Marriott Vacations Worldwide (VAC) Stock Overview
A vacation company, engages in vacation ownership, exchange, rental, and resort and property management, along with related businesses, products and services in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 1/6 |
| Dividends | 2/6 |
VAC Community Fair Values
Create NarrativeSee what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Marriott Vacations Worldwide Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$103.02 |
| 52 Week High | US$131.34 |
| 52 Week Low | US$44.58 |
| Beta | 1.24 |
| 1 Month Change | -8.47% |
| 3 Month Change | 7.64% |
| 1 Year Change | 34.98% |
| 3 Year Change | 4.51% |
| 5 Year Change | -36.45% |
| Change since IPO | 472.65% |
Recent News & Updates
Narrative Update • Sep 05
VAC: Elevated Sentiment And Full Pricing Will Constrain Turnaround Upside
Analysts lifted their fair value estimate for Marriott Vacations Worldwide to $65.00 from $52.59. This reflects updated assumptions for revenue growth, profit margins, and future P/E in light of recent price target increases and commentary on improving business initiatives, alongside a still cautious view from some firms on valuation and sentiment.
Narrative Update • Aug 22
VAC: Self Help Execution And Margin Gains Will Drive Future Upside
Analysts have raised their fair value estimate for Marriott Vacations Worldwide from $119.00 to $147.00, citing Street research that highlights stronger revenue trends, higher expected profit margins, and a lower assumed future P/E multiple, supported by a series of recent price target increases across major firms. Analyst Commentary Recent Street research on Marriott Vacations Worldwide shows a wide range of views, but the upward revisions in fair value and price targets indicate that many bullish analysts see improving execution and a clearer path to earnings growth.
Narrative Update • Aug 08
VAC: Self Help Earnings Upside Will Face Execution Risk Ahead
Marriott Vacations Worldwide's updated analyst price target has shifted higher, reflecting a move from $87.30 to $109.50 as analysts highlight stronger earnings estimates supported by recent beats, revenue momentum, and improving margin expectations. Analyst Commentary Recent research on Marriott Vacations Worldwide points to a mix of optimism about earnings potential and ongoing caution about execution and valuation.Recent updates
Narrative Update • Sep 05
VAC: Elevated Sentiment And Full Pricing Will Constrain Turnaround Upside
Analysts lifted their fair value estimate for Marriott Vacations Worldwide to $65.00 from $52.59. This reflects updated assumptions for revenue growth, profit margins, and future P/E in light of recent price target increases and commentary on improving business initiatives, alongside a still cautious view from some firms on valuation and sentiment.Narrative Update • Aug 22
VAC: Self Help Execution And Margin Gains Will Drive Future Upside
Analysts have raised their fair value estimate for Marriott Vacations Worldwide from $119.00 to $147.00, citing Street research that highlights stronger revenue trends, higher expected profit margins, and a lower assumed future P/E multiple, supported by a series of recent price target increases across major firms. Analyst Commentary Recent Street research on Marriott Vacations Worldwide shows a wide range of views, but the upward revisions in fair value and price targets indicate that many bullish analysts see improving execution and a clearer path to earnings growth.Narrative Update • Aug 08
VAC: Self Help Earnings Upside Will Face Execution Risk Ahead
Marriott Vacations Worldwide's updated analyst price target has shifted higher, reflecting a move from $87.30 to $109.50 as analysts highlight stronger earnings estimates supported by recent beats, revenue momentum, and improving margin expectations. Analyst Commentary Recent research on Marriott Vacations Worldwide points to a mix of optimism about earnings potential and ongoing caution about execution and valuation.Seeking Alpha • Aug 06
Marriott Vacations: Stellar Sales Activity Supports The Recent Rally (Downgrade)
Summary Marriott Vacations rallied 40% over the past year, driven by robust VOI sales and resilient recurring revenue streams. Q2 results exceeded expectations, with adjusted EBITDA up 6% and contract sales rising 22%, supported by effective marketing and stable credit quality. VAC increased full-year EBITDA and EPS guidance, reflecting stronger-than-anticipated VOI demand and improved profitability outlook. With shares near fair value (~$110), I move VAC to "Hold," expecting market-like returns as upside is largely realized. Read the full article on Seeking AlphaNarrative Update • Jul 11
VAC: Turnaround Restructuring And Self Help Initiatives Will Unlock Future Upside
Analysts have lifted the fair value estimate for Marriott Vacations Worldwide to $119 from $105, reflecting updated views on revenue growth, profit margins, and future P/E assumptions, supported by a wave of recent price target increases across the Street. Analyst Commentary Bullish analysts see the recent fair value lift for Marriott Vacations Worldwide as part of a broader shift in sentiment, pointing to a series of price target raises and a key rating upgrade as evidence that the stock is attracting renewed interest.Narrative Update • Jun 27
VAC: Execution Risk And Sector Headwinds Will Restrain Self Help Upside
Analysts have lifted the fair value estimate for Marriott Vacations Worldwide to $52.59 from $50, reflecting updated assumptions around earnings potential that align with recent price target increases across the Street. Analyst Commentary Recent research on Marriott Vacations Worldwide points to a split in opinion, with some firms turning more constructive on the stock and others keeping a closer eye on execution risk, growth durability and the balance between market expectations and fundamentals.Narrative Update • Jun 13
VAC: Self Help Restructuring And Sector Reappraisal Will Shape Turnaround Confidence
Analysts have raised the fair value estimate for Marriott Vacations Worldwide to $87.30 from $78.60, citing a series of higher price targets and a stronger self-help earnings story highlighted in recent research updates. Analyst Commentary Recent Street research has tilted more positive on Marriott Vacations Worldwide, with several price target increases and at least one rating upgrade contributing to the higher fair value estimate.Narrative Update • May 30
VAC: Turnaround Under New Leadership Will Unlock Owner Upgrade Potential
Analysts have nudged the price target for Marriott Vacations Worldwide slightly higher, citing updated expectations for revenue growth, profit margins and future P/E. These factors support a new fair value estimate of $105.00.Narrative Update • Apr 30
VAC: Future Turnaround Will Be Constrained By Ongoing Execution And Organizational Dysfunction Risk
Analysts now estimate fair value for Marriott Vacations Worldwide at $50, down from $52, reflecting modestly adjusted revenue growth and P/E assumptions, as well as a mix of recent price target increases and rating changes tied to the new CEO and evolving turnaround expectations. Analyst Commentary Recent research on Marriott Vacations Worldwide highlights a split view, with some firms raising price targets and others dialing back expectations or ratings as they reassess the turnaround story and execution under the new CEO.Narrative Update • Apr 13
VAC: New Leadership And Owner Engagement Events Will Drive Brand And Asset Value
Analysts have raised the fair value estimate for Marriott Vacations Worldwide to $105 from $81. This change reflects updated views on the company that incorporate a slightly lower discount rate, adjusted revenue growth expectations, higher projected profit margins, and a lower assumed future P/E multiple.Narrative Update • Mar 30
VAC: Future Turnaround Will Be Limited By Ongoing Organizational Dysfunction Risk
Analysts have increased their price targets on Marriott Vacations Worldwide to a range of roughly $80 to $105, citing progress under the new CEO in addressing sales force issues, using events and experiences to support owner upgrades, and reassessing long term earnings assumptions despite mixed views on how far the turnaround can go. Analyst Commentary Recent Street research paints a mixed picture, with several firms lifting price targets and highlighting progress under new leadership, while others remain cautious about how much the turnaround can ultimately achieve.Narrative Update • Mar 16
VAC: New CEO Execution And Events Focus Will Shape Turnaround Confidence
The analyst fair value estimate for Marriott Vacations Worldwide has shifted from $64.00 to $78.60, reflecting a reset of revenue growth and margin expectations as analysts weigh new CEO execution progress against ongoing internal concerns. Analyst Commentary Recent Street research on Marriott Vacations Worldwide reflects a mix of optimism around a potential turnaround under new leadership and caution about execution risks and internal issues.Narrative Update • Mar 02
VAC: Turnaround Hopes Will Be Constrained By Execution And Margin Risks
Narrative Update: Marriott Vacations Worldwide The updated analyst price target for Marriott Vacations Worldwide moves to $52 from $46. Analysts point to a potential turnaround under new management, a wider profit margin outlook, and a lower future P/E assumption as key supports for the change.Narrative Update • Feb 16
VAC: Underweight Rating And Lower P/E Assumptions Will Pressure Shares
Analysts have lowered their price target on Marriott Vacations Worldwide from $65 to $46, citing updated forecasts that include revised revenue growth, profit margin expectations, a lower assumed future P/E multiple, and a recent downgrade to Underweight from Morgan Stanley research. Analyst Commentary Bearish analysts are flagging that the lower price target to $46 reflects a more cautious stance on both valuation and execution.Narrative Update • Feb 02
VAC: Execution Reset And Leadership Transition Will Unlock Brand And Asset Value
Analysts have trimmed their blended price target for Marriott Vacations Worldwide to about US$81. The shift reflects recent underweight and downgraded ratings that point to execution issues, mixed earnings, and a period of management transition, even as some firms continue to highlight the company’s underlying brand and asset value.Narrative Update • Jan 19
VAC: Execution Reset And Leadership Change Will Unlock Depressed Earnings Multiple
Analysts have reduced their price target on Marriott Vacations Worldwide to US$81 from about US$92. This reflects updated assumptions for slightly softer revenue growth, lower profit margins, a higher future P/E multiple, and recent Street research that highlights execution challenges, industry headwinds, and a transition period for the business.Narrative Update • Jan 05
VAC: Leadership Transition Expected To Reset Execution And Unlock Depressed Multiples
Analysts have sharply reduced their price target for Marriott Vacations Worldwide to approximately $92 from $127, citing weaker operational execution, industry headwinds, and a more cautious view on the company’s near term earnings power, despite some longer term brand and asset value. Analyst Commentary Recent Street research on Marriott Vacations Worldwide reflects a cautious but not uniformly pessimistic outlook, with several firms recalibrating their models following softer results and operational missteps.Narrative Update • Dec 20
VAC: Execution Reset And CEO Transition Will Shape Future Confidence And Upside Potential
Analysts modestly reduced our price target for Marriott Vacations Worldwide to reflect a more cautious stance from the Street, with targets now clustered in the mid 50s to low 80s range as analysts cite execution missteps, guidance cuts, and lingering industry headwinds, despite still-recognized asset value. Analyst Commentary Street commentary on Marriott Vacations Worldwide has turned more polarized, with bearish analysts emphasizing a difficult transition period and bullish analysts focusing on asset value and potential recovery in earnings power once execution stabilizes.Narrative Update • Dec 06
VAC: Improved Execution Will Restore Confidence And Unlock Long-Term Upside
Analysts have lowered their fair value estimate for Marriott Vacations Worldwide by about $4 to approximately $64 per share. This reflects reduced revenue growth expectations, a lower future P/E multiple, and lingering concerns over execution and industry headwinds, despite slightly improved margin assumptions.Narrative Update • Nov 22
VAC: Improved Execution Will Drive Future Upside Amid Transition Period
The analyst price target for Marriott Vacations Worldwide has declined significantly from $86.80 to $68.00, as analysts cite ongoing operational challenges and diminished earnings prospects for the company. Analyst Commentary Analysts have provided a range of updated assessments for Marriott Vacations Worldwide, highlighting both potential strengths and numerous risks facing the company in the near term.Analysis Article • Nov 12
Marriott Vacations Worldwide Corporation (NYSE:VAC) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Unfortunately for some shareholders, the Marriott Vacations Worldwide Corporation ( NYSE:VAC ) share price has dived...Narrative Update • Nov 08
VAC: Improved Profit Margins Will Drive Recovery Despite Earnings Setback
The average analyst price target for Marriott Vacations Worldwide has been lowered from $91.90 to $86.80, as analysts cite underperformance in recent earnings and a weaker than anticipated adjusted EBITDA outlook. Analyst Commentary Recent analyst reports reflect a more cautious sentiment on Marriott Vacations Worldwide, with shifts in both positive and negative outlooks regarding the company's valuation and execution after the latest earnings report.Analysis Article • Jul 31
Is There Now An Opportunity In Marriott Vacations Worldwide Corporation (NYSE:VAC)?
Marriott Vacations Worldwide Corporation ( NYSE:VAC ), might not be a large cap stock, but it saw a significant share...Analysis Article • Jul 15
There's No Escaping Marriott Vacations Worldwide Corporation's (NYSE:VAC) Muted Earnings Despite A 29% Share Price Rise
Despite an already strong run, Marriott Vacations Worldwide Corporation ( NYSE:VAC ) shares have been powering on, with...Analysis Article • Jul 05
Is There An Opportunity With Marriott Vacations Worldwide Corporation's (NYSE:VAC) 48% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Marriott Vacations Worldwide fair value estimate is US$155...Analysis Article • Jun 20
Marriott Vacations Worldwide's (NYSE:VAC) Returns Have Hit A Wall
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Analysis Article • May 09
Marriott Vacations Worldwide Corporation's (NYSE:VAC) Shares Bounce 26% But Its Business Still Trails The Market
Marriott Vacations Worldwide Corporation ( NYSE:VAC ) shareholders are no doubt pleased to see that the share price has...Analysis Article • Apr 01
Should You Investigate Marriott Vacations Worldwide Corporation (NYSE:VAC) At US$64.24?
While Marriott Vacations Worldwide Corporation ( NYSE:VAC ) might not have the largest market cap around , it received...Analysis Article • Mar 16
Marriott Vacations Worldwide's (NYSE:VAC) Returns Have Hit A Wall
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Seeking Alpha • Mar 15
Marriott Vacations: Time To Own Shares In This Timeshare
Summary Marriott Vacations Worldwide Corporation shows strong financial performance with an 11.1% YoY revenue increase, despite inflationary pressures. VAC's strategic locations and large market presence drive growth, targeting high-net-worth individuals and leveraging tourism resilience. The stock is underpriced with improving technicals, offering a 22.8% upside potential based on DCF and Dividend Discount Models. Despite weak momentum, VAC's solid fundamentals and growth prospects make it an ideal buy for investors. Read the full article on Seeking AlphaShareholder Returns
| VAC | US Hospitality | US Market | |
|---|---|---|---|
| 7D | -0.6% | -4.0% | -0.2% |
| 1Y | 35.0% | -13.2% | 11.9% |
Return vs Industry: VAC exceeded the US Hospitality industry which returned -13.2% over the past year.
Return vs Market: VAC exceeded the US Market which returned 11.9% over the past year.
Price Volatility
| VAC volatility | |
|---|---|
| VAC Average Weekly Movement | 9.0% |
| Hospitality Industry Average Movement | 6.6% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.0% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: VAC has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: VAC's weekly volatility (9%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1984 | 21,100 | Matt Avril | www.marriottvacationsworldwide.com |
Marriott Vacations Worldwide Corporation, a vacation company, engages in vacation ownership, exchange, rental, and resort and property management, along with related businesses, products and services in the United States and internationally. The company operates in two segments, Vacation Ownership and Exchange & Third-Party Management. It develops, markets, sells, finances, rents, and manages vacation ownership and related products under the Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, Hyatt Vacation Club, and Ritz-Carlton Club brands; and holds non-exclusive right to develop, market, and sell whole ownership residential products under the Ritz-Carlton Residences brand name, as well as has a license to use the St. Regis brand for specified fractional ownership products.
Marriott Vacations Worldwide Corporation Fundamentals Summary
| VAC fundamental statistics | |
|---|---|
| Market cap | US$3.54b |
| Earnings (TTM) | -US$334.00m |
| Revenue (TTM) | US$3.42b |
1.0x
P/S Ratio-10.6x
P/E RatioIs VAC overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| VAC income statement (TTM) | |
|---|---|
| Revenue | US$3.42b |
| Cost of Revenue | US$1.44b |
| Gross Profit | US$1.82b |
| Other Expenses | US$2.15b |
| Earnings | -US$334.00m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -9.71 |
| Gross Margin | 53.15% |
| Net Profit Margin | -9.78% |
| Debt/Equity Ratio | 255.5% |
How did VAC perform over the long term?
See historical performance and comparisonDividends
3.1%
Current Dividend Yield-33%
Payout RatioDoes VAC pay a reliable dividends?
See VAC dividend history and benchmarks| Marriott Vacations Worldwide dividend dates | |
|---|---|
| Ex Dividend Date | Sep 16 2026 |
| Dividend Pay Date | Sep 30 2026 |
| Days until Ex dividend | 4 days |
| Days until Dividend pay date | 10 days |
Does VAC pay a reliable dividends?
See VAC dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/20 00:53 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Marriott Vacations Worldwide Corporation is covered by 21 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Brandt Montour | Barclays |
| "Brandt Montour | Barclays |
| Shaun Kelley | BofA Global Research |