Marriott Vacations Worldwide (NYSE:VAC) Stock Price Target Cut by Barclays

Key Points

• Barclays lowered its price target on Marriott Vacations Worldwide from $140 to $139 but maintained an “overweight” rating, implying 28.16% upside from the prior close.
• Analyst views are mixed: eight rate the stock Buy, four Hold and two Sell; the consensus rating is Hold, with an average price target of $107.67.
• Quarterly EPS of $2.64 beat estimates of $2.57 and revenue rose 8.2% year over year to $1.37 billion, but revenue fell short of the $1.42 billion consensus.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) had its price objective reduced by analysts at Barclays from $140.00 to $139.00 in a research report issued on Thursday, Benzinga reports. The brokerage presently has an "overweight" rating on the stock. Barclays's price target indicates a potential upside of 28.16% from the company's previous close.

VAC has been the topic of several other reports. Truist Financial boosted their price target on shares of Marriott Vacations Worldwide from $97.00 to $134.00 and gave the stock a "buy" rating in a report on Thursday, September 10th. JPMorgan Chase & Co. initiated coverage on shares of Marriott Vacations Worldwide in a research report on Thursday, October 8th. They set an "overweight" rating and a $125.00 price target for the company. Susquehanna raised their price objective on Marriott Vacations Worldwide from $110.00 to $115.00 and gave the company a "neutral" rating in a report on Thursday, October 15th. Morgan Stanley cut their target price on Marriott Vacations Worldwide from $65.00 to $63.00 and set an "underweight" rating on the stock in a research note on Thursday, October 22nd. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $134.00 price target on shares of Marriott Vacations Worldwide in a research note on Wednesday, August 12th. Eight research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and an average target price of $107.67.

Marriott Vacations Worldwide Price Performance

NYSE VAC traded down $5.95 during trading on Thursday, hitting $108.46. 276,771 shares of the company's stock were exchanged, compared to its average volume of 514,775. Marriott Vacations Worldwide has a fifty-two week low of $44.58 and a fifty-two week high of $131.34. 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 $3.73 billion, a PE ratio of -11.07, a P/E/G ratio of 2.57 and a beta of 1.31. The stock's 50 day moving average price is $106.53 and its two-hundred day moving average price is $87.05.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) last posted its earnings results on Wednesday, November 4th. The company reported $2.64 earnings per share for the quarter, topping analysts' consensus estimates of $2.57 by $0.07. Marriott Vacations Worldwide had a negative net margin of 6.47% and a positive return on equity of 12.27%. The firm had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.42 billion. During the same period in the previous year, the firm posted $1.69 EPS. The company's revenue for the quarter was up 8.2% compared to the same quarter last year. Research analysts expect that Marriott Vacations Worldwide will post 8.92 EPS for the current year.

Insider Buying and Selling at Marriott Vacations Worldwide

In related news, insider Kathleen A. Pighini sold 2,500 shares of the business's stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $120.00, for a total transaction of $300,000.00. Following the completion of the sale, the insider directly owned 10,821 shares in the company, valued at approximately $1,298,520. The trade was a 18.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Christian Asmar sold 750,000 shares of the business's stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $111.49, for a total value 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 trade represents a 18.16% decrease in their position. The disclosure for this sale is available in the SEC filing. 13.30% of the stock is currently owned by corporate insiders.

Institutional Trading of Marriott Vacations Worldwide

Large investors have recently modified their holdings of the stock. Legal & General Group Plc purchased a new position in Marriott Vacations Worldwide in the second quarter valued at approximately $6,681,000. Penn Capital Management Company LLC purchased a new stake in Marriott Vacations Worldwide during the 2nd quarter worth $16,611,000. Bank of New York Mellon Corp acquired a new position in shares of Marriott Vacations Worldwide in the second quarter worth about $17,975,000. Public Employees Retirement System of Ohio purchased a new position in shares of Marriott Vacations Worldwide during the 2nd quarter valued at approximately $8,269,000. Finally, Illinois Municipal Retirement Fund acquired a new position in Marriott Vacations Worldwide during the 1st quarter worth $868,000. Hedge funds and other institutional investors own 89.52% of the company's stock.

Key Marriott Vacations Worldwide News

Here are the key news stories impacting Marriott Vacations Worldwide this week:

• Positive Sentiment: Third-quarter EPS of $2.64 beat consensus estimates, and earnings rose from $1.69 a year earlier. Contract sales increased 29% to $565 million, while volume per guest grew 30% to $4,822—signs of improving sales momentum. Marriott Vacations Worldwide Tops Q3 Earnings Estimates Marriott Vacations: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Revenue grew 8.2% year over year to $1.37 billion, but was below analysts’ $1.42 billion estimate, tempering the earnings beat. Marriott Vacations Worldwide Reports Third Quarter 2026 Financial Results
• Negative Sentiment: Wells Fargo cut its price target from $100 to $97 and reiterated an “underweight” rating, signaling the firm sees downside from the recent share level. Wells Fargo analyst recommendations

Marriott Vacations Worldwide Company Profile

Marriott Vacations Worldwide Corporation NYSE: VAC is a global vacation ownership and leisure travel company. It develops, markets, sells, and manages vacation ownership interests, which provide customers with access to accommodations and resort experiences through points-based and deeded ownership programs. The company also operates related vacation exchange, rental, resort management, and travel businesses.

Its portfolio includes vacation ownership and related offerings under brands such as Marriott Vacation Club, Sheraton Vacation Club, Westin Vacation Club, Grand Residences by Marriott, and Aqua-Aston.

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