Marriott Vacations Worldwide

VAC · NYSE

$113.29+$3.18 (+2.89%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $110.11

VAC analyst rating

HoldConsensus of 12 analysts over the last 12 months. 58% rate it a buy.

Strong buy0
Buy7
Hold2
Underperform2
Sell1

12-month price target · 12 analysts

Average $122.12 (+7.8% upside)

Low: $65.65
Now: $113.29
High: $154.35

Upgrades and downgrades

The latest rating actions, newest first

VAC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wells Fargo	Oct 19, 2026	Maintains	Underweight	$101.00 → $100.00	33%
Susquehanna	Oct 15, 2026	Maintains	Neutral	$110.00 → $115.00	66%
JP Morgan	Oct 8, 2026	Initiates	Overweight	$125.00	48%
Truist Securities	Sep 10, 2026	Maintains	Buy	$97.00 → $134.00	53%
Barclays	Aug 7, 2026	Maintains	Overweight	$94.00 → $140.00	46%
Wells Fargo	Aug 7, 2026	Maintains	Underweight	$68.00 → $101.00	33%
Morgan Stanley	Jul 17, 2026	Maintains	Underweight	$51.00 → $52.00	58%
Wells Fargo	Jul 14, 2026	Maintains	Underweight	$66.00 → $68.00	33%
Deutsche Bank	Jun 30, 2026	Maintains	Buy	$92.00 → $119.00	47%
Morgan Stanley	May 12, 2026	Maintains	Underweight	$50.00 → $51.00	58%

The case for and against

Updated Jan 26, 2026

Bull case

Marriott Vacations Worldwide Corp has demonstrated impressive financial performance, reflected in a substantial increase in development margins, which rose to 24.7%, representing a 1,000 basis points year-over-year improvement. The company's timeshare segment has shown a strong recovery following the challenges of 2020, indicating robust demand and operational resilience. Additionally, favorable variances in product costs and a lower tax rate have contributed positively to the overall financial outlook, enhancing profitability.

Bear case

Marriott Vacations Worldwide Corp has experienced a concerning decline in key revenue metrics, with exchange business revenues decreasing by 10.0% year-over-year and total consolidated contract sales dropping 1.0% to $445 million in the second quarter. Furthermore, the company reported a 3.0% decrease in vacation package sales per guest, alongside a reduction in total active members by 2.0% to approximately 1.5 million. Additionally, average revenue per member fell by 2.0% year-over-year, highlighting challenges in maintaining financial performance within its core segments.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.