Zacks Research Issues Pessimistic Outlook for VAC Earnings

Marriott Vacations Worldwide Co. (NYSE:VAC - Free Report) - Analysts at Zacks Research decreased their Q1 2026 earnings estimates for Marriott Vacations Worldwide in a research note issued to investors on Wednesday, May 28th. Zacks Research analyst M. Kaushik now forecasts that the company will earn $1.83 per share for the quarter, down from their previous estimate of $2.49. 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 FY2026 earnings at $6.80 EPS.

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

Other analysts also recently issued reports about the stock. Stifel Nicolaus lowered their price objective on shares of Marriott Vacations Worldwide from $112.00 to $108.00 and set a "buy" rating on the stock in a report on Thursday, February 27th. Barclays reduced their target price on shares of Marriott Vacations Worldwide from $97.00 to $88.00 and set an "overweight" rating for the company in a report on Monday, May 12th. Morgan Stanley raised 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. The Goldman Sachs Group increased their target price on Marriott Vacations Worldwide from $48.00 to $55.00 and gave the stock a "sell" rating in a report on Friday, May 9th. Finally, Mizuho lowered their price objective on shares of Marriott Vacations Worldwide from $112.00 to $105.00 and set an "outperform" rating for the company in a research report on Friday, May 9th. One equities research analyst has rated the stock with a sell rating, two have issued a hold rating and six have issued a buy rating to the stock. Based on data from MarketBeat, Marriott Vacations Worldwide has an average rating of "Moderate Buy" and a consensus target price of $92.25.

Marriott Vacations Worldwide Stock Up 2.1%

Shares of VAC traded up $1.37 during midday trading on Monday, hitting $65.84. The stock had a trading volume of 523,836 shares, compared to its average volume of 461,196. The company has a 50 day simple moving average of $60.70 and a two-hundred day simple moving average of $76.59. Marriott Vacations Worldwide has a twelve month low of $49.22 and a twelve month high of $100.32. The firm has a market cap of $2.27 billion, a price-to-earnings ratio of 12.54, a price-to-earnings-growth 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.

Hedge Funds Weigh In On Marriott Vacations Worldwide

Institutional investors and hedge funds have recently modified their holdings of the business. Fifth Third Bancorp boosted its holdings in 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 acquiring an additional 228 shares in the last quarter. Investment Advisory Group LLC bought a new position in Marriott Vacations Worldwide during the first quarter valued at about $31,000. Blue Trust Inc. grew its position in shares of Marriott Vacations Worldwide by 130.7% during the 4th quarter. Blue Trust Inc. now owns 533 shares of the company's stock valued at $48,000 after acquiring an additional 302 shares during the period. Brown Lisle Cummings Inc. bought a new position in Marriott Vacations Worldwide during the fourth quarter valued at $50,000. Finally, True Wealth Design LLC increased its holdings in Marriott Vacations Worldwide by 35.2% in the 4th quarter. True Wealth Design LLC now owns 595 shares of the company's stock worth $53,000 after acquiring an additional 155 shares during the last quarter. 89.52% of the stock is currently owned by institutional investors.

Insider Activity

In other Marriott Vacations Worldwide news, insider Stephanie Sobeck Butera bought 650 shares of the business's stock in a transaction that occurred on Thursday, March 6th. The shares were bought at an average price of $71.66 per share, for a total transaction of $46,579.00. Following the transaction, the insider now directly owns 8,770 shares in the company, valued at approximately $628,458.20. This trade represents a 8.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 1.60% of the company's stock.

Marriott Vacations Worldwide Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 6th. Investors of record on Friday, May 23rd will be paid a $0.79 dividend. The ex-dividend date is Friday, May 23rd. This represents a $3.16 annualized dividend and a dividend yield of 4.80%. Marriott Vacations Worldwide's dividend payout ratio is 53.92%.

Marriott Vacations Worldwide Company Profile

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.