Hedge fund GMT Capital Corp. established a new position in Marriott Vacations Worldwide by acquiring 1,023,450 shares worth approximately $66.65 million in Q1 2026, making it the fund's 11th largest holding. The investment reflects bullish sentiment on the company's strong Q1 revenue growth and improved free cash flow forecasts, though the stock's valuation appears elevated and has underperformed the S&P 500 by 22.48 percentage points over the past year.

Pomerantz LLP announced investigations into potential securities fraud at Marriott Vacations Worldwide Corporation, Helen of Troy Limited, and Upstart Holdings, Inc. The investigation into Marriott Vacations was triggered by the company's November 2025 earnings miss, including declining contract sales and reduced adjusted EBITDA, which caused a sharp stock price decline.

Pomerantz LLP announced investigations into securities fraud claims on behalf of investors in Upstart Holdings, Helen of Troy Limited, and Marriott Vacations Worldwide Corporation. The investigation into Upstart was triggered by the company's November 5, 2025 disclosure that its Model 22 underwriting system reduced borrower approvals and conversion rates, causing the stock price to fall sharply.

Hawaiian Electric Industries stock rose 10% after being added to the S&P SmallCap 600 Index as part of a quarterly rebalancing, which typically attracts index fund investors.

Marriott Vacations Worldwide reported strong Q2 2025 earnings with adjusted EPS of $1.96, beating estimates by 10.7%. Revenue increased 9% year-over-year to $1.25 billion, driven by digital transformation and first-time buyer activity, despite flat contract sales.

Florida's Historic Coast offers new amenities and adventures, including the opening of the AC Hotel St. Augustine by Marriott, the restoration of Yalhalla at Griffin Estate, and the expansion of the St. Augustine Amphitheatre. The article also highlights the historical significance of Fort Mose Historic State Park and the reopening of the Ponte Vedra Concert Hall.

Luxury Travel Advisor's ULTRA Summit, produced by Questex, will take place in May 2025 at Chateau Elan Resort & Winery in Georgia. The event will bridge the gap between luxury leisure travel and the MICE industries, offering opportunities for advisors and suppliers to connect and collaborate.

Marriott Vacations Worldwide reported Q2 2024 revenue of $1.14 billion, down 3.2% year-over-year, and EPS of $1.10, down from $2.19 a year ago. The results missed analyst estimates, with revenue coming in 6.33% below the consensus and EPS 44.72% lower.

Analysts' ratings for Marriott Vacations (NYSE:VAC) over the last quarter vary from bullish to bearish, as provided by 6 analysts. The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 5 0 1 0 0 Last 30D 1 0 0 0 0 1M Ago 1 0 0 0 0 2M Ago 2 0 1 0 0 3M Ago 1 0 0 0 0 Insights from analysts' 12-month price targets are revealed, presenting an average target of $126.5, a high estimate of $161.00, and a low estimate of $106.00. Marking an increase of 2.02%, the current average surpasses the previous average price target of $124.00. Diving into Analyst Ratings: An In-Depth Exploration A comprehensive examination of how financial experts perceive Marriott Vacations is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Ben Chaiken Mizuho Lowers Buy $126.00 $128.00 Patrick Scholes Truist Securities Raises Buy $161.00 $159.00 Chris Woronka Deutsche Bank Raises Buy $121.00 $116.00 Brandt Montour Barclays Raises Equal-Weight $106.00 $102.00 Simon Yarmak Stifel Raises Buy $117.00 $115.00 Ben Chaiken Mizuho Announces Buy $128.00 - Key Insights: Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Marriott Vacations. This offers insight into analysts' perspectives on the current state of the company. Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to ...Full story available on Benzinga.com

Marriott Vacations (VAC) benefits from strength in packages, solid summer bookings and the Abound by Marriott Vacations program. However, increased expenses, Maui Wildfires and a fall in VPGs are headwinds.

Marriott Vacations Worldwide (VAC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

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