Marriott Vacations Worldwide (NYSE:VAC) Hits New 1-Year High – What’s Next?

Marriott Vacations Worldwide Corporation (NYSE:VAC) shares hit a new 52-week high during trading on Thursday . The company traded as high as $86.44 and last traded at $86.2330, with a volume of 155374 shares trading hands. The stock had previously closed at $84.12.

More Marriott Vacations Worldwide News

Here are the key news stories impacting Marriott Vacations Worldwide this week:

• Positive Sentiment: Zacks Research boosted its earnings forecast for Q2 2026 to $1.90 per share from $1.70, implying improved near-term performance. Marriott Vacations Worldwide stock page
• Positive Sentiment: The firm also raised estimates for Q3 2026 to $1.66 and FY2026 to $7.38, both above prior forecasts. Marriott Vacations Worldwide stock page
• Positive Sentiment: Longer-term estimates were lifted for Q2 2027, Q3 2027, Q4 2027, and FY2028, signaling a stronger earnings trajectory over the next few years. Marriott Vacations Worldwide stock page

Analyst Upgrades and Downgrades

VAC has been the subject of a number of analyst reports. Mizuho set a $103.00 price objective on shares of Marriott Vacations Worldwide in a research report on Wednesday, May 6th. Barclays lifted their price objective on shares of Marriott Vacations Worldwide from $80.00 to $94.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Wall Street Zen raised shares of Marriott Vacations Worldwide from a “sell” rating to a “hold” rating in a report on Saturday, February 14th. Wells Fargo & Company lifted their target price on shares of Marriott Vacations Worldwide from $58.00 to $66.00 and gave the stock an “underweight” rating in a report on Thursday, May 7th. Finally, Weiss Ratings downgraded shares of Marriott Vacations Worldwide from a “hold (c-)” rating to a “sell (d)” rating in a report on Tuesday, March 17th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $80.70.

Marriott Vacations Worldwide Stock Up 3.0%

The firm has a market cap of $2.98 billion, a P/E ratio of -8.60, a P/E/G ratio of 1.83 and a beta of 1.20. The company has a debt-to-equity ratio of 2.80, a quick ratio of 2.77 and a current ratio of 3.30. The firm’s fifty day moving average is $71.50 and its 200 day moving average is $62.47.

Marriott Vacations Worldwide (NYSE:VAC) last announced its earnings results on Tuesday, May 5th. The company reported $1.24 EPS for the quarter, missing the consensus estimate of $1.67 by ($0.43). The company had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.20 billion. Marriott Vacations Worldwide had a positive return on equity of 11.37% and a negative net margin of 6.72%.The business’s quarterly revenue was up 4.8% on a year-over-year basis. During the same period in the previous year, the firm posted $1.66 EPS. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS. As a group, equities research analysts anticipate that Marriott Vacations Worldwide Corporation will post 7.24 earnings per share for the current fiscal year.

Marriott Vacations Worldwide Dividend Announcement

The firm also recently disclosed 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 3.7%. Marriott Vacations Worldwide’s payout ratio is currently -31.71%.

Insider Transactions at Marriott Vacations Worldwide

In other Marriott Vacations Worldwide news, insider Michael Flaskey acquired 14,862 shares of the business’s stock in a transaction on Tuesday, March 10th. The stock was purchased at an average price of $67.26 per share, with a total value of $999,618.12. Following the acquisition, the insider directly owned 14,862 shares of the company’s stock, valued at approximately $999,618.12. This trade represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 13.30% of the stock is owned by corporate insiders.

Institutional Trading of Marriott Vacations Worldwide

A number of institutional investors have recently bought and sold shares of VAC. Capital World Investors bought a new stake in Marriott Vacations Worldwide in the 3rd quarter valued at about $226,000. Vanguard Group Inc. boosted its holdings in Marriott Vacations Worldwide by 7.4% in the 4th quarter. Vanguard Group Inc. now owns 3,392,787 shares of the company’s stock valued at $195,730,000 after purchasing an additional 234,105 shares during the period. Schonfeld Strategic Advisors LLC bought a new stake in Marriott Vacations Worldwide in the 4th quarter valued at about $12,633,000. AQR Capital Management LLC boosted its holdings in Marriott Vacations Worldwide by 157.8% in the 4th quarter. AQR Capital Management LLC now owns 351,552 shares of the company’s stock valued at $20,281,000 after purchasing an additional 215,202 shares during the period. Finally, Goldman Sachs Group Inc. boosted its holdings in Marriott Vacations Worldwide by 41.4% in the 4th quarter. Goldman Sachs Group Inc. now owns 399,668 shares of the company’s stock valued at $23,057,000 after purchasing an additional 117,030 shares during the period. Institutional investors own 89.52% of the company’s stock.

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.