VAC Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Marriott Vacations Worldwide Corp (VAC), detailing its revenue breakdown, profitability margins, and a comparison with competitors. The company's primary revenue driver is Cost reimbursements (35.7%), and it exhibits a gross margin of 71.61% despite negative net margins and ROE. VAC is benchmarked against OSW and MCW in the Hotels, Motels & Cruise Lines industry.
Marriott Vacations Worldwide Receives 'Hold' Rating from Analysts
Marriott Vacations Worldwide (NYSE:VAC) has received an average 'Hold' rating from 11 brokerages, with an average 12-month price target of $73.67. The mixed analyst sentiment, ranging from 'Sell' to 'Buy' recommendations, reflects uncertainty in the vacation ownership industry due to economic headwinds and evolving consumer trends. The company's ability to adapt its business model will be crucial for its future performance.
Marriott Vacations Worldwide Corporation (NYSE:VAC) Sees Significant Increase in Short Interest
Marriott Vacations Worldwide Corporation (NYSE:VAC) experienced an 18.8% increase in short interest during March, reaching 2,996,566 shares, representing 8.9% of its float. Insider Michael Flaskey recently acquired 14,862 shares for approximately $999,618, raising insider ownership to 1.60%. The company faces mixed analyst ratings, with an average "Hold" and a consensus price target of $73.67, despite beating recent EPS estimates and paying a quarterly dividend.
Is Now An Opportune Moment To Examine Marriott Vacations Worldwide Corporation (NYSE:VAC)?
This article examines Marriott Vacations Worldwide Corporation (NYSE:VAC) to determine if it is an opportune investment. It likely discusses its stock performance, financial health, and market position to provide insights into its current valuation and future prospects.
Marriott Vacations Worldwide Corporation (NYSE:VAC) Given Average Rating of "Hold" by Brokerages
Marriott Vacations Worldwide Corporation (NYSE:VAC) has received an average "Hold" rating from brokerages, based on analyses from eleven firms. The company reported strong quarterly earnings, beating analyst estimates, and provided positive FY2026 guidance. Insider activity shows a significant purchase by CEO Michael Flaskey, indicating confidence in the company's prospects.
Vanguard lists zero holdings in Marriott Vacations (NYSE: VAC)
The Vanguard Group has filed an Amendment No. 13 to a Schedule 13G/A, reporting zero beneficial ownership of Marriott Vacations Worldwide Corp common stock. This filing explicitly states 0% of the class beneficially owned and is identified as an administrative disclosure. The change is attributed to an internal realignment within The Vanguard Group, effective January 12, 2026, which led to certain subsidiaries reporting their holdings on a disaggregated basis.
Stock awards granted to Marriott Vacations (VAC) executive
Marriott Vacations Worldwide executive Tony M. Walker was granted 19,086 stock appreciation rights with an exercise price of $70.379 per share, expiring in 2036, and 4,936 shares of common stock. These equity awards are part of his compensation, with the stock appreciation rights vesting in approximately equal installments over four years starting March 19, 2027. After these grants, Walker directly holds 19,086 stock appreciation rights and 4,936 shares of common stock.
Marriott Vacations (VAC) officer Tony Walker files initial Form 3
Marriott Vacations Worldwide Corp (VAC) officer Tony M. Walker has filed an initial Form 3, an initial statement of beneficial ownership of securities. This filing indicates that Walker is an officer of the company but reports no stock or option holdings and no insider transactions at this time. The Form 3 serves as a baseline disclosure for new insiders, confirming his position as Executive Vice President and Chief Sales and Marketing Officer.
Assessing Marriott Vacations Worldwide (VAC) Valuation As Weak Demand And High Leverage Pressure Sentiment
Marriott Vacations Worldwide (VAC) is facing pressure from weak demand, high leverage, and geopolitical tensions, despite recent short-term share price gains. While a popular narrative suggests the stock is 1.5% overvalued at $64 per share, a Discounted Cash Flow (DCF) model indicates a 10% undervaluation at $72.57 per share, creating mixed signals for investors to assess. The company has seen leadership changes and analysts are polarized on its future, with bears focusing on a difficult transition and bulls on long-term asset value.
Marriott Vacations (NYSE: VAC) executive granted stock and appreciation rights
Marriott Vacations Worldwide (NYSE: VAC) executive Andrew T. Marcus has been granted equity-based compensation, including 14,635 Stock Appreciation Rights (SARs) with an exercise price of $70.379 per share and 3,784 shares of common stock. These SARs will vest in four equal installments over four years starting March 19, 2027. After these transactions, Marcus directly holds 17,681 common shares and the SARs, reflecting compensation rather than open-market purchases or sales.
Marriott Vacations (VAC) director receives 127-share stock award via dividends
Marriott Vacations Worldwide director Charles Elliott Andrews received a stock award of 127 shares of common stock, acquired at no cash cost. This award was for dividends on his Non-Employee Director Share Awards, which vest immediately upon issuance. Following this transaction, Andrews directly holds 41,705 shares of Marriott Vacations Worldwide, reflecting a neutral impact on his overall holdings.
Zacks Research Issues Optimistic Outlook for VAC Earnings
Zacks Research has slightly increased its Q1 2027 EPS estimate for Marriott Vacations Worldwide (NYSE:VAC) to $2.23 and maintained a "Hold" rating while projecting future EPS through FY2028. Analyst opinions on VAC are mixed, with some upgrading to "Buy" and others downgrading to "Sell," resulting in an average "Hold" consensus and an average target price of $73.67. Recent company fundamentals include an EPS beat, a declared quarterly dividend of $0.80, and a significant insider stock purchase by Michael Flaskey.
VAC Investors Have Opportunity to Join Marriott Vacations
The Schall Law Firm is investigating claims on behalf of investors of Marriott Vacations Worldwide Corporation (VAC) for securities law violations. This investigation follows Marriott Vacations' Q3 2025 financial results, which reported a revenue miss and a year-over-year decline in contract sales, leading to a decrease in EBITDA and a sharp fall in share prices. Shareholders who suffered losses are encouraged to contact the firm for participation in the investigation.
Marriott Vacations (VAC) director receives 31-share dividend-equivalent grant
Marriott Vacations Worldwide director William Joseph Shaw received 31 shares of common stock as a dividend-equivalent grant. These shares were awarded in lieu of cash dividends on his Non-Employee Director Share Awards and vested immediately upon issuance. Following this transaction, Shaw directly holds a total of 203,613 shares of VAC common stock.
VAC SEC Filings - Marriott Vacations Worldwide C 10-K, 10-Q, 8-K Forms
This page provides access to SEC filings for Marriott Vacations Worldwide Corporation (VAC), including 10-K, 10-Q, 8-K, and insider trading forms. It highlights recent filings detailing material events, significant insider purchases by Impactive Capital LP, which now holds an 11.7% stake, and routine director compensation. The platform uses AI to summarize complex documents and track key metrics for investors.
Marriott Vacations (NYSE: VAC) director adds shares through stock grant
Marriott Vacations Worldwide (NYSE: VAC) director Mary E. Galligan acquired an additional 55 shares of common stock through a stock grant, increasing her direct holdings to 4,945 shares. These shares were received at no cost and represent dividends on previously awarded non-employee director shares, which vested immediately upon issuance. The transaction was disclosed in a Form 4 SEC filing, indicating a neutral impact and sentiment.
Marriott Vacations (VAC) director McCarten receives 21-share stock award
Marriott Vacations Worldwide (VAC) director William W. McCarten received an award of 21 shares of Common Stock on March 18, 2026, classified as a grant at no cash price. This award is tied to his non-employee director share awards and related dividend equivalents. Following this transaction, McCarten directly holds 13,752 shares and indirectly owns 20,999 shares through a revocable trust and 1,966 shares via the McCarten Family LLC.
Dividend-based stock award lifts Marriott Vacations (VAC) director holdings
Marriott Vacations Worldwide (VAC) director Stephen R. Quazzo received a 31-share stock award on March 18, 2026, as part of a non-employee director share award program. These shares, with a price of $0.00, were granted because Quazzo elected to receive dividends in the form of additional share awards, which vest immediately. Following this transaction, Quazzo directly holds 24,157 common shares of the company.
[Form 4] MARRIOTT VACATIONS WORLDWIDE Corp Insider Trading Activity
Marriott Vacations Worldwide director Dianna Morgan reported acquiring 32 shares of common stock at no cost. These shares were received as Non-Employee Director Share Awards in lieu of cash dividends and vested immediately, increasing her direct holdings to 23,162 shares. This Form 4 filing details the transaction and adheres to SEC regulations.
Did a New Sales Chief and Counsel Exit Just Shift Marriott Vacations Worldwide's (VAC) Investment Narrative?
Marriott Vacations Worldwide has appointed Tony Walker as EVP and Chief Sales and Marketing Officer, while General Counsel James Hunter retired. This leadership change comes as the company faces weak demand and operational challenges, with Walker now responsible for sales execution and improving metrics like Volume Per Guest. The investment outlook for VAC centers on Walker's ability to stabilize sales productivity and manage high debt amidst varying analyst reactions.
Marriott Vacations gains after Jefferies points to 'compelling' setup
Marriott Vacations Worldwide (VAC) stock gained after Jefferies initiated coverage with a Buy rating, citing a "compelling" setup for the company. Jefferies anticipates increased free cash flow conversion and potential multiple expansion, with a price target of $175.
Director Jonice M. Gray takes 438 VAC shares in fee-deferral grant
Marriott Vacations Worldwide director Jonice M. Gray received 438 shares of common stock as a fee-deferral grant under the company's 2020 Equity Incentive Plan. These shares were issued in lieu of cash fees for Board service, are fully vested at the time of grant, and increase her direct holdings to 14,318 shares. This transaction was reported in a Form 4 SEC filing.
Marriott Vacations (VAC) officer discloses initial stock and SAR holdings
Marriott Vacations Worldwide Corp officer Marcus Andrew T. filed his initial ownership report (Form 3), detailing direct equity and derivative positions. The filing includes stock appreciation rights tied to 991 and 1,485 common stock shares, with specified exercise prices and expiration dates in 2031 and 2036, respectively. These awards and directly held common stock (e.g., 170 and 8,844 shares) feature multi-year vesting schedules starting from February 2024 through February 2027.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Marriott Vacations Worldwide Corporation (VAC) And Encourages Stockholders to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Marriott Vacations Worldwide Corporation (VAC) following a reported revenue miss, year-over-year decline in contract sales, and lower EBITDA in Q3 2025, which led to a stock price drop. The firm encourages investors who purchased Marriott Vacations securities to connect to assist with the investigation, offered on a contingency fee basis.
VAC Investors Have Opportunity to Join Marriott Vacations
The Schall Law Firm is investigating Marriott Vacations Worldwide Corporation (NYSE: VAC) for alleged securities law violations after the company reported missing Q3 2025 revenue targets and a year-over-year decline in contract sales, leading to a sharp fall in share prices. The firm encourages shareholders who experienced losses to contact them to discuss their legal rights.
Marriott Vacations Worldwide (NYSE:VAC) Trading 6.4% Higher - Here's Why
Marriott Vacations Worldwide (NYSE:VAC) shares rose 6.4% on Tuesday, trading around $70.12, despite a significant drop in trading volume. The surge follows an EPS beat, strong FY2026 guidance, a declared quarterly dividend, and a notable insider stock purchase. Analyst ratings are mixed with a consensus "Hold" but some recent upgrades and increased price targets.
Marriott Vacations Worldwide Corporation (VAC) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Stockholders to Contact the Firm to Learn More About the Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims against Marriott Vacations Worldwide Corporation (VAC) following a reported revenue miss and year-over-year decline in contract sales in Q3 2025, which led to a drop in the company's stock price. The firm encourages investors who purchased Marriott Vacations securities to contact them for additional information and to assist in the investigation. The investigation is conducted on a contingency fee basis, meaning no upfront cost to investors.
Marriott Vacations Stock Analysis: Key Financial Concerns in 2026 - News and Statistics
Marriott Vacations stock has underperformed the broader market, experiencing significant declines due to several financial concerns. The company is facing consistently declining guest volume, a decreasing return on invested capital which indicates limited growth opportunities, and a substantial debt burden that exceeds its cash reserves, raising risks of increased borrowing costs and potential credit downgrades.
Marriott Vacations Worldwide (VAC) Gets Downgraded to Market Perform From Outperform by Citizens – Here’s Why
Citizens downgraded Marriott Vacations Worldwide (VAC) to Market Perform from Outperform, citing concerns about the company's unchanged turnaround strategy under the new CEO and internal dysfunction, especially after a significant stock decline. This downgrade contrasts with Mizuho's recent upgrade of VAC to Outperform, which praised the new CEO's success in controlling sales force disruption and recognized the potential of leveraging experiences to drive owner upgrades. The article highlights differing analyst views on the company's prospects.
VAC Investors Have Opportunity to Join Marriott Vacations Worldwide Corporation Fraud Investigation with the Schall Law Firm
The Schall Law Firm is investigating Marriott Vacations Worldwide Corporation (NYSE: VAC) on behalf of investors for potential securities law violations. This investigation follows the company's Q3 2025 financial results, which showed a miss on revenues, a decline in contract sales, and decreased EBITDA, leading to a sharp fall in share price. Investors who suffered losses are encouraged to contact the Schall Law Firm to discuss their rights.
Marriott Vacations (NYSE: VAC) grants 102,568 stock appreciation rights to officer
Marriott Vacations Worldwide (NYSE: VAC) has granted officer Michael Flaskey 102,568 stock appreciation rights (SARs) with an exercise price of $68.025 per share, expiring on March 4, 2036. This grant, part of a three-year vesting schedule beginning February 15, 2027, is an equity-based compensation award rather than a stock purchase. An amended Form 4/A was filed to correct an administrative error regarding the exercise price in a previous report.
Marriott Vacations (VAC) amends Form 4 for 2,800 SAR grant
Marriott Vacations Worldwide Corp (VAC) officer Kathleen A. Pighini's Form 4 was amended to correct the exercise price of a stock appreciation rights (SAR) grant. The grant, covering 2,800 shares, has an exercise price of $68.025 and vests in four equal installments over four years, beginning February 15, 2027. The amendment clarifies the corrected price and states no other changes were made to the original March 4, 2026 grant.
Marriott Vacations Stock (ISIN: US91823B1061) Faces Headwinds Amid Vacation Ownership Slowdown
Marriott Vacations Worldwide Corporation is facing challenges due to softening demand in timeshare sales, driven by high interest rates and consumer budget constraints. Despite strong resort operations, new owner growth is decelerating, impacting key metrics like tour pace and conversion rates. The company's financial stability, including manageble debt and a progressive dividend, may appeal to income-focused investors, but risks like currency fluctuations and interest rate sensitivity remain pertinent.
Stock award for Marriott Vacations (VAC) officer corrected to $68.025
Marriott Vacations Worldwide Corp (VAC) announced a correction via a Form 4/A filing regarding a stock appreciation rights (SAR) grant to officer Jason P. Marino. The amendment clarifies that the correct conversion or exercise price for the 63,629 SARs, granted on March 4, 2026, is $68.025 per share. These SARs will vest in four equal installments over four years, starting February 15, 2027, and expire on March 4, 2036.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Marriott Vacations Worldwide Corporation - VAC
Pomerantz LLP is investigating potential claims against Marriott Vacations Worldwide Corporation (VAC) on behalf of investors. The investigation follows a sharp drop in Marriott Vacations' stock price after the company reported a revenue miss, a decline in contract sales, and decreased adjusted EBITDA in its third-quarter 2025 financial results. The law firm is examining whether Marriott Vacations and its executives engaged in securities fraud or other unlawful business practices.
Dimensional Fund Advisors LP Purchases 54,285 Shares of Marriott Vacations Worldwide Corporation $VAC
Dimensional Fund Advisors LP increased its stake in Marriott Vacations Worldwide Corporation by purchasing an additional 54,285 shares, bringing their total ownership to 1,950,309 shares valued at approximately $129.8 million. Marriott Vacations Worldwide reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $0.80 per share, yielding 4.6%. Insider Michael Flaskey also significantly increased his holdings in the company with a purchase of 14,862 shares.
Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies: Marriott Vacations Worldwide Corporation (VAC), O’Reilly Auto (ORLY) and Crocs (CROX)
This article summarizes analyst ratings for three consumer cyclical companies: Marriott Vacations Worldwide Corporation (VAC), O’Reilly Auto (ORLY), and Crocs (CROX). Truist Financial maintained a Buy rating on Marriott Vacations Worldwide, while O’Reilly Auto also received a maintained Buy rating from Truist Financial. Crocs, however, was given a Hold rating by Stifel Nicolaus.
Industry veteran Tony Walker to lead Marriott Vacations sales and marketing
Marriott Vacations Worldwide has appointed industry veteran Tony Walker as its new Executive Vice President and Chief Sales and Marketing Officer. Walker brings over two decades of sales, marketing, and operational leadership experience, including six years as Chief Sales and Marketing Officer at Diamond Resorts, to drive growth, enhance customer journeys, and foster operational excellence for the company's vacation ownership brands. He will be responsible for developing and delivering sales and marketing strategies, programs, and product enhancements, as well as sales training and recruitment.
Marriott Vacations Worldwide Corp. Experiences Revision in Stock Evaluation Amid Market Dynamics
Marriott Vacations Worldwide Corp. has revised its stock evaluation amidst fluctuating market conditions and notable volatility over the past year. The company's stock is currently at $71.97, and it has significantly outperformed the S&P 500 in the last month with a 24.75% year-to-date return, despite lagging in three and five-year performances. Technical indicators present a mixed picture with mildly bullish weekly and monthly sentiments, but a mildly bearish daily outlook.
Marriott Vacations Worldwide Appoints Tony Walker as Chief Sales and Marketing Officer – Company Announcement
Marriott Vacations Worldwide (NYSE: VAC) has appointed Tony Walker as its new Executive Vice President and Chief Sales and Marketing Officer. Walker brings over two decades of sales, marketing, and operational leadership experience from companies like Diamond Resorts, Starwood Vacation Ownership, Travel + Leisure, and Hornblower Corporation. In his new role, he will be responsible for driving sales and marketing strategies, tour flow, and VPG growth across the company's vacation ownership brands.
19,290 Shares in Marriott Vacations Worldwide Corporation $VAC Bought by Dynamic Technology Lab Private Ltd
Dynamic Technology Lab Private Ltd has acquired 19,290 shares of Marriott Vacations Worldwide (NYSE:VAC) in Q3, amounting to approximately $1.284 million and representing 0.06% ownership. Institutional investors collectively hold about 89.5% of the company's stock. Analysts currently have a "Hold" consensus rating on the stock with a target price of $73.67, despite mixed individual ratings.
Marriott Vacations Worldwide Appoints Tony Walker as Chief Sales and Marketing Officer
Marriott Vacations Worldwide has appointed industry veteran Tony Walker as its new Executive Vice President and Chief Sales and Marketing Officer. Walker brings over two decades of sales, marketing, and operational leadership experience from companies like Diamond Resorts, Starwood Vacation Ownership, and Hornblower Corporation. In his new role, he will be responsible for driving sales and marketing strategies, program development, and product enhancements across all the company's vacation ownership brands.
A Look At Marriott Vacations Worldwide (VAC) Valuation As Analyst Upgrades Follow Leadership And Sales Force Changes
Marriott Vacations Worldwide (VAC) has received fresh analyst upgrades following changes in its sales force and new leadership, despite recent impairment charges and a 3-year shareholder return loss. The stock has shown strong recent momentum with 30 and 90-day returns of 26.84% and 33.22%, respectively, trading at US$70.50. While current analysis suggests the stock is 10.2% overvalued with a fair value of $64, and there are concerns about slowing owner sales and credit risk, its P/S ratio indicates it is priced below the hospitality average, suggesting the market may still be hesitant despite potential recovery.
Marriott Vacations (VAC) awards Michael Flaskey stock units and rights
Marriott Vacations Worldwide (VAC) executive Michael Flaskey was granted significant equity awards including performance stock units, stock appreciation rights, and common stock, valued at $0.0000 per share on March 4, 2026. To cover tax liabilities, Flaskey disposed of a portion of common stock at $68.0300 per share. The awards involve complex vesting schedules, with some units vesting immediately, others in installments, and performance-based units tied to stock price goals through late 2028 or mid-2029.
Marriott Vacations (NYSE: VAC) GC exit includes $1,500,504 severance package
Marriott Vacations Worldwide Corporation announced that James H. Hunter, IV, Executive Vice President, General Counsel, and Secretary, will transition from his role on March 9, 2026, and retire on April 1, 2026. Hunter will receive a severance payment of $1,500,504 and his equity awards will be treated according to existing terms. He will remain in an advisory role until April 1, 2026, to assist with the transition.
Is Marriott Vacations Worldwide (VAC) Fairly Priced After Recent Share Price Rebound
Marriott Vacations Worldwide (VAC) has seen mixed share price performance recently, with significant short-term gains but longer-term declines. Valuation analysis using a Discounted Cash Flow model suggests the stock is slightly undervalued by 2.9% at $72.57 per share compared to its current price of $70.50, indicating it is "about right." Additionally, its Price/Sales ratio of 0.73x is below both industry averages and Simply Wall St's "Fair Ratio" of 2.19x, leading to an "undervalued" assessment by this metric.
James Hunter to Transition from Role as General Counsel After Nearly 20 Years with Marriott Vacations Worldwide
Marriott Vacations Worldwide Corporation announced that James Hunter, Executive Vice President and General Counsel, will transition from his role on March 9, 2026, and retire on April 1, 2026, after nearly two decades with the company. Hunter played a significant role in the company's growth, including its spin-off from Marriott International and the merger with ILG. He will continue in an advisory capacity until April 1, 2026, and will become president of Florida Citrus Sports in April 2026.
James Hunter To Retire After Two Decades At Marriott Vacations Worldwide
James Hunter, Executive Vice President and General Counsel of Marriott Vacations Worldwide (MVW), is set to retire on April 1, 2026, after nearly two decades of service. Hunter played a crucial role in MVW's growth, including Marriott's global expansion, the launch of Marriott Vacation Club Destinations, and strategic mergers. His retirement marks the end of a significant career that also included shaping industry ethics and community involvement as the incoming president of Florida Citrus Sports.
After nearly 20 years, Marriott Vacations top lawyer plans April retirement
Marriott Vacations Worldwide Corporation announced that James Hunter, Executive Vice President and General Counsel, will retire on April 1, 2026, after nearly two decades with the company. Hunter played a pivotal role in significant company events, including the 2011 spin-off and the 2018 merger with ILG. He will remain in an advisory role through April 1, 2026, and will assume the role of president of Florida Citrus Sports in April 2026.
James Hunter to Transition From Role as General Counsel After Nearly 20 Years With Marriott Vacations Worldwide
James Hunter, Executive Vice President and General Counsel of Marriott Vacations Worldwide (MVW), will transition from his role on March 9, 2026, and officially retire on April 1, 2026, after nearly 20 years with the company. Hunter played a crucial role in MVW's spin-off from Marriott International in 2011 and its merger with ILG in 2018. He will continue as an advisor until April 1, 2026, and will assume the presidency of Florida Citrus Sports later that month.
