Marriott Vacations Worldwide (NYSE:VAC) Sets New 12-Month High – Should You Buy?

Marriott Vacations Worldwide Corporation (NYSE:VAC)’s stock price hit a new 52-week high during mid-day trading on Thursday . The company traded as high as $86.44 and last traded at $86.2330, with a volume of 155374 shares trading hands. The stock had previously closed at $84.12.

Marriott Vacations Worldwide News Summary

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

• Positive Sentiment: Zacks Research raised its Q2 2026 EPS estimate to $1.90 from $1.70, suggesting improved near-term earnings expectations for Marriott Vacations Worldwide. Marriott Vacations Worldwide estimate update
• Positive Sentiment: The firm also increased its Q3 2026 EPS estimate to $1.66 from $1.21, another sign of strengthening forward profitability. Marriott Vacations Worldwide estimate update
• Positive Sentiment: Zacks kept a Strong-Buy rating on VAC and lifted its FY2026 EPS estimate to $7.38, above the current consensus of $7.24, which can bolster investor confidence. Marriott Vacations Worldwide estimate update
• Neutral Sentiment: Some longer-dated estimates were mixed, including a small cut to FY2027 EPS to $7.69 from $7.72 and a lower Q1 2028 estimate of $1.56 from $2.67, indicating the outlook is not uniformly higher across all periods. Marriott Vacations Worldwide estimate update

Wall Street Analysts Forecast Growth

VAC has been the topic of a number of research analyst reports. Barclays increased their price objective on shares of Marriott Vacations Worldwide from $80.00 to $94.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. Jefferies Financial Group raised Marriott Vacations Worldwide from a “hold” rating to a “buy” rating and boosted their target price for the company from $52.00 to $105.00 in a research report on Monday, March 2nd. Citizens Jmp downgraded Marriott Vacations Worldwide from an “outperform” rating to a “market perform” rating in a research note on Monday, March 9th. Stifel Nicolaus raised their price objective on Marriott Vacations Worldwide from $77.00 to $85.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Finally, Wells Fargo & Company boosted their price objective on Marriott Vacations Worldwide from $58.00 to $66.00 and gave the company an “underweight” rating in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Marriott Vacations Worldwide has an average rating of “Hold” and an average target price of $80.70.

Marriott Vacations Worldwide Price Performance

The stock has a market capitalization of $2.91 billion, a price-to-earnings ratio of -8.40, a PEG ratio of 1.95 and a beta of 1.20. The business’s fifty day moving average price is $72.10 and its 200-day moving average price is $62.89. The company has a debt-to-equity ratio of 2.80, a current ratio of 3.30 and a quick ratio of 2.77.

Marriott Vacations Worldwide (NYSE:VAC) last posted its earnings results on Tuesday, May 5th. The company reported $1.24 earnings per share for the quarter, missing analysts’ consensus estimates of $1.67 by ($0.43). Marriott Vacations Worldwide had a positive return on equity of 11.37% and a negative net margin of 6.72%.The business had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.20 billion. During the same quarter in the prior year, the company earned $1.66 EPS. The company’s revenue was up 4.8% on a year-over-year basis. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS. On average, research analysts forecast that Marriott Vacations Worldwide Corporation will post 7.26 EPS for the current year.

Marriott Vacations Worldwide Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Wednesday, May 27th will be paid a $0.80 dividend. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $3.20 annualized dividend and a dividend yield of 3.8%. Marriott Vacations Worldwide’s dividend payout ratio is -31.71%.

Insider Activity

In related news, insider Michael Flaskey purchased 14,862 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was acquired at an average cost of $67.26 per share, with a total value of $999,618.12. Following the transaction, the insider owned 14,862 shares of the company’s stock, valued at $999,618.12. This represents a ∞ increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 13.30% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. lifted its stake in Marriott Vacations Worldwide by 7.4% in the fourth quarter. Vanguard Group Inc. now owns 3,392,787 shares of the company’s stock valued at $195,730,000 after purchasing an additional 234,105 shares during the last quarter. Dimensional Fund Advisors LP increased its position in Marriott Vacations Worldwide by 2.9% in the third quarter. Dimensional Fund Advisors LP now owns 1,950,309 shares of the company’s stock worth $129,820,000 after buying an additional 54,285 shares during the last quarter. Ananym Capital Management LP increased its position in Marriott Vacations Worldwide by 0.4% in the fourth quarter. Ananym Capital Management LP now owns 736,947 shares of the company’s stock worth $42,514,000 after buying an additional 3,200 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of Marriott Vacations Worldwide by 11.0% in the third quarter. Arrowstreet Capital Limited Partnership now owns 705,629 shares of the company’s stock valued at $46,967,000 after buying an additional 69,652 shares during the period. Finally, Deprince Race & Zollo Inc. raised its stake in shares of Marriott Vacations Worldwide by 5.4% in the first quarter. Deprince Race & Zollo Inc. now owns 524,247 shares of the company’s stock valued at $34,139,000 after buying an additional 26,824 shares during the period. Institutional investors own 89.52% of the company’s stock.

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.