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

Marriott Vacations Worldwide (NYSE:VAC) issued an update on its FY 2026 earnings guidance on Thursday morning. 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 -.

Marriott Vacations Worldwide Stock Up 23.1%

Shares of NYSE:VAC traded up $23.47 during midday trading on Thursday, hitting $125.21. 1,819,457 shares of the company’s stock were exchanged, compared to its average volume of 547,860. The company has a market cap of $4.30 billion, a PE ratio of -12.41, a price-to-earnings-growth ratio of 2.23 and a beta of 1.23. The stock has a 50 day moving average price of $96.12 and a 200-day moving average price of $76.73. Marriott Vacations Worldwide has a 12 month low of $44.58 and a 12 month high of $128.01. The company has a debt-to-equity ratio of 2.80, a current ratio of 3.30 and a quick ratio of 2.77.

Marriott Vacations Worldwide (NYSE:VAC) last issued its quarterly earnings data on Thursday, August 6th. The company reported $2.31 earnings per share (EPS) for the quarter, topping 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 business had revenue of $1.32 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same period in the prior year, the firm posted $1.96 EPS. The firm’s quarterly revenue was up 5.9% compared to the same quarter last year. Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS. On average, sell-side analysts anticipate that Marriott Vacations Worldwide will post 7.32 EPS for the current fiscal year.

Marriott Vacations Worldwide Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Wednesday, May 27th were given a dividend of $0.80 per share. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $3.20 annualized dividend and a dividend yield of 2.6%. Marriott Vacations Worldwide’s payout ratio is -31.71%.

Analyst Ratings Changes

VAC has been the subject of several recent analyst reports. Zacks Research downgraded Marriott Vacations Worldwide from a “strong-buy” rating to a “hold” rating in a report on Tuesday, June 2nd. Mizuho set a $103.00 price target on shares of Marriott Vacations Worldwide in a research report on Wednesday, May 6th. Barclays increased their price target on shares of Marriott Vacations Worldwide from $80.00 to $94.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Wells Fargo & Company lifted their price objective on shares of Marriott Vacations Worldwide from $66.00 to $68.00 and gave the company an “underweight” rating in a research report on Tuesday, July 14th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Marriott Vacations Worldwide from $92.00 to $119.00 and gave the stock a “buy” rating in a research note on Tuesday, June 30th. Seven investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $86.70.

Key Headlines Impacting Marriott Vacations Worldwide

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

• Positive Sentiment: Quarterly earnings and revenue beat estimates. VAC reported quarterly earnings of $2.31 per share, above the approximately $1.97–$1.98 consensus, while revenue reached $1.32 billion versus expectations of $1.30 billion. Earnings improved from $1.96 per share a year earlier, and revenue rose 5.9% year over year. Marriott Vacations Worldwide Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Sales momentum was a key catalyst. Second-quarter contract sales increased 22% year over year to $545 million, suggesting strong demand for the company’s vacation-ownership products. Net income attributable to common stockholders also rose to $77 million from $69 million. Marriott Vacations Worldwide Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Management raised its 2026 outlook. Full-year EPS guidance is now $8.25–$9.05, above the roughly $7.49 analyst consensus, reinforcing expectations for continued earnings growth. Marriott Vacations Raises 2026 Outlook on Strong Q2
• Neutral Sentiment: The earnings call highlighted strong sales activity and supported the recent stock rally, but investors will weigh the sustainability of that momentum and the company’s operating performance against its elevated valuation. VAC Q2 2026 Earnings Call Transcript
• Negative Sentiment: An analyst downgrade cited valuation concerns despite “stellar” sales activity, creating a potential headwind after the sharp advance and as the stock approaches its 52-week high. Marriott Vacations Stellar Sales Activity Supports the Recent Rally

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in VAC. Captrust Financial Advisors grew its stake in shares of Marriott Vacations Worldwide by 17.4% in the 4th quarter. Captrust Financial Advisors now owns 3,834 shares of the company’s stock valued at $221,000 after buying an additional 568 shares during the period. Janney Montgomery Scott LLC bought a new position in Marriott Vacations Worldwide in the 4th quarter valued at $229,000. Mercer Global Advisors Inc. ADV purchased a new stake in Marriott Vacations Worldwide during the third quarter worth about $227,000. Capital World Investors bought a new stake in shares of Marriott Vacations Worldwide in the 3rd quarter worth approximately $226,000. Finally, Tower Research Capital LLC TRC lifted its position in shares of Marriott Vacations Worldwide by 83.2% during the 2nd quarter. Tower Research Capital LLC TRC now owns 3,140 shares of the company’s stock valued at $227,000 after buying an additional 1,426 shares during the last quarter. 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.