Company Description
Marriott Vacations Worldwide Corporation (NYSE: VAC) is described as a leading global vacation company that focuses on vacation ownership, exchange, rental, and resort and property management, along with related businesses, products, and services. According to its public disclosures, the company has a sizable base of vacation ownership resorts and owner families and works with some of the most recognizable brands in the vacation ownership space.
The company’s business is built around a portfolio of vacation ownership resorts and a large community of owner families. In its recent communications, Marriott Vacations Worldwide notes that it has approximately 120 vacation ownership resorts and around 700,000 owner families in a diverse portfolio that includes some of the most iconic vacation ownership brands. This scale underpins its role in the leisure and travel-related services industry, as classified under the travel and hospitality ecosystem.
Beyond direct vacation ownership, Marriott Vacations Worldwide operates an exchange network and membership programs that link vacation owners and travelers to a broad set of affiliated properties. The company reports that its exchange network and membership programs are comprised of more than 3,200 affiliated resorts in over 90 countries and territories. Through these networks, members can access a wide variety of vacation experiences while the company earns revenue from exchange and related services.
Marriott Vacations Worldwide also provides management services to other resorts and lodging properties. Management and resort services are a recurring part of its operations, and the company highlights that it manages properties beyond those it directly markets for vacation ownership. This supports a business mix that includes sales of vacation ownership products, management and exchange services, rental activity, and financing.
In its segment reporting, the company identifies two primary reportable segments: Vacation Ownership and Exchange & Third-Party Management. The Vacation Ownership segment includes the sale of vacation ownership products and related services, and the company has stated that the majority of its revenue is derived from this segment. The Exchange & Third-Party Management segment includes exchange services and management of resorts and lodging properties for third parties.
Marriott Vacations Worldwide’s disclosures indicate that it participates in the vacation ownership financing market. The company has discussed vacation ownership loans and securitizations backed by pools of these loans, reflecting a financing component tied to its core vacation ownership business. It has also referred to providing purchase money financing to end users of its vacation ownership products.
The company emphasizes that it maintains exclusive, long-term relationships with Marriott International, Inc. and an affiliate of Hyatt Hotels Corporation for the development, sales, and marketing of vacation ownership products and services. These relationships connect Marriott Vacations Worldwide’s vacation ownership offerings to well-known hospitality brands and support its positioning within the broader hospitality and travel landscape.
Marriott Vacations Worldwide routinely communicates with investors through press releases, conference calls, and investor presentations. Its public materials describe it as active in vacation ownership, exchange, rental, and resort and property management, with a global footprint of affiliated resorts and membership programs. The company’s filings and news releases also highlight ongoing capital markets activity, including senior notes and securitizations related to vacation ownership loans, which are part of its financial structure and funding strategy.
Overall, Marriott Vacations Worldwide represents a specialized participant in the travel and leisure sector, combining vacation ownership sales, exchange and membership networks, rental operations, and resort and property management, supported by financing activities and long-term brand relationships with major hotel companies.
Stock Performance
Marriott Vacations Worldwide C (VAC) stock last traded at $67.41, up 3.52% from the previous close. Over the past 12 months, the stock has gained 7.1%, ranking #812 in 52-week price change. At a market capitalization of $2.2B, VAC is classified as a mid-cap stock with approximately 34.3M shares outstanding.
Latest News
Marriott Vacations Worldwide C has 10 recent news articles. Of the recent coverage, 5 articles coincided with positive price movement and 5 with negative movement. Key topics include earnings, dividends, conferences, buybacks. View all VAC news →
SEC Filings
Marriott Vacations Worldwide C has filed 5 recent SEC filings, including 1 Form 3, 1 Form 4, 1 Form SCHEDULE 13G/A, 1 Form ARS. The most recent filing was submitted on March 26, 2026. SEC filings provide transparency into a company's financial condition, material events, and regulatory compliance. View all VAC SEC filings →
Insider Radar
Insider buying activity at Marriott Vacations Worldwide C over the past 90 days may reflect management confidence in the company's direction. Institutional investors and analysts often monitor insider purchases as a potential bullish indicator for the stock.
Financial Highlights
Marriott Vacations Worldwide C generated $5.0B in revenue over the trailing twelve months, and net income was -$308.0M, reflecting a -6.1% net profit margin. Diluted earnings per share stood at $-8.84. The company generated $28.0M in operating cash flow.
Upcoming Events
Repurchase authorization expiry
Imperial Hotel first phase opening
Term loan facility maturity
Revolving credit facility maturity
Marriott Vacations Worldwide C has 4 upcoming scheduled events. The next event, "Repurchase authorization expiry", is scheduled for December 31, 2026 (in 273 days). 3 of the upcoming events are financial in nature, such as earnings calls or quarterly results. Investors can track these dates to stay informed about potential catalysts that may affect the VAC stock price.
Short Interest History
Short interest in Marriott Vacations Worldwide C (VAC) currently stands at 3.0 million shares, up 18.8% from the previous reporting period, representing 9.6% of the float. Over the past 12 months, short interest has increased by 66.6%.
Days to Cover History
Days to cover for Marriott Vacations Worldwide C (VAC) currently stands at 4.1 days, down 21.9% from the previous period. This days-to-cover ratio represents a balanced liquidity scenario for short positions. The days to cover has increased 52.6% over the past year, indicating improving liquidity conditions. The ratio has shown significant volatility over the period, ranging from 2.2 to 9.7 days.
VAC Company Profile & Sector Positioning
Marriott Vacations Worldwide C (VAC) operates in the Resorts & Casinos industry within the broader Real Estate Agents & Managers (for Others) sector and is listed on the NYSE. Among dividend-paying stocks, VAC ranks #550 by dividend yield. In monthly performance, the stock ranks #1,339 among all tracked companies.
Investors comparing VAC often look at related companies in the same sector, including Penn Ent (PENN), Hilton Grand Vac (HGV), Melco Resorts And Entmnt Ltd (MLCO), Vail Resorts (MTN), and Red Rock Resorts Inc (RRR). Comparing financial metrics, valuation ratios, and stock performance across these peers can help investors evaluate VAC's relative position within its industry.