Zacks Research Has Positive Outlook for VAC Q2 Earnings

Marriott Vacations Worldwide Co. (NYSE:VAC) – Analysts at Zacks Research lifted their Q2 2025 earnings per share (EPS) estimates for Marriott Vacations Worldwide in a note issued to investors on Tuesday, November 26th. Zacks Research analyst M. Kaushik now expects that the company will earn $1.84 per share for the quarter, up from their previous estimate of $1.76. The consensus estimate for Marriott Vacations Worldwide’s current full-year earnings is $6.25 per share. Zacks Research also issued estimates for Marriott Vacations Worldwide’s Q3 2025 earnings at $1.54 EPS, FY2025 earnings at $7.03 EPS, Q2 2026 earnings at $2.49 EPS and FY2026 earnings at $8.42 EPS.

Several other research analysts have also recently commented on the company. Barclays raised their target price on Marriott Vacations Worldwide from $74.00 to $97.00 and gave the stock an “equal weight” rating in a research report on Friday, November 8th. Mizuho raised their target price on Marriott Vacations Worldwide from $110.00 to $117.00 and gave the stock an “outperform” rating in a research report on Tuesday, November 12th. JMP Securities reduced their target price on Marriott Vacations Worldwide from $115.00 to $90.00 and set a “market outperform” rating for the company in a research report on Friday, August 2nd. The Goldman Sachs Group began coverage on Marriott Vacations Worldwide in a research note on Wednesday, September 18th. They set a “sell” rating and a $62.00 price objective for the company. Finally, Truist Financial increased their price objective on Marriott Vacations Worldwide from $139.00 to $142.00 and gave the stock a “buy” rating in a research note on Tuesday. One analyst has rated the stock with a sell rating, four have assigned a hold rating and five have given a buy rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $101.56.

Marriott Vacations Worldwide Stock Up 0.4 %

Shares of VAC stock opened at $96.84 on Thursday. The stock has a market cap of $3.38 billion, a P/E ratio of 18.45, a price-to-earnings-growth ratio of 0.89 and a beta of 1.79. Marriott Vacations Worldwide has a one year low of $67.28 and a one year high of $108.57. The stock has a fifty day moving average price of $81.61 and a 200 day moving average price of $82.12. The company has a debt-to-equity ratio of 2.19, a current ratio of 3.53 and a quick ratio of 2.86.

Hedge Funds Weigh In On Marriott Vacations Worldwide

Several hedge funds have recently added to or reduced their stakes in the company. AQR Capital Management LLC boosted its holdings in Marriott Vacations Worldwide by 178.2% during the second quarter. AQR Capital Management LLC now owns 355,089 shares of the company’s stock worth $29,771,000 after buying an additional 227,465 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings 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 purchasing an additional 207,938 shares in the last quarter. International Assets Investment Management LLC bought a new position in shares of Marriott Vacations Worldwide during the 3rd quarter valued at about $14,983,000. Hotchkis & Wiley Capital Management LLC lifted its holdings in shares of Marriott Vacations Worldwide by 18.0% during the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 1,102,774 shares of the company’s stock valued at $81,032,000 after purchasing an additional 168,130 shares in the last quarter. Finally, Victory Capital Management Inc. lifted its holdings in shares of Marriott Vacations Worldwide by 20.3% during the 2nd quarter. Victory Capital Management Inc. now owns 763,835 shares of the company’s stock valued at $66,698,000 after purchasing an additional 129,131 shares in the last quarter. Institutional investors own 89.52% of the company’s stock.

Insider Activity

In other Marriott Vacations Worldwide news, insider Jason P. Marino bought 700 shares of the stock in a transaction dated Wednesday, September 11th. The stock was bought at an average cost of $69.00 per share, for a total transaction of $48,300.00. Following the completion of the purchase, the insider now owns 15,851 shares in the company, valued at $1,093,719. This represents a 4.62 % increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 1.30% of the stock is currently owned by corporate insiders.

Marriott Vacations Worldwide Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 3rd. Stockholders of record on Thursday, September 19th were paid a $0.76 dividend. The ex-dividend date was Thursday, September 19th. This represents a $3.04 dividend on an annualized basis and a dividend yield of 3.14%. Marriott Vacations Worldwide’s dividend payout ratio (DPR) is presently 57.90%.

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.