Zacks Research Issues Negative Outlook for VAC Earnings

Marriott Vacations Worldwide Corporation (NYSE:VAC - Free Report) - Equities research analysts at Zacks Research dropped their Q1 2026 earnings per share estimates for Marriott Vacations Worldwide in a research report issued on Wednesday, July 9th. Zacks Research analyst M. Kaushik now anticipates that the company will post earnings of $1.72 per share for the quarter, down from their prior forecast of $1.79. The consensus estimate for Marriott Vacations Worldwide's current full-year earnings is $6.23 per share.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) last issued its quarterly earnings results on Wednesday, May 7th. The company reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.56 by $0.10. Marriott Vacations Worldwide had a return on equity of 10.43% and a net margin of 4.57%. The firm had revenue of $1.20 billion for the quarter, compared to analyst estimates of $1.21 billion. During the same period in the previous year, the firm earned $1.80 earnings per share. The company's revenue was up .4% compared to the same quarter last year.

VAC has been the topic of several other reports. The Goldman Sachs Group boosted their price target on Marriott Vacations Worldwide from $48.00 to $55.00 and gave the company a "sell" rating in a research note on Friday, May 9th. Morgan Stanley raised Marriott Vacations Worldwide from an "underweight" rating to an "equal weight" rating and lowered their target price for the stock from $67.00 to $57.00 in a research report on Tuesday, April 22nd. Mizuho lowered their target price on Marriott Vacations Worldwide from $112.00 to $105.00 and set an "outperform" rating on the stock in a research report on Friday, May 9th. Finally, Barclays lowered their target price on Marriott Vacations Worldwide from $97.00 to $88.00 and set an "overweight" rating on the stock in a research report on Monday, May 12th. One research analyst has rated the stock with a sell rating, two have given a hold rating and six have given a buy rating to the company. Based on data from MarketBeat.com, Marriott Vacations Worldwide has a consensus rating of "Moderate Buy" and a consensus price target of $92.25.

Marriott Vacations Worldwide Trading Up 3.4%

VAC traded up $2.75 during trading on Thursday, hitting $83.36. The company's stock had a trading volume of 542,068 shares, compared to its average volume of 487,296. Marriott Vacations Worldwide has a twelve month low of $49.22 and a twelve month high of $100.32. The company has a quick ratio of 2.58, a current ratio of 3.16 and a debt-to-equity ratio of 2.18. The stock's fifty day moving average price is $68.84 and its 200-day moving average price is $72.50. The firm has a market capitalization of $2.88 billion, a P/E ratio of 14.23, a PEG ratio of 1.77 and a beta of 1.48.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. Dimensional Fund Advisors LP grew its stake in Marriott Vacations Worldwide by 2.6% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,931,782 shares of the company's stock valued at $124,101,000 after purchasing an additional 48,585 shares during the period. Fuller & Thaler Asset Management Inc. grew its stake in Marriott Vacations Worldwide by 32.2% in the 1st quarter. Fuller & Thaler Asset Management Inc. now owns 1,822,687 shares of the company's stock valued at $117,089,000 after purchasing an additional 444,126 shares during the period. Hotchkis & Wiley Capital Management LLC grew its stake in Marriott Vacations Worldwide by 8.1% in the 1st quarter. Hotchkis & Wiley Capital Management LLC now owns 1,139,334 shares of the company's stock valued at $73,191,000 after purchasing an additional 85,230 shares during the period. T. Rowe Price Investment Management Inc. grew its stake in Marriott Vacations Worldwide by 2.8% in the 1st quarter. T. Rowe Price Investment Management Inc. now owns 800,315 shares of the company's stock valued at $51,413,000 after purchasing an additional 21,631 shares during the period. Finally, AQR Capital Management LLC grew its stake in Marriott Vacations Worldwide by 47.2% in the 4th quarter. AQR Capital Management LLC now owns 765,480 shares of the company's stock valued at $68,510,000 after purchasing an additional 245,427 shares during the period. Institutional investors own 89.52% of the company's stock.

Insider Transactions at Marriott Vacations Worldwide

In related news, Director Christian Asmar purchased 337,551 shares of the firm's stock in a transaction that occurred on Wednesday, June 18th. The stock was acquired at an average price of $68.11 per share, for a total transaction of $22,990,598.61. Following the completion of the acquisition, the director owned 4,045,984 shares of the company's stock, valued at $275,571,970.24. This represents a 9.10% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 1.60% of the company's stock.

Marriott Vacations Worldwide Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 6th. Investors of record on Friday, May 23rd were issued a dividend of $0.79 per share. The ex-dividend date of this dividend was Friday, May 23rd. This represents a $3.16 annualized dividend and a yield of 3.79%. Marriott Vacations Worldwide's dividend payout ratio (DPR) is currently 53.92%.

About Marriott Vacations Worldwide

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.