Zacks Research Has Negative Estimate for VAC FY2025 Earnings

Marriott Vacations Worldwide Co. (NYSE:VAC) – Stock analysts at Zacks Research cut their FY2025 earnings per share (EPS) estimates for shares of Marriott Vacations Worldwide in a research report issued to clients and investors on Monday, January 13th. Zacks Research analyst M. Kaushik now forecasts that the company will earn $7.00 per share for the year, down from their previous forecast of $7.03. 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 Q4 2025 earnings at $1.47 EPS, Q3 2026 earnings at $1.05 EPS, Q4 2026 earnings at $1.95 EPS and FY2026 earnings at $8.29 EPS.

Several other equities research analysts have also recently weighed in on VAC. Stifel Nicolaus increased their target price on Marriott Vacations Worldwide from $102.00 to $112.00 and gave the company a “buy” rating in a report on Tuesday, November 26th. Barclays raised Marriott Vacations Worldwide from an “equal weight” rating to an “overweight” rating and increased their target price for the stock from $97.00 to $116.00 in a research report on Friday, December 13th. Morgan Stanley assumed coverage on Marriott Vacations Worldwide in a research report on Monday, January 6th. They set an “underweight” rating and a $87.00 price objective for the company. Truist Financial raised their price objective on Marriott Vacations Worldwide from $139.00 to $142.00 and gave the company a “buy” rating in a research report on Tuesday, November 26th. Finally, StockNews.com raised Marriott Vacations Worldwide from a “sell” rating to a “hold” rating in a report on Friday, November 8th. Two equities research analysts have rated the stock with a sell rating, two have given a hold rating and six have assigned a buy rating to the company. According to data from MarketBeat.com, Marriott Vacations Worldwide currently has a consensus rating of “Hold” and a consensus target price of $105.67.

Marriott Vacations Worldwide Trading Up 1.4 %

Shares of VAC stock opened at $86.28 on Wednesday. The stock has a market capitalization of $3.01 billion, a PE ratio of 16.43, a P/E/G ratio of 0.86 and a beta of 1.84. Marriott Vacations Worldwide has a 1-year low of $67.28 and a 1-year high of $108.57. The business has a 50-day moving average of $91.95 and a 200 day moving average of $82.31. The company has a debt-to-equity ratio of 2.19, a current ratio of 3.53 and a quick ratio of 2.86.

Marriott Vacations Worldwide Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 3rd. Investors of record on Thursday, December 19th were given a dividend of $0.79 per share. The ex-dividend date was Thursday, December 19th. This is an increase from Marriott Vacations Worldwide’s previous quarterly dividend of $0.76. This represents a $3.16 annualized dividend and a yield of 3.66%. Marriott Vacations Worldwide’s payout ratio is 60.19%.

Institutional Investors Weigh In On Marriott Vacations Worldwide

Institutional investors and hedge funds have recently bought and sold shares of the business. AQR Capital Management LLC increased its holdings in shares of Marriott Vacations Worldwide by 178.2% in the second quarter. AQR Capital Management LLC now owns 355,089 shares of the company’s stock worth $29,771,000 after purchasing an additional 227,465 shares during the last quarter. Dimensional Fund Advisors LP boosted its position in shares of Marriott Vacations Worldwide by 14.9% during the second quarter. Dimensional Fund Advisors LP now owns 1,599,789 shares of the company’s stock valued at $139,687,000 after buying an additional 207,938 shares during the period. International Assets Investment Management LLC purchased a new position in shares of Marriott Vacations Worldwide during the third quarter valued at approximately $14,983,000. Hotchkis & Wiley Capital Management LLC boosted its holdings in shares of Marriott Vacations Worldwide by 18.0% in the third quarter. Hotchkis & Wiley Capital Management LLC now owns 1,102,774 shares of the company’s stock valued at $81,032,000 after purchasing an additional 168,130 shares during the period. Finally, Tremblant Capital Group boosted its holdings in shares of Marriott Vacations Worldwide by 79.7% in the second quarter. Tremblant Capital Group now owns 93,858 shares of the company’s stock valued at $8,196,000 after purchasing an additional 41,616 shares during the period. 89.52% of the stock is owned by institutional investors.

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.