Impactive Capital cuts Marriott Vacations (NYSE: VAC) stake in August insider sale
Entities associated with Impactive Capital sold 750,000 shares of Marriott Vacations Worldwide Corp (NYSE: VAC) common stock on August 19, 2026, at a price of $111.49 per share. Following this transaction, the reporting group indirectly holds 3,380,818 shares. The sale, reported in a Form 4 filing, indicates a significant reduction in Impactive Capital's stake in Marriott Vacations, with the transaction not identified as being executed under a Rule 10b5-1 trading plan.
Impactive sells Marriott Vacations (NYSE: VAC) shares as 'portfolio rebalance'
Impactive Capital entities, including principals Lauren Taylor Wolfe and Christian Asmar, have filed an Amendment No. 4 to their Schedule 13D for Marriott Vacations Worldwide Corp (VAC), reporting beneficial ownership of 3,380,818 shares, or 9.8% of outstanding shares. The filing states that recent sales of VAC shares were for "portfolio rebalancing" and do not reflect a change in their view on the issuer's future prospects. Impactive Capital maintains shared voting and dispositive power over all these shares.
Impactive Capital may sell 750,000 Marriott Vacations (VAC) shares
Impactive Capital LP has filed a Form 144 notice indicating its intent to sell 750,000 shares of Marriott Vacations Worldwide Corp (VAC) common stock, valued at approximately $86.28 million, through Goldman Sachs & Co. LLC. The shares were acquired via open market purchases in March 2024, and the approximate sale date is listed as August 19, 2026. Christian Asmar, a managing member of Impactive GP, also serves on VAC's Board of Directors.
Handelsbanken Fonder AB Increases Holdings in Marriott Vacations Worldwide Corporation $VAC
Handelsbanken Fonder AB significantly increased its stake in Marriott Vacations Worldwide (NYSE:VAC) by 231.3% in the second quarter, bringing its total holdings to 13,177 shares valued at $1.34 million. This comes as institutional investors collectively own 89.52% of the stock, while an insider recently sold shares. Analysts maintain a "Hold" rating on VAC with an average price target of $101.45, as the company reported strong quarterly earnings exceeding expectations.
GSA Capital Partners LLP Invests $1.20 Million in Marriott Vacations Worldwide Corporation $VAC
GSA Capital Partners LLP has invested approximately $1.20 million in Marriott Vacations Worldwide Corporation (NYSE:VAC) by acquiring 11,773 shares during the second quarter. This move comes as institutional investors collectively hold 89.52% of the company's stock, and analysts maintain a "Moderate Buy" rating with an average target price of $99.30. Marriott Vacations Worldwide recently reported strong quarterly earnings, beating estimates with an EPS of $2.31 and a 5.9% year-over-year revenue increase to $1.32 billion.
Marriott Vacations Worldwide (NYSE:VAC) Insider Kathleen Pighini Sells 2,500 Shares of Stock
Marriott Vacations Worldwide insider Kathleen Pighini sold 2,500 shares of the company's stock for $300,000, reducing her stake by 18.77%. The company recently reported strong quarterly earnings, beating analyst estimates, and provided positive fiscal 2026 EPS guidance. While institutional ownership is high, analyst ratings for VAC are mixed, with a consensus "Hold" rating.
Marriott vacations SVP Pighini sells $300,000 in company shares
Kathleen A. Pighini, SVP at Marriott Vacations Worldwide Corp (NASDAQ:VAC), sold 2,500 shares for $300,000 on August 17, 2026, at $120.0 per share. This sale occurred while VAC stock was trading near $120.47, reflecting a 112% year-to-date increase, although InvestingPro analysis suggests the stock is overvalued. Following the transaction, Ms. Pighini directly holds 10,821 shares of the company.
Marriott vacations SVP Pighini sells $300,000 in company shares
Kathleen A. Pighini, SVP at Marriott Vacations Worldwide Corp, sold 2,500 shares for $300,000 on August 17, 2026. This transaction comes as VAC stock has seen significant year-to-date and six-month gains, though an InvestingPro analysis suggests it may be overvalued. The sale follows a strong Q2 2026 performance where the company exceeded earnings and revenue expectations and raised its full-year outlook.
Marriott Vacations Worldwide Grants 1,250 Performance Stock Units to Chief Strategy Officer
Marriott Vacations Worldwide Corp's Chief Strategy and Transformation Officer, Vladimir Anokhin, was granted 1,250 performance stock units on August 17, 2026. These units, awarded at no cost, have a potential payout ranging from 0% to 200% of the target, contingent on the company's stock price performance. The shares are scheduled to vest on either December 31, 2028, or June 30, 2029, following issuer performance certification.
Marriott Vacations (NYSE: VAC) exec sells 2,500 shares
Kathleen A. Pighini, Senior Vice President, Corporate Controller, and Chief Accounting Officer at Marriott Vacations Worldwide Corp (NYSE: VAC), sold 2,500 shares of company stock on August 17, 2026, for $120.00 per share, totaling $300,000. Following the transaction, which was not under a 10b5-1 trading plan, Pighini directly holds 10,821 shares. This sale is highlighted as a negative sentiment for the company.
Marriott Vacations (NYSE: VAC) links CFO stock grant to price targets
Marriott Vacations Worldwide (NYSE: VAC) CFO Jason P. Marino received a grant of 18,750 performance stock units. The payout for these units, which vest in late 2028 or mid-2029, can range from 0% to 200% of the target based on the company's stock price performance goals. Following this transaction, Marino directly holds 18,750 performance stock units.
Marriott Vacations grants 1,250 performance units | VAC Insider Trading
Marriott Vacations Worldwide Corp (VAC) officer Vladimir Anokhin was granted 1,250 Performance Stock Units, representing 2,500 underlying common shares. These units, which have a transaction price of $0.00, vest on December 31, 2028, or June 30, 2029, with the actual number of shares earned ranging from 0% to 200% based on stock price performance goals. This grant is a compensation award and not a market purchase, aiming to align executive incentives with company performance.
Marriott Vacations Worldwide (VAC) Picks Vlad Anokhin To Lead Transformation
Marriott Vacations Worldwide (VAC) has appointed Vlad Anokhin as Chief Strategy & Transformation Officer, focusing on data analytics, AI, and product development to drive company-wide transformation. This move aligns with the company's ambition for higher sales, as evidenced by its recent Q2 2026 revenue of US$1.32 billion and updated 2026 contract sales outlook. Investors should monitor how future contract sales and earnings guidance evolve to assess the impact of this new leadership role.
Marriott Vacations Worldwide (VAC) Picks Vlad Anokhin To Lead Transformation
Marriott Vacations Worldwide (VAC) has appointed Vlad Anokhin as Chief Strategy & Transformation Officer, focusing on data analytics, AI, and product development. This strategic move aims to enhance the company's digital capabilities and product initiatives, aligning with its recent strong Q2 2026 revenue and updated contract sales outlook. The appointment underscores Marriott Vacations Worldwide's commitment to modernization and leveraging technology to drive future growth and meet higher sales ambitions.
Marriott Vacations (NYSE: VAC) holder plans $300K stock sale
A holder of Marriott Vacations Worldwide (NYSE: VAC) plans to sell 2,500 shares of common stock, valued at approximately $300,000.00, through Fidelity Brokerage Services LLC on or after August 17, 2026. These shares originated from restricted stock vesting compensation awards issued by the company between February 15, 2022, and February 15, 2025. The transaction was reported in a Form 144 SEC filing, indicating a neutral impact and sentiment.
Marriott Vacations Worldwide (NYSE:VAC) Stock Rating Upgraded by Wall Street Zen
Wall Street Zen has upgraded Marriott Vacations Worldwide (NYSE:VAC) stock rating from "hold" to "buy." The company also reported strong quarterly earnings, beating analyst estimates with an EPS of $2.31 and revenue of $1.32 billion, an increase of 5.9% year-over-year. Institutional investors hold a significant portion of the company's outstanding shares, and analysts have a consensus "Moderate Buy" rating with a target price of $99.30.
Marriott Vacations Worldwide (VAC) Earnings Date and Reports 2026 $VAC
Marriott Vacations Worldwide (VAC) reported strong Q2 2026 earnings, beating analyst estimates for both EPS and revenue. The company posted an EPS of $2.31 and revenue of $1.32 billion, exceeding consensus estimates. Looking ahead, VAC's next earnings date is estimated for November 4, 2026, with expectations for a decrease in earnings per share for the next year.
Trading the Move, Not the Narrative: (VAC) Edition
This article provides an AI-driven analysis for Marriott Vacations Worldwide Corporation (NYSE: VAC), highlighting strong sentiment across all time horizons and compelling upside potential due to the absence of clear resistance levels above the current price. It outlines three distinct institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and support/resistance levels.
Marriott Vacations Worldwide (VAC) is a Great Momentum Stock: Should You Buy?
Marriott Vacations Worldwide (VAC) is highlighted as a strong momentum stock, earning a Zacks Rank of #1 (Strong Buy) and a Momentum Style Score of B. The article explains that VAC has shown impressive short-term price activity, outperforming its industry and the S&P 500 over various periods. Furthermore, positive earnings estimate revisions contribute to its strong outlook, suggesting it could be a profitable pick for investors.
Marriott Vacations Worldwide (VAC) is a Great Momentum Stock: Should You Buy?
Marriott Vacations Worldwide (VAC) has been identified as a strong momentum stock, earning a Zacks Rank #1 (Strong Buy) and a Momentum Style Score of B. The article highlights VAC's significant short-term and long-term price performance, outperforming both its industry and the S&P 500. Positive earnings estimate revisions further support its promising outlook for investors seeking near-term growth.
The Manufacturers Life Insurance Company Trims Stock Position in Marriott Vacations Worldwide Corporation $VAC
The Manufacturers Life Insurance Company significantly reduced its stake in Marriott Vacations Worldwide Corporation (NYSE:VAC) by 98.2% in the first quarter, selling over 750,000 shares. Despite this large sale, institutional investors still collectively own 89.52% of VAC, and analysts maintain a "Moderate Buy" rating with a consensus price target of $99.30. Marriott Vacations Worldwide also reported strong Q1 earnings, surpassing EPS and revenue expectations.
Deutsche Bank Adjusts Marriott Vacations Worldwide PT to $134 From $119, Maintains Buy Rating
Deutsche Bank has increased its price target for Marriott Vacations Worldwide (VAC) to $134 from $119, while reaffirming a Buy rating on the stock. This adjustment comes after the company reported its Q2 2026 earnings, which showed increased adjusted earnings and revenue. Marriott Vacations Worldwide is a vacation ownership company operating under various well-known brands.
Marriott Vacations Worldwide Co (VAC) Stock Forecasts
Argus has raised its target price for Marriott Vacations Worldwide Corp (VAC) to $92.00. The company operates in the United States leisure industry, with its current stock price at $119.33. This report is part of broader market coverage by Argus, also including updates for TREX, LAD, WH, TNL, and RHP.
Zacks Research Upgrades Marriott Vacations Worldwide (NYSE:VAC) to "Strong-Buy"
Zacks Research has upgraded Marriott Vacations Worldwide (NYSE:VAC) from a "hold" to a "strong-buy" rating. This upgrade comes as the company exceeded quarterly earnings expectations, reporting $2.31 EPS against a $1.97 consensus and revenue of $1.32 billion, a 5.9% increase year-over-year. Analysts currently have a "Moderate Buy" rating on the stock with an average price target of $97.80.
VAC Company (NYSE: VAC) details planned common stock sale and past grants
A holder of VAC common stock has filed a notice to sell securities through Fidelity Brokerage Services LLC, involving 5,194 shares with a reported transaction amount of $602,504.00, scheduled for trading on the NYSE on August 10, 2026. The filing also details previous restricted stock vesting events between 2021 and 2024, which were used as compensation. These past grants ranged from 868 to 1,736 shares on various vesting dates.
Marriott Vacations Worldwide Q2 Earnings Call Highlights
Marriott Vacations Worldwide (VAC) reported strong second-quarter results, exceeding guidance for contract sales and adjusted EBITDA due to increased sales productivity and owner engagement. The company's new commercial strategy, including the "Connections" program and data-driven tour logistics, significantly boosted sales and average transaction sizes. Marriott Vacations also raised its full-year outlook for contract sales growth, adjusted EBITDA, and adjusted free cash flow, while outlining capital priorities focused on debt repayment, dividends, and opportunistic share repurchases.
Arrowstreet Capital Limited Partnership Sells 191,965 Shares of Marriott Vacations Worldwide Corporation $VAC
Arrowstreet Capital Limited Partnership significantly reduced its stake in Marriott Vacations Worldwide Corporation (NYSE: VAC) by selling 191,965 shares, retaining only 6,024 shares. This move comes as Marriott Vacations Worldwide reported strong quarterly earnings, beating consensus estimates with $2.31 EPS and a 5.9% revenue increase year-over-year. Despite positive earnings and an optimistic 2026 outlook, the stock has received mixed analyst ratings, with some maintaining a "Hold" or "Underweight" rating due to valuation concerns.
Marriott Vacations Worldwide (VAC) Is Up 27.8% After Raising 2026 Contract Sales Guidance And Beating Q2 Estimates – Has The Bull Case Changed?
Marriott Vacations Worldwide (VAC) saw its stock rise by 27.8% after reporting strong Q2 results, with increased revenue and net income, and a significant boost to its full-year 2026 contract sales guidance. The company's enhanced guidance and a new Chief Strategy & Transformation Officer signal management's confidence in operational improvements and sales efficiency. However, the article notes that investors should still consider risks such as credit quality, rising costs, and potential competition, even as modernization efforts aim to offset these challenges.
Marriott Vacations Worldwide (NYSE:VAC) Releases Earnings Results, Beats Estimates By $0.34 EPS
Marriott Vacations Worldwide (NYSE:VAC) announced strong Q2 2026 earnings, surpassing analyst estimates with an EPS of $2.31 and revenue of $1.32 billion. The company saw a 22% increase in contract sales and raised its full-year EPS guidance, despite ongoing concerns about its leverage. Its stock traded up significantly following the announcement, reflecting positive investor sentiment.
Marriott Vacations Worldwide Corporation Q2 2026 Earnings Call Summary
Marriott Vacations Worldwide Corporation (MVW) reported strong Q2 2026 results, driven by a 22% contract sales growth, new loyalty tiers, and reduced inventory spending. The company raised its full-year adjusted EBITDA guidance to $805-$830 million, expecting continued momentum from strategic initiatives like the "Inner Circle" event platform and "Premier Vacations" incentive program. MVW also plans to aggressively expand its "Hotel Linkage" marketing program to leverage Marriott Bonvoy and World of Hyatt databases for first-time buyers.
Marriott Vacations Worldwide Corporation Stock 12‑Month Price Target Raised to $97.5, Implies 4% Downside
Marriott Vacations Worldwide Corporation's average price target has increased to $97.5, up from $90.3, with a range of $52 to $143 per share according to 10 analysts. Based on the August 5th closing price, this new target suggests a potential 4% downside. Despite this, the consensus rating from 12 analysts remains a "Buy."
VAC Stock Jumps As Strategy And Product Moves Fuel Momentum
Marriott Vacations Worldwide (VAC) stock surged by 25.25% after appointing Vladimir Anokhin as Chief Strategy & Transformation Officer to drive data and AI adoption, and launching "Villa Bites" to enhance guest experience. Despite current profitability challenges and leverage, the company's strategic moves, combined with a low price-to-sales multiple, are attracting momentum and swing traders. The upcoming Q2 2026 earnings call is anticipated as a key catalyst to assess the impact of these initiatives.
Marriott Vacations Worldwide (NYSE:VAC) Hits New 1-Year High on Strong Earnings
Marriott Vacations Worldwide (NYSE:VAC) achieved a new 52-week high after reporting strong quarterly earnings, surpassing analyst expectations with $2.31 EPS and $1.32 billion in revenue. The company also announced a quarterly dividend of $0.80 per share, equivalent to a 2.9% yield. Despite a mixed analyst sentiment, the stock's performance reflects positive financial results and guidance.
MARRIOTT VACATIONS WORLDWIDE ($VAC) Releases Q2 2026 Earnings
Marriott Vacations Worldwide ($VAC) announced strong Q2 2026 earnings, reporting $2.31 earnings per share and $1.32 billion in revenue, both exceeding analyst estimates. The article also details recent hedge fund activity, showing 153 institutional investors increasing their positions and 133 decreasing, and provides recent analyst price targets for the stock, with a median target of $94.0.
Earnings Flash (VAC) Marriott Vacations Worldwide Corporation Posts Q2 Adjusted EPS $2.31 per Share, vs. FactSet Est of $1.97
Marriott Vacations Worldwide Corporation (VAC) announced its Q2 adjusted EPS of $2.31 per share, surpassing FactSet's estimate of $1.97. The company's shares rose following this positive earnings report, with revenue also increasing in the second quarter. Marriott Vacations Worldwide has also updated its earnings guidance for the full year 2026.
Marriott Vacations Worldwide: Q2 Earnings Snapshot
Marriott Vacations Worldwide (VAC) reported strong second-quarter results, with net income of $77 million, or $2.12 per share, and adjusted earnings of $2.31 per share, exceeding Wall Street expectations. The company also surpassed revenue forecasts, posting $1.32 billion, and provided a full-year earnings outlook of $8.25 to $9.05 per share.
Marriott Vacations Worldwide Reports Second Quarter 2026 Financial Results
Marriott Vacations Worldwide (MVW) announced strong second quarter 2026 financial results, with contract sales increasing 22% year over year to $545 million and diluted earnings per share reaching $2.12. The company also raised its full-year 2026 guidance for Contract Sales, Adjusted EBITDA, and Adjusted Free Cash Flow, reflecting confidence in continued growth and profitability. MVW highlighted improvements in Volume Per Guest (VPG) and strategic operational enhancements contributing to their positive performance.
Vlad Anokhin has been appointed as Chief Strategy & Transformation Officer at Marriott Vacations Worldwide Corp.
Marriott Vacations Worldwide Corporation (MVW) has appointed Vlad Anokhin as its new Chief Strategy & Transformation Officer. In this role, Anokhin will lead transformation initiatives, data analytics, AI adoption, and product development for the company. He previously held leadership positions at Invited Clubs and Diamond Resorts, bringing extensive experience in hospitality, vacation ownership, and financial services.
Marriott Vacations’ New Executive Will Lead AI, Data and Products
Marriott Vacations Worldwide Corporation (NYSE: VAC) has appointed Vladimir "Vlad" Anokhin as Chief Strategy & Transformation Officer. In this role, Anokhin will be responsible for leading transformation initiatives, data analytics, artificial intelligence capabilities, and product development. His appointment reflects MVW's commitment to strengthening business alignment and positioning for long-term success.
Marriott Vacations Worldwide Appoints Vladimir Anokhin as Chief Strategy & Transformation Officer
Marriott Vacations Worldwide (MVW) has appointed Vladimir "Vlad" Anokhin as its new Chief Strategy & Transformation Officer. Anokhin will report to CEO Matt Avril and lead transformation initiatives, data analytics, AI capabilities, and product development. He brings extensive experience from the hospitality, vacation ownership, and financial services sectors, previously serving as Chief Strategy Officer at Invited Clubs and Global Head of Product Development at Diamond Resorts.
Hotchkis & Wiley Mid-Cap Value Fund is Bullish on Marriott Vacations Worldwide (VAC)
Hotchkis & Wiley Mid-Cap Value Fund released its Q2 2026 investor letter, indicating a bullish stance on Marriott Vacations Worldwide (VAC). The fund views VAC as a quality company with a strong brand network and affluent customer base, insulating it from travel cyclicality. Despite the fund's overall underperformance compared to the Russell Midcap Value Index in Q2, VAC outperformed due to strong results and maintained full-year guidance.
Marriott Vacations Worldwide names Chief Strategy and Transformation Officer Vladimir Anokhin in initial beneficial ownership filing
Marriott Vacations Worldwide has filed an initial Form 3 for Vladimir Anokhin, naming him as its chief strategy and transformation officer. The filing is dated August 1, 2026. This news brief was generated by Public Technologies using AI based on content published by Marriott Vacations Worldwide Corporation via EDGAR.
Marriott Vacations (VAC) executive files initial Form 3 ownership
Marriott Vacations Worldwide Corp (VAC) announced that Vladimir Anokhin, their Chief Strategy and Transformation Officer, has filed an initial Form 3 statement of beneficial ownership. This filing indicates his new officer position but reports no current equity transactions or derivative positions. The Form 3 details his address and confirms his role as an officer, not a director or 10% owner, and explicitly states that no securities are beneficially owned at the time of filing.
Marriott Vacations Worldwide (VAC) Q2 2026 Preview: EPS Est. $2.00, Reports August 6
Marriott Vacations Worldwide (VAC) is expected to report Q2 2026 earnings on August 6, with analysts estimating an EPS of $2.00 and revenue of $1.29 billion. While the consensus EPS estimate has slightly increased over the past 30 days, it has declined over the last 90 days, indicating tempered expectations. Investors will be scrutinizing profitability trends, contract sales volume, and management's commentary on consumer demand given the company missed estimates in the prior quarter.
(VAC) Volatility Zones as Tactical Triggers
This article provides an AI-generated analysis of Marriott Vacations Worldwide Corporation (NYSE: VAC), highlighting strong near-term sentiment with a potential shift to neutrality mid-term and a positive long-term bias. It outlines several trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis to guide tactical triggers. The analysis also points out a significant risk-reward short setup for VAC.
Marriott Vacations Worldwide Corporation Revenue Breakdown – NYSE:VAC
Marriott Vacations Worldwide Corporation (NYSE: VAC) generated $5.03 billion USD in revenue last year, primarily from its Vacation Ownership segment, which contributed $4.80 billion USD. The United States was the largest geographical contributor, accounting for $2.85 billion USD of the total revenue.
Marriott Vacations Worldwide Corporation (NYSE:VAC) Given Average Recommendation of "Hold" by Brokerages
Marriott Vacations Worldwide Corporation (NYSE:VAC) has received an average "Hold" rating from twelve brokerages, with an average 12-month price target of $86.70, which is below its current share price of $97.50. Despite missing quarterly EPS estimates, the company's revenue exceeded forecasts, and it maintains an attractive quarterly dividend of $0.80, yielding 3.3%. Institutional ownership is high, with major investors increasing their stakes.
Marriott Vacations Worldwide Corp (VAC) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for Marriott Vacations Worldwide Corp (VAC), detailing its volatility, financial risk, and investment risk. The company has a current risk assessment score of 4.53, ranking 82 out of 119 in the Hotels & Entertainment Services industry, with a beta value of 1.25. The report includes various metrics such as VaR, maximum drawdown, volatility, and Sharpe Ratio across different timeframes.
Marriott Vacations Worldwide (VAC) to Announce Earnings on Thursday
Marriott Vacations Worldwide (VAC) is scheduled to announce its Q2 2026 earnings before market open on Thursday, August 6th. Analysts project earnings of $1.96 per share and revenue of approximately $1.30 billion for the quarter. The company's previous quarter saw a revenue increase of 4.8% year-over-year but missed EPS estimates.
Dimensional Fund Advisors LP Sells 16,834 Shares of Marriott Vacations Worldwide Corporation $VAC
Dimensional Fund Advisors LP reduced its stake in Marriott Vacations Worldwide Corporation by 0.9% in the first quarter, selling 16,834 shares but still holding over 1.77 million shares valued at $115.5 million. The company's recent earnings reported $1.24 EPS, missing analyst estimates, although revenue of $1.26 billion exceeded expectations. Institutional investors collectively own 89.52% of the company, and its stock currently has a "Hold" consensus rating from analysts with an average price target of $86.70.
