Marriott Vacations Worldwide (NYSE:VAC) Price Target Raised to $58.00 at Wells Fargo & Company

Marriott Vacations Worldwide (NYSE:VAC) had its price objective increased by equities research analysts at Wells Fargo & Company from $46.00 to $58.00 in a report issued on Friday,Benzinga reports. The firm presently has an “underweight” rating on the stock. Wells Fargo & Company‘s price target would indicate a potential downside of 10.22% from the company’s current price.

Several other equities analysts have also weighed in on the stock. Morgan Stanley restated an “underweight” rating and set a $52.00 price target (down from $70.00) on shares of Marriott Vacations Worldwide in a research report on Friday, January 16th. Mizuho cut shares of Marriott Vacations Worldwide from an “outperform” rating to a “neutral” rating and dropped their target price for the company from $85.00 to $58.00 in a research note on Tuesday, November 11th. Weiss Ratings reissued a “sell (d+)” rating on shares of Marriott Vacations Worldwide in a research report on Monday, December 29th. Citizens Jmp lowered their price target on shares of Marriott Vacations Worldwide from $115.00 to $60.00 and set a “market outperform” rating on the stock in a report on Friday, November 7th. Finally, The Goldman Sachs Group dropped their price objective on Marriott Vacations Worldwide from $63.00 to $54.00 and set a “sell” rating on the stock in a research note on Tuesday, November 11th. Four analysts have rated the stock with a Buy rating, two have issued a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $64.00.

Marriott Vacations Worldwide Stock Performance

Shares of VAC traded down $3.06 on Friday, reaching $64.60. 199,074 shares of the company’s stock traded hands, compared to its average volume of 585,090. The stock’s 50 day simple moving average is $58.16 and its two-hundred day simple moving average is $63.04. The stock has a market cap of $2.24 billion, a PE ratio of -7.07, a PEG ratio of 1.44 and a beta of 1.33. Marriott Vacations Worldwide has a 52-week low of $44.58 and a 52-week high of $86.33. The company has a current ratio of 3.87, a quick ratio of 3.22 and a debt-to-equity ratio of 2.29.

Marriott Vacations Worldwide (NYSE:VAC) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.72 by $0.14. Marriott Vacations Worldwide had a positive return on equity of 11.21% and a negative net margin of 6.12%.The firm had revenue of $1.32 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the prior year, the company earned $1.86 EPS. The business’s revenue for the quarter was down .3% on a year-over-year basis. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS. On average, analysts forecast that Marriott Vacations Worldwide will post 6.23 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Marriott Vacations Worldwide

A number of large investors have recently modified their holdings of the company. Invesco Ltd. boosted its holdings in Marriott Vacations Worldwide by 55.8% in the 4th quarter. Invesco Ltd. now owns 298,015 shares of the company’s stock valued at $17,192,000 after purchasing an additional 106,702 shares during the period. Corient Private Wealth LLC bought a new position in shares of Marriott Vacations Worldwide in the fourth quarter worth $6,745,000. Mercer Global Advisors Inc. ADV raised its position in shares of Marriott Vacations Worldwide by 78.3% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 6,072 shares of the company’s stock worth $350,000 after buying an additional 2,667 shares in the last quarter. Bridgeway Capital Management LLC boosted its stake in Marriott Vacations Worldwide by 21.3% during the fourth quarter. Bridgeway Capital Management LLC now owns 212,192 shares of the company’s stock valued at $12,241,000 after buying an additional 37,293 shares during the period. Finally, Ananym Capital Management LP boosted its stake in Marriott Vacations Worldwide by 0.4% during the fourth quarter. Ananym Capital Management LP now owns 736,947 shares of the company’s stock valued at $42,514,000 after buying an additional 3,200 shares during the period. 89.52% of the stock is currently owned by institutional investors.

Trending Headlines about Marriott Vacations Worldwide

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

• Positive Sentiment: EPS beat and upbeat FY‑2026 guidance — VAC reported Q4 EPS above estimates and issued FY‑2026 EPS guidance (7.05–7.80) that tops consensus, signaling management expects recovery in earnings power. Company Q4 release
• Positive Sentiment: Management targets higher adjusted EBITDA — Management set adjusted EBITDA of $755M–$780M for 2026 and described operational changes under new leadership aimed at improving margins and cash flow. This gives investors a clearer path to cash‑flow recovery. MSN article
• Positive Sentiment: Analyst bullishness — Stifel raised its price target from $77 to $85 and maintained a buy view, adding upward analyst momentum that can support the rally. Analyst price target note
• Positive Sentiment: Short‑interest declined in February — A meaningful drop in short interest (about 14%) suggests some short covering, which can amplify upward moves on positive news. MarketBeat short interest note
• Neutral Sentiment: Mixed operational read — Revenue slightly missed some estimates and consolidated contract sales were soft, indicating demand recovery is uneven; analysts and commentaries are parsing whether results represent a bottom. Zacks coverage
• Neutral Sentiment: Investor analysis focuses on valuation and strategy — Several writeups call VAC a recovery/turnaround play with attractive yield and free‑cash‑flow upside but note risks from prior impairments and execution. Seeking Alpha review
• Negative Sentiment: Large one‑time charges produced a Q4 GAAP loss — The company reported a $431M net loss and disclosed roughly $546M of impairments and restructuring/modernization costs, which weigh on reported earnings and raise execution risk. BusinessWire release
• Negative Sentiment: Investor litigation inquiry — Pomerantz announced an investigation into VAC on behalf of investors, introducing legal overhang and potential headline risk. PR Newswire alert
• Negative Sentiment: Contract sales softness — Quarterly contract sales and some revenue metrics slipped year‑over‑year, which could pressure near‑term topline recovery if trends continue. Zacks metrics analysis

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.