Zacks Research Issues Negative Outlook for VAC Earnings

Marriott Vacations Worldwide Co. (NYSE:VAC - Free Report) - Stock analysts at Zacks Research lowered their Q2 2025 earnings per share (EPS) estimates for shares of Marriott Vacations Worldwide in a research note issued to investors on Wednesday, May 28th. Zacks Research analyst M. Kaushik now expects that the company will post earnings per share of $1.58 for the quarter, down from their prior estimate of $1.67. The consensus estimate for Marriott Vacations Worldwide's current full-year earnings is $6.23 per share. Zacks Research also issued estimates for Marriott Vacations Worldwide's Q3 2025 earnings at $1.57 EPS, Q4 2025 earnings at $1.61 EPS, FY2025 earnings at $6.41 EPS, Q2 2026 earnings at $1.96 EPS, Q3 2026 earnings at $1.48 EPS, Q4 2026 earnings at $1.53 EPS, Q1 2027 earnings at $1.94 EPS and FY2027 earnings at $7.53 EPS.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) last released its earnings results on Wednesday, May 7th. The company reported $1.66 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.56 by $0.10. The business had revenue of $1.20 billion for the quarter, compared to the consensus estimate of $1.21 billion. Marriott Vacations Worldwide had a return on equity of 10.89% and a net margin of 4.20%. Marriott Vacations Worldwide's quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.80 earnings per share.

A number of other brokerages have also recently issued reports on VAC. Mizuho reduced their price objective on Marriott Vacations Worldwide from $112.00 to $105.00 and set an "outperform" rating for the company in a report on Friday, May 9th. Morgan Stanley upgraded Marriott Vacations Worldwide from an "underweight" rating to an "equal weight" rating and decreased their price objective for the company from $67.00 to $57.00 in a report on Tuesday, April 22nd. Stifel Nicolaus cut their price target on shares of Marriott Vacations Worldwide from $112.00 to $108.00 and set a "buy" rating on the stock in a research report on Thursday, February 27th. Truist Financial decreased their price target on Marriott Vacations Worldwide from $142.00 to $140.00 and set a "buy" rating for the company in a report on Friday, March 7th. Finally, The Goldman Sachs Group increased their price target on Marriott Vacations Worldwide from $48.00 to $55.00 and gave the stock a "sell" rating in a report on Friday, May 9th. One research analyst has rated the stock with a sell rating, two have given a hold rating and six have assigned a buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $92.25.

Marriott Vacations Worldwide Stock Performance

NYSE VAC traded up $1.40 during trading on Friday, reaching $65.87. 82,596 shares of the company's stock were exchanged, compared to its average volume of 459,486. The business has a 50 day moving average price of $60.70 and a 200-day moving average price of $76.59. The stock has a market capitalization of $2.27 billion, a P/E ratio of 12.55, a PEG ratio of 0.67 and a beta of 1.42. The company has a debt-to-equity ratio of 2.19, a current ratio of 3.53 and a quick ratio of 2.86. Marriott Vacations Worldwide has a fifty-two week low of $49.22 and a fifty-two week high of $100.32.

Marriott Vacations Worldwide Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, June 6th. Shareholders of record on Friday, May 23rd will be paid a dividend of $0.79 per share. The ex-dividend date of this dividend is Friday, May 23rd. This represents a $3.16 dividend on an annualized basis and a yield of 4.80%. Marriott Vacations Worldwide's dividend payout ratio (DPR) is currently 53.92%.

Insider Transactions at Marriott Vacations Worldwide

In related news, insider Stephanie Sobeck Butera purchased 650 shares of the stock in a transaction that occurred on Thursday, March 6th. The shares were bought at an average price of $71.66 per share, with a total value of $46,579.00. Following the acquisition, the insider now owns 8,770 shares of the company's stock, valued at $628,458.20. This trade represents a 8.00% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Company insiders own 1.60% of the company's stock.

Institutional Investors Weigh In On Marriott Vacations Worldwide

Hedge funds and other institutional investors have recently bought and sold shares of the business. Fifth Third Bancorp increased its holdings in shares of Marriott Vacations Worldwide by 136.5% in the first quarter. Fifth Third Bancorp now owns 395 shares of the company's stock worth $25,000 after purchasing an additional 228 shares during the period. Investment Advisory Group LLC purchased a new stake in Marriott Vacations Worldwide during the first quarter valued at about $31,000. Blue Trust Inc. boosted its position in Marriott Vacations Worldwide by 130.7% during the fourth quarter. Blue Trust Inc. now owns 533 shares of the company's stock valued at $48,000 after buying an additional 302 shares during the period. Brown Lisle Cummings Inc. purchased a new stake in shares of Marriott Vacations Worldwide during the fourth quarter worth about $50,000. Finally, True Wealth Design LLC boosted its holdings in shares of Marriott Vacations Worldwide by 35.2% during the fourth quarter. True Wealth Design LLC now owns 595 shares of the company's stock worth $53,000 after purchasing an additional 155 shares during the period. Institutional investors own 89.52% of the company's stock.

About Marriott Vacations Worldwide

Marriott Vacations Worldwide Corporation, a vacation company, develops, markets, sells, and manages vacation ownership and related businesses, products, and services in the United States and internationally. It operates through two segments, Vacation Ownership and Exchange & Third-Party Management.