Marriot Vacations Worldwide (VAC)

Nov 10, 2026

Penn Capital Management Company LLC increased its stake in Marriott Vacations Worldwide Corporation (NYSE:VAC) by 23.4% in the third quarter, bringing its total holdings to 200,801 shares valued at approximately $20.6 million. Institutional investors and hedge funds collectively own 89.52% of the stock. Despite reporting quarterly earnings of $2.64 per share which beat consensus, the company's revenue of $1.37 billion fell short of expectations but marked an 8.2% year-over-year increase.

Nov 6, 2026

Wells Fargo & Company analysts have reduced their price target for Marriott Vacations Worldwide (NYSE:VAC) to $97.00 from $100.00, maintaining an "underweight" rating. This implies a potential downside of 15.06% from the stock's previous closing price. The consensus rating for VAC is "Hold," with an average target of $107.75, despite mixed analyst views ranging from Buy to Sell.

Nov 4, 2026

Marriott Vacations Worldwide reported a strong third quarter in 2026, with contract sales increasing 29% year-over-year to $565 million and adjusted EBITDA up 27% to $216 million. The company raised its full-year adjusted EBITDA guidance to $820 million despite absorbing $16 million in losses from Hurricane Lowell. Key drivers included a 30% increase in VPG to $4,822, improved marketing and sales efficiencies, and strategic initiatives like enhancing owner connections and expanding the Inner Circle event platform.

Oct 28, 2026

Marriott Vacations Worldwide (VAC) is anticipated to release its Q3 2026 earnings before market open on November 4th, with analysts forecasting earnings of $2.57 per share on $1.42 billion in revenue. The company's previous quarter surpassed expectations, reporting $2.31 EPS against a $1.97 consensus and revenue of $1.32 billion, a 5.9% year-over-year increase. Insider transactions show significant share sales by Director Christian Asmar and insider Kathleen A. Pighini.