Zacks Research Has Negative Estimate for VAC Q2 Earnings

Marriott Vacations Worldwide Co. (NYSE:VAC) – Investment analysts at Zacks Research decreased their Q2 2025 earnings estimates for shares of Marriott Vacations Worldwide in a research note issued to investors on Wednesday, March 19th. Zacks Research analyst M. Kaushik now anticipates that the company will post earnings per share of $1.67 for the quarter, down from their previous forecast of $1.84. The consensus estimate for Marriott Vacations Worldwide’s current full-year earnings is $6.23 per share. Zacks Research also issued estimates for Marriott Vacations Worldwide’s FY2025 earnings at $6.58 EPS, Q1 2026 earnings at $2.49 EPS, Q2 2026 earnings at $2.25 EPS, Q4 2026 earnings at $1.73 EPS, FY2026 earnings at $8.10 EPS and FY2027 earnings at $8.67 EPS.

Marriott Vacations Worldwide (NYSE:VAC) last posted its quarterly earnings data on Wednesday, February 26th. The company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.51 by $0.35. Marriott Vacations Worldwide had a return on equity of 10.89% and a net margin of 4.20%. The firm had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.24 billion.

Other equities research analysts have also recently issued research reports about the stock. Stifel Nicolaus cut their price objective on shares of Marriott Vacations Worldwide from $112.00 to $108.00 and set a “buy” rating on the stock in a report on Thursday, February 27th. Barclays dropped their price target on Marriott Vacations Worldwide from $116.00 to $97.00 and set an “overweight” rating on the stock in a research note on Friday, February 28th. The Goldman Sachs Group increased their price target on shares of Marriott Vacations Worldwide from $70.00 to $85.00 and gave the stock a “sell” rating in a research report on Tuesday, December 10th. Truist Financial reduced their target price on shares of Marriott Vacations Worldwide from $142.00 to $140.00 and set a “buy” rating for the company in a report on Friday, March 7th. Finally, Mizuho increased their target price on Marriott Vacations Worldwide from $117.00 to $120.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 25th. Two research analysts have rated the stock with a sell rating, one has issued a hold rating and six have assigned a buy rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $102.75.

Marriott Vacations Worldwide Stock Performance

Shares of NYSE:VAC opened at $66.67 on Friday. The company has a market cap of $2.33 billion, a price-to-earnings ratio of 12.70, a price-to-earnings-growth ratio of 0.67 and a beta of 1.83. Marriott Vacations Worldwide has a 12 month low of $65.43 and a 12 month high of $108.57. The company has a 50-day moving average price of $80.90 and a 200-day moving average price of $82.77. The company has a current ratio of 3.53, a quick ratio of 2.86 and a debt-to-equity ratio of 2.19.

Institutional Investors Weigh In On Marriott Vacations Worldwide

A number of institutional investors have recently added to or reduced their stakes in VAC. Wealth Enhancement Advisory Services LLC raised its position in Marriott Vacations Worldwide by 74.2% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 13,653 shares of the company’s stock worth $1,226,000 after acquiring an additional 5,816 shares during the last quarter. Forum Financial Management LP purchased a new stake in shares of Marriott Vacations Worldwide in the fourth quarter worth about $203,000. Ananym Capital Management LP purchased a new position in shares of Marriott Vacations Worldwide in the fourth quarter valued at $21,987,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in Marriott Vacations Worldwide by 16.8% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 96,139 shares of the company’s stock valued at $8,633,000 after purchasing an additional 13,840 shares during the last quarter. Finally, Voloridge Investment Management LLC bought a new position in Marriott Vacations Worldwide during the 4th quarter valued at $545,000. Hedge funds and other institutional investors own 89.52% of the company’s stock.

Insiders Place Their Bets

In other news, insider Stephanie Sobeck Butera purchased 650 shares of the business’s stock in a transaction on Thursday, March 6th. The shares were bought at an average price of $71.66 per share, with a total value of $46,579.00. Following the completion of the transaction, the insider now directly owns 8,770 shares in the company, valued at approximately $628,458.20. This represents a 8.00 % increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 1.70% of the company’s stock.

Marriott Vacations Worldwide Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 19th. Stockholders of record on Wednesday, March 5th were paid a $0.79 dividend. This represents a $3.16 annualized dividend and a dividend yield of 4.74%. The ex-dividend date of this dividend was Wednesday, March 5th. Marriott Vacations Worldwide’s payout ratio is 56.23%.

Marriott Vacations Worldwide Company Profile

Marriott Vacations Worldwide Corporation, a vacation company, develops, markets, sells, and manages vacation ownership and related businesses, products, and services in the United States and internationally. It operates through two segments, Vacation Ownership and Exchange & Third-Party Management.