A Look Back at Consumer Discretionary - Travel and Vacation Providers Stocks’ Q1 Earnings: Marriott Vacations (NYSE:VAC) Vs The Rest Of The Pack
Marriott Vacations (NYSE:VAC) and several other travel and vacation providers reported their Q1 earnings. While Marriott Vacations beat revenue estimates, it missed operating income and EPS, yet its stock is up significantly. Other companies like Sabre (NASDAQ:SABR) and Delta (NYSE:DAL) also saw stock increases despite mixed results, highlighting a dynamic and competitive sector Sensitive to economic conditions and geopolitical events due to low switching costs among consumers.
Deprince Race & Zollo Inc. Acquires 26,824 Shares of Marriott Vacations Worldwide Corporation $VAC
Deprince Race & Zollo Inc. increased its stake in Marriott Vacations Worldwide Corporation (NYSE:VAC) by 5.4% in the first quarter, purchasing an additional 26,824 shares to bring its total holdings to 524,247 shares valued at $34.1 million. Other institutional investors also raised their positions, with institutions now owning approximately 89.5% of VAC shares. Analyst sentiment is mixed, with a consensus "Hold" rating and an average target price of $86.40, despite some upgrades and increased price targets from individual firms.
SG Americas Securities LLC Has $2.42 Million Holdings in Marriott Vacations Worldwide Corporation $VAC
SG Americas Securities LLC significantly increased its stake in Marriott Vacations Worldwide Corporation, now holding 37,185 shares valued at $2.42 million. Other institutional investors like Goldman Sachs and Invesco Ltd. also adjusted their positions, with institutional ownership of Marriott Vacations Worldwide reaching 89.52%. Despite missing earnings expectations, the company reported solid revenue figures and a positive outlook for FY 2026, while analysts maintain a consensus "Hold" rating with an average price target of $86.40.
Marriott Vacation Clubs launches Inner Circle experiences platform
Marriott Vacation Clubs has introduced Inner Circle, an owner-exclusive platform offering unique
Marriott Vacations Worldwide Corporation(NYSE:VAC) dropped from Russell 2000 Defensive Index
Marriott Vacations Worldwide Corporation (NYSE: VAC) has been removed from the Russell 2000 Defensive Index. This news follows recent developments including a Goldman Sachs upgrade, an RBC Capital Markets downgrade, and announcements regarding the company's dividend and Q1 2026 earnings. The company, which operates brands like Marriott Vacation Club and Sheraton Vacation Club, reported Q1 revenue of $1.26 billion and adjusted EPS of $1.24 per share.
Marriott Vacations Worldwide stock hits 52-week high at 102.05 USD
Marriott Vacations Worldwide stock reached a 52-week high of $102.05, reflecting strong performance with a 40.37% one-year change and significant recent gains. Despite this milestone, InvestingPro analysis suggests the stock might be overvalued with an overbought RSI. The company recently reported mixed Q1 2026 results, with EPS missing expectations but revenue exceeding forecasts, and announced a cash dividend and an extension to its equity incentive plan.
Marriott Vacations Worldwide stock hits 52-week high at 102.05 USD
Marriott Vacations Worldwide (VAC) stock reached a 52-week high of $102.05, reflecting strong performance with a 40.37% gain over the past year and a 79% year-to-date increase. Despite this milestone, InvestingPro analysis suggests the stock might be overvalued and in overbought territory. The company also reported mixed Q1 2026 financial results, missing EPS estimates but exceeding revenue forecasts, and announced a quarterly cash dividend.
Marriott Vacations Worldwide stock hits 52-week high at 102.05 USD
Marriott Vacations Worldwide (VAC) stock reached a new 52-week high of $102.05, driven by a 40.37% gain over the past year and significant returns of 78% in the last six months and 79% year-to-date. Despite this performance, InvestingPro analysis suggests the stock might be overvalued with an overbought RSI. The company recently reported mixed Q1 2026 earnings, with EPS missing estimates but revenue exceeding expectations, and announced a quarterly dividend and an extension to its equity incentive plan.
Marriott Vacation Clubs gives owners private concerts and chef-led events
Marriott Vacation Clubs (VAC) has launched "Inner Circle," a new owner-exclusive experiences platform offering access to private concerts, culinary events, sporting events, and curated travel moments. Award-winning country music artist Lee Brice headlined the inaugural event and will host additional private concerts for owners this year. This initiative reflects the growing demand for experience-driven vacations, complementing recent enhancements to the Owner Benefit Levels.
Marriott Vacations Worldwide Corporation(NYSE:VAC) dropped from Russell 2000 Value-Defensive Index
Marriott Vacations Worldwide Corporation (NYSE:VAC) has been removed from the Russell 2000 Value-Defensive Index. This announcement comes after a recent upgrade by Goldman Sachs to "Buy" and an adjustment of their price target for VAC shares. The company recently reported its Q1 2026 earnings, with revenue rising but adjusted EPS falling.
Price to earnings forward of Marriott Vacations Worldwide Corporation – NYSE:VAC
This page provides financial data, specifically the "Price to earnings forward" for Marriott Vacations Worldwide Corporation (NYSE:VAC). The article indicates that the data is presented by period, value, and change metrics, and is generated by humans.
Marriott Vacations Worldwide Corporation Actuals & Estimates (NYSE:VAC)
This article provides an overview of Marriott Vacations Worldwide Corporation (NYSE: VAC) financial data, analyst estimates, and stock performance. It includes details on the current stock price, historical highs and lows, market capitalization, earnings, revenue, dividends, and future forecasts, along with a recommendation to conduct personal research before investing.
Marriott Vacations refines its long-term strategy, shares lag larger hotel peers
Marriott Vacations Worldwide is re-evaluating its strategic approach in the vacation ownership market, with its shares trading at a discount compared to larger hospitality companies like Marriott International and Hilton. The company, which focuses on timeshare sales and recurring owner dues, faces investor scrutiny regarding its capital-intensive business model compared to the asset-light strategies of its peers. Analysts indicate valuation and earnings pressure for Marriott Vacations, highlighting the market's preference for fee-based cash flows and high-margin franchise contracts seen in broader lodging companies.
Marriott Vacations Stock - Long-term strategy and business model in focus
This article focuses on the long-term strategy and business model of Marriott Vacations Worldwide (VAC), a pure-play vacation ownership and exchange group. It details the company's structure, revenue drivers, strategic priorities, and risk considerations. The report emphasizes the role of the Marriott Bonvoy ecosystem in supporting owner acquisition and retention.
Marriott Vacations Worldwide Corp (VAC) Financial Health: Profitability & Balance Sheet Analysis
Marriott Vacations Worldwide Corp (VAC) currently has a weak financial score of 6.50, ranking 92nd out of 119 in the Hotels & Entertainment Services industry. While its operating efficiency is average, the company recently reported a quarterly revenue of $827.00 million, with net profit showing a significant year-over-year increase of 60.71%. However, key financial data for several categories, including cash and cash equivalents, total assets, total liabilities, and free cash flow, have not yet been disclosed by the company.
Marriott Vacations Worldwide Corp (VAC) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Marriott Vacations Worldwide Corp (VAC), highlighting its current price momentum, support and resistance levels, and signals from various technical indicators and moving averages. The stock's price momentum score is 9.44, suggesting suitability for range-bound swing trading between resistance at $105.27 and support at $75.49. Based on these indicators, the overall signal for VAC is currently "Buy."
Marriott Vacations Worldwide Corp (VAC) Institutional Confidence
Marriott Vacations Worldwide Corp (VAC) has an institutional shareholding score of 10.00, placing it first in the Hotels & Entertainment Services industry. The institutional shareholding proportion has increased by 10.05% quarter-over-quarter, reaching 103.11%. HOTCHKIS & WILEY is the largest institutional shareholder, holding 2.89% of outstanding shares.
Marriott Vacations stock hits 52-week high at 97.45 USD
Marriott Vacations Worldwide Corp (VAC) stock reached a new 52-week high at $97.45, reflecting a 68% gain over six months and a 41.81% increase over the past year. Despite this strong performance, InvestingPro analysis suggests the stock might be overvalued relative to its Fair Value. The company recently reported Q1 2026 earnings per share that missed analyst expectations but exceeded revenue forecasts, and declared a quarterly cash dividend of $0.80 per share.
Marriott Vacations (VAC) director awarded 315 shares for deferred fees
Marriott Vacations Worldwide director Jonice M. Gray was granted 315 shares of common stock as compensation for deferred board fees, issued under the company’s 2020 Equity Incentive Plan at a price of $0.00 per share. This transaction increased her direct holdings to 17,802 shares. The shares were fully vested at the time of the grant and were not an open-market purchase.
Marriott Vacations Worldwide Corp (VAC) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides a detailed historical overview of dividends paid by Marriott Vacations Worldwide Corp (VAC), including ex-dividend, record, and payment dates from May 2023 through May 2026. It also notes that the company has distributed a total of 335.00M USD in dividends over the past five years. The stock split section currently shows no data.
Marriott Vacations Worldwide Corp (VAC) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Marriott Vacations Worldwide Corp (VAC), including major institutional holdings and individual investors. It breaks down the proportion of shares held by different shareholder types and tracks changes in institutional share
Marriott Vacations Worldwide Corp (VAC) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a detailed revenue breakdown for Marriott Vacations Worldwide Corp (VAC) for the fiscal year 2025. It categorizes revenue by business segments such as cost reimbursements, sale of vacation ownership products, rental, financing, and other services. Additionally, it shows the regional revenue contribution, with the United States accounting for the largest share.
Marriott Vacations Worldwide Corp (VAC) Earnings Forecast: Future EPS & Revenue Growth Estimates
Marriott Vacations Worldwide Corp (VAC) has an earnings forecast score of 7.09, placing it 73rd out of 119 in its industry. Analysts have a consensus price target of $64.00, with varying high and low estimates. The company's expected revenue for the next quarter is $1.29 billion, and the EPS is anticipated to be $1.96, following a previous quarter's EPS of -$12.46.
Marriott Vacations (VAC) director granted 118 shares in dividend-equivalent award
Marriott Vacations Worldwide director Jonice M. Gray was granted 118 shares of common stock as a dividend-equivalent award, increasing her direct holdings to 17,487 shares. This non-cash award stems from her election to receive dividends on prior director share awards in the form of additional shares, which vested immediately. The transaction is considered routine compensation and holds limited signaling value regarding her view of the stock.
Marriott Vacations (VAC) director receives dividend-based share award grant
Marriott Vacations Worldwide director Stephen R. Quazzo received 24 shares of common stock as a dividend-based grant/award. These shares were issued as part of his election to receive dividends on Non-Employee Director Share Awards in additional stock, which vested immediately. Following this transaction, Quazzo directly holds 27,094 shares, a minor increase relative to his overall holdings.
Marriott Vacations (VAC) CEO granted 27 additional common shares
Marriott Vacations Worldwide CEO Matthew E. Avril was granted 27 additional common shares as part of his equity compensation. This award, valued at $0.00 per share, resulted from his election to receive dividends on his Non-Employee Director Share Awards in the form of additional shares. Following this transaction, Avril directly holds 86,243 Marriott Vacations common shares.
Marriott Vacations (VAC) director Galbreath receives 88-share stock grant
Marriott Vacations Worldwide director Lizanne Galbreath was granted 88 shares of common stock, stemming from her election to receive dividends on prior Non-Employee Director Share Awards in the form of additional shares. These shares vested immediately and are payable in common stock as per her deferral election. Following this transaction, Galbreath directly holds a total of 28,966 Marriott Vacations Worldwide common shares.
Marriott Vacations (VAC) director William Shaw receives 24-share stock award
Marriott Vacations Worldwide director William Joseph Shaw was granted 24 shares of common stock as part of his Non-Employee Director Share Awards, with no cash purchase. This transaction, detailed in a Form 4 filing, brings his direct holdings to 207,590 shares. The additional shares include those received from reinvested dividends, which vest immediately upon issuance.
Marriott Vacations stock hits 52-week high at 91.81 USD By Investing.com
Marriott Vacations Worldwide Corp (VAC) stock reached a new 52-week high of $91.81, having surged 74% over the past six months and 34.32% annually, indicating strong investor confidence. Despite mixed Q1 2026 financial results with an EPS miss but a revenue beat, the company's stock is considered undervalued based on InvestingPro analysis. Marriott Vacations also approved a quarterly cash dividend of $0.80 per share and extended its equity incentive plan.
Baron Real Estate Income Fund's Marriott Vacations Worldwide Corp(VAC) Holding History
This article details the Baron Real Estate Income Fund's investment history in Marriott Vacations Worldwide Corp (VAC). As of March 31, 2026, the fund held 108,140 shares valued at $7.04 million, representing 2.83% of its portfolio. The fund has made multiple purchases and sales of VAC shares since 2019Q3, resulting in an estimated gain of $3.09 million or 24.77%.
Marriott Vacations stock hits 52-week high at 91.81 USD
Marriott Vacations Worldwide Corp (VAC) has reached a 52-week high of $91.61, currently trading at $92.12, reflecting a 74% surge in six months and a 34.32% annual increase. InvestingPro analysis suggests the stock is undervalued despite its strong performance. The company recently reported mixed Q1 2026 results, with lower-than-expected EPS but higher revenues, and announced a new dividend and an extension to its equity incentive plan.
Assessing Marriott Vacations Worldwide (VAC) Valuation After Mixed Results And Raised Profitability Guidance
Marriott Vacations Worldwide (VAC) recently reported mixed first-quarter results, with revenue exceeding expectations but earnings missing estimates. The company's stock has seen significant momentum, up 52.06% year-to-date, though it is considered 13.9% overvalued with a narrative fair value of $78.60 against its current price of $89.49. Despite the overvaluation based on current models, its price-to-sales ratio is notably lower than industry and peer averages, suggesting potential upside or market caution due to concerns like slowing owner sales and rising credit risk.
VAC - Marriott Vacations Worldwide Corp Stock Price and Quote
This article provides comprehensive financial data for Marriott Vacations Worldwide Corp (VAC), including its current stock price, key financial metrics, performance indicators, and recent news. It details analyst ratings and recent insider transactions, offering a complete snapshot of the company's market position and activity.
Marriott Vacations Worldwide (VAC) Up 9.3% Since Last Earnings Report: Can It Continue?
Marriott Vacations Worldwide (VAC) shares have risen 9.3% since its last earnings report, outperforming the S&P 500, but the company reported mixed Q1 2026 results with adjusted earnings missing estimates while revenues exceeded them. The company reconfirmed its 2026 outlook, expecting contract sales between $1.815 billion and $1.885 billion and adjusted EPS in the range of $7.05 to $7.80. Marriott Vacations Worldwide currently holds a Zacks Rank #3 (Hold), indicating an expected in-line return from the stock in the coming months.
Marriott Vacations Worldwide (VAC) Up 9.3% Since Last Earnings Report: Can It Continue?
Marriott Vacations Worldwide (VAC) shares have risen 9.3% since its last earnings report, outperforming the S&P 500. The company reported mixed first-quarter 2026 results with earnings missing estimates but revenues exceeding expectations due to strong rental and financing growth. Despite overall positive trends, the company's Zacks Rank is a "Hold," indicating potential in-line returns, while the industry peer Caesars Entertainment (CZR) also holds a "Hold" rating.
Marriott Vacations Worldwide (VAC) Up 9.3% Since Last Earnings Report: Can It Continue?
Marriott Vacations Worldwide (VAC) shares have risen 9.3% since its last earnings report, outperforming the S&P 500, leading to questions about the sustainability of this trend. The company reported mixed first-quarter 2026 results, with earnings missing estimates but revenues exceeding expectations due to strong rental growth. Despite some margin contractions and lower contract sales, Marriott Vacations Worldwide updated its 2026 outlook with higher projected contract sales and adjusted EBITDA, maintaining a Zacks Rank #3 (Hold).
Kingsview Wealth Management LLC Takes Position in Marriott Vacations Worldwide Corporation $VAC
Kingsview Wealth Management LLC has acquired a new position in Marriott Vacations Worldwide Corporation (NYSE:VAC), purchasing 12,331 shares valued at approximately $711,000. Insider Michael Flaskey also bought a significant number of shares, indicating strong internal confidence. Despite mixed earnings results, analysts currently rate Marriott Vacations Worldwide as a "Moderate Buy" with an average target price of $83.70.
Marriott Vacations Worldwide Hits New 52-Week High at $90.82
Marriott Vacations Worldwide Corp. reached a new 52-week high of $90.82 on June 1, 2026, showcasing strong performance in the tour and travel industry. The company, a small-cap entity with a $4.42 billion market cap, boasts a solid return on equity of 13.35%, a favorable dividend yield of 2.51%, and a strong financial position, despite a modest 1.38% annual stock increase compared to the S&P 500's 28.56% growth.
VAC: Growth fueled by loyalty programs, event platforms, and strong owner engagement
Marriott Vacations Worldwide Corporation (VAC) is experiencing strong growth driven by strategic initiatives including new loyalty programs, event-based engagement, and significant technology investments. The company reports robust financial performance with high occupancy and increased transaction values, planning to utilize its databases and partnerships to secure future expansion. This information is based on their 4th Annual Morgan Stanley Travel & Leisure Conference audio transcript from June 2, 2026.
Marriott Vacations Shares Rise After Goldman Sachs Upgrade
Marriott Vacations Worldwide (VAC) shares saw a 3.1% increase in premarket trading following an upgrade from Goldman Sachs. The investment bank raised its rating on the stock to "Buy" from "Neutral" and increased its price target to $182.00, citing increased confidence in the company's ability to maintain its gross-value-added advantage.
Marriott Vacations (VAC) Upgraded to Buy by Goldman Sachs with 17% Price Target Upside
Goldman Sachs has upgraded Marriott Vacations Worldwide Corp (VAC) to Buy from Neutral, setting a new price target of $100, which suggests a 17% potential increase. This positive outlook is driven by the company's operational improvements and strong demand in the timeshare sector. Marriott Vacations currently holds a GF Score of 84/100, indicating strong potential for long-term returns, and has seen significant insider buying activity over the last year.
Goldman sees upside in timeshare industry, views TNL, VAC as compelling investments (VAC:NYSE)
Goldman Sachs has upgraded its view on the timeshare industry, identifying Marriott Vacations and Travel + Leisure Co. as compelling investments due to healthy travel demand and strong U.S. resort fundamentals. Marriott Vacations is favored for its strong initiatives and undervalued earnings, while Travel + Leisure is noted for sustained earnings growth. Hilton Grand Vacations also saw an improved outlook, moving from Sell to a balanced risk/reward rating.
Marriott Vacations (VAC) Upgraded to Buy by Goldman Sachs with 17% Price Target Upside
Goldman Sachs upgraded Marriott Vacations Worldwide (VAC) to Buy from Neutral, setting a new price target of $100, which suggests a 17% potential increase. This upgrade is based on a positive outlook for the timeshare sector, the company's operational improvements, and strong demand trends. Marriott Vacations Worldwide also boasts a GF Score of 84/100 and notable insider buying activity.
Goldman Sachs Upgrades Marriott Vacations Worldwide to Buy From Sell, Adjusts PT to $100 From $70
Goldman Sachs has upgraded Marriott Vacations Worldwide (MVW) from a Sell rating to a Buy rating. The firm also significantly increased its price target for MVW shares to $100 from the previous $70. This positive revision indicates a strong belief in the company's future performance by Goldman Sachs.
Marriott Vacations Worldwide Hits New 52-Week High of $87.17
Marriott Vacations Worldwide Corp. reached a new 52-week high of $87.17 on May 28, 2026, despite a 1-year performance decline of 4.6%. The small-cap company has a market capitalization of $4,420 million and exhibits solid financial metrics including a P/E ratio of 13.00, a dividend yield of 2.51%, and a return on equity of 13.35%. This milestone highlights the stock's volatility and potential for recovery within the Tour and Travel Related Services industry.
Marriott Vacations Worldwide (VAC) Insider Trading Activity 2026 $VAC
This article details the insider trading activity for Marriott Vacations Worldwide (NYSE:VAC), highlighting recent purchasing trends by executives and directors. It notes that insiders currently own 13.30% of the stock, with 7 insiders buying shares totaling $56.45 million in the last 12 months. The article also provides a comprehensive table of specific insider buy transactions from May 2025 to March 2026, including notable purchases by Christian Asmar and Michael Flaskey.
Marriott Vacations Worldwide (VAC) Q1 earnings miss estimates
Marriott Vacations Worldwide (VAC) reported first-quarter earnings that missed analyst estimates. The company's performance fell short of expectations, as indicated by the financial results. Further details often include revenue, profit, and future outlook, but the provided content is too brief for an in-depth summary.
Marriott Vacations stock hits 52-week high at 86.38 USD
Marriott Vacations Worldwide Corp (VAC) stock recently hit a 52-week high of $86.38 USD, demonstrating a significant recovery and growth with a 30.85% increase over the last year and 49% year-to-date. This strong performance indicates positive market sentiment, although InvestingPro analysis notes the stock is trading near its Fair Value and appears on the most overvalued watchlist. The company also reported mixed Q1 2026 financial results, with an EPS miss but revenue beat, and authorized a quarterly cash dividend while extending its Equity Incentive Plan.
Marriott Vacations stock hits 52-week high at 86.38 USD By Investing.com
Marriott Vacations Worldwide Corp (VAC) stock reached a 52-week high of $86.38, reflecting a 30.85% increase over the last 12 months and a 49% year-to-date return. This strong performance indicates robust investor confidence, though InvestingPro analysis notes the stock is trading near its Fair Value and is on the overvalued watchlist. The company recently reported mixed Q1 2026 results, with EPS missing expectations but revenue exceeding forecasts, and declared a quarterly dividend of $0.80 per share.
Marriott Vacations Worldwide (NYSE:VAC) Hits New 1-Year High - What's Next?
Marriott Vacations Worldwide (NYSE:VAC) recently hit a new 52-week high of $86.44, driven by increased earnings estimates from analysts like Zacks for Q2, Q3, and FY2026, and through 2028. Despite this bullish momentum and positive analyst forecast revisions, the stock's average price target of $80.70 is below its current trading level, and analyst sentiment remains mixed with several sell or underweight ratings. The company recently reported Q1 earnings that missed consensus estimates, but announced a quarterly dividend of $0.80 per share.
