$VAC

MARRIOTT VACATIONS WORLDWIDE Corp

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No SEC Form 4 filings for $VAC in the last 30 days.

Low

On Pointe

Tri Pointe Homes says it is expanding into Florida via a newly launched Orlando division, citing growth in Orange County and the Space Coast. Its EvenTide townhome community opened in April in New Smyrna Beach, with prices $720,000 and up. Marriott Vacations Worldwide named new leaders and reported Q1 2026 adjusted EBITDA $161M vs $192M in Q1 2025. United Parks & Resorts reported Q1 2026 revenue $278.3M and 3.2M visitors.

Marriott Vacations Worldwide (VAC) Stock Rides Contract Sales Surge Into Debt Reckoning

Simply Wall St reports Marriott Vacations Worldwide (VAC) shares fell about 1% to $123.47 after Q2 results. The company posted $1.32B quarterly revenue and $215M adjusted EBITDA, with contract sales up 22% to $545M and adjusted free cash flow at $201M YTD. Despite gains, it still shows a trailing-twelve-month loss and net corporate debt around $3.1B.

Marriott Vacations Worldwide (VAC) Faces A 43% Fair Value Gap As Q2 Sparks Optimism

Simply Wall St reports Marriott Vacations Worldwide (VAC) drew investor attention after Q2 2026 results beat expectations and management raised full-year adjusted EBITDA and contract sales guidance. The stock rose 22.62% in one day and 111.98% YTD. The article cites a fair value of $87.30 versus a $124.75 close and highlights risks from owner sales slowdown and credit.

VAC sentiment & insider activity

Over the past 7 days, alphai's AI scored 8 news stories mentioning VAC (MARRIOTT VACATIONS WORLDWIDE Corp). Coverage has skewed bullish: 4 bullish, 3 neutral, and 1 bearish.

Recent VAC coverage spans earnings, financial news and corporate actions.

What's driving VAC

  • Leadership shuffle plus weaker Q1 adjusted EBITDA suggests near-term earnings pressure and potential strategy changes for timeshare demand.

    floridatrend.com · Aug 8, 2026

  • VAC shows strong contract sales and improving cash flow, but leverage and ongoing losses keep the balance-sheet risk central to the equity outlook.

    simplywall.st · Aug 7, 2026

  • The article frames a post-Q2 guidance reset as the key near-term driver for VAC, but also flags valuation and credit risk as potential headwinds.

    simplywall.st · Aug 7, 2026

  • Guidance and contract-sales outlook upgrades suggest stronger demand and improved EBITDA trajectory, supporting bullish near-term positioning.

    benzinga.com · Aug 6, 2026

  • Beat on revenue and adjusted EPS, plus full-year EBITDA guidance topping expectations, supports near-term upside bias but flags slower forward growth.

    financialcontent.com · Aug 6, 2026

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.

News on $VAC

Score

On Pointe

Tri Pointe Homes says it is expanding into Florida via a newly launched Orlando division, citing growth in Orange County and the Space Coast. Its EvenTide townhome community opened in April in New Smyrna Beach, with prices $720,000 and up. Marriott Vacations Worldwide named new leaders and reported Q1 2026 adjusted EBITDA $161M vs $192M in Q1 2025. United Parks & Resorts reported Q1 2026 revenue $278.3M and 3.2M visitors.

Marriott Vacations Worldwide (VAC) Faces A 43% Fair Value Gap As Q2 Sparks Optimism

Simply Wall St reports Marriott Vacations Worldwide (VAC) drew investor attention after Q2 2026 results beat expectations and management raised full-year adjusted EBITDA and contract sales guidance. The stock rose 22.62% in one day and 111.98% YTD. The article cites a fair value of $87.30 versus a $124.75 close and highlights risks from owner sales slowdown and credit.

Marriott Vacations (NYSE:VAC) Posts Better

Marriott Vacations (NYSE:VAC) reported Q2 CY2026 revenue of $1.32 billion, up 5.9% year over year and 2.1% above Wall Street estimates, according to the company. Non-GAAP EPS was $2.31, up from $1.96, and 15.4% above consensus. Analysts expect revenue growth of 2.8% and full-year EPS to rise from $7.10 to $8.05.

$VACHigh

MARRIOTT VACATIONS WORLDWIDE Corp (VAC): Results of Operations and Financial Condition

MARRIOTT VACATIONS WORLDWIDE Corp (VAC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a2026q2pressreleaseschedul.htm EX-99.1 Document DRAFT Draft 1 Exhibit 99.1 Neal Goldner Investor Relations 407-206-6149 IR@mvwc.com Cameron Klaus Global Communications 407-206-6300 media@mvwc.com Marriott Vacations Worldwide Reports Second Quarter 2026 Financial Results

Vlad Anokhin has been appointed as Chief Strategy & Transformation Officer at Marriott Vacations Worldwide Corp.

Marriott Vacations Worldwide Corp (NYSE: VAC) said it appointed Vladimir “Vlad” Anokhin as Chief Strategy and Transformation Officer. He reports to CEO Matt Avril and will lead transformation initiatives, data analytics, AI adoption, and product development. The company cited prior leadership roles at Invited Clubs and Diamond Resorts.

MARRIOTT VACATIONS WORLDWIDE Corp (VAC): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

MARRIOTT VACATIONS WORLDWIDE Corp (VAC) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EX-10.1 2 exhibit101-cfoemploymentag.htm EX-10.1 Document Exhibit 10.1 July 30, 2026 Jason P. Marino Re: Executive Vice President and CFO Employment Agreement Dear Jason: This Employment Agreement (the “ Agreement ”), effective as of July 30, 2026 (the “ Effective Date ”), confir

$UUUUMed

Germany set to impose conditions on $1.9 billion US magnet deal

Germany’s Economy Ministry is conducting an investment review of Energy Fuels Inc.’s planned $1.9 billion acquisition of Vacuumschmelze GmbH & Co. (VAC), a Frankfurt-area permanent magnet maker, and may impose conditions to protect German interests. Officials say it is routine under German law for strategic sectors. The outcome could affect US supply-chain plans and European magnet access for defense and auto firms.

$VACLow

MARRIOTT VACATIONS WORLDWIDE Corp (VAC): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

MARRIOTT VACATIONS WORLDWIDE Corp (VAC) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EX-10.1 2 exhibit101-separationagree.htm EX-10.1 Document Exhibit 10.1 SEPARATION AGREEMENT AND GENERAL RELEASE OF CLAIMS Lori Gustafson (“Executive”) and MVW Services Corporation (“Company”) hereby enter into this Separation Agreement and General Release of Claims (“Agreement”)

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