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 EPS guidance of 7.050-7.800 for the period, compared to the consensus EPS estimate of 6.830. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on VAC. Citizens Jmp reduced their price objective on shares of Marriott Vacations Worldwide from $115.00 to $60.00 and set a “market outperform” rating on the stock in a report on Friday, November 7th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Marriott Vacations Worldwide in a report on Monday, December 29th. Mizuho cut Marriott Vacations Worldwide from an “outperform” rating to a “neutral” rating and lowered their price objective for the stock from $85.00 to $58.00 in a research report on Tuesday, November 11th. Stifel Nicolaus raised their target price on Marriott Vacations Worldwide from $77.00 to $85.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Barclays lowered their price target on Marriott Vacations Worldwide from $87.00 to $64.00 and set an “overweight” rating for the company in a report on Friday, November 7th. Four analysts have rated the stock with a Buy rating, two have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $64.00.

Marriott Vacations Worldwide Stock Performance

NYSE:VAC traded down $3.09 during mid-day trading on Friday, reaching $64.57. 469,757 shares of the stock were exchanged, compared to its average volume of 593,835. The stock has a market capitalization of $2.23 billion, a P/E ratio of -6.96, a P/E/G ratio of 1.44 and a beta of 1.33. Marriott Vacations Worldwide has a 1 year low of $44.58 and a 1 year high of $86.33. The company has a 50 day simple moving average of $58.16 and a 200-day simple moving average of $63.04. The company has a quick ratio of 3.22, a current ratio of 3.87 and a debt-to-equity ratio of 2.29.

Marriott Vacations Worldwide (NYSE:VAC) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $1.86 earnings per share for the quarter, beating analysts’ consensus estimates of $1.72 by $0.14. The company had revenue of $1.32 billion during the quarter, compared to analysts’ expectations of $1.30 billion. Marriott Vacations Worldwide had a positive return on equity of 11.21% and a negative net margin of 6.12%.The firm’s revenue for the quarter was down .3% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.86 earnings per share. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS. Analysts anticipate that Marriott Vacations Worldwide will post 6.23 earnings per share for the current fiscal year.

Marriott Vacations Worldwide Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 18th. Shareholders of record on Wednesday, March 4th will be paid a $0.80 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $3.20 dividend on an annualized basis and a yield of 5.0%. Marriott Vacations Worldwide’s payout ratio is currently -34.52%.

Key Marriott Vacations Worldwide News

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

• Positive Sentiment: Q4 beat on EPS and management raised FY‑2026 EPS guidance (7.05–7.80), topping consensus — evidence management expects better earnings next year; this helped support the shares after results. Business Wire – Q4 and FY2026 results
• Positive Sentiment: Company set an adjusted EBITDA target of $755M–$780M for 2026 and emphasized operational transformation under new leadership — a near‑term profitability signal investors value. MSN – Marriott Vacations targets adjusted EBITDA
• Positive Sentiment: Short interest fell ~14.4% in February, reducing a potential short‑squeeze risk and suggesting some bearish pressure has eased. MarketBeat – short interest update
• Neutral Sentiment: Analysts and media published numerous earnings takeaways and call transcripts that explain the move — several outlets note the EPS beat but mixed metrics (contract sales/revenue weakness) and operational reset details. These pieces provide context but are not single drivers. Seeking Alpha – Q4 call transcript
• Neutral Sentiment: Several investor‑oriented articles explain a recent intraday rally (one explains a ~16% move) — helpful for sentiment tracking but not a core fundamental change. AAII – Why VAC was up 16.29%
• Negative Sentiment: Huge Q4 non‑cash charges and a large net loss (reported net loss attributable to common stockholders of $431M, including ~$546M of items) highlight balance‑sheet and restructuring risks; those write‑downs weigh on investor confidence. Business Wire – Q4 and full‑year results
• Negative Sentiment: Pomerantz launched an investor investigation into Marriott Vacations, increasing legal overhang and potential liabilities — a downside catalyst for risk‑sensitive investors. PR Newswire – Pomerantz investor alert
• Negative Sentiment: Mixed analyst actions: Stifel raised its PT and kept a buy rating, but Wells Fargo raised its PT only to keep an underweight — conflicting guidance from analysts can increase volatility and add near‑term selling pressure. Benzinga – analyst price target moves

Hedge Funds Weigh In On Marriott Vacations Worldwide

Several institutional investors have recently added to or reduced their stakes in the stock. Advisory Services Network LLC acquired a new stake in Marriott Vacations Worldwide during the 3rd quarter worth approximately $27,000. IFP Advisors Inc lifted its holdings in shares of Marriott Vacations Worldwide by 1,828.0% during the third quarter. IFP Advisors Inc now owns 482 shares of the company’s stock worth $32,000 after purchasing an additional 457 shares during the period. Kestra Advisory Services LLC acquired a new stake in shares of Marriott Vacations Worldwide during the fourth quarter worth $37,000. CIBC Private Wealth Group LLC grew its position in Marriott Vacations Worldwide by 194.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 1,035 shares of the company’s stock valued at $69,000 after buying an additional 683 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd increased its stake in Marriott Vacations Worldwide by 39,966.7% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,202 shares of the company’s stock valued at $80,000 after buying an additional 1,199 shares during the period. Institutional investors and hedge funds 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.