$VAC

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.

Pighini Kathleen A. (See Remarks) sold 2,500 shares of MARRIOTT VACATIONS WORLDWIDE Corp (VAC) at $120.00 ($0.30M total) on 2026-08-17.

Marriott Vacations Worldwide (MVW) appointed Vladimir Anokhin as Chief Strategy and Transformation Officer and an Executive Leadership Team member. He will lead transformation initiatives covering data analytics, AI adoption, and product development, working with CEO Matt Avril to improve Owner and member experience. Anokhin previously led strategy roles at Invited Clubs and Diamond Resorts.

Marriott Vacations (VAC) reported Q2 2026 results on an earnings call. Contract sales were $545 million (+22% YoY) and adjusted EBITDA $215 million, $20 million above guidance. Adjusted free cash flow was $201 million for the first six months. Full-year 2026 adjusted EBITDA guidance was raised to $805-$830 million and contract sales growth to 18%-20%.

Barchart said vacation ownership and hotel stocks fell in July, citing a 1.5% drop in CoStar’s Baird Hotel Stock Index. Hilton Grand Vacations (HGV) fell about 12% in July and is down 4% YTD. Marriott Vacations (VAC) and Travel + Leisure (TNL) also lagged. The article highlights Q2 2026 results and raised guidance, with 2026 contract sales, adjusted EBITDA, and FCF estimates plus analyst Buy ratings and targets.

Marriott Vacations Worldwide (NYSE:VAC) reported Q2 contract sales of $545 million, with North American contract sales up 27% and development profit rising to $106 million. CFO Jason Marino cited tour logistics and refreshed owner benefits for sales gains. The company raised full-year contract sales growth to 18% to 20% and adjusted EBITDA to $805m-$830m, plus adjusted free cash flow to $410m-$460m.

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.