VACConsumer Cyclical · Resorts & CasinosThe 12 Wall Street analysts covering Marriott Vacations Worldwide Corp. hold a median 12-month price target of $127 — +11.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 71 of 100 as at 3 Nov 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Marriott Vacations Worldwide Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (94): The shares have been drifting up relative to others.
Quality (17): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on VAC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +11.2% from it.
Of the 20 most recent actions, 6 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | Morgan Stanley | Maintains | Underweight | $65 → $63 |
| 19 Oct 2026 | Wells Fargo | Maintains | Underweight | $101 → $100 |
| 15 Oct 2026 | Susquehanna | Maintains | Neutral | $110 → $115 |
| 8 Oct 2026 | JP Morgan | Initiates | Overweight | — |
| 8 Oct 2026 | JP Morgan | Initiates | Overweight | $125 |
| 10 Sept 2026 | Truist Securities | Maintains | Buy | $97 → $134 |
| 10 Sept 2026 | Truist Securities | Maintains | Buy | — |
| 7 Aug 2026 | Barclays | Maintains | Overweight | $94 → $140 |
| 7 Aug 2026 | Barclays | Maintains | Overweight | — |
| 7 Aug 2026 | Wells Fargo | Maintains | Underweight | — |
| 7 Aug 2026 | Wells Fargo | Maintains | Underweight | $68 → $101 |
| 17 July 2026 | Morgan Stanley | Maintains | Underweight | $51 → $52 |
| 17 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 14 July 2026 | Wells Fargo | Maintains | Underweight | $66 → $68 |
| 14 July 2026 | Wells Fargo | Maintains | Underweight | — |
| 30 June 2026 | Deutsche Bank | Maintains | Buy | — |
| 12 May 2026 | Morgan Stanley | Maintains | Underweight | — |
| 7 May 2026 | Wells Fargo | Maintains | Underweight | — |
| 6 May 2026 | Barclays | Maintains | Overweight | — |
| 10 Apr 2026 | Morgan Stanley | Maintains | Underweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
VAC appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Marriott Vacations Worldwide Corp. returned +79.7% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 46% of US stocks
Cheaper than 64% of US stocks
Cheaper than 43% of US stocks
Cheaper than 20% of US stocks
Higher than 52% of US stocks
Higher than 51% of US stocks
Higher than 51% of US stocks
Higher than 77% of US stocks
Higher than 20% of US stocks
Higher than 34% of US stocks
Higher than 64% of US stocks
Higher than 84% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Marriott Vacations Worldwide Corp. has a market value of $4.1B and an enterprise value of $9.4B.
Revenue in the twelve months to 30 June 2026: $5.2B. The latest quarter grew 9.7% year on year.
Net income over the same four quarters: −$334.0M, a −6.5% net margin.
Diluted earnings per share, trailing twelve months: $−9.74.
Free cash flow in the twelve months to 30 June 2026: $99.0M, after $45.0M of capital spending.
Marriott Vacations Worldwide Corp. spent $25.0M on share buybacks and $109.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 14.7×; forward P/E: 12.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.70%, paying out 69% of earnings.
Marriott Vacations Worldwide Corp. employs 21,100 people — $245K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Marriott Vacations Worldwide Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Seeking Alpha published the transcript of Marriott Vacations Worldwide Corporation’s Q3 2026 earnings call.
Why it matters — The transcript provides VAC watchers with the company’s discussion of its quarterly results and business matters.
Zacks Investment Research notes that Marriott Vacations Worldwide’s Q3 2026 top- and bottom-line results provide a view of quarterly performance, while its key metrics can also be compared with Wall Street estimates and year-ago values. The excerpt does not specify the results or comparisons.
Why it matters — Those metric comparisons offer VAC watchers additional context on quarterly performance beyond the headline earnings figures.
Marriott Vacations Worldwide reported quarterly earnings of $2.64 per share, above the Zacks Consensus Estimate of $2.56. Earnings were $1.69 per share in the year-ago quarter.
Why it matters — VAC watchers may note that quarterly earnings exceeded the consensus estimate and were higher than a year earlier.
Marriott Vacations Worldwide reported third-quarter 2026 contract sales of $565 million, up 29% year over year, and VPG of $4,822, up 30%. Development profit rose 97% to $142 million, while net income attributable to common stockholders was $82 million, compared with a net loss in the prior-year quarter.
Why it matters — The reported sales, VPG, and development profit increases, alongside the return to net income, are relevant indicators of VAC’s quarterly performance.
Zacks says Marriott Vacations Worldwide does not have the two key ingredients it identifies as supporting a likely earnings beat in its upcoming report. The item outlines key expectations for the report.
Why it matters — VAC watchers may find the assessment relevant when reviewing expectations ahead of the company's upcoming earnings report.
The 12 Wall Street analysts covering Marriott Vacations Worldwide Corp. have a median 12-month price target of $127, with estimates ranging from $63 to $147. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Marriott Vacations Worldwide Corp., 8 rate it a Buy, 2 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Marriott Vacations Worldwide Corp. 71 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Marriott Vacations Worldwide Corp. ranks 71 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (94 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +11.2% from the last close, and Ticker Nerd's factor model ranks Marriott Vacations Worldwide Corp. 71 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Marriott Vacations Worldwide Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for VAC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $63 to $147 over the next 12 months.
Marriott Vacations Worldwide Corp. returned +79.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Marriott Vacations Worldwide Corporation is a vacation ownership and hospitality company that provides vacation ownership, exchange, rental, and resort management services. Marriott Vacations Worldwide Corporation operates a portfolio of branded programs and products that includes Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, Hyatt Vacation Club, and related vacation ownership offerings.
The most recent item we track (Seeking Alpha, 4 Nov 2026): "Marriott Vacations Worldwide Corporation (VAC) Q3 2026 Earnings Call Transcript". Seeking Alpha published the transcript of Marriott Vacations Worldwide Corporation’s Q3 2026 earnings call.
Marriott Vacations Worldwide Corporation is a vacation ownership and hospitality company that provides vacation ownership, exchange, rental, and resort management services. Marriott Vacations Worldwide Corporation operates a portfolio of branded programs and products that includes Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, Hyatt Vacation Club, and related vacation ownership offerings. The company also manages exchange networks, membership programs, and third-party resort and property management services through its broader vacation business. Its operations serve travelers, owners, and resort partners across leisure and lodging markets, making it a significant participant in the global vacation ownership industry. Based in Orlando, Florida, Marriott Vacations Worldwide Corporation focuses on delivering branded vacation experiences and managing a range of hospitality assets and related services.
CEO Mr. Matthew E. Avril CPA · 21,100 employees · United States · https://www.marriottvacationsworldwide.com
