Analysts split targets for Marriott Vacations Worldwide stock

Published on 10/05/2026 at 22:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Marriott Vacations Worldwide stock is EUR 90.75 on October 5, 2026. It is down 2.16 percent from EUR 92.75; Q2 revenue rose 5.90 percent.

VAC, US57164Y1073, Illustration mit AI erstellt.

Marriott Vacations Worldwide (ISIN US57164Y1073) was trading at EUR 90.75 at Lang & Schwarz on October 5, 2026 at 10:40 p.m. CEST, down 2.16 percent from the prior close of EUR 92.75. The latest analyst review puts the vacation-ownership company between sharply different valuation views, with targets from USD 52 to USD 140.

As Yahoo Finance reported on October 4, 2026, Goldman Sachs, Deutsche Bank, Truist and Barclays favored targets between USD 132 and USD 140, while Morgan Stanley and Wells Fargo kept targets between USD 52 and USD 68. Susquehanna began coverage at Neutral with a USD 110 target, underscoring the disagreement over how much of the turnaround is already reflected in the valuation.

Second-quarter growth reset

According to the Yahoo Finance transcript dated August 6, 2026, second-quarter contract sales increased 22.00 percent year over year to USD 545 million, while value per guest rose 23.00 percent to USD 4,477. Sales to existing owners increased 41.00 percent, giving the operating recovery a more specific driver than revenue growth alone.

The same transcript reported adjusted EBITDA of USD 215 million, up 6.00 percent from the prior year, and adjusted free cash flow of USD 201 million in the first half of 2026 versus USD 22 million in the first half of 2025. Management raised full-year adjusted EBITDA guidance to USD 805 million to USD 830 million, a USD 50 million increase over the previous range.

Debt and execution remain central

Management also reported net corporate debt of USD 3.1 billion and leverage of four times at the end of the second quarter. That leverage makes cash conversion and debt reduction important counterweights to the bullish sales data, particularly as the company expands new owner-engagement programs.

The operating plan includes tour logistics, refreshed owner benefits and the Inner Circle events platform. The company said resorts ran at 90.00 percent occupancy in the second quarter, while its owner base reached 700,000 members, creating a measurable base for future sales conversion.

Stock valuation after the split

At EUR 90.75, the Lang & Schwarz price on October 5, 2026 sits below the prior close of EUR 92.75 and remains below the USD 131.34 52-week high reported for the NYSE listing. Market capitalization was USD 3.5 billion at the same market-data snapshot, while the 52-week range was USD 44.58 to USD 131.34.