Marriott Vacations Worldwide (VAC) Stock Sees Modest Fair Value Lift After Analyst Target Split
Marriott Vacations Worldwide (VAC) has seen its fair value increase from US$118.45 to US$123.30, following a split in analyst price targets. While some firms like Goldman Sachs and Deutsche Bank have raised their targets, citing strong performance and growth initiatives, others such as Morgan Stanley and Wells Fargo maintain "Underweight" ratings due to concerns about valuations outpacing fundamentals. The varied analyst views highlight different interpretations of the company's recent results and future prospects.
A director acquires 21 dividend award shares in Marriott Vacations Worldwide (VAC).
Dianna Morgan, a director at Marriott Vacations Worldwide (VAC), acquired 21 shares of common stock on September 30, 2026. These shares were granted as Non-Employee Director Share Awards, resulting from her election to receive dividends in additional stock, and vested immediately. After this transaction, Morgan's direct holdings in the company totaled 26,120 shares.
Dividend awards add 23 shares for Marriott Vacations Worldwide (VAC) CEO Matthew E. Avril.
Marriott Vacations Worldwide CEO Matthew E. Avril was awarded an additional 23 shares of common stock on September 30, 2026. These shares were received as dividends on certain Non-Employee Director Share Awards, which vested immediately. Following this transaction, Avril's direct holdings in the company totaled 86,266 shares.
A 21-share award brings Marriott Vacations Worldwide (VAC) director's direct holdings to 27,115 shares.
Marriott Vacations Worldwide (VAC) director Stephen R. Quazzo received an award of 21 shares of Common Stock on September 30, 2026. This award, which vested immediately, was part of his election to receive dividends on Non-Employee Director Share Awards as additional stock. Following this transaction, Quazzo's direct holdings in VAC Common Stock increased to 27,115 shares.
Dividend-linked awards give Marriott Vacations Worldwide (VAC) director Jonice M. Gray 105 shares.
Marriott Vacations Worldwide director Jonice M. Gray received 105 shares of common stock on September 30, 2026, as an additional Non-Employee Director Share Award. These shares were granted at $0.0000 per share and were related to her election to receive dividends as additional share awards, vesting immediately. Following this transaction, Gray's direct holdings in VAC increased to 18,205 shares.
Zacks Industry Outlook Highlights Life Time Group, Marriott Vacations, AMC Entertainment and Marcus
The Zacks Leisure and Recreation Services industry faces challenges from inflation, economic uncertainty, and elevated operating costs, but consumer demand for experiences continues. Companies like Life Time Group Holdings, Marriott Vacations Worldwide, AMC Entertainment Holdings, and The Marcus Corp. are leveraging digital capabilities, premium offerings, and operational efficiencies to drive growth. Despite a "Dull Prospects" industry rank, these individual companies are showing strong performance and positive outlooks for sales and earnings growth.
A Look Back at Consumer Discretionary - Travel and Vacation Providers Stocks’ Q2 Earnings: Marriott Vacations (NYSE:VAC) Vs The Rest Of The Pack
This article reviews the Q2 earnings for consumer discretionary - travel and vacation providers, focusing on Marriott Vacations (NYSE:VAC) and its peers. The sector experienced satisfactory Q2 results with revenues beating estimates, though stock prices generally declined post-earnings. Marriott Vacations showed strong performance, while Hilton Grand Vacations (NYSE:HGV) and Wyndham (NYSE:WH) reported weaker results against analyst expectations.
Best Income Stocks to Buy for September 29th
This article from Zacks Investment Research highlights three top income stocks for September 29th, all holding a Zacks Rank #1 (Strong Buy). These include Star Bulk Carriers (SBLK) with a 12.3% dividend yield, Marriott Vacations Worldwide (VAC) with a 3.1% yield, and Signet Jewelers (SIG) offering a 1.4% dividend yield. The selections are based on strong income characteristics and recent positive revisions in their current year earnings estimates.
MAR5720237 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the Marriott Vacations Worldwide Corporation bond MAR5720237, which has a 3.25% coupon rate and matures on December 15, 2027. It outlines key facts about the issuer, bond classification, credit risk, interest payment schedule, and redemption information. The bond has a face value and minimum denomination of $1,000.00 USD, with semi-annual coupon payments.
US57164YAF4 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the Marriott Vacations Worldwide Corporation's 3.25% bond maturing on December 15, 2027 (US57164YAF4). It covers key facts about the issuer, bond classification, credit risk assessment, interest payment schedule, and redemption information. The bond has a face value of $1,000.00, pays semi-annual interest, and has an outstanding amount of $575 million USD.
Marriott Vacations Worldwide (NYSE:VAC) Trading Down 5.6% - Here's What Happened
Marriott Vacations Worldwide (NYSE:VAC) shares dropped 5.6% to $97.28, with trading volume below average, despite recent positive analyst upgrades and exceeding Q2 earnings expectations. The company declared a $0.80 quarterly dividend, yielding 3.3% annually. Insider selling, including a director's sale of 750,000 shares for $83.6 million, was also noted.
Marriott Vacations Worldwide Director Gray Jonice M Receives 298 Shares at No Cost
Marriott Vacations Worldwide Corp (NYSE:VAC) director Gray Jonice M received 298 shares at no cost, dated September 15, 2026. This equity award increased her total holdings to 18,100 shares, representing approximately 1.6% of her post-transaction stake. The transaction is classified under SEC transaction code A, indicating an award or grant.
Marriott Vacations Director Jonice M. Gray Adds 298 Shares via Fee Deferral Plan
Marriott Vacations Worldwide Corp Director Jonice M. Gray reported acquiring 298 common shares on September 15, 2026, through a board fee deferral program at no cost. These shares were issued under the company's 2020 Equity Incentive Plan and were fully vested at the grant date. This transaction increases her direct holdings to 18,100 common shares.
Marriott Vacations (VAC) director takes stock instead of cash fees
Marriott Vacations Worldwide (VAC) director Jonice M. Gray received 298 shares of common stock on September 15, 2026, in lieu of cash fees for her board service. These shares, issued under the company's 2020 Equity Incentive Plan, were fully vested on the grant date and increased her direct holdings to 18,100 shares. This transaction is considered neutral in sentiment and impact, reflecting a common practice for directors to defer cash compensation into equity.
Marriott Vacations Worldwide Corp's Dividend Analysis
Marriott Vacations Worldwide Corp (VAC) announced a dividend of $0.80 per share, payable on September 30, 2026, with an ex-dividend date of September 16, 2026. The company has a consistent dividend payment history since 2014, with a current trailing and forward dividend yield of 3.17%. While revenue growth is strong at 11.90% per year, the 3-year EPS growth rate is negative at -8.70%, suggesting potential challenges for future dividend increases despite a reasonable payout ratio of 0.45 and good profitability.
Shares held at the close of Sept. 16 qualify for Marriott Vacations' 80-cent dividend.
Marriott Vacations Worldwide Corporation (NYSE: VAC) announced a quarterly cash dividend of $0.80 per share of common stock. The dividend will be paid around September 30, 2026, to stockholders who are on record as of the close of business on September 16, 2026. This announcement highlights the company's commitment to returning value to its shareholders.
Public Employees Retirement System of Ohio Makes New Investment in Marriott Vacations Worldwide Corporation $VAC
The Public Employees Retirement System of Ohio recently invested $8.27 million in Marriott Vacations Worldwide Corporation (VAC) by acquiring 81,166 shares. This move comes as institutional investors collectively own 89.52% of the company, despite significant insider selling by Director Christian Asmar and insider Kathleen Pighini. Analysts maintain a "Hold" rating with a target price of $101.45, while VAC trades at $104.03 following stronger-than-expected quarterly earnings.
176,432 Shares in Marriott Vacations Worldwide Corporation $VAC Acquired by Bank of New York Mellon Corp
Bank of New York Mellon Corp has acquired 176,432 shares of Marriott Vacations Worldwide Corporation (NYSE:VAC) worth approximately $17.98 million, representing about 0.51% of the company. Marriott Vacations Worldwide reported strong quarterly earnings, exceeding analyst estimates, and provided positive fiscal 2026 EPS guidance. Analyst sentiment for VAC is currently mixed, with an average rating of "Hold" and a target price of $101.45.
Marriott Vacations Insider Sells 2,500 Shares for $300,000
Kathleen A. Pighini, an insider at Marriott Vacations Worldwide (NYSE:VAC), sold 2,500 shares for $300,000 on August 17, 2026. This transaction reduced her direct holdings by 19%, but she still retains a significant stake. The sale is considered a routine transaction given the company's strong stock performance and recent earnings growth.
Best Income Stocks to Buy for August 31st
This article highlights three top-ranked income stocks for investors to consider: Provident Financial Holdings, Inc. (PROV), Marriott Vacations Worldwide Corporation (VAC), and Target Corporation (TGT). All three companies hold a Zacks Rank #1 and offer competitive dividend yields compared to their respective industry averages. The earnings estimates for these companies have also increased over the last 60 days.
Why Fast-paced Mover Marriott Vacations Worldwide (VAC) Is a Great Choice for Value Investors
Marriott Vacations Worldwide (VAC) is identified as a strong choice for value investors, combining fast-paced momentum with an attractive valuation. The stock has shown significant recent price momentum, with a four-week gain of 19.2% and a 12-week gain of 32.6%, alongside a high beta of 1.23. Despite this momentum, VAC trades at a favorable Price-to-Sales ratio of 0.75, suggesting it is currently undervalued.
Marriott Vacations director Asmar sells $83.6m in shares By Investing.com
Christian Asmar, a director and 10% owner of Marriott Vacations Worldwide Corp (NYSE:VAC), sold 750,000 shares for $83.6 million on August 19, 2026. This sale follows a significant increase in VAC shares, which have surged over 101% in the past six months. The transaction involved shares held indirectly by Impactive Funds, where Asmar is a managing member with voting and investment power.
Christian Asmar Sells 750,000 Shares of Marriott Vacations Worldwide (NYSE:VAC) Stock
Marriott Vacations Worldwide (NYSE:VAC) Director Christian Asmar sold 750,000 shares of the company's stock for approximately $83.6 million on August 19th. This sale reduced his position by 18.16%. Despite a subsequent drop in share price, the stock remains near its 52-week high, and the company recently beat quarterly earnings and revenue estimates.
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 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 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 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 (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 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.
