Zacks Research Issues Negative Estimate for VAC Earnings

Marriott Vacations Worldwide Co. (NYSE:VAC) – Equities research analysts at Zacks Research reduced their Q2 2025 earnings per share (EPS) estimates for shares of Marriott Vacations Worldwide in a research report issued on Wednesday, March 19th. Zacks Research analyst M. Kaushik now forecasts that the company will post earnings of $1.67 per share for the quarter, down from their previous forecast 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.

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

A number of other equities analysts have also recently weighed in on VAC. Mizuho upped 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 reduced their price target on Marriott Vacations Worldwide from $116.00 to $97.00 and set an “overweight” rating for the company in a report on Friday, February 28th. Truist Financial reduced their price target on Marriott Vacations Worldwide from $142.00 to $140.00 and set a “buy” rating for the company in a report on Friday, March 7th. Stifel Nicolaus reduced their price target on Marriott Vacations Worldwide from $112.00 to $108.00 and set a “buy” rating for the company in a report on Thursday, February 27th. Finally, Morgan Stanley assumed coverage on Marriott Vacations Worldwide in a report on Monday, January 6th. They issued an “underweight” rating and a $87.00 price target for the company. Two analysts have rated the stock with a sell rating, one has assigned a hold rating and six have assigned a buy rating to the company’s stock. According to data from MarketBeat, Marriott Vacations Worldwide presently has a consensus rating of “Hold” and an average price target of $102.75.

Marriott Vacations Worldwide Stock Performance

NYSE VAC opened at $65.90 on Friday. The stock has a market capitalization of $2.30 billion, a price-to-earnings ratio of 12.55, a PEG ratio of 0.67 and a beta of 1.83. Marriott Vacations Worldwide has a twelve month low of $63.46 and a twelve month high of $108.57. The company has a current ratio of 3.53, a quick ratio of 2.86 and a debt-to-equity ratio of 2.19. The stock has a 50-day moving average of $80.55 and a 200 day moving average of $82.72.

Marriott Vacations Worldwide Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, March 19th. Shareholders of record on Wednesday, March 5th were paid a dividend of $0.79 per share. The ex-dividend date of this dividend was Wednesday, March 5th. This represents a $3.16 annualized dividend and a yield of 4.80%. Marriott Vacations Worldwide’s dividend payout ratio (DPR) is currently 56.23%.

Insiders Place Their Bets

In related news, insider Stephanie Sobeck Butera purchased 650 shares of the company’s stock in a transaction dated Thursday, March 6th. The stock was acquired at an average cost of $71.66 per share, for a total transaction of $46,579.00. Following the completion of the transaction, the insider now directly owns 8,770 shares of the company’s stock, valued at approximately $628,458.20. This trade represents a 8.00 % increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 1.70% of the stock is owned by company insiders.

Institutional Investors Weigh In On Marriott Vacations Worldwide

Large investors have recently made changes to their positions in the stock. Blue Trust Inc. grew its position in shares of Marriott Vacations Worldwide by 130.7% in the fourth quarter. Blue Trust Inc. now owns 533 shares of the company’s stock valued at $48,000 after purchasing an additional 302 shares in the last quarter. Sanctuary Advisors LLC purchased a new stake in shares of Marriott Vacations Worldwide in the third quarter valued at approximately $348,000. Hotchkis & Wiley Capital Management LLC grew its position 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 in the last quarter. Cibc World Market Inc. grew its position in shares of Marriott Vacations Worldwide by 251.3% in the fourth quarter. Cibc World Market Inc. now owns 133,372 shares of the company’s stock valued at $11,977,000 after purchasing an additional 95,409 shares in the last quarter. Finally, Principal Financial Group Inc. grew its position in shares of Marriott Vacations Worldwide by 2.0% in the fourth quarter. Principal Financial Group Inc. now owns 1,181,961 shares of the company’s stock valued at $106,140,000 after purchasing an additional 23,380 shares in the last quarter. 89.52% of the stock is currently owned by hedge funds and other 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.