Zacks Research Analysts Decrease Earnings Estimates for VAC

Marriott Vacations Worldwide Co. (NYSE:VAC) – Equities researchers at Zacks Research dropped their Q2 2025 earnings per share estimates for Marriott Vacations Worldwide in a research note issued on Wednesday, March 19th. Zacks Research analyst M. Kaushik now forecasts that the company will post earnings per share of $1.67 for the quarter, down from their previous estimate of $1.84. 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 FY2025 earnings at $6.58 EPS, Q1 2026 earnings at $2.49 EPS, Q2 2026 earnings at $2.25 EPS, Q4 2026 earnings at $1.73 EPS, FY2026 earnings at $8.10 EPS and FY2027 earnings at $8.67 EPS.

Other analysts also recently issued reports about the company. Mizuho lifted their price target on Marriott Vacations Worldwide from $117.00 to $120.00 and gave the stock an “outperform” rating in a report on Tuesday, February 25th. Barclays cut their target price on Marriott Vacations Worldwide from $116.00 to $97.00 and set an “overweight” rating on the stock in a research report on Friday, February 28th. Stifel Nicolaus cut their target price on Marriott Vacations Worldwide from $112.00 to $108.00 and set a “buy” rating on the stock in a research report on Thursday, February 27th. The Goldman Sachs Group lifted their target price on Marriott Vacations Worldwide from $70.00 to $85.00 and gave the stock a “sell” rating in a research report on Tuesday, December 10th. Finally, Morgan Stanley started coverage on Marriott Vacations Worldwide in a research report on Monday, January 6th. They set an “underweight” rating and a $87.00 target price on the stock. Two analysts have rated the stock with a sell rating, one has issued a hold rating and six have issued a buy rating to the stock. According to MarketBeat.com, Marriott Vacations Worldwide has a consensus rating of “Hold” and an average price target of $102.75.

Marriott Vacations Worldwide Stock Down 1.2 %

Shares of NYSE VAC opened at $65.90 on Friday. The company has a market capitalization of $2.30 billion, a price-to-earnings ratio of 12.55, a price-to-earnings-growth ratio of 0.67 and a beta of 1.83. The company has a debt-to-equity ratio of 2.19, a current ratio of 3.53 and a quick ratio of 2.86. The business has a 50-day moving average of $80.55 and a two-hundred day moving average of $82.78. Marriott Vacations Worldwide has a 1 year low of $63.46 and a 1 year high of $108.57.

Marriott Vacations Worldwide (NYSE:VAC) last posted its earnings results on Wednesday, February 26th. The company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.51 by $0.35. Marriott Vacations Worldwide had a return on equity of 10.89% and a net margin of 4.20%. The company had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.24 billion.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Wealth Enhancement Advisory Services LLC increased its holdings in shares of Marriott Vacations Worldwide by 74.2% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,653 shares of the company’s stock worth $1,226,000 after buying an additional 5,816 shares during the last quarter. Forum Financial Management LP acquired a new stake in shares of Marriott Vacations Worldwide during the 4th quarter worth $203,000. Ananym Capital Management LP acquired a new stake in shares of Marriott Vacations Worldwide during the 4th quarter worth $21,987,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of Marriott Vacations Worldwide by 16.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 96,139 shares of the company’s stock worth $8,633,000 after buying an additional 13,840 shares during the last quarter. Finally, Voloridge Investment Management LLC acquired a new stake in shares of Marriott Vacations Worldwide during the 4th quarter worth $545,000. 89.52% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Marriott Vacations Worldwide

In related news, insider Stephanie Sobeck Butera bought 650 shares of Marriott Vacations Worldwide stock in a transaction that occurred on Thursday, March 6th. The shares were purchased at an average price of $71.66 per share, with a total value of $46,579.00. Following the purchase, the insider now owns 8,770 shares in the company, valued at $628,458.20. This represents a 8.00 % increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 1.70% of the stock is owned by corporate insiders.

Marriott Vacations Worldwide Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 19th. Investors of record on Wednesday, March 5th were paid a $0.79 dividend. This represents a $3.16 dividend on an annualized basis and a yield of 4.80%. The ex-dividend date of this dividend was Wednesday, March 5th. Marriott Vacations Worldwide’s payout ratio is currently 56.23%.

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.