Research Analysts Set Expectations for VAC Q3 Earnings

Marriott Vacations Worldwide Co. (NYSE:VAC) – Investment analysts at Zacks Research decreased their Q3 2025 earnings estimates for shares of Marriott Vacations Worldwide in a research note issued to investors on Monday, January 13th. Zacks Research analyst M. Kaushik now anticipates that the company will post earnings per share of $1.52 for the quarter, down from their previous forecast of $1.54. 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 Q1 2026 earnings at $2.81 EPS and Q2 2026 earnings at $2.47 EPS.

A number of other research analysts have also recently commented on VAC. StockNews.com raised Marriott Vacations Worldwide from a “sell” rating to a “hold” rating in a research report on Friday, November 8th. Stifel Nicolaus upped their price objective on shares of Marriott Vacations Worldwide from $102.00 to $112.00 and gave the company a “buy” rating in a report on Tuesday, November 26th. Morgan Stanley initiated coverage on shares of Marriott Vacations Worldwide in a research report on Monday, January 6th. They set an “underweight” rating and a $87.00 target price for the company. The Goldman Sachs Group boosted their price target on shares of Marriott Vacations Worldwide from $70.00 to $85.00 and gave the company a “sell” rating in a research report on Tuesday, December 10th. Finally, Truist Financial raised their price objective on shares of Marriott Vacations Worldwide from $139.00 to $142.00 and gave the stock a “buy” rating in a report on Tuesday, November 26th. Two research analysts have rated the stock with a sell rating, two have given a hold rating and six have assigned a buy rating to the company. According to data from MarketBeat.com, Marriott Vacations Worldwide currently has a consensus rating of “Hold” and a consensus target price of $105.67.

Marriott Vacations Worldwide Price Performance

Shares of NYSE VAC opened at $85.27 on Thursday. The company has a current ratio of 3.53, a quick ratio of 2.86 and a debt-to-equity ratio of 2.19. The stock has a fifty day simple moving average of $91.97 and a two-hundred day simple moving average of $82.34. Marriott Vacations Worldwide has a 1-year low of $67.28 and a 1-year high of $108.57. The firm has a market cap of $2.98 billion, a price-to-earnings ratio of 16.24, a price-to-earnings-growth ratio of 0.63 and a beta of 1.84.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Commonwealth Equity Services LLC grew its position in Marriott Vacations Worldwide by 5.4% during the second quarter. Commonwealth Equity Services LLC now owns 4,251 shares of the company’s stock worth $371,000 after buying an additional 216 shares in the last quarter. Dimensional Fund Advisors LP boosted its position in shares of Marriott Vacations Worldwide by 14.9% during the 2nd quarter. Dimensional Fund Advisors LP now owns 1,599,789 shares of the company’s stock valued at $139,687,000 after acquiring an additional 207,938 shares during the last quarter. XTX Topco Ltd purchased a new position in shares of Marriott Vacations Worldwide during the second quarter worth about $843,000. MQS Management LLC bought a new position in shares of Marriott Vacations Worldwide in the second quarter worth approximately $288,000. Finally, Inspire Investing LLC increased its position in shares of Marriott Vacations Worldwide by 22.5% in the second quarter. Inspire Investing LLC now owns 4,085 shares of the company’s stock worth $357,000 after purchasing an additional 751 shares during the last quarter. Institutional investors own 89.52% of the company’s stock.

Marriott Vacations Worldwide Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 3rd. Shareholders of record on Thursday, December 19th were paid a $0.79 dividend. The ex-dividend date was Thursday, December 19th. This is a boost from Marriott Vacations Worldwide’s previous quarterly dividend of $0.76. This represents a $3.16 annualized dividend and a yield of 3.71%. Marriott Vacations Worldwide’s dividend payout ratio is currently 60.19%.

About Marriott Vacations Worldwide

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.