Zacks Research upgraded shares of Marriott Vacations Worldwide (NYSE:VAC – Free Report) from a hold rating to a strong-buy rating in a research note released on Monday morning,Zacks.com reports.
Other equities research analysts have also issued reports about the company. Mizuho upgraded Marriott Vacations Worldwide from a “neutral” rating to an “outperform” rating and upped their price objective for the company from $58.00 to $104.00 in a research note on Thursday, March 5th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $92.00 target price on shares of Marriott Vacations Worldwide in a research report on Thursday, April 30th. Morgan Stanley lowered their price target on Marriott Vacations Worldwide from $52.00 to $50.00 and set an “underweight” rating on the stock in a research report on Friday, April 10th. Jefferies Financial Group upgraded Marriott Vacations Worldwide from a “hold” rating to a “buy” rating and increased their price objective for the stock from $52.00 to $105.00 in a research note on Monday, March 2nd. Finally, Weiss Ratings cut Marriott Vacations Worldwide from a “hold (c-)” rating to a “sell (d)” rating in a report on Tuesday, March 17th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has assigned a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $76.90.
Check Out Our Latest Stock Report on VAC
Marriott Vacations Worldwide Price Performance
Marriott Vacations Worldwide (NYSE:VAC – Get Free Report) last posted its earnings results on Tuesday, May 5th. The company reported $1.24 earnings per share for the quarter, missing analysts’ consensus estimates of $1.67 by ($0.43). Marriott Vacations Worldwide had a negative net margin of 6.12% and a positive return on equity of 11.77%. The business had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.20 billion. During the same period in the previous year, the firm earned $1.66 EPS. The business’s revenue was up 4.8% compared to the same quarter last year. 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 will post 7.21 earnings per share for the current fiscal year.
Marriott Vacations Worldwide Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Stockholders of record on Wednesday, March 4th were paid a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a dividend yield of 4.3%. The ex-dividend date of this dividend was Wednesday, March 4th. Marriott Vacations Worldwide’s dividend payout ratio is -34.52%.
Insider Buying and Selling at Marriott Vacations Worldwide
In related news, insider Michael Flaskey purchased 14,862 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was acquired at an average price of $67.26 per share, with a total value of $999,618.12. Following the completion of the acquisition, the insider directly owned 14,862 shares in the company, valued at approximately $999,618.12. This trade represents a ? increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 13.30% of the stock is currently owned by corporate insiders.
Institutional Inflows and Outflows
A number of hedge funds have recently bought and sold shares of the company. Illinois Municipal Retirement Fund acquired a new stake in shares of Marriott Vacations Worldwide in the 1st quarter valued at $868,000. Calamos Wealth Management LLC bought a new position in Marriott Vacations Worldwide in the first quarter valued at about $266,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new position in Marriott Vacations Worldwide in the first quarter valued at about $219,000. Principal Financial Group Inc. increased its position in Marriott Vacations Worldwide by 2.0% in the first quarter. Principal Financial Group Inc. now owns 134,602 shares of the company’s stock worth $8,765,000 after purchasing an additional 2,620 shares during the period. Finally, International Assets Investment Management LLC increased its position in Marriott Vacations Worldwide by 877.2% in the first quarter. International Assets Investment Management LLC now owns 557 shares of the company’s stock worth $38,000 after purchasing an additional 500 shares during the period. 89.52% of the stock is currently owned by institutional investors.
Marriott Vacations Worldwide News Summary
Here are the key news stories impacting Marriott Vacations Worldwide this week:
- Positive Sentiment: Revenue beat and top?line growth — Q1 revenue came in at $1.26B (up ~4.8% year?over?year) vs. ~$1.20B expected, showing demand resilience in vacation ownership sales. Marriott Vacations Worldwide Reports First Quarter 2026 Financial Results
- Positive Sentiment: Zacks upgrade to Strong Buy — Zacks moved VAC to a Rank #1 (Strong Buy), which can attract momentum flows and retail/institutional interest. All You Need to Know About Marriott Vacations Worldwide (VAC) Rating Upgrade to Strong Buy
- Neutral Sentiment: Company reaffirmed FY2026 outlook — management reiterated FY26 EPS guidance of $7.05–$7.80, signaling confidence in the full?year plan despite the weaker quarter. That supports the buy thesis but leaves room for debate on upside. Marriott Vacations Reaffirms Outlook Despite Weaker First Quarter
- Neutral Sentiment: Earnings call transcript available — read management’s commentary for color on demand trends, cost drivers and timing of discretionary sales (useful for modeling). Marriott Vacations Worldwide Corporation (VAC) Q1 2026 Earnings Call Transcript
- Negative Sentiment: EPS missed expectations — Q1 EPS $1.24 vs. consensus ~$1.67, a sizable shortfall that highlights margin pressure and weaker near?term profitability. Marriott Vacations Worldwide (VAC) Q1 Earnings Miss Estimates
- Negative Sentiment: Guidance vs. Street — FY26 guide midpoint sits slightly below consensus (company: $7.05–$7.80 vs. consensus ~$7.52), which limits upside to estimates and may cap multiple expansion. All You Need to Know About Marriott Vacations Worldwide (VAC) Rating Upgrade to Strong Buy
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.
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