StockNYSE · US · USDConsumer Cyclical · Resorts & Casinos
$VAC
MARRIOTT VACATIONS WORLDWIDE Corp
Marriott Vacations Worldwide develops, markets, sells, finances, rents and manages vacation ownership products and related services. Its two segments are Vacation Ownership and Exchange & Third-Party Management. Vacation Ownership operates resorts and sells products under brands including Marriott Vacation Club, Sheraton Vacation Club, Westin Vacation Club, Hyatt Vacation Club and The Ritz-Carlton Club. Interval International provides vacation exchange services, while Aqua-Aston manages resorts, hotels and other third-party vacation properties. The company makes money primarily by selling vacation ownership interests, managing resorts and owners’ associations, financing customer purchases, and renting vacation inventory. It also earns management, club, membership and transaction fees, as well as revenue from ancillary resort offerings such as food and beverage, retail, golf and spa services. Its products include points-based and weeks-based ownership programs that provide access to vacation accommodations and exchange options. Marriott Vacations Worldwide is headquartered in Orlando, Florida.
Marriott Vacations (VAC) reported Q3 2026 Non-GAAP EPS of $2.64, beating estimates by $0.05, while revenue of $1.37B missed by $40M. Contract sales rose 29% Y/Y to $565M, and VPG increased 30% to $4,822. The company raised its FY26 outlook.
Morgan Stanley reduced its price target for Marriott Vacations Worldwide from $65 to $63, while keeping an underweight rating. The stock has seen a 5-day increase of 2.89% and a year-to-date gain of 4.38%.
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VAC sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 5 news stories mentioning VAC (MARRIOTT VACATIONS WORLDWIDE Corp). Coverage has skewed bullish: 3 bullish, 2 neutral, and 0 bearish.
Recent VAC coverage spans financial news, earnings and corporate actions.
What's driving VAC
Earnings beat and outlook raise suggest positive market reaction.
AlphAI scores every news story that mentions VAC with an AI model for sentiment and relevance, and aggregates insider trades from MARRIOTT VACATIONS WORLDWIDE Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Marriott Vacations (VAC) reported Q3 2026 Non-GAAP EPS of $2.64, beating estimates by $0.05, while revenue of $1.37B missed by $40M. Contract sales rose 29% Y/Y to $565M, and VPG increased 30% to $4,822. The company raised its FY26 outlook.
Morgan Stanley reduced its price target for Marriott Vacations Worldwide from $65 to $63, while keeping an underweight rating. The stock has seen a 5-day increase of 2.89% and a year-to-date gain of 4.38%.
Marriott Vacations Worldwide (VAC) completed a $460M securitization of vacation ownership loans at a 5.91% blended rate. Proceeds will repay credit facility obligations and for general corporate purposes, according to the company.
Stifel reiterated a Buy rating on Marriott Vacations Worldwide (NYSE:VAC), citing strong lodging fundamentals and a 97% year-to-date stock surge. The firm noted Q3 2026 lodging growth of 7.1% and resilient demand despite economic challenges. VAC reported Q2 2026 earnings of $2.31 per share on $1.32B revenue, beating estimates. JPMorgan initiated coverage with an Overweight rating and $125 price target.
JPMorgan initiated coverage on Marriott Vacations Worldwide (VAC) with an Overweight rating and $125 price target, citing a potential turnaround. The company's P/S ratio is 0.72, below historical levels, and it is currently unprofitable. Insiders have been net sellers, while institutional interest is mixed. JPMorgan rated peers Travel + Leisure (TNL) and Hilton Grand Vacations (HGV) Neutral.
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.