Zacks Investment Research·Sep 10, 2026
Marriott Vacations Stock Jumps 46% in 6 Months: Is More Upside Ahead?VAC's 46% six-month rally is backed by stronger contract sales, improving cash flow, cost discipline and a discounted valuation.
Marriott Vacations Worldwide is navigating a post-pandemic demand normalization, with revenue growth decelerating to 5.9% year-over-year in 2026Q2 and gross margins compressing to 17.3% from 91.3% in 2024Q3, reflecting a mix shift and one-time charges. The com...
Price trend, volume and key moving averages
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $2.31+17.3% vs $1.97 | $1.3B+1.9% vs $1.3B |
Q2 2026 May 5, 2026 | $1.24-25.7% vs $1.67 | $1.3B+4.9% vs $1.2B |
Q1 2026 Feb 25, 2026 | $1.86+8.1% vs $1.72 | $1.3B+1.6% vs $1.3B |
Q4 2025 Nov 5, 2025 | $1.69+3.0% vs $1.64 | $812M-37.4% vs $1.3B |
VAC's 46% six-month rally is backed by stronger contract sales, improving cash flow, cost discipline and a discounted valuation.
HPQ, E and VAC made it to the Zacks Rank #1 (Strong Buy) income stocks list on September 8, 2026.
Corient Private Wealth LP acquired a new stake in Marriott Vacations Worldwide Corporation (NYSE: VAC) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 18,456 shares of the company's stock, valued at approximately $1,880,000. Corient Private Wealth LP owned approximately 0.05% of
ORLANDO, Fla.--(BUSINESS WIRE)--Marriott Vacations Worldwide Corporation (NYSE: VAC) today announced its Board of Directors authorized a quarterly cash dividend of $0.80 per share of common stock. The dividend is payable on or around September 30, 2026, to stockholders of record as of the close of business on September 16, 2026.About Marriott Vacations Worldwide CorporationMarriott Vacations Worldwide Corporation is a leading global vacation company that offers vacation ownership, exchange, rent.
Benchmark VAC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Marriott Vacations Worldwide Corporation (VAC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $99.15 | $3.41B | -11.23 | 1.31% | -6.12% | -13.89% | 3.18% | |
| $35.57 | $2.79B | 39.97 | 1.32% | 3.38% | 13.31% | — | |
| $62.87 | $3.85B | 18.28 | 4.06% | 5.81% | — | — | |
| $348.06 | $90.76B | 36.68 | 4.33% | 9.62% | — | — | |
| $308.44 | $69.42B | 50.40 | 7.74% | 12.69% | — | — | |
| $157.80 | $14.96B | -292.22 | 116.96% | 1.26% | 2.16% | — |
Marriott Vacations Worldwide Corporation (VAC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Marriott Vacations Worldwide Corporation (VAC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Aug 3, 2026·SEC
Jul 21, 2026·SEC
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Marriott Vacations Worldwide Corporation (VAC) stock FAQ — growth, dividends, profitability & financials explained
Marriott Vacations Worldwide Corporation (VAC) reported $4.71B in revenue for fiscal year 2025. This represents a 195% increase from $1.60B in 2009.
Marriott Vacations Worldwide Corporation (VAC) grew revenue by 1.3% over the past year. Growth has been modest.
Marriott Vacations Worldwide Corporation (VAC) reported a net loss of $334.0M for fiscal year 2025.
Yes, Marriott Vacations Worldwide Corporation (VAC) pays a dividend with a yield of 3.18%. This makes it attractive for income-focused investors.
Marriott Vacations Worldwide Corporation (VAC) has a return on equity (ROE) of -13.9%. Negative ROE indicates the company is unprofitable.
Marriott Vacations Worldwide Corporation (VAC) generated $99.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
