Marriott Vacations missed Wall Street's revenue expectations in the third quarter, and its shares fell. Revenue was $1.37 billion, up 8.2% year on year but 3.1% below analyst estimates of $1.41 billion. Guest volumes fell by 19,208 year on year, and Hurricane Lowell disrupted operations in Hawaii. Chief executive officer Matt Avril said contract sales and development profit rose on stronger marketing and higher value per guest. Adjusted EPS of $2.64 beat estimates of $2.59. Adjusted EBITDA was $216 million, in line with forecasts, and operating margin rose to 11.2% from 2.6% a year earlier. Management raised full-year adjusted EPS guidance to $8.90 at the midpoint. The shares trade at $105.60, down from $118.59 before the results.

Marriott Vacations Worldwide (NYSE:VAC) stock gets price target reduction from JPMorgan Chase & Co. Posted by ABMN Staff on Nov 8th, 2026 Marriott Vacations Worldwide (NYSE:VAC - Free Report) had its price objective reduced by JPMorgan Chase & Co. from $125.00 to $124.00 in a research report sent to investors on Thursday morning,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the stock. A number of other equities analysts have also recently commented on the company. Weiss Ratings raised Marriott Vacations Worldwide from a "hold (c-)" rating to a "hold (c)" rating in a report on Monday, November 2nd. Zacks Research downgraded Marriott Vacations Worldwide from a "strong-buy" rating to a "hold" rating in a research report on Thursday, October 22nd. Morgan Stanley lowered their price target on Marriott Vacations Worldwide from $65.00 to $63.00 and set an "underweight" rating on the stock in a research note on Thursday, October 22nd. Wells Fargo & Company lowered their price target on Marriott Vacations Worldwide from $100.00 to $97.00 and set an "underweight" rating on the stock in a research note on Thursday. Finally, The Goldman Sachs Group reiterated a "buy" rating and set a $132.00 price target on shares of Marriott Vacations Worldwide in a research report on Friday, August 7th. Eight investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $111.91. Marriott Vacations Worldwide stock up 3.1%. Discover more Trade Derivatives Read Economics Investment Strategy Advice VAC stock opened at $110.47 on Thursday. Marriott Vacations Worldwide has a 52 week low of $44.58 and a 52 week high of $131.34. The company has a quick ratio of 2.99, a current ratio of 3.78 and a debt-to-equity ratio of 2.55. The firm has a 50-day simple moving average of $106.35 and a 200-day simple moving average of $87.54. The stock has a market capitalization of $3.80 billion, a P/E ratio of -14.87, a P/E/G ratio of 2.36 and a beta of 1.31. Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) last issued its quarterly earnings results on Wednesday, November 4th. The company reported $2.64 earnings per share for the quarter, beating analysts' consensus estimates of $2.57 by $0.07. Marriott Vacations Worldwide had a negative net margin of 4.75% and a positive return on equity of 14.36%. The firm had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.42 billion. During the same period last year, the company posted $1.69 EPS. Marriott Vacations Worldwide's quarterly revenue was up 8.2% compared to the same quarter last year. Equities analysts forecast that Marriott Vacations Worldwide will post 9.07 earnings per share for the current fiscal year. Marriott Vacations Worldwide dividend announcement. The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Wednesday, September 16th were paid a $0.80 dividend. This represents a $3.20 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend was Wednesday, September 16th. Marriott Vacations Worldwide's dividend payout ratio (DPR) is currently -43.07%. Insider transactions at Marriott Vacations Worldwide. In other Marriott Vacations Worldwide news, insider Kathleen A. Pighini sold 2,500 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $120.00, for a total value of $300,000.00. Following the completion of the sale, the insider owned 10,821 shares in the company, valued at approximately $1,298,520. This represents a 18.77% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Christian Asmar sold 750,000 shares of the firm's stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $111.49, for a total transaction of $83,617,500.00. Following the completion of the transaction, the director directly owned 3,380,818 shares in the company, valued at $376,927,398.82. This trade represents a 18.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 13.30% of the company's stock. Institutional investors weigh in on Marriott Vacations Worldwide. Several hedge funds and other institutional investors have recently made changes to their positions in VAC. Quantinno Capital Management LP lifted its position in Marriott Vacations Worldwide by 12.3% during the first quarter. Quantinno Capital Management LP now owns 474,037 shares of the company's stock worth $30,869,000 after buying an additional 52,007 shares in the last quarter. Penn Capital Management Company LLC boosted its stake in Marriott Vacations Worldwide by 23.4% during the third quarter. Penn Capital Management Company LLC now owns 200,801 shares of the company's stock worth $20,576,000 after buying an additional 38,061 shares during the last quarter. Bank of New York Mellon Corp purchased a new stake in Marriott Vacations Worldwide in the 2nd quarter valued at $17,975,000. Ancora Advisors LLC purchased a new stake in Marriott Vacations Worldwide in the 2nd quarter valued at $16,002,000. Finally, Bamco Inc. NY purchased a new stake in Marriott Vacations Worldwide in the 2nd quarter valued at $14,751,000. Institutional investors and hedge funds 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: * Contract sales rose 29% year over year to $565 million in the third quarter, while volume per guest increased 30% to $4,822. These operating gains support the long-term growth case. * A Zacks article highlighted VAC as a potential long-term growth stock, drawing on its stock-style scoring framework. * Barclays lowered its target from $140 to $139 but maintained an Overweight rating; JPMorgan trimmed its target from $125 to $124 and also remained Overweight. The modest cuts temper, but do not reverse, their positive stance. * Wells Fargo cut its target from $100 to $97 and kept an Underweight rating, signaling downside risk in its view. About Marriott Vacations Worldwide. Marriott Vacations Worldwide Corporation (NYSE:VAC) is a global vacation ownership and leisure travel company. It develops, markets, sells, and manages vacation ownership interests, which provide customers with access to accommodations and resort experiences through points-based and deeded ownership programs. The company also operates related vacation exchange, rental, resort management, and travel businesses. Its portfolio includes vacation ownership and related offerings under brands such as Marriott Vacation Club, Sheraton Vacation Club, Westin Vacation Club, Grand Residences by Marriott, and Aqua-Aston. Receive News & Ratings for Marriott Vacations Worldwide Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Marriott Vacations Worldwide and related companies with MarketBeat.com's FREE daily email newsletter.