What is Zacks Research’s Estimate for VAC Q2 Earnings?

Marriott Vacations Worldwide Corporation (NYSE:VAC) – Research analysts at Zacks Research boosted their Q2 2026 EPS estimates for Marriott Vacations Worldwide in a note issued to investors on Wednesday, January 21st. Zacks Research analyst Team now forecasts that the company will post earnings per share of $1.95 for the quarter, up from their previous forecast of $1.81. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Marriott Vacations Worldwide’s current full-year earnings is $6.23 per share.

Several other analysts have also commented on VAC. Morgan Stanley reaffirmed an “underweight” rating and set a $52.00 target price (down from $70.00) on shares of Marriott Vacations Worldwide in a report on Friday, January 16th. Citizens Jmp dropped their price objective on shares of Marriott Vacations Worldwide from $115.00 to $60.00 and set a “market outperform” rating on the stock in a research note on Friday, November 7th. Truist Financial cut their target price on shares of Marriott Vacations Worldwide from $127.00 to $81.00 and set a “buy” rating for the company in a report on Friday, November 14th. Wall Street Zen downgraded shares of Marriott Vacations Worldwide from a “hold” rating to a “sell” rating in a report on Saturday, January 17th. Finally, Wells Fargo & Company began coverage on shares of Marriott Vacations Worldwide in a research report on Tuesday, November 18th. They set an “underweight” rating and a $37.00 price target on the stock. Four equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Reduce” and a consensus target price of $61.13.

Marriott Vacations Worldwide Stock Performance

Shares of VAC stock opened at $57.41 on Thursday. The stock has a market cap of $1.99 billion, a PE ratio of 12.87, a price-to-earnings-growth ratio of 1.47 and a beta of 1.35. The business has a 50-day simple moving average of $57.02 and a 200-day simple moving average of $66.86. The company has a quick ratio of 3.22, a current ratio of 3.87 and a debt-to-equity ratio of 2.29. Marriott Vacations Worldwide has a 52-week low of $44.58 and a 52-week high of $91.18.

Marriott Vacations Worldwide (NYSE:VAC) last posted its earnings results on Wednesday, November 5th. The company reported $1.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.64 by $0.05. The company had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.31 billion. Marriott Vacations Worldwide had a net margin of 3.44% and a return on equity of 11.44%. The firm’s quarterly revenue was down 3.2% on a year-over-year basis. During the same period in the previous year, the firm posted $1.80 earnings per share. Marriott Vacations Worldwide has set its FY 2025 guidance at 6.700-7.100 EPS.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank purchased a new stake in Marriott Vacations Worldwide during the 2nd quarter worth approximately $27,971,000. Senvest Management LLC lifted its position in shares of Marriott Vacations Worldwide by 19.4% in the second quarter. Senvest Management LLC now owns 1,816,012 shares of the company’s stock valued at $131,316,000 after acquiring an additional 294,937 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of Marriott Vacations Worldwide by 71.6% in the second quarter. Arrowstreet Capital Limited Partnership now owns 635,977 shares of the company’s stock worth $45,987,000 after acquiring an additional 265,278 shares during the last quarter. Capital World Investors purchased a new stake in shares of Marriott Vacations Worldwide during the third quarter worth approximately $226,000. Finally, Geode Capital Management LLC increased its position in shares of Marriott Vacations Worldwide by 37.4% during the second quarter. Geode Capital Management LLC now owns 788,879 shares of the company’s stock worth $57,051,000 after purchasing an additional 214,629 shares in the last quarter. 89.52% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, Director Dianna Morgan bought 500 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were acquired at an average price of $51.22 per share, for a total transaction of $25,610.00. Following the completion of the transaction, the director directly owned 23,094 shares in the company, valued at $1,182,874.68. This trade represents a 2.21% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director William W. Mccarten purchased 5,000 shares of Marriott Vacations Worldwide stock in a transaction that occurred on Thursday, November 20th. The shares were bought at an average price of $48.08 per share, with a total value of $240,400.00. Following the transaction, the director owned 13,708 shares in the company, valued at approximately $659,080.64. The trade was a 57.42% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have bought 96,209 shares of company stock worth $4,573,353 in the last 90 days. 1.60% of the stock is owned by insiders.

Marriott Vacations Worldwide Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Wednesday, December 24th were paid a $0.80 dividend. The ex-dividend date of this dividend was Wednesday, December 24th. This represents a $3.20 dividend on an annualized basis and a yield of 5.6%. This is an increase from Marriott Vacations Worldwide’s previous quarterly dividend of $0.79. Marriott Vacations Worldwide’s dividend payout ratio is 71.75%.

Key Stories Impacting Marriott Vacations Worldwide

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

• Positive Sentiment: Zacks Research raised multiple near‑ and medium‑term EPS forecasts for VAC — notable revisions include Q1 2027 to $2.22 (from $2.10), Q2 2026 to $1.95 (from $1.81), Q2 2027 to $1.82 (from $1.70), Q3 2027 to $1.64 (from $1.40), Q4 2027 to $1.84 (from $1.69), FY2026 to $6.95 (from $6.46) and FY2027 to $7.52 (from $6.88). These lifts imply improved earnings trajectory vs prior Zacks assumptions. Zacks Research Note
• Neutral Sentiment: Zacks also slightly cut its Q4 2025 and FY2025 estimates (Q4 2025 to $1.63 from $1.69; FY2025 to $6.94 from $7.00). These are modest downward tweaks that temper, but do not negate, the larger upward revisions for later years. Zacks Research Note
• Negative Sentiment: Zacks downgraded VAC from “Hold” to a “Strong Sell.” The rating change is a clear negative for market sentiment and likely a primary driver of the stock decline despite the EPS upgrades; coverage notes and media reports flagged the downgrade. Zacks.com TickerReport

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.