MARRIOTT VACATIONS WORLDWIDE Corp (VAC)
MARRIOTT VACATIONS WORLDWIDE Corp brought in $5.3B of revenue over the twelve months to September 30, 2026, up 4.6% from a year earlier. It posted a net loss of $250M. In fiscal 2025 capital spending exceeded operating cash flow by $29M. At September 30, 2026 it held $229M in cash against $3B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about MARRIOTT VACATIONS WORLDWIDE Corp
- Net worth
- MARRIOTT VACATIONS WORLDWIDE Corp has a market value (market cap) of $4B at the latest share price, and shareholders' equity of $2.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $5B (+1.3% year on year), with a net loss of $308M. Over the 12 months to September 30, 2026: revenue $5.3B, net loss $250M.
- Cash flow
- In fiscal 2025 operations brought in $28M of cash; after $57M of capital spending, free cash flow was -$29M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- MARRIOTT VACATIONS WORLDWIDE Corp's next report is expected around February 24, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- MARRIOTT VACATIONS WORLDWIDE Corp declared dividends of $3.17 per share in fiscal 2025, a yield of 2.75% at the current price.
What MARRIOTT VACATIONS WORLDWIDE Corp does
MARRIOTT VACATIONS WORLDWIDE Corp is registered with the SEC under industry code SIC 6531 (Real Estate Agents & Managers (For Others)). Its shares trade on NYSE under the ticker VAC.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $5B | -$308M | -$8.84 | -$29M |
| 2024 | $5B | $218M | $5.61 | $148M |
| 2023 | $4.7B | $254M | $6.28 | $114M |
| 2022 | $4.7B | $391M | $8.77 | $457M |
| 2021 | $3.9B | $49M | $1.13 | $296M |
| 2020 | $2.9B | -$275M | -$6.65 | $258M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where VAC ranks in Finance
Dividends
MARRIOTT VACATIONS WORLDWIDE Corp declared $3.17 per share in fiscal 2025. At the current price that is a yield of 2.75%. It paid out $110M in cash dividends.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $3.17 | $110M | n/a |
| 2024 | $3.07 | $107M | 49% |
| 2023 | $2.92 | $106M | 42% |
| 2022 | $2.58 | $99M | 25% |
| 2021 | $1.08 | $23M | 47% |
| 2020 | $0.54 | $45M | n/a |
Latest SEC filings
What MARRIOTT VACATIONS WORLDWIDE Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 8.2% to $1.4B versus the same quarter last year; diluted EPS $2.24 versus -$0.07.
- November 4, 2026
- August 20, 2026Activist stake changed SCHEDULE 13D/A
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 5.9% to $1.3B versus the same quarter last year; diluted EPS $2.12 versus $1.77.
- August 6, 2026
- August 3, 2026
- July 21, 2026
- July 14, 2026Passive stake changed SCHEDULE 13G/A
- May 19, 2026
- May 18, 2026
Insider trades
What the people running MARRIOTT VACATIONS WORLDWIDE Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $83.9M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 30, 2026 | Galbreath LizanneDirector | Received as pay | 78 | - |
| September 30, 2026 | Quazzo Stephen RDirector | Received as pay | 21 | - |
| September 30, 2026 | Andrews Charles ElliottDirector | Received as pay | 85 | - |
| September 30, 2026 | Shaw William JosephDirector | Received as pay | 21 | - |
| September 30, 2026 | Morgan DiannaDirector | Received as pay | 21 | - |
| September 30, 2026 | Avril Matthew EChief Executive Officer, Director | Received as pay | 23 | - |
| September 30, 2026 | Gray Jonice MDirector | Received as pay | 105 | - |
| September 15, 2026 | Gray Jonice MDirector | Received as pay | 298 | - |
Who owns VAC
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Impactive Capital LP13D, may seek influence with 3 related filers | 9.8% | August 20, 2026 |
| Vanguard Portfolio Management13G, passive | 5.55% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 371 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 4,304,632 | +37,103 |
| Impactive Capital LP | 4,129,984 | 0 |
| Vanguard Portfolio Management LLC | 1,901,819 | +21,151 |
| Dimensional Fund Advisors LP | 1,546,705 | -226,422 |
| Fuller & Thaler Asset Management, Inc. | 1,487,384 | -209,039 |
| Vanguard Capital Management LLC | 1,353,166 | -10,983 |
| State Street Corp | 1,155,752 | +9,110 |
| Senvest Management, LLC | 1,126,132 | -25,843 |
| New South Capital Management Inc | 953,137 | +179,401 |
| Geode Capital Management, LLC | 717,760 | +34,354 |
| Ananym Capital Management, LP | 644,610 | -175,208 |
| Victory Capital Management Inc | 594,834 | -2,095 |
| Hotchkis & Wiley Capital Management LLC | 498,904 | -493,980 |
| Deprince Race & Zollo Inc | 493,450 | -30,797 |
| Quantinno Capital Management LP | 475,937 | +1,900 |
| Goldman Sachs Group Inc | 470,845 | +80,315 |
| Morgan Stanley | 449,956 | +195,797 |
| GMT Capital Corp | 414,050 | -609,400 |
| CAS Investment Partners, LLC | 400,000 | new |
| Charles Schwab Investment Management Inc | 379,529 | +9,208 |
Insiders
23 insiders reported holding 8,256,831 shares in total, about $952.5M at the last price.
| Holder | Shares |
|---|---|
| Asmar ChristianDirector, 10% owner | 7,511,6367,511,636 held indirectly |
| Shaw William JosephDirector | 207,611 |
| Avril Matthew EChief Executive Officer, Director | 86,266 |
| Flaskey MichaelSee Remarks | 59,72414,862 held indirectly |
| Marino Jason P.See Remarks | 49,372 |
| Hunter James H IVSee Remarks | 47,703 |
| Andrews Charles ElliottDirector | 44,800 |
| Fitzgerald John D.See Remarks | 34,4721,013 held indirectly |
| Galbreath LizanneDirector | 29,044 |
| Quazzo Stephen RDirector | 27,115 |
Questions about VAC
What does MARRIOTT VACATIONS WORLDWIDE Corp do?
MARRIOTT VACATIONS WORLDWIDE Corp is a company in the Finance sector, listed on NYSE as VAC. Its shares trade on NYSE under the ticker VAC.
What is MARRIOTT VACATIONS WORLDWIDE Corp's net worth?
MARRIOTT VACATIONS WORLDWIDE Corp has a market value (market cap) of $4B at the latest share price, and shareholders' equity of $2.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is MARRIOTT VACATIONS WORLDWIDE Corp profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $250M on revenue of $5.3B.
How much revenue does MARRIOTT VACATIONS WORLDWIDE Corp make?
Over the twelve months to September 30, 2026 MARRIOTT VACATIONS WORLDWIDE Corp reported revenue of $5.3B. That is 4.6% more than a year earlier.
When did MARRIOTT VACATIONS WORLDWIDE Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is MARRIOTT VACATIONS WORLDWIDE Corp's next earnings report?
MARRIOTT VACATIONS WORLDWIDE Corp's next report is expected around February 24, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does MARRIOTT VACATIONS WORLDWIDE Corp pay a dividend?
Yes. MARRIOTT VACATIONS WORLDWIDE Corp declared dividends of $3.17 per share in fiscal 2025, a yield of 2.75% at the current price.
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Where the numbers come from
Financial figures are the values MARRIOTT VACATIONS WORLDWIDE Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.