FEB 26·Seeking Alpha▲
Marriott Vacations Stock Q4 Review: Finding A Bottom (NYSE:VAC)
Marriott Vacations Worldwide (VAC) shares, despite recent underperformance, are rated a 'buy' due to new leadership and a strategic refocus on higher-performing assets. The company trades at approximately 9x earnings with a double-digit free cash flow yield and offers a 5.7% dividend yield, suggesting over 10% upside potential. While management's 2026 guidance is cautious, improving delinquencies and operational resets position VAC as an attractive turnaround with potential for multiple expansion.
DEC 12·Investing.com→
Marriott Vacations Worldwide increases quarterly dividend to $0.80
Marriott Vacations Worldwide (NYSE:VAC) has announced a quarterly dividend increase to $0.80 per share, payable on January 7, 2026, marking its fourth consecutive year of dividend hikes. The company also extended its share repurchase authorization through December 31, 2026, capitalizing on its shares trading below fair value and maintaining a healthy P/E ratio despite a 33% year-to-date decline. These actions highlight the company's financial flexibility, although recent analyst downgrades and a credit rating reduction due to high debt levels reflect some financial pressures.
