Marriott Vacations Worldwide (NYSE:VAC – Get Free Report) was upgraded by investment analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report released on Monday,Zacks.com reports.
Other research analysts also recently issued research reports about the company. Citizens Jmp downgraded Marriott Vacations Worldwide from an “outperform” rating to a “market perform” rating in a research note on Monday, March 9th. The Goldman Sachs Group reiterated a “sell” rating and set a $70.00 price objective on shares of Marriott Vacations Worldwide in a research note on Tuesday. Wall Street Zen raised shares of Marriott Vacations Worldwide from a “sell” rating to a “hold” rating in a report on Saturday, February 14th. Wells Fargo & Company raised their target price on shares of Marriott Vacations Worldwide from $46.00 to $58.00 and gave the stock an “underweight” rating in a research note on Friday, February 27th. Finally, Jefferies Financial Group raised shares of Marriott Vacations Worldwide from a “hold” rating to a “buy” rating and lifted their price target for the company from $52.00 to $105.00 in a report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has given a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $76.90.
View Our Latest Stock Report on VAC
Marriott Vacations Worldwide Stock Up 5.1%
Marriott Vacations Worldwide (NYSE:VAC – Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $1.24 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.67 by ($0.43). The business had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.20 billion. Marriott Vacations Worldwide had a negative net margin of 6.12% and a positive return on equity of 11.77%. The company’s revenue was up 4.8% on a year-over-year basis. During the same period in the previous year, the firm earned $1.66 EPS. Marriott Vacations Worldwide has set its FY 2026 guidance at 7.050-7.800 EPS. As a group, equities analysts forecast that Marriott Vacations Worldwide will post 7.21 EPS for the current year.
Insider Transactions at Marriott Vacations Worldwide
In other news, insider Michael Flaskey acquired 14,862 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was bought at an average cost of $67.26 per share, with a total value of $999,618.12. Following the completion of the purchase, the insider directly owned 14,862 shares of the company’s stock, valued at $999,618.12. This represents a ? increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 13.30% of the stock is currently owned by corporate insiders.
Hedge Funds Weigh In On Marriott Vacations Worldwide
Several hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in Marriott Vacations Worldwide by 7.4% in the 4th quarter. Vanguard Group Inc. now owns 3,392,787 shares of the company’s stock worth $195,730,000 after purchasing an additional 234,105 shares during the period. Dimensional Fund Advisors LP increased its stake 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 purchasing an additional 54,285 shares during the period. Ananym Capital Management LP increased its stake 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 purchasing an additional 3,200 shares during the period. Arrowstreet Capital Limited Partnership lifted its position in shares of Marriott Vacations Worldwide by 11.0% during the third quarter. Arrowstreet Capital Limited Partnership now owns 705,629 shares of the company’s stock worth $46,967,000 after purchasing an additional 69,652 shares during the last quarter. Finally, Deprince Race & Zollo Inc. lifted its position in shares of Marriott Vacations Worldwide by 5.4% during the first quarter. Deprince Race & Zollo Inc. now owns 524,247 shares of the company’s stock worth $34,139,000 after purchasing an additional 26,824 shares during the last quarter. 89.52% of the stock is currently owned by institutional investors.
Key Marriott Vacations Worldwide News
Here are the key news stories impacting Marriott Vacations Worldwide this week:
- Positive Sentiment: Revenue beat and top?line growth — Q1 revenue came in at $1.26B (up ~4.8% year?over?year) vs. ~$1.20B expected, showing demand resilience in vacation ownership sales. Marriott Vacations Worldwide Reports First Quarter 2026 Financial Results
- Positive Sentiment: Zacks upgrade to Strong Buy — Zacks moved VAC to a Rank #1 (Strong Buy), which can attract momentum flows and retail/institutional interest. All You Need to Know About Marriott Vacations Worldwide (VAC) Rating Upgrade to Strong Buy
- Neutral Sentiment: Company reaffirmed FY2026 outlook — management reiterated FY26 EPS guidance of $7.05–$7.80, signaling confidence in the full?year plan despite the weaker quarter. That supports the buy thesis but leaves room for debate on upside. Marriott Vacations Reaffirms Outlook Despite Weaker First Quarter
- Neutral Sentiment: Earnings call transcript available — read management’s commentary for color on demand trends, cost drivers and timing of discretionary sales (useful for modeling). Marriott Vacations Worldwide Corporation (VAC) Q1 2026 Earnings Call Transcript
- Negative Sentiment: EPS missed expectations — Q1 EPS $1.24 vs. consensus ~$1.67, a sizable shortfall that highlights margin pressure and weaker near?term profitability. Marriott Vacations Worldwide (VAC) Q1 Earnings Miss Estimates
- Negative Sentiment: Guidance vs. Street — FY26 guide midpoint sits slightly below consensus (company: $7.05–$7.80 vs. consensus ~$7.52), which limits upside to estimates and may cap multiple expansion. All You Need to Know About Marriott Vacations Worldwide (VAC) Rating Upgrade to Strong Buy
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.
Further Reading
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