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

Marriott Vacations Worldwide (NYSE:VAC) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 7.050-7.800 for the period, compared to the consensus estimate of 7.520. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Jefferies Financial Group upgraded Marriott Vacations Worldwide from a “hold” rating to a “buy” rating and boosted their price objective for the company from $52.00 to $105.00 in a research note on Monday, March 2nd. Wells Fargo & Company lifted their target price on Marriott Vacations Worldwide from $46.00 to $58.00 and gave the company an “underweight” rating in a report on Friday, February 27th. Mizuho set a $103.00 price target on Marriott Vacations Worldwide in a research report on Wednesday. Weiss Ratings lowered shares of Marriott Vacations Worldwide from a “hold (c-)” rating to a “sell (d)” rating in a research report on Tuesday, March 17th. Finally, Barclays upped their target price on shares of Marriott Vacations Worldwide from $80.00 to $94.00 and gave the stock an “overweight” rating in a report on Wednesday. One equities research 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 given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $79.80.

Marriott Vacations Worldwide Stock Up 3.7%

Marriott Vacations Worldwide stock traded up $2.72 during trading hours on Wednesday, hitting $76.44. 150,478 shares of the stock traded hands, compared to its average volume of 581,185. The company has a current ratio of 3.48, a quick ratio of 2.94 and a debt-to-equity ratio of 2.85. Marriott Vacations Worldwide has a one year low of $44.58 and a one year high of $86.33. The company has a market cap of $2.62 billion, a PE ratio of -8.25, a PEG ratio of 1.69 and a beta of 1.20. The firm’s 50-day moving average price is $68.47 and its two-hundred day moving average price is $61.54.

Marriott Vacations Worldwide (NYSE:VAC) last released its earnings results on Tuesday, May 5th. The company reported $1.24 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.67 by ($0.43). The business had revenue of $1.26 billion for the quarter, compared to analysts’ expectations of $1.20 billion. Marriott Vacations Worldwide had a negative net margin of 6.12% and a positive return on equity of 11.77%. Marriott Vacations Worldwide’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.66 earnings per share. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS. On average, research analysts forecast that Marriott Vacations Worldwide will post 7.21 EPS for the current year.

Marriott Vacations Worldwide Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Shareholders of record on Wednesday, March 4th were paid a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a dividend yield of 4.2%. The ex-dividend date was Wednesday, March 4th. Marriott Vacations Worldwide’s payout ratio is currently -34.52%.

Insider Transactions at Marriott Vacations Worldwide

In other Marriott Vacations Worldwide news, insider Michael Flaskey acquired 14,862 shares of the business’s stock in a transaction dated Tuesday, March 10th. The stock was purchased at an average price of $67.26 per share, with a total value of $999,618.12. Following the transaction, the insider directly owned 14,862 shares in the company, valued at approximately $999,618.12. The trade was a ? increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 13.30% of the company’s stock.

Marriott Vacations Worldwide News Summary

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

• Positive Sentiment: Zacks upgraded VAC to a Zacks Rank #1 (Strong Buy), increasing short?term investor optimism and attracting buying interest. All You Need to Know About Marriott Vacations Worldwide (VAC) Rating Upgrade to Strong Buy
• Positive Sentiment: Q1 revenue beat Street estimates — reported $1.26B vs ~$1.20B expected — showing demand resilience in the vacations business. This revenue strength supports near?term topline momentum. Marriott Vacations posts Q1 revenue beat but profit miss
• Positive Sentiment: Coverage and income?oriented lists added VAC (Zacks highlighted VAC among new Strong Buy income stocks), which can draw income?focused investors. Best Income Stocks to Buy for May 5th
• Neutral Sentiment: Management reaffirmed FY?2026 EPS guidance at a range of 7.05–7.80, providing forward visibility but leaving room for interpretation given the wide range. Marriott Vacations Reaffirms Outlook Despite Weaker First Quarter
• Neutral Sentiment: Full Q1 earnings call transcript is available for investors who want detail on margin trends, timing of sales, and unit?level performance. Marriott Vacations (VAC) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Q1 EPS materially missed expectations ($1.24 reported vs. consensus ~ $1.6–1.67), and EPS declined year?over?year from $1.66, which pressured profitability perceptions. Marriott Vacations Worldwide (VAC) Q1 Earnings Miss Estimates
• Negative Sentiment: Although guidance was reiterated, the FY midpoint (~7.425) is slightly below street expectations (~7.52) and the company reported a negative net margin, leaving some downside risk if margins fail to recover. Marriott Vacations (VAC) Q1 Earnings: Key Metrics Versus Estimates

Hedge Funds Weigh In On Marriott Vacations Worldwide

Hedge funds have recently made changes to their positions in the business. Advisory Services Network LLC bought a new stake in Marriott Vacations Worldwide in the 3rd quarter valued at $27,000. IFP Advisors Inc grew its holdings in Marriott Vacations Worldwide by 1,828.0% during the 3rd quarter. IFP Advisors Inc now owns 482 shares of the company’s stock valued at $32,000 after buying an additional 457 shares in the last quarter. Captrust Financial Advisors increased its stake 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 acquiring an additional 568 shares during the last quarter. Kestra Advisory Services LLC purchased a new stake in shares of Marriott Vacations Worldwide during the 4th quarter worth approximately $37,000. Finally, CIBC Private Wealth Group LLC boosted its position in shares of Marriott Vacations Worldwide by 194.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 1,035 shares of the company’s stock valued at $69,000 after acquiring an additional 683 shares during the last quarter. Institutional investors own 89.52% of the company’s stock.

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.