MARRIOTT VACATIONS WORLD (VAC) Forecast, Price Target & Analyst Ratings

NYSE:VAC • US57164Y1073

Current stock price

77.84 USD
+0.59 (+0.76%)
At close:
77.84 USD
0 (0%)
After Hours:

Analyst forecast overview

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).

Forecast Snapshot

Consensus Price Target

Price Target
$80.17
+ 3.00% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
$1.72
Revenue Estimate
1.212B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
70.67%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$80.17
Upside
+ 3.00%
From current price of $77.84 to mean target of $80.17, Based on 15 analyst forecasts
Low
$52.52
Median
$81.09
High
$110.25

Price Target Revisions

1 Month
24.76%
3 Months
22.81%

Price Target Summary

15 Wall Street analysts provided a forecast for the next 12 months for VAC. The average price target is 80.17 USD. This implies a price increase of 3% is expected in the next year compared to the current price of 77.84.
The average price target has been revised upward by 22.81% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

VAC Current Analyst RatingVAC Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 1 2 3 4 5

Analyst Ratings History

VAC Historical Analyst RatingsVAC Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10

Analyst Ratings Consensus

ChartMill Buy Consensus
70.67%
VAC was analyzed by 15 analysts. The buy percentage consensus is at 71. So analysts seem to be have mildly positive about VAC.
In the previous month the buy percentage consensus was at a similar level.
VAC was analyzed by 15 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-10Morgan StanleyMaintains Underweight -> Underweight
2026-03-09CitizensDowngrade Market Outperform -> Market Perform
2026-03-05MizuhoUpgrade Neutral -> Outperform
2026-03-02JefferiesUpgrade Hold -> Buy
2026-02-27Wells FargoMaintains Underweight -> Underweight
2026-02-26StifelMaintains Buy -> Buy
2026-01-16Morgan StanleyDowngrade Equal-Weight -> Underweight
2025-11-18Wells FargoInitiate Underweight
2025-11-14Truist SecuritiesMaintains Buy -> Buy
2025-11-11MizuhoDowngrade Outperform -> Neutral
2025-11-11Goldman SachsMaintains Sell -> Sell
2025-11-07CitizensMaintains Market Outperform -> Market Outperform
2025-11-07BarclaysMaintains Overweight -> Overweight
2025-08-21Truist SecuritiesMaintains Buy -> Buy
2025-08-06Goldman SachsMaintains Sell -> Sell
2025-08-05StifelMaintains Buy -> Buy
2025-05-12BarclaysMaintains Overweight -> Overweight
2025-05-09MizuhoMaintains Outperform -> Outperform
2025-05-09Goldman SachsMaintains Sell -> Sell
2025-04-22Morgan StanleyUpgrade Underweight -> Equal-Weight
2025-04-14Goldman SachsMaintains Sell -> Sell
2025-03-07Truist SecuritiesMaintains Buy -> Buy
2025-02-28MizuhoMaintains Outperform -> Outperform
2025-02-28BarclaysMaintains Overweight -> Overweight
2025-02-27StifelMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
$1.72
Revenue Estimate
1.212B
Revenue Q2Q
1.00%
EPS Q2Q
3.40%
Number of Analysts
11

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
-1.54%
EPS (1 Month)
-3.95%
EPS (3 Months)
-0.95%

Next Earnings Summary

VAC is expected to report earnings on 4/30/2026. The consensus EPS estimate for the next earnings is 1.72 USD and the consensus revenue estimate is 1.21B USD.
The next earnings revenue estimate has been revised downward by 1.54% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2028

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
VAC revenue by date.VAC revenue by date.
4.727B
1.52%		4.967B
5.08%		5.032B
1.31%		5.142B
2.19%		5.291B
2.90%		5.273B
-0.34%
EBITDA
YoY % growth
VAC ebitda by date.VAC ebitda by date.
722M
-22.28%		693M
-4.02%		703M
1.44%		766.71M
9.06%		803.88M
4.85%		798.16M
-0.71%
EBIT
YoY % growth
VAC ebit by date.VAC ebit by date.
587M
-26.35%		547M
-6.81%		554M
1.28%		572.95M
3.42%		631.71M
10.26%		604.19M
-4.36%
Operating Margin
VAC operating margin by date.VAC operating margin by date.
12.42%11.01%11.01%11.14%11.94%11.46%
EPS
YoY % growth
VAC eps by date.VAC eps by date.
7.81
-24.39%		6.56
-16.01%		7.17
9.30%		7.36
2.61%		8.39
14.06%		8.36
-0.35%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		1.72
3.40%		2.08
6.25%		1.68
-0.81%		1.87
0.41%		2.01
16.96%		2.34
12.44%		1.95
16.49%		2.24
19.86%		1.44
-28.05%		1.72
-26.67%		1.46
-25.00%		1.86
-16.98%
Revenue
Q2Q % growth		1.212B
1.00%		1.281B
2.81%		1.303B
3.17%		1.354B
58.18%		1.25B
3.14%		1.322B
3.20%		1.337B
2.61%		1.407B
3.91%		1.299B
3.92%		1.269B
-4.01%		1.315B
-1.65%		1.384B
-1.63%
EBITDA
Q2Q % growth		185.62M
-0.20%		207.2M
-8.72%		182.21M
-22.46%		193.96M
-31.46%		194.32M
4.69%		215.01M
3.77%		194.04M
6.49%		205.42M
5.91%		176.75M
-9.04%		192.91M
-10.28%		175.74M
-9.43%		192.91M
-6.09%
EBIT
Q2Q % growth		152.89M
3.30%		167.02M
10.61%		138.61M
14.55%		150.84M
12.57%		189.88M
24.19%		214.12M
28.20%		178.77M
28.97%		197.96M
31.24%		N/AN/AN/AN/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

VAC Yearly Revenue VS EstimatesVAC Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1B 2B 3B 4B 5B
VAC Yearly EPS VS EstimatesVAC Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 2 4 6 8 10

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
5.26%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
1.46%
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
15.04%
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

MARRIOTT VACATIONS WORLD / VAC Forecast FAQ

Can you provide the average price target for MARRIOTT VACATIONS WORLD stock?

15 analysts have analysed VAC and the average price target is 80.17 USD. This implies a price increase of 3% is expected in the next year compared to the current price of 77.84.

When does MARRIOTT VACATIONS WORLD (VAC) report earnings?

MARRIOTT VACATIONS WORLD (VAC) will report earnings on 2026-04-30.

What are the consensus estimates for MARRIOTT VACATIONS WORLD (VAC) next earnings?

The consensus EPS estimate for the next earnings of MARRIOTT VACATIONS WORLD (VAC) is 1.72 USD and the consensus revenue estimate is 1.21B USD.

What is the consensus rating for MARRIOTT VACATIONS WORLD (VAC) stock?

The consensus rating for MARRIOTT VACATIONS WORLD (VAC) is 70.6667 / 100 . This indicates that analysts generally have a positive outlook on the stock.