FY2025 Earnings Estimate for VAC Issued By Zacks Research

Marriott Vacations Worldwide Corporation (NYSE:VAC) – Analysts at Zacks Research decreased their FY2025 earnings per share (EPS) estimates for shares of Marriott Vacations Worldwide in a report issued on Wednesday, January 21st. Zacks Research analyst Team now anticipates that the company will earn $6.94 per share for the year, down from their previous estimate of $7.00. 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. Zacks Research also issued estimates for Marriott Vacations Worldwide’s Q4 2025 earnings at $1.63 EPS, Q1 2026 earnings at $1.50 EPS, Q3 2026 earnings at $1.53 EPS, Q4 2026 earnings at $1.96 EPS, FY2026 earnings at $6.95 EPS, Q1 2027 earnings at $2.22 EPS, Q2 2027 earnings at $1.82 EPS, Q3 2027 earnings at $1.64 EPS, Q4 2027 earnings at $1.84 EPS and FY2027 earnings at $7.52 EPS.

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

Other research analysts have also recently issued reports about the stock. Barclays decreased their price objective on shares of Marriott Vacations Worldwide from $87.00 to $64.00 and set an “overweight” rating on the stock in a research note on Friday, November 7th. The Goldman Sachs Group decreased their price target on Marriott Vacations Worldwide from $63.00 to $54.00 and set a “sell” rating on the stock in a research note on Tuesday, November 11th. Wall Street Zen downgraded Marriott Vacations Worldwide from a “hold” rating to a “sell” rating in a research report on Saturday, January 17th. Citizens Jmp decreased their target price on Marriott Vacations Worldwide from $115.00 to $60.00 and set a “market outperform” rating on the stock in a research report on Friday, November 7th. Finally, Wells Fargo & Company started coverage on Marriott Vacations Worldwide in a research note on Tuesday, November 18th. They set an “underweight” rating and a $37.00 target price for the company. Four equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Reduce” and an average price target of $61.13.

Marriott Vacations Worldwide Price Performance

Shares of NYSE:VAC opened at $57.41 on Friday. The firm has a 50 day moving average of $57.02 and a 200-day moving average of $66.77. Marriott Vacations Worldwide has a 12 month low of $44.58 and a 12 month high of $91.18. The company has a current ratio of 3.87, a quick ratio of 3.22 and a debt-to-equity ratio of 2.29. The stock has a market capitalization of $1.99 billion, a PE ratio of 12.87, a PEG ratio of 1.43 and a beta of 1.35.

Marriott Vacations Worldwide Increases Dividend

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

Insiders Place Their Bets

In other Marriott Vacations Worldwide news, Director Jonice M. Gray purchased 1,100 shares of the business’s stock in a transaction dated Tuesday, November 25th. The shares were bought at an average price of $54.47 per share, for a total transaction of $59,917.00. Following the completion of the acquisition, the director owned 13,205 shares in the company, valued at approximately $719,276.35. This trade represents a 9.09% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director William W. Mccarten acquired 5,000 shares of Marriott Vacations Worldwide stock in a transaction that occurred on Thursday, November 20th. The stock was acquired at an average cost of $48.08 per share, for a total transaction of $240,400.00. Following the purchase, the director owned 13,708 shares of the company’s stock, valued at $659,080.64. The trade was a 57.42% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 96,209 shares of company stock worth $4,573,353 over the last quarter. 1.60% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Marriott Vacations Worldwide

A number of institutional investors have recently made changes to their positions in VAC. Goldman Sachs Group Inc. raised its position in shares of Marriott Vacations Worldwide by 18.2% during the first 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 during the last quarter. Empowered Funds LLC increased its position in Marriott Vacations Worldwide by 147.9% during the 1st quarter. Empowered Funds LLC now owns 8,487 shares of the company’s stock valued at $545,000 after purchasing an additional 5,064 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Marriott Vacations Worldwide by 4.7% during the 1st 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. Parallel Advisors LLC lifted its position in shares of Marriott Vacations Worldwide by 898.3% in the 2nd quarter. Parallel Advisors LLC now owns 1,198 shares of the company’s stock worth $87,000 after purchasing an additional 1,078 shares during the period. Finally, UMB Bank n.a. lifted its position in shares of Marriott Vacations Worldwide by 194.9% in the 2nd quarter. UMB Bank n.a. now owns 690 shares of the company’s stock worth $50,000 after purchasing an additional 456 shares during the period. Institutional investors own 89.52% of the company’s stock.

Marriott Vacations Worldwide News Roundup

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

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.