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Marriott Vacations Worldwide Corporation VAC

Consumer Cyclical — Resorts & Casinos
Dividend Champion (5y) Insider Buys (last 12m)
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
7.28
Total sells
83.92
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 9 — 1 — 1 — — — — — —
Sell — — — — — — — — — — 2 —
Insider Ownership
9.71%

Capital & Financial Ratios

Market Cap
3,610.00
Revenue
5,163.00
Net Income
(334.00)
Free Cash Flow
102.00
Net Debt
4,940.00
Current Ratio
3.56
Debt/Equity
2.65
P/E ratio
0.00
P/S ratio
0.69
P/B ratio
1.74
Past 5Y EPS Growth
12.67%
This Y EPS Growth
20.29%
Next Y EPS Growth
11.59%
Next 5Y EPS Growth
9.04%
in millions of $

Dividends

Payout Ratio
0.32
Annual Dividend Rate
2.88
Annual Dividend Yield
2.28%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 3.39
—
—
—
2025 3.17
—
—
—
—
2024 3.07
—
—
—
—
2023 2.92
—
—
—
—
2022 2.58
—
—
—
—
2021 1.08
—
—
2020 0.54
—
2019 1.89
—
—
—
—
2018 1.65
—
—
—
—
2017 1.45
—
—
—
—
2016 1.25
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 574.00 528.00 733.00 513.00
Receivables 385.00 387.00 428.00 428.00
Inventory 634.00 735.00 692.00 673.00
Other — — — —
3,936.00 4,090.00 4,418.00 4,201.00
2023 2024 2025 Q'26
Payables 362.00 343.00 358.00 227.00
ST’ Debt — — — —
Other 164.00 162.00 163.00 166.00
1,251.00 1,243.00 1,268.00 1,181.00
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡ ‡‡‡ ‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 1,257.00 1,320.00 — —
—
’25 1,200.00 1,246.00 1,263.00 1,323.00
5,032.00
’24 1,195.00 1,140.00 1,305.00 1,327.00
4,967.00
’23 1,169.00 1,178.00 1,186.00 1,194.00
4,727.00
’22 1,052.00 1,164.00 1,252.00 1,188.00
4,656.00
’21 759.00 979.00 1,052.00 1,100.00
3,890.00
’20 1,010.00 480.00 649.00 747.00
2,886.00
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (4.00) 80.00 — —
—
’25 8.00 (48.00) 62.00 6.00
28.00
’24 3.00 30.00 72.00 100.00
205.00
’23 (50.00) 77.00 122.00 83.00
232.00
’22 129.00 89.00 162.00 142.00
522.00
’21 (60.00) 208.00 155.00 40.00
343.00
’20 (122.00) 49.00 231.00 141.00
299.00
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 38.00 16.00 — —
—
’25 (6.00) (68.00) 51.00 (3.00)
(26.00)
’24 (62.00) 17.00 57.00 94.00
106.00
’23 (87.00) 51.00 93.00 73.00
130.00
’22 120.00 75.00 149.00 116.00
460.00
’21 (67.00) 204.00 147.00 15.00
299.00
’20 (139.00) 32.00 244.00 136.00
273.00
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.64 2.12 — —
—
’25 1.46 1.77 (0.07) (12.43)
(8.84)
’24 1.22 0.98 2.12 1.30
5.61
’23 2.06 2.17 1.09 0.93
6.28
’22 1.23 2.97 2.53 2.08
8.77
’21 (0.68) 0.15 0.23 1.39
1.13
’20 (2.56) (1.68) (1.51) (0.88)
(6.65)

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2.1
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 110.08 72.78 67.28 44.58 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 174.74 165.85 108.57 91.18 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 21,400 22,000 22,300 21,100 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.22 0.21 0.22 0.24 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4,656.00 4,727.00 4,967.00 5,032.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 88.85% 90.65% 90.30% 90.54% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 582.00 398.00 306.00 (299.00) ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.50% 8.42% 6.16% (5.94%) ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 391.00 252.00 217.00 (307.00) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 157.00 158.00 172.00 173.00 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 115.25 129.51 140.31 144.18 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 9.69 6.96 6.16 (8.83) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.92 6.36 5.79 0.80 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.53) (2.79) (2.80) (1.55) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.39 3.56 2.99 (0.74) — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 61.83 65.26 68.95 57.11 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 40.40 36.50 35.40 34.90 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡‡‡ 13.71 12.81 14.58 0.00 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.16 0.68 0.64 0.40 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.16 1.36 1.30 1.01 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.15 1.66 1.60 1.39 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 21.80 60.45 74.84 (269.90) — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 522.00 232.00 205.00 28.00 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (62.00) (102.00) (99.00) (54.00) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 460.00 130.00 106.00 (26.00) — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,777.00 2,685.00 2,847.00 3,150.00 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5,497.00 5,145.00 5,225.00 5,680.00 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4,643.00 4,571.00 4,697.00 4,947.00 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,498.00 2,382.00 2,441.00 1,993.00 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.06% 2.63% 2.24% (3.15%) ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.86% 4.82% 4.29% (1.59%) — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.26% 10.41% 9.04% (13.89%) ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Marriott Vacations Worldwide (VAC), a dominant player in vacation ownership, showcased explosive growth post-2011 spin-off and 2018 ILG acquisition, doubling revenue to $4.3 billion by 2019. The COVID-19 crisis slashed sales 32% in 2020, but a robust rebound—fueled by pent-up demand and efficiencies—pushed revenue to a record $5 billion in 2024, with revenue per employee rising to $220,000 amid workforce stabilization.

Despite this resilience, profitability volatility persists, with EPS dropping to $6.16 in 2024 amid margin compression to 6.2% and towering $5.2 billion debt (94% of revenue), amplifying rate sensitivity. Valuation metrics allure at 15x PE and 0.6x PS—near decade lows—while aggressive insider buying exceeding $57 million (zero sells) in 2025-2026 signals deep confidence during price dips.

Forecasts project modest revenue growth to $5.2 billion by 2027 and FCF/share surges, but deleveraging is critical amid consumer risks. Analysts eye 11% upside (high 50%), positioning VAC as a tactical hold or dip-buy for patient investors tracking Q1 2026 VOI sales.

Read full commentary →

Marriott Vacations Worldwide Corporation (VAC) Latest News

News by impact score

Fine-tune

15 Aug

3 , 8:05 AM
Marriott Vacations Worldwide Corporation's Q2 earnings call included five analyst questions addressing financial performance, operational metrics and strategic outlook. Q2 earnings call questions can influence VAC financial outlook and near-term market sentiment without indicating major strategic shifts.

13 Aug

3 transcript www.fool.com, 12:13 PM
Marriott Vacations Worldwide Corporation conducted its Q2 2026 earnings call covering financial results and outlook. Quarterly earnings calls deliver performance data and guidance that shape near-term stock movement.

10 Aug

3 , 1:09 AM
Marriott Vacations Worldwide Corporation achieved Q2 margin expansion through targeted commercial strategy and stronger owner engagement. Q2 margin gains from commercial and engagement initiatives support improved profitability and near-term performance.

9 Aug

3 transcript www.marketbeat.com, 10:04 AM
Marriott Vacations Worldwide held its Q2 earnings call, covering financial results, operational updates, and forward-looking guidance for the vacation ownership business. Q2 earnings and guidance directly inform near-term revenue expectations and investor views on core timeshare operations.

7 Aug

4 , 5:11 AM
Marriott Vacations Worldwide raised 2026 contract sales guidance after beating Q2 estimates, driving a 27.8% stock increase. Raised guidance and earnings beat directly boost projected sales outlook and investor sentiment.

3 , 8:55 AM
Marriott Vacations Worldwide (VAC) maintains fast-paced momentum yet trades as a bargain stock. Positive valuation view may lift short-term investor sentiment toward VAC without altering core operations.

3 transcript app.moby.co, 8:30 AM
Marriott Vacations Worldwide Corporation held its Q2 2026 earnings call, reporting financial results, operational updates, and forward guidance for the vacation ownership business. Quarterly earnings updates supply performance data and outlook that can shift near-term investor views without altering long-term strategy.

6 Aug

4 transcript , 7:16 PM
Marriott Vacations Worldwide Corp reported Q2 2026 contract sales during its earnings call. Q2 earnings and contract sales data directly shape investor expectations and company valuation.

3 , 9:30 AM
Marriott Vacations Worldwide (VAC) Q2 earnings came in compared to estimates, with a review of key operating and financial metrics. Q2 earnings versus estimates and key metrics directly inform views on VAC financial performance and near-term outlook.

3 , 7:17 AM
Marriott Vacations Worldwide Corporation reported better-than-expected sales for Q2 CY2026. Quarterly sales beat can lift near-term stock price and sentiment without altering long-term trajectory.

3 , 7:00 AM
Marriott Vacations Worldwide Corporation (VAC) reported its second quarter 2026 financial results. Quarterly earnings releases deliver performance metrics that typically move stock sentiment without guaranteeing structural shifts.

22 Jul

3 , 3:09 AM
Marriott Vacations Worldwide reworks leadership amid lingering fair value questions. Leadership reworking plus fair value concerns may moderately shift investor sentiment and near-term performance.

29 Jun

3 , 8:45 AM
Marriott Vacation Clubs launches Inner Circle, a new platform aimed at redefining owner experiences. New platform launch may enhance owner satisfaction and competitive positioning without fundamentally altering company trajectory.

6 Jun

3 Simply Wall St., 7:11 AM
Marriott Vacations Worldwide raised 2026 guidance amid restructuring efforts, driving a 5.4% stock gain. Raising long-term guidance plus restructuring signals moderate positive effects on operations and outlook.

6 May

4 Simply Wall St., 9:13 PM
Marriott Vacations Worldwide Corporation is reshaping its portfolio amid persistent earnings pressure. Portfolio reshaping signals major strategic changes to counter ongoing earnings challenges, potentially altering future performance and investor sentiment.

4 app.moby.co, 8:30 AM
Marriott Vacations Worldwide Corporation released Q1 2026 earnings call summary detailing quarterly financial results, operational updates, and forward guidance. Q1 earnings call summary reveals financial performance and strategic outlook directly impacting VAC's market trajectory and investor confidence.

3 qz.com, 11:15 AM
Marriott Vacations Worldwide Corporation missed Q1 2026 earnings estimates but held its full-year outlook steady. Earnings miss pressures short-term financial performance and sentiment, balanced by unchanged outlook.

5 May

4 Zacks, 12:00 PM
Marriott Vacations Worldwide Corporation (VAC) stock upgraded to Strong Buy rating by analysts, with comprehensive details on reasons and implications. Strong Buy upgrade signals major positive shift in analyst outlook, poised to drive investor sentiment and stock performance.

4 Zacks, 9:30 AM
Marriott Vacations Worldwide (VAC) Q1 earnings key metrics compared to estimates. Q1 earnings metrics versus estimates can significantly sway VAC's stock trajectory and investor outlook.

4 StockStory, 8:48 AM
Marriott Vacations Worldwide Corporation (NYSE:VAC) surprised markets with strong Q1 CY2026 sales results. Q1 CY2026 sales surprise represents a major financial beat that could significantly boost investor sentiment and alter VAC's market trajectory.

4 Zacks, 8:25 AM
Marriott Vacations Worldwide Corporation (VAC) reported first-quarter earnings that missed analyst estimates, potentially signaling challenges in revenue or profitability amid market pressures. Q1 earnings miss highlights financial underperformance likely to impact stock valuation and investor sentiment significantly.

3 Business Wire, 7:00 AM
Marriott Vacations Worldwide Corporation reported first quarter 2026 financial results. Quarterly earnings reports influence financial performance and investor sentiment but are routine disclosures.

4 May

4 StockStory, 9:56 AM
Marriott Vacations Worldwide Corporation (VAC) reports Q1 results tomorrow, marking a key earnings event to watch. Upcoming Q1 earnings report holds potential for significant market reaction and shifts in VAC's valuation based on results.

29 Apr

3 Zacks, 12:10 PM
Marriott Vacations Worldwide Corporation (VAC) is poised to potentially beat earnings estimates in its upcoming report, continuing a pattern of surpassing expectations. Speculation on beating earnings estimates moderately influences investor sentiment and near-term stock performance.

20 Apr

3 , 10:38 AM
Marriott Vacations Worldwide Corporation completed a $460 million term securitization. The $460 million securitization bolsters liquidity and financial performance without fundamentally altering long-term strategy.

6 Apr

3 Simply Wall St., 2:11 PM
Marriott Vacations Worldwide (VAC) valuation under review after mixed share performance and a modernization push. Modernization push offers moderate potential for operational improvements, balanced by mixed share performance.

18 Mar

4 Simply Wall St., 3:06 AM
New leadership at Marriott Vacations Worldwide (VAC) is shifting the company's investment story, introducing strategic changes amid evolving market dynamics. Leadership transition introduces strategic shifts poised to significantly influence VAC's trajectory and investor sentiment.

9 Mar

3 Business Wire, 8:49 AM
Marriott Vacations Worldwide Corporation appoints Tony Walker as Chief Sales and Marketing Officer. Appointment of a new Chief Sales and Marketing Officer affects core sales and marketing strategies with moderate potential to influence performance.

5 Mar

4 Simply Wall St., 5:08 AM
Marriott Vacations Worldwide (VAC) stock rose 18.3% despite an impairment-driven loss, driven by the company's affirmation of its dividend. 18.3% stock surge despite impairment loss signals strong investor confidence in dividend stability, significantly boosting market sentiment and trajectory.

1 Mar

4 www.marketbeat.com, 12:06 AM
Marriott Vacations Worldwide Corporation's Q4 earnings call highlighted financial results, including revenue growth, adjusted EBITDA, and full-year guidance amid resilient vacation ownership demand and strategic expansions. Q4 earnings highlights detail financial performance and forward guidance, significantly influencing VAC's trajectory and investor sentiment.
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