What is Zacks Research’s Forecast for VAC Q3 Earnings?

Marriott Vacations Worldwide Corporation (NYSE:VAC) – Investment analysts at Zacks Research lifted their Q3 2026 earnings per share estimates for Marriott Vacations Worldwide in a research note issued to investors on Wednesday, August 26th. Zacks Research analyst Team now anticipates that the company will earn $1.99 per share for the quarter, up from their previous forecast of $1.66. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Marriott Vacations Worldwide’s current full-year earnings is $8.88 per share. Zacks Research also issued estimates for Marriott Vacations Worldwide’s Q4 2026 earnings at $2.79 EPS, FY2026 earnings at $8.33 EPS, Q1 2027 earnings at $1.44 EPS, Q2 2027 earnings at $2.33 EPS, Q3 2027 earnings at $2.70 EPS, Q4 2027 earnings at $2.21 EPS, FY2027 earnings at $8.67 EPS, Q1 2028 earnings at $1.70 EPS, Q2 2028 earnings at $2.39 EPS and FY2028 earnings at $9.20 EPS.

VAC has been the topic of a number of other research reports. Wall Street Zen upgraded shares of Marriott Vacations Worldwide from a “hold” rating to a “buy” rating in a research report on Saturday, August 15th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $134.00 price target on shares of Marriott Vacations Worldwide in a research report on Wednesday, August 12th. Susquehanna began coverage on Marriott Vacations Worldwide in a report on Tuesday, August 18th. They issued a “neutral” rating and a $110.00 price objective on the stock. The Goldman Sachs Group reissued a “buy” rating and issued a $132.00 target price on shares of Marriott Vacations Worldwide in a research note on Friday, August 7th. Finally, Morgan Stanley restated an “underweight” rating and set a $65.00 target price on shares of Marriott Vacations Worldwide in a report on Tuesday, August 18th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, two have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Marriott Vacations Worldwide has a consensus rating of “Hold” and an average price target of $101.45.

Marriott Vacations Worldwide Price Performance

Shares of Marriott Vacations Worldwide stock opened at $111.37 on Friday. Marriott Vacations Worldwide has a 52-week low of $44.58 and a 52-week high of $131.34. The stock has a market capitalization of $3.83 billion, a price-to-earnings ratio of -11.43, a price-to-earnings-growth ratio of 2.14 and a beta of 1.23. The company has a fifty day moving average of $104.53 and a 200-day moving average of $83.53. The company has a debt-to-equity ratio of 2.65, a quick ratio of 2.99 and a current ratio of 3.56.

Marriott Vacations Worldwide (NYSE:VAC) last issued its quarterly earnings results on Thursday, August 6th. The company reported $2.31 EPS for the quarter, beating analysts’ consensus estimates of $1.97 by $0.34. The business had revenue of $1.32 billion for the quarter, compared to analysts’ expectations of $1.30 billion. Marriott Vacations Worldwide had a negative net margin of 6.47% and a positive return on equity of 12.27%. The business’s quarterly revenue was up 5.9% on a year-over-year basis. During the same period last year, the business earned $1.96 earnings per share. Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS.

Institutional Investors Weigh In On Marriott Vacations Worldwide

A number of large investors have recently modified their holdings of VAC. HighTower Advisors LLC bought a new stake in shares of Marriott Vacations Worldwide during the 2nd quarter valued at about $323,000. California State Teachers Retirement System raised its stake in Marriott Vacations Worldwide by 8,853.2% in the second quarter. California State Teachers Retirement System now owns 3,194,753 shares of the company’s stock worth $325,481,000 after buying an additional 3,159,070 shares in the last quarter. Ameritas Advisory Services LLC purchased a new stake in Marriott Vacations Worldwide in the second quarter worth about $66,000. HB Wealth Management LLC bought a new stake in Marriott Vacations Worldwide during the 2nd quarter valued at approximately $239,000. Finally, Syon Capital LLC boosted its position in Marriott Vacations Worldwide by 26.9% during the 2nd quarter. Syon Capital LLC now owns 6,556 shares of the company’s stock valued at $668,000 after acquiring an additional 1,390 shares in the last quarter. Institutional investors own 89.52% of the company’s stock.

Insiders Place Their Bets

In other Marriott Vacations Worldwide news, insider Kathleen A. Pighini sold 2,500 shares of the business’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $120.00, for a total transaction of $300,000.00. Following the transaction, the insider directly owned 10,821 shares of the company’s stock, valued at approximately $1,298,520. The trade was a 18.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Christian Asmar sold 750,000 shares of the company’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $111.49, for a total transaction of $83,617,500.00. Following the completion of the transaction, the director owned 3,380,818 shares of the company’s stock, valued at $376,927,398.82. This trade represents a 18.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 13.30% of the stock is owned by company insiders.

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.