NYSE:VAC • US57164Y1073
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for MARRIOTT VACATIONS WORLD (VAC).
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-03-09 | Citizens | Downgrade | Market Outperform -> Market Perform |
| 2026-03-05 | Mizuho | Upgrade | Neutral -> Outperform |
| 2026-03-02 | Jefferies | Upgrade | Hold -> Buy |
| 2026-02-27 | Wells Fargo | Maintains | Underweight -> Underweight |
| 2026-02-26 | Stifel | Maintains | Buy -> Buy |
| 2026-01-16 | Morgan Stanley | Downgrade | Equal-Weight -> Underweight |
| 2025-11-18 | Wells Fargo | Initiate | Underweight |
| 2025-11-14 | Truist Securities | Maintains | Buy -> Buy |
| 2025-11-11 | Mizuho | Downgrade | Outperform -> Neutral |
| 2025-11-11 | Goldman Sachs | Maintains | Sell -> Sell |
| 2025-11-07 | Citizens | Maintains | Market Outperform -> Market Outperform |
| 2025-11-07 | Barclays | Maintains | Overweight -> Overweight |
| 2025-08-21 | Truist Securities | Maintains | Buy -> Buy |
| 2025-08-06 | Goldman Sachs | Maintains | Sell -> Sell |
| 2025-08-05 | Stifel | Maintains | Buy -> Buy |
| 2025-05-12 | Barclays | Maintains | Overweight -> Overweight |
| 2025-05-09 | Mizuho | Maintains | Outperform -> Outperform |
| 2025-05-09 | Goldman Sachs | Maintains | Sell -> Sell |
| 2025-04-22 | Morgan Stanley | Upgrade | Underweight -> Equal-Weight |
| 2025-04-14 | Goldman Sachs | Maintains | Sell -> Sell |
| 2025-03-07 | Truist Securities | Maintains | Buy -> Buy |
| 2025-02-28 | Mizuho | Maintains | Outperform -> Outperform |
| 2025-02-28 | Barclays | Maintains | Overweight -> Overweight |
| 2025-02-27 | Stifel | Maintains | Buy -> Buy |
| 2025-02-25 | Mizuho | Maintains | Outperform -> Outperform |
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | ||
|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 4.727B 1.52% | 4.967B 5.08% | 5.032B 1.31% | 5.151B 2.36% | 5.307B 3.03% | 5.318B 0.21% | |
| EBITDA YoY % growth | 722M -22.28% | 693M -4.02% | 703M 1.44% | 760.81M 8.22% | 788.67M 3.66% | 798.16M 1.20% | |
| EBIT YoY % growth | 587M -26.35% | 547M -6.81% | 554M 1.28% | 572.95M 3.42% | 631.71M 10.26% | 604.19M -4.36% | |
| Operating Margin | 12.42% | 11.01% | 11.01% | 11.12% | 11.90% | 11.36% | |
| EPS YoY % growth | 7.81 -24.39% | 6.56 -16.01% | 7.17 9.30% | 7.00 -2.42% | 7.75 10.84% | 8.36 7.84% |
All data in USD
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 1.79 7.65% | 1.98 1.23% | 1.57 -7.11% | 1.64 -11.60% | 1.41 -20.87% | 1.59 -20.08% | 1.23 -21.51% | 1.25 -23.83% |
| Revenue Q2Q % growth | 1.212B 1.00% | 1.285B 3.13% | 1.301B 3.01% | 1.35B 57.71% | 1.276B 5.28% | 1.227B -4.51% | 1.248B -4.07% | 1.312B -2.81% |
| EBITDA Q2Q % growth | 189.13M 1.68% | 203.04M -10.56% | 182.58M -22.31% | 185.63M -34.41% | 184.83M -2.27% | 195.94M -3.50% | 173.72M -4.85% | 172.71M -6.96% |
| EBIT Q2Q % growth | 153.66M 3.82% | 167.7M 11.06% | 140.22M 15.88% | 159.08M 18.72% | N/A | N/A | N/A | N/A |
All data in USD
15 analysts have analysed VAC and the average price target is 64.26 USD. This implies a price decrease of -8.49% is expected in the next year compared to the current price of 70.22.
MARRIOTT VACATIONS WORLD (VAC) will report earnings on 2026-05-05.
The consensus EPS estimate for the next earnings of MARRIOTT VACATIONS WORLD (VAC) is 1.79 USD and the consensus revenue estimate is 1.21B USD.
The number of analysts covering MARRIOTT VACATIONS WORLD (VAC) is 15.