Marriott Vacations Worldwide (NYSE:VAC) is a global company focused on the vacation ownership stock market. It develops, markets, and manages timeshare products and related offerings under prominent brands like Marriott, Westin, and Hyatt. The company operates in a competitive leisure industry, facing rivals in the vacation ownership and broader hospitality sectors.
On May 5, 2026, analyst firm Goldman Sachs maintained its "Sell" analyst rating for Marriott Vacations Worldwide. The firm did, however, increase its price target for the stock to $70.00 from $61.00. At the time of this rating, the stock's price was $73.72, trading above the analyst's new target price, indicating a potential overvaluation based on this specific stock performance metric.
This rating follows the company's first-quarter 2026 earnings report. Marriott Vacations Worldwide announced revenue growth of $1.26 billion, which is a 4.8% increase from the same period last year. This figure also surpassed the Zacks Consensus Estimate, which is the average of analysts' revenue predictions, by 5.1%, highlighting strong top-line performance against analyst estimates.
Despite the strong revenue, the company's earnings per share (EPS) were $1.24. This figure, which represents the company's profit per outstanding share of stock, missed the consensus estimate of $1.60 by over 22%. As highlighted by Zacks, this was also a decline from the $1.66 EPS reported a year ago, raising concerns about profitability metrics.
On the day of the report, shares of Marriott Vacations Worldwide saw a significant increase of about 5.00%, closing at $73.72. The company currently has a market capitalization of approximately $2.53 billion. Over the past year, the stock has traded between a low of $44.58 and a high of $86.33, reflecting its recent stock market performance and stock trading range.
