Wells Fargo Raises Price Target for Marriott Vacations Worldwide Stock

Analysts see potential upside despite recent operational challenges

Feb. 27, 2026 at 3:48pm

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Wells Fargo & Company has increased its price target for shares of Marriott Vacations Worldwide (NYSE:VAC) from $46.00 to $58.00, though the firm maintains an "underweight" rating on the stock. The move comes as Marriott Vacations Worldwide reported mixed Q4 results, including a large one-time net loss due to impairment charges and restructuring costs.

Why it matters

Marriott Vacations Worldwide, a leading timeshare and vacation ownership company, has faced operational headwinds in recent quarters. The Wells Fargo price target increase suggests analysts see potential upside in the stock despite these challenges, though the "underweight" rating indicates ongoing concerns about the company's near-term performance.

The details

In its research report, Wells Fargo cited Marriott Vacations Worldwide's Q4 results, which included a $431 million net loss driven by around $546 million in one-time impairment and restructuring charges. While the company's revenue slightly missed some estimates and consolidated contract sales were soft, indicating uneven demand recovery, Wells Fargo's analysts believe there is potential for the stock to appreciate from current levels.

  • Marriott Vacations Worldwide reported Q4 2025 results on February 25, 2026.

The players

Wells Fargo & Company

A major American multinational financial services company and one of the largest banking institutions in the United States.

Marriott Vacations Worldwide

A leading global vacation ownership company that develops, markets, and manages vacation ownership and related products under the Marriott Vacation Club and Grand Residences by Marriott brands.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident

The takeaway

While Marriott Vacations Worldwide faces near-term operational challenges, Wells Fargo's price target increase suggests analysts see potential upside in the stock as the company works to navigate the current environment and position itself for a recovery in the vacation ownership market.