Marriott Vacations Worldwide (NYSE:VAC) Updates FY 2026 Earnings Guidance

Marriott Vacations Worldwide (NYSE:VAC) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 8.250-9.050 for the period, compared to the consensus EPS estimate of 7.490. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on VAC. Deutsche Bank Aktiengesellschaft increased their target price on shares of Marriott Vacations Worldwide from $92.00 to $119.00 and gave the company a “buy” rating in a research report on Tuesday, June 30th. Barclays restated an “overweight” rating and issued a $140.00 price target on shares of Marriott Vacations Worldwide in a research report on Friday. Weiss Ratings reissued a “sell (d)” rating on shares of Marriott Vacations Worldwide in a research note on Friday, June 12th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $132.00 target price on shares of Marriott Vacations Worldwide in a research note on Friday. Finally, Zacks Research cut shares of Marriott Vacations Worldwide from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 2nd. Seven investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $97.80.

Marriott Vacations Worldwide Trading Down 0.1%

Shares of NYSE VAC traded down $0.09 during mid-day trading on Friday, reaching $124.66. 62,210 shares of the company’s stock were exchanged, compared to its average volume of 544,559. The company’s 50-day moving average is $96.91 and its 200-day moving average is $77.19. The company has a debt-to-equity ratio of 2.80, a quick ratio of 2.77 and a current ratio of 3.30. The firm has a market capitalization of $4.28 billion, a price-to-earnings ratio of -12.33, a PEG ratio of 2.30 and a beta of 1.23. Marriott Vacations Worldwide has a 52-week low of $44.58 and a 52-week high of $131.34.

Marriott Vacations Worldwide (NYSE:VAC) last issued its quarterly earnings data on Thursday, August 6th. The company reported $2.31 EPS for the quarter, topping the consensus estimate of $1.97 by $0.34. Marriott Vacations Worldwide had a negative net margin of 6.72% and a positive return on equity of 11.37%. The firm had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.30 billion. During the same period in the prior year, the business posted $1.96 EPS. The business’s revenue for the quarter was up 5.9% compared to the same quarter last year. Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS. Analysts expect that Marriott Vacations Worldwide will post 7.32 EPS for the current fiscal year.

Marriott Vacations Worldwide Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Wednesday, May 27th were paid a dividend of $0.80 per share. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $3.20 annualized dividend and a yield of 2.6%. Marriott Vacations Worldwide’s dividend payout ratio is presently -31.71%.

Key Stories Impacting Marriott Vacations Worldwide

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

• Positive Sentiment: Second-quarter results exceeded expectations. VAC reported adjusted earnings of $2.31 per share, above the roughly $1.97–$1.98 consensus estimate and up from $1.96 a year earlier. Revenue reached $1.32 billion, topping the $1.30 billion estimate and rising 5.9% year over year. Q2 earnings and revenues top estimates
• Positive Sentiment: Vacation-ownership sales momentum was strong. Second-quarter contract sales increased 22% year over year to $545 million, while net income attributable to common shareholders rose to $77 million from $69 million. Diluted EPS increased to $2.12 from $1.77, supporting the view that operating trends are improving. Second-quarter 2026 financial results
• Positive Sentiment: Management raised its 2026 outlook. VAC now expects full-year EPS of $8.25 to $9.05, above the approximately $7.49 analyst consensus cited in the guidance update. The increase signals confidence in demand and earnings performance. Marriott Vacations raises 2026 outlook
• Neutral Sentiment: Analyst and investor commentary is focused on whether the strong sales activity can sustain the recent rally and translate into durable earnings growth.
• Negative Sentiment: Wells Fargo remains cautious despite raising its price target. The firm lifted its target from $68 to $101 but maintained an “underweight” rating, implying substantial downside from recent trading levels. This suggests valuation and execution risks remain after the stock’s sharp advance. Wells Fargo price-target update

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in VAC. Goldman Sachs Group Inc. grew its holdings in Marriott Vacations Worldwide by 18.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 140,662 shares of the company’s stock worth $9,036,000 after acquiring an additional 21,623 shares in the last quarter. Empowered Funds LLC increased its holdings in Marriott Vacations Worldwide by 147.9% in the first quarter. Empowered Funds LLC now owns 8,487 shares of the company’s stock valued at $545,000 after buying an additional 5,064 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Marriott Vacations Worldwide by 4.7% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 100,636 shares of the company’s stock worth $6,465,000 after purchasing an additional 4,497 shares during the last quarter. Invesco Ltd. lifted its position in shares of Marriott Vacations Worldwide by 102.9% during the 2nd quarter. Invesco Ltd. now owns 212,199 shares of the company’s stock worth $15,344,000 after buying an additional 107,598 shares during the last quarter. Finally, First Trust Advisors LP boosted its holdings in shares of Marriott Vacations Worldwide by 22.7% in the 2nd quarter. First Trust Advisors LP now owns 121,820 shares of the company’s stock valued at $8,809,000 after buying an additional 22,506 shares in the last quarter. Institutional investors and hedge funds own 89.52% of the company’s stock.

About Marriott Vacations Worldwide

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.