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VAC · MARRIOTT VACATIONS WORLDWIDE Corp

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$116.81 +1.82 (+1.58%) At close · Nov 13
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$4.02B
Shares
34.42M
Volume · Nov 13 357.66K Avg daily vol (3M) 423.46K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$116.81 Open$115.91 Day$114.78–118.38 52W close$45.49–124.75 Avg vol 30d379K Short int1.9M · 5.5% of shares · 5.8d Short vol68% Last earningsNov 4, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 4

Up next

Next earnings call
Feb 25, 2027 Est · unconfirmed · in 15 wks
Q2 2026 earnings call transcript
call held Aug 6, 2026
Play latest call

Latest documents

2026
Nov 4
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Contract sales rose 29% as net income reached $82 million

MARRIOTT VACATIONS WORLDWIDE Corp reported third-quarter contract sales of $565 million, up 29%, and net income attributable to common stockholders of $82 million for the three months ended September 30, 2026.

Revenue $1.37B ▲ 8.2% Net income $82M Diluted EPS $2.24
Read from the MD&A section
3 source passages
As a result of these actions, Contract sales increased 29% and VPG increased 30% during the third quarter of 2026 over the comparable period in 2025 despite a 2% decline in Tours. Contract sales | 565 | 439 | 126 | 29% | 1,521 | 1,304 | 217 | 17% NET INCOME (LOSS) ATTRIBUTABLE TO COMMON STOCKHOLDERS | 82 | (2) | 84 | NM | 181 | 123 Open the document at this passage
Nov 4
Current report 8-K
Contract sales and earnings surge as guidance rises

Marriott Vacations Worldwide reported third-quarter 2026 contract sales of $565 million, up 29%, net income of $82 million and Adjusted EBITDA of $216 million, up 27%. It raised full-year Contract Sales guidance to $2,130 million and Adjusted EBITDA guidance to $820 million.

Financial results, Regulation FD disclosure Read from the first part of this long document
5 source passages
Marriott Vacations Worldwide Corporation (NYSE: VAC) (“MVW,” the “Company,” “we” or “our”) reported financial results for the third quarter of 2026. Contract sales increased 29% year over year to $565 million in the quarter. Net income attributable to common stockholders was $82 million compared to net loss attributable to common stockholders of $2 million in the prior year and diluted earnings per share was $2.24 compared to diluted loss per share of $0.07 in the prior year. Adjusted EBITDA increased 27% to $216 million compared to $170 million in the prior year. The Company raised the midpoint of its full-year Contract Sales and Adjusted EBITDA guidance to $2,130 million and $820 million, respectively. Open the document at this passage
Aug 6
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $1.32B ▲ 5.9% Net income $77M ▲ 11.6% Diluted EPS $2.12 ▲ 19.8%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$5.27B
Trailing 12 months
Net income (TTM)
−$251.00M
Trailing 12 months
Revenue growth YoY
+8.2%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
4.1%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$2.75B
Latest balance sheet
Dividend yield
2.7%
Trailing 12 months
Shares change YoY
+10.6%
Year over year · more shares
Price change (1Y)
+153.7%
Trailing year
Short interest
5.5%
Latest settlement · 5.8 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲11.1% $1.33B $50.00M '24 Q4* ▲0.4% $1.20B $56.00M '25 Q1 ▲9.3% $1.25B $69.00M '25 Q2 ▼3.2% $1.26B −$2.00M '25 Q3 ▼0.3% $1.32B −$431.00M '25 Q4* ▲4.8% $1.26B $22.00M '26 Q1 ▲5.9% $1.32B $77.00M '26 Q2 LATEST ▲8.2% $1.37B $82.00M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q2 FY26 earnings call · Aug 6, 2026
Q2 FY26

TL;DR. Marriott Vacations Worldwide reported strong Q2 2026 results with 22% contract sales growth and 6% adjusted EBITDA growth, beating guidance, and raised its full-year 2026 guidance for contract sales, adjusted EBITDA, and adjusted free cash flow.

Bullish
  • + Q2 contract sales grew 22% year-over-year to $545 million, exceeding the high end of guidance.
  • + Q2 adjusted EBITDA grew to $215 million, $20 million over the midpoint of guidance.
  • + VPG increased 23% to $4,477, driving a 41% rise in owner contract sales.
  • + Adjusted free cash flow of $201 million YTD vs. $22 million prior year, driving a raised full-year FCF outlook.
  • + Full-year 2026 adjusted EBITDA guidance raised by $50 million to $805–$830 million.
  • + Full-year 2026 contract sales guidance raised to $2,080–$2,115 million (from $1,815–$1,885 million).
Bearish
  • − Sales reserve raised to 13.4% of contract sales, weighing on development profit conversion.
  • − Net corporate leverage remains elevated at approximately 4.0x.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Weak Quant / Vol High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +31%
above
Price vs 50-day avg +8%
above
RSI (14) 58
neutral
MACD trend Positive
52-week position 90%
near high
Momentum
relative strength
Very Strong
1-month return +5%
trailing
6-month return +46%
trailing
YTD return +102%
this year
Relative strength +46%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $108 › 200d $89 — 50d above 200d
Institutional flow Distributing
347 of 380 funds reported for Sep 30 · net -917.5K sh shares · +46 new
Insider flow Distributing
Net -$83.9M over 90 days · 100% sells
Short interest Falling
5.50% of shares out · ▼ -6.1% MoM · 5.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
380 holders — near 3-yr high, broad support
Squeeze score 56
elevated · 0–100
Fundamentals
Weak
Revenue growth +1%
Y/Y
EPS growth −258%
Y/Y
Free cash flow $-29.0M
Buyback $322.0M
remaining
Balance sheet $3.1B
net debt
Quant / Vol
risk profile
High
Volatility 53%
annualized · 1-yr
Max drawdown −21%
past year
ATR 4.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 2 of last 3
Latest guidance · from the Earnings Call filed Aug 6, 2026
full year
Adjusted EBITDA Non-GAAP $805M – $830M
Adjusted free cash flow Non-GAAP $410M – $460M
for the year
Contract sales 18% – 20%
second half
Contract sales 25% – 29%
this year
Adjusted EBITDA Non-GAAP $805M – $830M
Previous outlook earlier release · from the Earnings Call filed May 5, 2026

Still-open targets the latest release did not restate under the same label.

Adjusted free cash flow · full year $375M – $425M
Prior guidance period ended · from the Earnings Call filed May 5, 2026
Adjusted EBITDA · second quarter $187M – $202M
Guided vs delivered · last 3 settled
Earnings per share - Diluted Fiscal Year 2024
guided $5.05 – $5.55
$5.61 Beat +5.8%
Earnings per share - diluted Full Year 2023
guided $6.59 – $6.82
$6.28 Miss −6.3%
Earnings per share - diluted full year 2022
guided $8.76 – $8.98
$8.77 In line

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 2 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+31% Bullish
Price vs 50-day avg
+8% Bullish
RSI (14)
58 Neutral
MACD trend
Positive Bullish
52-week position
90% Bullish
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $108 › 200d $89 — 50d above 200d
Institutional flow Distributing
347 of 380 funds reported for Sep 30 · net -917.5K sh shares · +46 new
Insider flow Distributing
Net -$83.9M over 90 days · 100% sells
Short interest Falling
5.50% of shares out · ▼ -6.1% MoM · 5.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
380 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $45 Now $117 · 90% Range high $125
vs 200-day avg +31% vs 50-day avg +8%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted EBITDA non-GAAP $376M Six Months Ended June 30, 2026 —
Adjusted EBITDA Margin non-GAAP 21.5% Six Months Ended June 30, 2026 —
Adjusted free cash flow non-GAAP 201M Six Months Ended June 30 —
Average FICO Score 756 Three Months Ended June 30, 2026 filing —
Average revenue per Interval International member $36.83 Q2 2026 —
Average revenue per member $36.83 Three Months Ended June 30, 2026 filing —
Average transient rate $259 Three Months Ended June 30, 2026 filing —
Contract sales $956M Six Months Ended June 30, 2026 —
Contract sales, net of resales $940M Six Months Ended June 30, 2026 —
Development Profit $161M Six Months Ended June 30, 2026 —
Development Profit Margin 20.8% Six Months Ended June 30, 2026 —
Exchange & Third-Party Management Segment Adjusted EBITDA non-GAAP $46M Six Months Ended June 30, 2026 —
Financing Profit $101M Six Months Ended June 30, 2026 —
Financing profit margin 54.3% Three Months Ended June 30, 2026 filing —
Free cash flow non-GAAP 256M Six Months Ended June 30 —
Management and Exchange Profit $200M Six Months Ended June 30, 2026 —
Management and Exchange Profit Margin 46.1% Three Months Ended June 30, 2026 —
Rental occupancy 74.9% Three Months Ended June 30, 2026 filing —
Rental Profit $69M Six Months Ended June 30, 2026 —
Rental profit margin 13.7% Three Months Ended June 30, 2026 filing —
Resort management and other services profit $93M Three Months Ended June 30, 2026 filing —
Resort management and other services profit margin 56% Three Months Ended June 30, 2026 filing —
Resort occupancy 89.8% Three Months Ended June 30, 2026 filing —
Segment Adjusted EBITDA non-GAAP $246M Q2 2026 —
Segment Adjusted EBITDA margin non-GAAP 28.9% Q2 2026 —
Total active Interval International members 1.48M Q2 2026 —
Total active members at end of period 1.48M Three Months Ended June 30, 2026 filing —
Tours 112,721 Q2 2026 —
Transient keys rented 603,918 Three Months Ended June 30, 2026 filing —
Vacation Ownership Segment Adjusted EBITDA non-GAAP $434M Six Months Ended June 30, 2026 —
VPG $4,477 Q2 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Resorts & Casinos — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
VAC
MARRIOTT VACATIONS WORLDWIDE Corp
this stock
$4.02B +102.5% +1.3% — 5.5%
LVS
Las Vegas Sands Corp
 $25.32B -37.9% +15.2% 16.6 3.1%
WYNN
Wynn Resorts Ltd
 $8.72B -29.3% +10.7% — 10.7%
MGM
MGM Resorts International
 $8.47B -8.2% +7.1% 12.7 8.3%
CZR
Caesars Entertainment, Inc.
 $5.98B +25.4% +65.0% — 11.8%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
405
% held
91.8%
Reported
347 of 380
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
275
View
Short & Settlement
Short Interest Falling
Shares short
1.9M
Days to cover
5.8d
Change
-122.3K sh
View
Short Volume
Short vol %
68%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
26
Value
$2.6K
As of
Sep 4, 2026
View
Off-Exchange
Off-exchange %
39.5%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$83.9M
Buyers / Sellers
0 / 2
Buyers Sellers
View
Congressional Trades Sell
Member
Daniel Goldman
Amount
$15.0K–$50.0K
Traded
Apr 10, 2023
View
Financials
Financials
Revenue (FY)
$5.0B
Net income (FY)
$-308.0M
EPS diluted
$-8.84
View
Buybacks
Authorized
$600.0M
Remaining
$322.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Nov 4, 2026
This year
18

Marriott Vacations Worldwide reported third-quarter 2026 contract sales of $565 million, up 29%, net income of $82 million and Adjusted EBITDA of $216 million, up 27%. It raised full-year Contract Sales guidance to $2,130 million and Adjusted EBITDA guidance to $820 million.

View
Proposed Sales
Value
$86.3M
Shares
750.0K
Filed
Aug 19, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 4, 2026
View
Investor Relations
Latest news
The Marriott Vacation Clubs® and…
Published
Oct 22, 2026
View

Performance

5D 20D 120D MTD YTD
VAC +5.8% +5.3% +46.4% +1.1% +102.5%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +3.2% +6.5% +45.9% +1.3% +91.9%

Capital returns

Latest dividend
$0.80 / share · ex Sep 16, 2026
Raised 1.3%
Paid (TTM)
$3.20 / share · 4 payouts
Dividend yield (TTM, derived)
2.74%
Full dividend history
Buyback program · as of Sep 30, 2026
Authorized
$600.00M
Spent (derived)
$278.00M
Remaining
$322.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1524358 CUSIP 57164Y107 13F (30d) 332 filings 297 filers Visit website Investor relations