Marriott Vacations Worldwide remains a 'buy' as new leadership refocuses on higher-performing assets and resets expectations after significant impairments. VAC trades at ~9x earnings with a double-digit free cash flow yield, offering over 10% upside plus a secure 5.7% dividend yield. Management's guidance for 2026 is cautious, targeting flattish contract sales and higher free cash flow via increased securitization capacity.
Marriott Vacations Worldwide (VAC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Marriott Vacations Worldwide (VAC) reported earnings 30 days ago. What's next for the stock?
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Marriott Vacations (NYSE:VAC) is entering “the beginning of a transition period” following weaker-than-expected third quarter results and a leadership shake-up, analysts at Jefferies believe. Jefferies maintained a ‘Hold' rating and cut its price target to $52 from $76 post-earnings.
The headline numbers for Marriott Vacations Worldwide (VAC) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Marriott Vacations Worldwide (VAC) came out with quarterly earnings of $1.69 per share, beating the Zacks Consensus Estimate of $1.64 per share. This compares to earnings of $1.8 per share a year ago.
Marriott Vacations Worldwide (VAC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Marriott Vacations Worldwide (VAC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Marriott Vacations Worldwide is upgraded to a buy, with shares offering ~20% upside after recent underperformance and improving credit metrics. VAC benefits from a blend of cyclical timeshare sales and recurring revenue, providing more visibility than pure-play hotel businesses, despite some credit risk. Delinquencies have likely peaked, reserves appear sufficient, and first-time buyer growth is encouraging, supporting a positive outlook for free cash flow and margins.
Marriott Vacations Worldwide Corporation (NYSE:VAC ) Q2 2025 Earnings Call August 5, 2025 10:00 AM ET Company Participants Jason P. Marino - Executive VP & CFO John E.