What is Zacks Research's Forecast for VAC Q3 Earnings?

Key Points

• Zacks Research raised its Q3 2026 EPS forecast for Marriott Vacations Worldwide (NYSE: VAC) to $1.99, up from $1.66, and maintains a “Strong Buy” rating. Its full-year 2026 estimate is $8.33 per share, compared with a broader consensus estimate of $8.88.
• Analyst sentiment is mixed: price targets range from $65 to $140, with a consensus rating of “Hold” and an average target of $101.45.
• VAC recently exceeded quarterly expectations, reporting $2.31 EPS versus the $1.97 consensus and 5.9% year-over-year revenue growth. However, shares were trading near $111, while insiders recently sold significant holdings, including a director’s $83.6 million sale.

Marriott Vacations Worldwide Corporation (NYSE:VAC - Free Report) - Research analysts at Zacks Research upped their Q3 2026 earnings per share estimates for Marriott Vacations Worldwide in a note issued to investors on Wednesday, August 26th. Zacks Research analyst Team now forecasts that the company will post earnings of $1.99 per share for the quarter, up from their previous estimate of $1.66. Zacks Research currently has a "Strong-Buy" rating on the stock. The consensus estimate for Marriott Vacations Worldwide's current full-year earnings is $8.88 per share. Zacks Research also issued estimates for Marriott Vacations Worldwide's Q4 2026 earnings at $2.79 EPS, FY2026 earnings at $8.33 EPS, Q1 2027 earnings at $1.44 EPS, Q2 2027 earnings at $2.33 EPS, Q3 2027 earnings at $2.70 EPS, Q4 2027 earnings at $2.21 EPS, FY2027 earnings at $8.67 EPS, Q1 2028 earnings at $1.70 EPS, Q2 2028 earnings at $2.39 EPS and FY2028 earnings at $9.20 EPS.

Several other equities analysts have also recently commented on VAC. Barclays boosted their price objective on shares of Marriott Vacations Worldwide from $94.00 to $140.00 and gave the company an "overweight" rating in a research note on Friday, August 7th. Morgan Stanley reiterated an "underweight" rating and issued a $65.00 target price on shares of Marriott Vacations Worldwide in a research note on Tuesday, August 18th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $134.00 price target on shares of Marriott Vacations Worldwide in a report on Wednesday, August 12th. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $132.00 price target on shares of Marriott Vacations Worldwide in a report on Friday, August 7th. Finally, Wells Fargo & Company increased their price objective on Marriott Vacations Worldwide from $68.00 to $101.00 and gave the stock an "underweight" rating in a research report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, two have given a Hold rating and three have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $101.45.

Marriott Vacations Worldwide Trading Down 3.0%

Shares of VAC opened at $111.37 on Friday. The business's 50-day moving average price is $104.53 and its 200-day moving average price is $83.53. Marriott Vacations Worldwide has a twelve month low of $44.58 and a twelve month high of $131.34. The stock has a market cap of $3.83 billion, a PE ratio of -11.43, a P/E/G ratio of 2.14 and a beta of 1.23. The company has a quick ratio of 2.99, a current ratio of 3.56 and a debt-to-equity ratio of 2.65.

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 (EPS) for the quarter, topping analysts' consensus estimates of $1.97 by $0.34. Marriott Vacations Worldwide had a positive return on equity of 12.27% and a negative net margin of 6.47%.The business had revenue of $1.32 billion for the quarter, compared to analysts' expectations of $1.30 billion. During the same quarter in the prior year, the firm posted $1.96 EPS. The firm's quarterly 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.

Hedge Funds Weigh In On Marriott Vacations Worldwide

Institutional investors have recently made changes to their positions in the stock. Cassaday & Co Wealth Management LLC raised its position in shares of Marriott Vacations Worldwide by 5.9% during the 1st quarter. Cassaday & Co Wealth Management LLC now owns 4,987 shares of the company's stock valued at $325,000 after buying an additional 276 shares in the last quarter. Aaron Wealth Advisors LLC grew its position in Marriott Vacations Worldwide by 4.2% in the first quarter. Aaron Wealth Advisors LLC now owns 7,274 shares of the company's stock worth $474,000 after acquiring an additional 296 shares in the last quarter. Blue Trust Inc. increased its stake in Marriott Vacations Worldwide by 55.2% in the first quarter. Blue Trust Inc. now owns 956 shares of the company's stock valued at $62,000 after acquiring an additional 340 shares during the last quarter. Rockefeller Capital Management L.P. increased its stake in Marriott Vacations Worldwide by 51.1% in the fourth quarter. Rockefeller Capital Management L.P. now owns 1,085 shares of the company's stock valued at $63,000 after acquiring an additional 367 shares during the last quarter. Finally, Advisory Services Network LLC bought a new position in Marriott Vacations Worldwide in the third quarter valued at $27,000. Institutional investors own 89.52% of the company's stock.

Insider Activity at Marriott Vacations Worldwide

In related news, insider Kathleen A. Pighini sold 2,500 shares of the company'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 value of $300,000.00. Following the transaction, the insider directly owned 10,821 shares in the company, valued at approximately $1,298,520. This represents a 18.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Christian Asmar sold 750,000 shares of the firm's stock in a transaction that occurred 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 completion of the sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. 13.30% of the stock is currently owned by corporate insiders.

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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