Zacks Research Issues Optimistic Forecast for VAC Earnings

Key Points

• Zacks Research raised its Q2 2026 EPS estimate for Marriott Vacations Worldwide to $1.90 from $1.70 and kept a Strong-Buy rating on the stock.
• The company’s most recent quarterly results were mixed: EPS missed analyst expectations at $1.24 vs. $1.67, but revenue beat estimates at $1.26 billion and rose 4.8% year over year.
• Marriott Vacations Worldwide also declared a quarterly dividend of $0.80 per share, implying a 3.8% annualized yield, while the stock recently traded near its 52-week high of $86.33.

Marriott Vacations Worldwide Corporation (NYSE:VAC - Free Report) - Zacks Research upped their Q2 2026 earnings estimates for Marriott Vacations Worldwide in a research report issued on Tuesday, May 26th. Zacks Research analyst Team now forecasts that the company will post earnings of $1.90 per share for the quarter, up from their prior forecast of $1.70. Zacks Research has a "Strong-Buy" rating on the stock. The consensus estimate for Marriott Vacations Worldwide's current full-year earnings is $7.24 per share. Zacks Research also issued estimates for Marriott Vacations Worldwide's Q3 2026 earnings at $1.66 EPS, Q4 2026 earnings at $2.57 EPS, FY2026 earnings at $7.38 EPS, Q1 2027 earnings at $1.52 EPS, Q2 2027 earnings at $2.26 EPS, FY2027 earnings at $7.69 EPS and Q1 2028 earnings at $1.56 EPS.

VAC has been the subject of a number of other reports. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $92.00 price objective on shares of Marriott Vacations Worldwide in a research note on Thursday, April 30th. Mizuho set a $103.00 price objective on shares of Marriott Vacations Worldwide in a research note on Wednesday, May 6th. Citizens Jmp cut shares of Marriott Vacations Worldwide from an "outperform" rating to a "market perform" rating in a research note on Monday, March 9th. Wall Street Zen upgraded shares of Marriott Vacations Worldwide from a "sell" rating to a "hold" rating in a research note on Saturday, February 14th. Finally, Stifel Nicolaus boosted their price objective on shares of Marriott Vacations Worldwide from $77.00 to $85.00 and gave the stock a "buy" rating in a research note on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $80.70.

Marriott Vacations Worldwide Price Performance

Shares of Marriott Vacations Worldwide stock opened at $84.18 on Thursday. The firm has a fifty day simple moving average of $71.50 and a 200-day simple moving average of $62.47. The company has a current ratio of 3.30, a quick ratio of 2.77 and a debt-to-equity ratio of 2.80. Marriott Vacations Worldwide has a 1-year low of $44.58 and a 1-year high of $86.33. The stock has a market capitalization of $2.89 billion, a price-to-earnings ratio of -8.34, a PEG ratio of 1.83 and a beta of 1.20.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) last posted its earnings results on Tuesday, May 5th. The company reported $1.24 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.67 by ($0.43). The business had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.20 billion. Marriott Vacations Worldwide had a negative net margin of 6.72% and a positive return on equity of 11.37%. Marriott Vacations Worldwide's revenue was up 4.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.66 earnings per share. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS.

Institutional Trading of Marriott Vacations Worldwide

A number of hedge funds have recently bought and sold shares of VAC. Advisory Services Network LLC bought a new stake in Marriott Vacations Worldwide in the 3rd quarter valued at $27,000. IFP Advisors Inc boosted its holdings in Marriott Vacations Worldwide by 1,828.0% in the 3rd quarter. IFP Advisors Inc now owns 482 shares of the company's stock valued at $32,000 after purchasing an additional 457 shares during the period. Leonteq Securities AG bought a new stake in Marriott Vacations Worldwide in the 4th quarter valued at $35,000. Kestra Advisory Services LLC bought a new stake in Marriott Vacations Worldwide in the 4th quarter valued at $37,000. Finally, International Assets Investment Management LLC boosted its holdings in Marriott Vacations Worldwide by 877.2% in the 1st quarter. International Assets Investment Management LLC now owns 557 shares of the company's stock valued at $38,000 after purchasing an additional 500 shares during the period. 89.52% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, insider Michael Flaskey purchased 14,862 shares of Marriott Vacations Worldwide stock in a transaction on Tuesday, March 10th. The stock was purchased at an average cost of $67.26 per share, with a total value of $999,618.12. Following the acquisition, the insider directly owned 14,862 shares in the company, valued at approximately $999,618.12. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. 13.30% of the stock is currently owned by company insiders.

Marriott Vacations Worldwide Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Wednesday, May 27th will be issued a $0.80 dividend. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $3.20 dividend on an annualized basis and a yield of 3.8%. Marriott Vacations Worldwide's dividend payout ratio is -31.71%.

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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