Marriott Vacations Worldwide (NYSE:VAC) Hits New 1-Year High - What's Next?

Key Points

• Marriott Vacations Worldwide shares hit a new 52-week high, trading as high as $86.44 and up about 3% on the day, reflecting recent bullish momentum in the stock.
• Analysts have recently raised earnings estimates for the company, with Zacks increasing forecasts for Q2, Q3, and FY2026 and also lifting longer-term projections through 2028.
• Despite the stock’s rise, analyst sentiment remains mixed: several firms have sell or underweight ratings, while the average price target sits at $80.70, below the recent trading level.

Marriott Vacations Worldwide Corporation (NYSE:VAC - Get Free Report) shares reached a new 52-week high on Thursday . The stock traded as high as $86.44 and last traded at $86.2330, with a volume of 155374 shares traded. The stock had previously closed at $84.12.

Key Headlines Impacting Marriott Vacations Worldwide

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

• Positive Sentiment: Zacks Research boosted its earnings forecast for Q2 2026 to $1.90 per share from $1.70, implying improved near-term performance. Marriott Vacations Worldwide stock page
• Positive Sentiment: The firm also raised estimates for Q3 2026 to $1.66 and FY2026 to $7.38, both above prior forecasts. Marriott Vacations Worldwide stock page
• Positive Sentiment: Longer-term estimates were lifted for Q2 2027, Q3 2027, Q4 2027, and FY2028, signaling a stronger earnings trajectory over the next few years. Marriott Vacations Worldwide stock page

Analyst Upgrades and Downgrades

Several research firms have weighed in on VAC. Wells Fargo & Company increased their target price on shares of Marriott Vacations Worldwide from $58.00 to $66.00 and gave the stock an "underweight" rating in a report on Thursday, May 7th. The Goldman Sachs Group reiterated a "sell" rating and issued a $70.00 target price on shares of Marriott Vacations Worldwide in a report on Tuesday, May 5th. Weiss Ratings lowered shares of Marriott Vacations Worldwide from a "hold (c-)" rating to a "sell (d)" rating in a report on Tuesday, March 17th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $92.00 target price on shares of Marriott Vacations Worldwide in a report on Thursday, April 30th. Finally, Wall Street Zen upgraded shares of Marriott Vacations Worldwide from a "sell" rating to a "hold" rating in a report on Saturday, February 14th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has given a Hold rating and four have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and an average price target of $80.70.

Marriott Vacations Worldwide Trading Up 3.0%

The company has a quick ratio of 2.77, a current ratio of 3.30 and a debt-to-equity ratio of 2.80. The business's fifty day moving average is $71.50 and its 200 day moving average is $62.47. The firm has a market capitalization of $2.98 billion, a price-to-earnings ratio of -8.60, a price-to-earnings-growth ratio of 1.83 and a beta of 1.20.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) last issued 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). Marriott Vacations Worldwide had a positive return on equity of 11.37% and a negative net margin of 6.72%.The company had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.20 billion. During the same quarter in the previous year, the business earned $1.66 earnings per share. The company's revenue was up 4.8% on a year-over-year basis. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS. Equities analysts predict that Marriott Vacations Worldwide Corporation will post 7.24 earnings per share for the current year.

Marriott Vacations Worldwide Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Wednesday, May 27th will be issued a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date is Wednesday, May 27th. Marriott Vacations Worldwide's dividend payout ratio (DPR) is presently -31.71%.

Insider Activity at Marriott Vacations Worldwide

In related news, insider Michael Flaskey acquired 14,862 shares of the company's stock in a transaction that occurred on Tuesday, March 10th. The shares were acquired at an average cost of $67.26 per share, for a total transaction of $999,618.12. Following the completion of the acquisition, the insider directly owned 14,862 shares in the company, valued at approximately $999,618.12. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 13.30% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Marriott Vacations Worldwide

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Algert Global LLC grew its position in shares of Marriott Vacations Worldwide by 43.2% in the 3rd quarter. Algert Global LLC now owns 105,332 shares of the company's stock valued at $7,011,000 after acquiring an additional 31,770 shares during the period. Dimensional Fund Advisors LP grew its position in shares of Marriott Vacations Worldwide by 2.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,950,309 shares of the company's stock valued at $129,820,000 after acquiring an additional 54,285 shares during the period. Vanguard Group Inc. grew its position in shares of Marriott Vacations Worldwide by 7.4% in the 4th quarter. Vanguard Group Inc. now owns 3,392,787 shares of the company's stock valued at $195,730,000 after acquiring an additional 234,105 shares during the period. Dynamic Technology Lab Private Ltd bought a new position in shares of Marriott Vacations Worldwide in the 3rd quarter valued at about $1,284,000. Finally, LSV Asset Management grew its position in shares of Marriott Vacations Worldwide by 7.9% in the 4th quarter. LSV Asset Management now owns 204,657 shares of the company's stock valued at $11,807,000 after acquiring an additional 15,025 shares during the period. 89.52% of the stock is currently owned by institutional investors and hedge funds.

About Marriott Vacations Worldwide

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.