posted $1.96 earnings per share. Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS. Analysts anticipate that Marriott Vacations Worldwide will post 8.7 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Christian Asmar sold 750,000 shares of the stock in a transaction dated 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. This represents a 18.16% decrease in their position. The sale 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 that occurred on Monday, August 17th. The shares were sold at an average price of $120.00, for a total transaction of $300,000.00. Following the completion of the sale, the insider owned 10,821 shares of the company’s stock, valued at approximately $1,298,520. The trade was a 18.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 13.30% of the stock is owned by insiders.

Hedge Funds Weigh In On Marriott Vacations Worldwide

Large investors have recently bought and sold shares of the stock. Bank of New York Mellon Corp acquired a new stake in Marriott Vacations Worldwide in the 2nd quarter valued at $17,975,000. Penn Capital Management Company LLC acquired a new position in shares of Marriott Vacations Worldwide during the second quarter worth about $16,611,000. Ancora Advisors LLC purchased a new stake in shares of Marriott Vacations Worldwide during the 2nd quarter valued at about $16,002,000. Bamco Inc. NY purchased a new stake in shares of Marriott Vacations Worldwide during the 2nd quarter valued at about $14,751,000. Finally, Empowered Funds LLC acquired a new position in Marriott Vacations Worldwide during the 2nd quarter worth approximately $14,325,000. Hedge funds and other institutional investors own 89.52% of the company’s stock.

About Marriott Vacations Worldwide

(Get Free Report)

Marriott Vacations Worldwide Corporation (NYSE:VAC) is a vacation ownership and leisure travel company headquartered in Orlando, Florida. The company develops, markets, sells, and manages vacation ownership interests, commonly known as timeshare products, that provide customers with access to resort accommodations and related travel experiences.

Its portfolio includes Marriott Vacation Club, Sheraton Vacation Club, Westin Vacation Club, Grand Residences by Marriott, and Hyatt Vacation Club brands.