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

Marriott Vacations Worldwide (NYSE:VAC) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 7.050-7.800 for the period, compared to the consensus earnings per share estimate of 6.830. The company issued revenue guidance of -.

Marriott Vacations Worldwide Stock Up 3.7%

NYSE:VAC traded up $2.06 during trading hours on Wednesday, reaching $58.26. The company’s stock had a trading volume of 849,548 shares, compared to its average volume of 568,615. The company has a debt-to-equity ratio of 2.29, a quick ratio of 3.22 and a current ratio of 3.87. The company has a market capitalization of $2.02 billion, a P/E ratio of 13.06, a price-to-earnings-growth ratio of 1.37 and a beta of 1.33. The stock has a 50 day moving average price of $57.96 and a two-hundred day moving average price of $63.04. Marriott Vacations Worldwide has a 12 month low of $44.58 and a 12 month high of $88.69.

Marriott Vacations Worldwide (NYSE:VAC) last announced its quarterly earnings results on Wednesday, February 25th. The company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.72 by $0.14. The business had revenue of $1.32 billion for the quarter, compared to the consensus estimate of $1.30 billion. Marriott Vacations Worldwide had a return on equity of 11.44% and a net margin of 3.44%.Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS. Equities analysts predict that Marriott Vacations Worldwide will post 6.23 EPS for the current fiscal year.

Marriott Vacations Worldwide Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 18th. Shareholders of record on Wednesday, March 4th will be given a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a dividend yield of 5.5%. The ex-dividend date of this dividend is Wednesday, March 4th. Marriott Vacations Worldwide’s dividend payout ratio is presently 71.75%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on VAC shares. The Goldman Sachs Group reduced their price target on Marriott Vacations Worldwide from $63.00 to $54.00 and set a “sell” rating on the stock in a research report on Tuesday, November 11th. Stifel Nicolaus set a $83.00 target price on Marriott Vacations Worldwide in a research note on Thursday, November 6th. Morgan Stanley reaffirmed an “underweight” rating and set a $52.00 target price (down from $70.00) on shares of Marriott Vacations Worldwide in a research report on Friday, January 16th. Wells Fargo & Company started coverage on Marriott Vacations Worldwide in a research note on Tuesday, November 18th. They set an “underweight” rating and a $37.00 price target on the stock. Finally, Zacks Research upgraded shares of Marriott Vacations Worldwide from a “strong sell” rating to a “hold” rating in a research note on Wednesday, February 18th. Four equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, Marriott Vacations Worldwide presently has an average rating of “Hold” and a consensus price target of $61.13.

Institutional Trading of Marriott Vacations Worldwide

Large investors have recently made changes to their positions in the business. Invesco Ltd. grew its position in shares of Marriott Vacations Worldwide by 55.8% in the fourth quarter. Invesco Ltd. now owns 298,015 shares of the company’s stock valued at $17,192,000 after purchasing an additional 106,702 shares during the period. Corient Private Wealth LLC purchased a new position in Marriott Vacations Worldwide in the 4th quarter valued at about $6,745,000. Mercer Global Advisors Inc. ADV lifted its stake in Marriott Vacations Worldwide by 78.3% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 6,072 shares of the company’s stock valued at $350,000 after buying an additional 2,667 shares in the last quarter. Bridgeway Capital Management LLC boosted its holdings in Marriott Vacations Worldwide by 21.3% in the 4th quarter. Bridgeway Capital Management LLC now owns 212,192 shares of the company’s stock worth $12,241,000 after buying an additional 37,293 shares during the last quarter. Finally, Freestone Grove Partners LP purchased a new stake in Marriott Vacations Worldwide during the 4th quarter worth approximately $208,000. 89.52% of the stock is owned by hedge funds and other institutional investors.

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.