Marriott Vacations Worldwide Corporation (NYSE:VAC) Given Average Recommendation of “Hold” by Analysts

Marriott Vacations Worldwide Corporation (NYSE:VAC) has been assigned a consensus recommendation of “Hold” from the thirteen ratings firms that are presently covering the company, Marketbeat reports. Three equities research analysts have rated the stock with a sell recommendation, two have assigned a hold recommendation, seven have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month price target among brokerages that have issued a report on the stock in the last year is $101.4545.

Several research analysts recently weighed in on VAC shares. Susquehanna started coverage on shares of Marriott Vacations Worldwide in a report on Tuesday, August 18th. They issued a “neutral” rating and a $110.00 target price for the company. Wall Street Zen raised Marriott Vacations Worldwide from a “hold” rating to a “buy” rating in a report on Saturday, August 15th. Barclays boosted their price objective on Marriott Vacations Worldwide from $94.00 to $140.00 and gave the company an “overweight” rating in a research report on Friday, August 7th. Weiss Ratings raised Marriott Vacations Worldwide from a “sell (d)” rating to a “sell (d+)” rating in a research note on Friday, August 7th. Finally, Zacks Research upgraded Marriott Vacations Worldwide from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 10th.

Insider Activity at Marriott Vacations Worldwide

In other Marriott Vacations Worldwide news, Director Christian Asmar sold 750,000 shares of the stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $111.49, for a total transaction of $83,617,500.00. Following the completion of the sale, the director directly 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 position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Kathleen A. Pighini sold 2,500 shares of Marriott Vacations Worldwide stock in a transaction that occurred 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 sale, the insider owned 10,821 shares in the company, valued at approximately $1,298,520. The trade was a 18.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 13.30% of the company’s stock.

Institutional Investors Weigh In On Marriott Vacations Worldwide

Several large investors have recently added to or reduced their stakes in the stock. Cassaday & Co Wealth Management LLC increased its holdings in Marriott Vacations Worldwide by 5.9% during the first quarter. Cassaday & Co Wealth Management LLC now owns 4,987 shares of the company’s stock valued at $325,000 after buying an additional 276 shares during the period. Aaron Wealth Advisors LLC boosted its position in Marriott Vacations Worldwide by 4.2% during the 1st quarter. Aaron Wealth Advisors LLC now owns 7,274 shares of the company’s stock valued at $474,000 after acquiring an additional 296 shares in the last quarter. Blue Trust Inc. increased its holdings in shares of Marriott Vacations Worldwide by 55.2% in the 1st quarter. Blue Trust Inc. now owns 956 shares of the company’s stock valued at $62,000 after acquiring an additional 340 shares during the period. Rockefeller Capital Management L.P. increased its holdings in shares of Marriott Vacations Worldwide by 51.1% in the 4th quarter. Rockefeller Capital Management L.P. now owns 1,085 shares of the company’s stock valued at $63,000 after acquiring an additional 367 shares during the period. Finally, Advisory Services Network LLC bought a new position in shares of Marriott Vacations Worldwide in the 3rd quarter worth $27,000. 89.52% of the stock is owned by hedge funds and other institutional investors.

Marriott Vacations Worldwide Price Performance

NYSE VAC opened at $110.15 on Wednesday. Marriott Vacations Worldwide has a 12 month low of $44.58 and a 12 month high of $131.34. The stock has a market cap of $3.79 billion, a price-to-earnings ratio of -11.31, a PEG ratio of 2.10 and a beta of 1.23. The company’s 50 day moving average is $104.77 and its two-hundred day moving average is $83.92. The company has a current ratio of 3.56, a quick ratio of 2.99 and a debt-to-equity ratio of 2.65.

Marriott Vacations Worldwide (NYSE:VAC) last issued its quarterly earnings results on Thursday, August 6th. The company reported $2.31 earnings per share for the quarter, beating the consensus estimate of $1.97 by $0.34. 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 negative net margin of 6.47% and a positive return on equity of 12.27%. The company’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.96 earnings per share. Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS. As a group, research analysts anticipate that Marriott Vacations Worldwide will post 8.7 earnings per share for the current year.

Key Marriott Vacations Worldwide News

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

• Positive Sentiment: Broad earnings-estimate upgrades: Zacks lifted its FY2026 EPS forecast to $8.33 from $7.38, FY2027 to $8.67 from $7.44, and FY2028 to $9.20 from $7.96. Quarterly estimates were also raised, including Q3 2026 EPS to $1.99 from $1.66 and Q3 2027 EPS to $2.70 from $1.89. These revisions indicate stronger expected earnings momentum. Marriott Vacations Worldwide earnings estimate revisions
• Positive Sentiment: Analyst remains strongly bullish: Zacks Research maintained a “Strong-Buy” view on VAC, reinforcing the positive signal from the higher forecasts. The current-year analyst consensus is $8.88 EPS, while Zacks projects earnings growth to $9.20 per share in FY2028. Zacks Research rating and estimates
• Positive Sentiment: Growth-stock appeal highlighted: A separate Zacks analysis identified Marriott Vacations Worldwide as a strong growth stock using its Style Scores framework, potentially attracting growth-oriented investors. Why Marriott Vacations Worldwide is a Strong Growth Stock
• Neutral Sentiment: The revisions are analyst forecasts rather than new company guidance or reported results. Investors should also weigh execution risk, Marriott Vacations Worldwide’s substantial leverage, and the possibility that elevated expectations are already reflected in the shares.

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.