Marriott Vacations Worldwide (NYSE:VAC) Issues FY 2026 Earnings Guidance

Key Points

• Marriott Vacations Worldwide issued FY 2026 EPS guidance of $8.25–$9.05, above the consensus estimate of $7.49. Analysts currently project $7.32 EPS for the current year.
• The company’s shares rose 3.0% to open at $101.62, near their 52-week high of $105.97. Its latest quarterly results also exceeded expectations, with EPS of $2.31 versus the $1.97 consensus and revenue of $1.32 billion.
• Analyst sentiment remains mixed, with seven Buy, two Hold and three Sell ratings, producing an average “Hold” rating and an $86.70 price target. Marriott Vacations Worldwide also pays a quarterly dividend of $0.80 per share, or $3.20 annually, yielding about 3.1%.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 8.250-9.050 for the period, compared to the consensus earnings per share estimate of 7.490. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on VAC. Weiss Ratings restated a "sell (d)" rating on shares of Marriott Vacations Worldwide in a report on Friday, June 12th. Barclays upped their target price on Marriott Vacations Worldwide from $80.00 to $94.00 and gave the company an "overweight" rating in a report on Wednesday, May 6th. Morgan Stanley increased their price target on Marriott Vacations Worldwide from $51.00 to $52.00 and gave the company an "underweight" rating in a research report on Friday, July 17th. Deutsche Bank Aktiengesellschaft lifted their price target on Marriott Vacations Worldwide from $92.00 to $119.00 and gave the stock a "buy" rating in a research note on Tuesday, June 30th. Finally, Wells Fargo & Company boosted their price objective on Marriott Vacations Worldwide from $66.00 to $68.00 and gave the stock an "underweight" rating in a report on Tuesday, July 14th. Seven research analysts have rated the stock with a Buy rating, two have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, Marriott Vacations Worldwide presently has an average rating of "Hold" and an average price target of $86.70.

Marriott Vacations Worldwide Trading Up 3.0%

Marriott Vacations Worldwide stock opened at $101.62 on Thursday. Marriott Vacations Worldwide has a 52 week low of $44.58 and a 52 week high of $105.97. The company has a debt-to-equity ratio of 2.80, a quick ratio of 2.77 and a current ratio of 3.30. The firm has a market capitalization of $3.49 billion, a price-to-earnings ratio of -10.07, a P/E/G ratio of 2.23 and a beta of 1.23. The company has a 50 day moving average price of $96.12 and a 200 day moving average price of $76.73.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $2.31 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.97 by $0.34. The company had revenue of $1.32 billion during the quarter, compared to analyst estimates of $1.30 billion. Marriott Vacations Worldwide had a positive return on equity of 11.37% and a negative net margin of 6.72%.Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS. Research analysts forecast that Marriott Vacations Worldwide will post 7.32 EPS for the current year.

Marriott Vacations Worldwide Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Wednesday, May 27th were paid a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend was Wednesday, May 27th. Marriott Vacations Worldwide's payout ratio is -31.71%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Arrowstreet Capital Limited Partnership boosted its stake in shares of Marriott Vacations Worldwide by 11.0% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 705,629 shares of the company's stock valued at $46,967,000 after buying an additional 69,652 shares during the period. Goldman Sachs Group Inc. raised its holdings in shares of Marriott Vacations Worldwide by 41.4% during the fourth quarter. Goldman Sachs Group Inc. now owns 399,668 shares of the company's stock worth $23,057,000 after acquiring an additional 117,030 shares in the last quarter. New South Capital Management Inc. boosted its position in Marriott Vacations Worldwide by 15.1% during the fourth quarter. New South Capital Management Inc. now owns 382,869 shares of the company's stock valued at $22,088,000 after purchasing an additional 50,148 shares during the last quarter. Charles Schwab Investment Management Inc. grew its stake in Marriott Vacations Worldwide by 14.1% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 356,579 shares of the company's stock valued at $20,571,000 after purchasing an additional 44,159 shares in the last quarter. Finally, AQR Capital Management LLC grew its stake in Marriott Vacations Worldwide by 157.8% in the fourth quarter. AQR Capital Management LLC now owns 351,552 shares of the company's stock valued at $20,281,000 after purchasing an additional 215,202 shares in the last quarter. 89.52% of the stock is owned by hedge funds and other institutional investors.

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.

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