$VAC

Argus raised its target price for Marriott Vacations Worldwide Corp (VAC) to $84.00. The company operates in the U.S. leisure industry.

Marriott Vacations Worldwide (VAC) director Jonice M. Gray received 298 shares of common stock as payment for board fees, increasing her holdings to 18,100 shares. The shares were fully vested and issued under the company's 2020 Equity Incentive Plan.

Marriott Vacations Worldwide (VAC) shares are falling as the stock trades ex-dividend, dropping by the $0.80 per share dividend amount. This is a routine market action, not due to company performance changes. The company's board recently authorized the dividend, payable September 30, 2026. Investors should note Marriott's growing contract sales and cash flow, but also its high debt and recent weak profitability.

Marriott Vacations Worldwide (VAC) stock surged 46% in six months, outperforming industry and sector peers. The company reported strong Q2 2026 results, including 22% year-over-year contract sales growth and improved profitability. VAC's strategic initiatives, cost discipline, and improved cash flow support its positive outlook, with earnings estimates revised upward. The stock trades at a discount to its industry.

Marriott Vacations Worldwide (VAC) stock rose 8.95% due to strong travel demand and positive analyst sentiment. The company reported Q2 revenue of $1.32B, operating income of $170M, and adjusted EPS of $2.31, beating estimates. Analysts upgraded price targets to $132–140, citing growth potential and a 3.0% dividend yield. The stock broke out to $108.09, with support at $100–101 and resistance at $110–112.

Marriott Vacations Worldwide (NYSE:VAC) declared a $0.80 quarterly dividend per share, payable September 30, 2026, to shareholders of record September 16, 2026. The company operates vacation ownership resorts and exchange networks. Investors may consider this dividend announcement for trading decisions.

Royal Caribbean (RCL) reported Q2 revenue of $4.83B, up 6.5% YoY, meeting expectations. Full-year EPS guidance exceeded estimates, but shares fell 5.3%. Target Hospitality (TH) surged 6.8% after a strong quarter, while Hilton Grand Vacations (HGV) dropped 13.3% after missing estimates. Choice Hotels (CHH) and Marriott Vacations (VAC) also reported Q2 results, with mixed market reactions.

Asmar Christian sold 750,000 indirectly-held shares of MARRIOTT VACATIONS WORLDWIDE Corp (VAC) at $111.49 ($83.62M total) on 2026-08-19. Filed jointly with Impactive Capital LP (Director), Impactive Capital LLC (Director) and Wolfe Lauren Taylor (Director).

Impactive Capital LP filed a notice to resell 750,000 shares of Marriott Vacations Worldwide (VAC), valued at $86.3M, through Goldman Sachs. The shares were acquired in March 2024 and may be sold by August 2026. VAC has 34.4M shares outstanding. Christian Asmar, a managing member of Impactive GP, sits on VAC's board.

Marriott Vacations Worldwide's (VAC) average price target increased to $115.09 from $113.91, with estimates ranging from $65 to $147. This implies a 4% downside from the Aug. 17 closing price. The consensus rating remains 'Buy' among 13 analysts, with 7 Buys, 2 Holds, and 4 Sells, according to FactSet.