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

Marriott Vacations Worldwide (NYSE:VAC) updated 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 -.

Analyst Ratings Changes

Several research firms have recently issued reports on VAC. Weiss Ratings reiterated a “sell (d)” rating on shares of Marriott Vacations Worldwide in a research note on Friday, June 12th. Wells Fargo & Company raised their price target on shares of Marriott Vacations Worldwide from $68.00 to $101.00 and gave the company an “underweight” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Marriott Vacations Worldwide from $92.00 to $119.00 and gave the stock a “buy” rating in a report on Tuesday, June 30th. Morgan Stanley upped their price objective on shares of Marriott Vacations Worldwide from $51.00 to $52.00 and gave the stock an “underweight” rating in a research report on Friday, July 17th. Finally, Barclays increased their price objective on shares of Marriott Vacations Worldwide from $94.00 to $140.00 and gave the company an “overweight” rating in a research note on Friday. Seven research analysts have rated the stock with a Buy rating, two have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $97.80.

Marriott Vacations Worldwide Trading Down 1.1%

NYSE VAC opened at $123.36 on Friday. The stock has a market capitalization of $4.24 billion, a price-to-earnings ratio of -12.67, a PEG ratio of 2.39 and a beta of 1.23. Marriott Vacations Worldwide has a one year low of $44.58 and a one year high of $131.34. The company has a debt-to-equity ratio of 2.65, a current ratio of 3.56 and a quick ratio of 2.77. The business’s fifty day moving average is $97.68 and its 200-day moving average is $77.51.

Marriott Vacations Worldwide (NYSE:VAC) last posted its quarterly earnings results on Thursday, August 6th. The company reported $2.31 earnings per share for the quarter, beating the consensus estimate of $1.97 by $0.34. Marriott Vacations Worldwide had a negative net margin of 6.47% and a positive return on equity of 12.27%. The company had revenue of $1.32 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same quarter in the prior year, the business earned $1.96 earnings per share. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS. Equities research analysts predict that Marriott Vacations Worldwide will post 8.65 EPS for the current year.

Marriott Vacations Worldwide Dividend Announcement

The business also recently declared 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 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend was Wednesday, May 27th. Marriott Vacations Worldwide’s payout ratio is -31.71%.

Key Headlines Impacting Marriott Vacations Worldwide

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

• Positive Sentiment: Second-quarter results exceeded expectations. Marriott Vacations reported earnings of $2.31 per share, above the roughly $1.97-$1.98 consensus, while revenue reached $1.32 billion versus estimates of $1.30 billion. Revenue increased 5.9% year over year and earnings improved from $1.96 per share in the prior-year quarter. Marriott Vacations Worldwide Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Sales momentum was especially strong. Contract sales rose 22% year over year to $545 million, while net income attributable to common shareholders increased to $77 million from $69 million and diluted EPS rose to $2.12 from $1.77. Marriott Vacations Worldwide Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Management raised or reaffirmed an optimistic 2026 outlook. Full-year EPS guidance of $8.25-$9.05 is above the approximately $7.49 analyst consensus, supporting the case for continued earnings growth. Marriott Vacations Raises 2026 Outlook on Strong Q2
• Positive Sentiment: A Zacks screen identified VAC as a fast-momentum stock that still appears reasonably valued, which could attract investors seeking growth at a discount. Despite Fast-paced Momentum, Marriott Vacations Worldwide Is Still a Bargain Stock
• Negative Sentiment: Wells Fargo raised its price target but maintained an “underweight” rating. The new $101 target remains materially below the recent share price, signaling that the bank views the strong rally as excessive relative to fundamentals. Wells Fargo Price Target Update
• Negative Sentiment: A Seeking Alpha analysis downgraded the stock, arguing that stellar sales activity may already be reflected in the valuation. This caution, combined with the elevated post-earnings share price, is likely limiting the positive reaction to VAC’s results. Marriott Vacations Stellar Sales Activity Supports the Recent Rally

Institutional Trading of Marriott Vacations Worldwide

A number of large investors have recently bought and sold shares of the company. Captrust Financial Advisors boosted its holdings in Marriott Vacations Worldwide by 17.4% in the 4th quarter. Captrust Financial Advisors now owns 3,834 shares of the company’s stock worth $221,000 after buying an additional 568 shares during the period. Janney Montgomery Scott LLC bought a new stake in Marriott Vacations Worldwide during the 4th quarter valued at $229,000. Mercer Global Advisors Inc. ADV purchased a new stake in shares of Marriott Vacations Worldwide during the third quarter worth $227,000. Capital World Investors purchased a new stake in shares of Marriott Vacations Worldwide during the third quarter worth $226,000. Finally, Tower Research Capital LLC TRC boosted its holdings in shares of Marriott Vacations Worldwide by 83.2% in the second quarter. Tower Research Capital LLC TRC now owns 3,140 shares of the company’s stock worth $227,000 after acquiring an additional 1,426 shares during the period. 89.52% of the stock is owned by hedge funds and other 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.