What is Zacks Research’s Estimate for VAC Q1 Earnings?

Marriott Vacations Worldwide Corporation (NYSE:VAC) – Equities researchers at Zacks Research lowered their Q1 2028 earnings estimates for shares of Marriott Vacations Worldwide in a research note issued on Friday, October 23rd. Zacks Research analyst Team now anticipates that the company will earn $1.69 per share for the quarter, down from their prior forecast of $1.70. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Marriott Vacations Worldwide’s current full-year earnings is $8.77 per share. Zacks Research also issued estimates for Marriott Vacations Worldwide’s FY2028 earnings at $9.18 EPS.

Marriott Vacations Worldwide (NYSE:VAC) last posted its earnings results on Thursday, August 6th. The company reported $2.31 earnings per share for the quarter, topping analysts’ consensus estimates of $1.97 by $0.34. The company had revenue of $1.32 billion for the quarter, compared to analysts’ expectations of $1.30 billion. The firm’s quarterly revenue was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.96 EPS. Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS.

Other equities analysts have also recently issued reports about the stock. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $134.00 target price on shares of Marriott Vacations Worldwide in a research note on Wednesday, August 12th. Wells Fargo & Company cut their price objective on Marriott Vacations Worldwide from $101.00 to $100.00 and set an “underweight” rating for the company in a research note on Monday, October 19th. Truist Financial increased their target price on Marriott Vacations Worldwide from $97.00 to $134.00 and gave the company a “buy” rating in a report on Thursday, September 10th. Morgan Stanley reduced their target price on Marriott Vacations Worldwide from $65.00 to $63.00 and set an “underweight” rating for the company in a report on Thursday, October 22nd. Finally, Barclays raised their target price 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. Eight investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Marriott Vacations Worldwide presently has a consensus rating of “Hold” and an average price target of $108.00.

Marriott Vacations Worldwide Stock Up 1.3%

Shares of VAC opened at $111.15 on Monday. The stock has a 50-day moving average of $106.35 and a two-hundred day moving average of $85.49. Marriott Vacations Worldwide has a one year low of $44.58 and a one year high of $131.34.

Marriott Vacations Worldwide Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Wednesday, September 16th were issued a $0.80 dividend. This represents a $3.20 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend was Wednesday, September 16th.

Insider Buying and Selling at Marriott Vacations Worldwide

In other news, insider Kathleen A. Pighini sold 2,500 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $120.00, for a total value of $300,000.00. Following the transaction, the insider owned 10,821 shares in the company, valued at approximately $1,298,520. This represents a 18.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, 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 transaction, the director owned 3,380,818 shares in the company, valued at $376,927,398.82. This represents a 18.16% decrease in their ownership of the stock. 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

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Signaturefd LLC boosted its holdings in shares of Marriott Vacations Worldwide by 67.0% in the third quarter. Signaturefd LLC now owns 561 shares of the company’s stock valued at $57,000 after acquiring an additional 225 shares during the period. GAMMA Investing LLC increased its holdings in shares of Marriott Vacations Worldwide by 11.4% in the 3rd quarter. GAMMA Investing LLC now owns 2,239 shares of the company’s stock valued at $229,000 after acquiring an additional 229 shares during the period. Root Financial Partners LLC acquired a new position in shares of Marriott Vacations Worldwide in the 3rd quarter valued at $26,000. Cassaday & Co Wealth Management LLC increased its holdings in shares of Marriott Vacations Worldwide by 5.9% in the 1st quarter. Cassaday & Co Wealth Management LLC now owns 4,987 shares of the company’s stock valued at $325,000 after acquiring an additional 276 shares during the period. Finally, Aaron Wealth Advisors LLC raised its position in Marriott Vacations Worldwide by 4.2% in the 1st quarter. Aaron Wealth Advisors LLC now owns 7,274 shares of the company’s stock valued at $474,000 after purchasing an additional 296 shares during the last quarter. Hedge funds and other institutional investors own 89.52% of the company’s stock.

Marriott Vacations Worldwide Company Profile

Marriott Vacations Worldwide Corporation (NYSE:VAC) is a global vacation ownership and leisure travel company. It develops, markets, sells, and manages vacation ownership interests, which provide customers with access to accommodations and resort experiences through points-based and deeded ownership programs. The company also operates related vacation exchange, rental, resort management, and travel businesses.

Its portfolio includes vacation ownership and related offerings under brands such as Marriott Vacation Club, Sheraton Vacation Club, Westin Vacation Club, Grand Residences by Marriott, and Aqua-Aston.