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

Key Points

• FY2026 EPS guidance: Marriott updated its FY2026 earnings guidance to a range of 7.050–7.800 EPS, compared with a consensus estimate of about 7.52.
• In the most recent quarter the company reported $1.24 EPS, missing estimates of $1.67, while revenue of $1.26 billion beat estimates of $1.20 billion.
• The firm pays a quarterly dividend of $0.80 (annualized $3.20, ~4.6% yield), and insider Michael Flaskey purchased 14,862 shares for roughly $1.0 million.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 7.050-7.800 for the period, compared to the consensus earnings per share estimate of 7.520. The company issued revenue guidance of -.

Marriott Vacations Worldwide Stock Down 3.4%

NYSE:VAC opened at $70.25 on Tuesday. The company has a market capitalization of $2.41 billion, a price-to-earnings ratio of -7.58, a price-to-earnings-growth ratio of 1.72 and a beta of 1.20. Marriott Vacations Worldwide has a one year low of $44.58 and a one year high of $86.33. The stock has a 50-day simple moving average of $68.17 and a 200 day simple moving average of $61.49. The company has a debt-to-equity ratio of 2.85, a quick ratio of 2.94 and a current ratio of 3.48.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The company reported $1.24 EPS for the quarter, missing analysts' consensus estimates of $1.67 by ($0.43). The firm had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.20 billion. Marriott Vacations Worldwide had a positive return on equity of 11.77% and a negative net margin of 6.12%.Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS. Sell-side analysts predict that Marriott Vacations Worldwide will post 7.32 EPS for the current fiscal year.

Marriott Vacations Worldwide Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Investors of record on Wednesday, March 4th were paid a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a yield of 4.6%. The ex-dividend date was Wednesday, March 4th. Marriott Vacations Worldwide's dividend payout ratio (DPR) is -34.52%.

Analysts Set New Price Targets

VAC has been the subject of a number of research reports. Stifel Nicolaus lifted their price target on Marriott Vacations Worldwide from $77.00 to $85.00 and gave the stock a "buy" rating in a research note on Thursday, February 26th. Weiss Ratings downgraded Marriott Vacations Worldwide from a "hold (c-)" rating to a "sell (d)" rating in a research note on Tuesday, March 17th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $92.00 price target on shares of Marriott Vacations Worldwide in a research note on Thursday. Morgan Stanley decreased their target price on Marriott Vacations Worldwide from $52.00 to $50.00 and set an "underweight" rating for the company in a research note on Friday, April 10th. Finally, Jefferies Financial Group upgraded Marriott Vacations Worldwide from a "hold" rating to a "buy" rating and lifted their target price for the company from $52.00 to $105.00 in a research note on Monday, March 2nd. Six equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $75.30.

Insider Buying and Selling

In related news, insider Michael Flaskey bought 14,862 shares of the firm's stock in a transaction on Tuesday, March 10th. The stock was bought at an average cost of $67.26 per share, for a total transaction of $999,618.12. Following the completion of the purchase, 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 Securities & Exchange Commission, which is accessible through the SEC website. 13.30% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Marriott Vacations Worldwide

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Goldman Sachs Group Inc. raised its holdings in shares of Marriott Vacations Worldwide by 18.2% during the first quarter. Goldman Sachs Group Inc. now owns 140,662 shares of the company's stock valued at $9,036,000 after buying an additional 21,623 shares during the last quarter. Empowered Funds LLC boosted its position in shares of Marriott Vacations Worldwide by 147.9% during the first quarter. Empowered Funds LLC now owns 8,487 shares of the company's stock worth $545,000 after buying an additional 5,064 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Marriott Vacations Worldwide by 4.7% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 100,636 shares of the company's stock worth $6,465,000 after buying an additional 4,497 shares during the period. Invesco Ltd. boosted its position in shares of Marriott Vacations Worldwide by 102.9% during the second quarter. Invesco Ltd. now owns 212,199 shares of the company's stock worth $15,344,000 after buying an additional 107,598 shares during the period. Finally, First Trust Advisors LP boosted its position in shares of Marriott Vacations Worldwide by 22.7% during the second quarter. First Trust Advisors LP now owns 121,820 shares of the company's stock worth $8,809,000 after buying an additional 22,506 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.