Marriott Vacations Worldwide (NYSE:VAC) Updates FY 2026 Earnings Guidance

Marriott Vacations Worldwide (NYSE:VAC) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 8.250-9.050 for the period, compared to the consensus earnings per share estimate of 7.490. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

VAC has been the topic of several analyst reports. Wells Fargo & Company increased their price target on shares of Marriott Vacations Worldwide from $66.00 to $68.00 and gave the stock an “underweight” rating in a research note on Tuesday, July 14th. Zacks Research lowered shares of Marriott Vacations Worldwide from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 2nd. The Goldman Sachs Group upgraded shares of Marriott Vacations Worldwide from a “sell” rating to a “buy” rating and set a $100.00 price objective for the company in a report on Monday, June 1st. Mizuho set a $103.00 target price on shares of Marriott Vacations Worldwide in a research report on Wednesday, May 6th. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Marriott Vacations Worldwide in a report on Friday, June 12th. Seven analysts have rated the stock with a Buy rating, two have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, Marriott Vacations Worldwide presently has a consensus rating of “Hold” and a consensus price target of $86.70.

Marriott Vacations Worldwide Stock Up 3.0%

Shares of Marriott Vacations Worldwide stock opened at $101.62 on Thursday. Marriott Vacations Worldwide has a 12-month low of $44.58 and a 12-month high of $105.97. The company has a quick ratio of 2.77, a current ratio of 3.30 and a debt-to-equity ratio of 2.80. The stock has a 50 day moving average price of $96.12 and a two-hundred day moving average price of $76.73. The stock has a market capitalization of $3.49 billion, a P/E ratio of -10.07, a PEG ratio of 2.23 and a beta of 1.23.

Marriott Vacations Worldwide (NYSE:VAC) last released its quarterly earnings results on Thursday, August 6th. The company reported $2.31 EPS for the quarter, beating analysts’ consensus estimates of $1.97 by $0.34. Marriott Vacations Worldwide had a negative net margin of 6.72% and a positive return on equity of 11.37%. The company had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.30 billion. Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS. Equities analysts expect that Marriott Vacations Worldwide will post 7.32 earnings per share for the current year.

Marriott Vacations Worldwide Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Wednesday, May 27th were issued a $0.80 dividend. This represents a $3.20 annualized dividend and a yield of 3.1%. The ex-dividend date was Wednesday, May 27th. Marriott Vacations Worldwide’s dividend payout ratio (DPR) is -31.71%.

Institutional Investors Weigh In On Marriott Vacations Worldwide

A number of hedge funds have recently bought and sold shares of the company. Goldman Sachs Group Inc. lifted its position in shares of Marriott Vacations Worldwide by 18.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 140,662 shares of the company’s stock worth $9,036,000 after purchasing an additional 21,623 shares during the last quarter. Empowered Funds LLC grew its holdings in Marriott Vacations Worldwide by 147.9% in the 1st quarter. Empowered Funds LLC now owns 8,487 shares of the company’s stock valued at $545,000 after buying an additional 5,064 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Marriott Vacations Worldwide by 4.7% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 100,636 shares of the company’s stock valued at $6,465,000 after buying an additional 4,497 shares during the last quarter. Invesco Ltd. increased its position in Marriott Vacations Worldwide by 102.9% in the 2nd quarter. Invesco Ltd. now owns 212,199 shares of the company’s stock worth $15,344,000 after buying an additional 107,598 shares during the period. Finally, First Trust Advisors LP increased its position in Marriott Vacations Worldwide by 22.7% in the 2nd quarter. First Trust Advisors LP now owns 121,820 shares of the company’s stock worth $8,809,000 after buying an additional 22,506 shares during the period. 89.52% of the stock is currently owned by institutional investors.

Marriott Vacations Worldwide Company Profile

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.