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    Marriot Vacations Worldwide (VAC)

    Official site

    CONSUMER CYCLICAL • RESORTS & CASINOS • NYSE

    $112.25
    +6.02 (+5.67%)

    Market Cap: $3.82B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    62%(24/39)
    Avg Surprise
    -4.68%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$2.58
    Range$2.28 - $2.94
    11 analysts
    EPS RevisionsNo revisions (7d)No revisions (30d)
    EPS Estimate DriftChange to current
    90d ago$1.95+32.1%
    60d ago$2.47+4.6%
    30d ago$2.52+2.4%
    7d ago$2.54+1.7%
    Current$2.58
    Revenue Consensus
    $1.4B
    Range$1.4B - $1.5B
    9 analysts
    Period ending Dec 31, 2026
    EPS Consensus$2.42
    Range$1.91 - $2.71
    12 analysts
    Revenue Consensus
    $1.5B
    Range$1.4B - $1.6B
    11 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    -$2.42---
    Sep 26EST
    -$2.58---
    Jun 26
    Reported Aug 6
    $2.31$1.98+16.67%Beat+17.9%
    Mar 26
    Reported May 5
    $0.63N/A-60.73%Miss-61.9%
    Dec 25
    Reported Feb 25
    $1.86$1.71+8.77%Beat+0.0%
    Sep 25
    Reported Nov 5
    $1.69$1.64+3.05%Beat-6.1%
    Jun 25
    Reported Aug 4
    $1.96$1.73+13.29%Beat+78.2%
    Mar 25
    Reported May 7
    $1.66$1.43+16.08%Beat-7.8%
    Dec 24
    Reported Feb 26
    $1.86$1.56+19.21%Beat-1.1%
    Sep 24
    Reported Nov 6
    $1.80$1.62+11.11%Beat+50.0%
    Jun 24
    Reported Jul 31
    $1.10$2.05-46.34%Miss-49.8%
    Mar 24
    Reported May 6
    $1.80$1.73+4.05%Beat-29.1%
    Dec 23
    Reported Feb 21
    $1.88$1.75+7.43%Beat-31.4%
    Sep 23
    Reported Nov 1
    $1.20$2.14-43.93%Miss-60.3%
    Jun 23
    Reported Aug 2
    $2.19$2.87-23.69%Miss-23.7%
    Mar 23
    Reported May 3
    $2.54$2.03+25.12%Beat+49.4%
    Dec 22
    Reported Feb 22
    $2.74$2.72+0.74%Beat+15.1%
    Sep 22
    Reported Oct 31
    $3.02$2.53+19.37%Beat+88.8%
    Jun 22
    Reported Aug 8
    $2.87$2.27+26.43%Beat+237.6%
    Mar 22
    Reported May 5
    $1.70$1.53+11.11%Beat+446.9%
    Dec 21
    Reported Feb 23
    $2.38$2.11+12.80%Beat+4860.0%
    Sep 21
    Reported Nov 8
    $1.60$1.41+13.48%Beat+297.5%
    Jun 21
    Reported Jul 28
    $0.85$0.89-4.49%Miss+148.3%
    Mar 21
    Reported May 5
    $-0.49$-0.30-63.33%Miss-122.8%
    Dec 20
    Reported Feb 24
    $-0.05$-0.02-150.00%Miss-102.1%
    Sep 20
    Reported Nov 4
    $-0.81$-0.67-20.90%Miss-141.1%
    Jun 20
    Reported Jul 29
    $-1.76$-1.16-51.72%Miss-188.4%
    Mar 20
    Reported May 22
    $2.15$1.71+25.73%Beat+48.3%
    Dec 19
    Reported Feb 26
    $2.43$2.58-5.81%Miss+63.1%
    Sep 19
    Reported Nov 4
    $1.97$2.02-2.48%Miss+38.7%
    Jun 19
    Reported Jul 31
    $1.99$1.77+12.43%Beat+25.2%
    Mar 19
    Reported May 7
    $1.45$1.66-12.65%Miss+4.3%
    Dec 18
    Reported Feb 28
    $1.49$1.32+12.88%Beat-4.5%
    Sep 18
    Reported Nov 7
    $1.42$1.79-20.67%Miss+0.7%
    Jun 18
    Reported Aug 2
    $1.59$1.81-12.15%Miss-0.6%
    Mar 18
    Reported May 3
    $1.39$1.54-9.74%Miss+13.9%
    Dec 17
    Reported Feb 27
    $1.56$1.16+34.48%Beat-14.8%
    Sep 17
    Reported Nov 2
    $1.41$1.20+17.50%Beat-
    Jun 17
    Reported Aug 3
    $1.60$1.27+25.98%Beat-
    Mar 17
    Reported May 4
    $1.22$1.18+3.39%Beat-
    Dec 16
    Reported Feb 23
    $1.83$1.74+5.17%Beat-

    Dividends

    Dividend Metrics

    Forward Yield2.85%
    Forward Annual Dividend$3.20
    Payout Ratio76.43%
    FrequencyQuarterly
    Pay MonthsJan, Mar, Jun, Sep, Oct

    Growth

    3Y CAGR+7.11%
    5Y CAGR+42.47%

    Key Metrics

    Valuation
    P/E Ratio17.29EV/EBITDAN/A
    Price/FCF39.00xFCF Yield2.56%
    Profitability
    Profit Margin-9.78%Operating Margin18.50%
    ROE-14.70%ROIC-2.14%
    Financial Health
    Debt/Equity2.65xInterest CoverageN/A
    Current Ratio3.81xQuick Ratio3.81x
    Trading Statistics
    Beta1.30Avg Volume393.47K
    52-Week High$130.3052-Week Low$42.68

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$105.55
    SMA 20$103.99
    SMA 50$107.23
    SMA 200$82.72
    EMA 10$106.36
    EMA 20$105.12
    EMA 50$103.75
    EMA 200$88.25

    MACD

    Line: 1.08Signal: 0.16Hist: 0.93

    ADX

    ADX: 11.4+DI: 33.3-DI: 14.7

    Aroon & PSAR

    Aroon Up100.0
    Aroon Down32.0
    PSAR$101.56

    Bollinger Bands

    Upper Band$109.68
    Lower Band$98.29
    %B Position1095%(Upper)
    Band Width1.23

    RSI (14-Day)

    Neutral
    62.9

    Momentum Oscillators

    Stoch %K84.2
    Stoch %D82.1
    Williams %R-11.2
    ROC (10d)8.9%
    Momentum9.13
    CCI (20d)271.4
    MFI (14d)68.5

    Volatility Measures

    ATR (14d)$3.77(3.4%)
    StdDev (20d)2.85
    Hist Vol35.5%(Moderate)

    Volume Flow

    VWAP$111.00
    OBV24.2M
    AD Line-362.8M
    CMF (20d)0.018

    Volume Metrics

    Avg Vol (20d)387.6K
    Vol Ratio1.6x(High)
    VWMA (20d)$104.01

    Pivot Points

    R3$109.59
    R2$108.57
    R1$107.40
    Pivot Point$106.38
    S1$105.21
    S2$104.19
    S3$103.02

    Advanced Oscillators

    TSI7.30
    Ultimate Osc60.1
    KST-0.31

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$1.32B$1.26B$1.32B$1.26B$1.25B$1.20B$1.33B$1.30B$1.14B$1.20B$1.19B$1.19B
    Cost of Revenue$304.00M$306.00M$315.00M$299.00M$287.00M$282.00M$329.00M$290.00M$268.00M$276.00M$268.00M$284.00M
    Gross Profit$1.02B$951.00M$1.01B$964.00M$959.00M$918.00M$998.00M$1.01B$872.00M$919.00M$926.00M$902.00M
    Operating Expenses$855.00M$863.00M$1.46B$931.00M$847.00M$789.00M$885.00M$867.00M$773.00M$797.00M$833.00M$802.00M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$62.00M$64.00M$67.00M$53.00M$61.00M$61.00M$59.00M$61.00M$54.00M$63.00M$84.00M$57.00M
    Operating Income$161.00M$88.00M$-451,000,000$33.00M$112.00M$129.00M$113.00M$148.00M$99.00M$122.00M$93.00M$100.00M
    Interest Income$-43,000,000$-44,000,000$-44,000,000$-43,000,000$-42,000,000$-40,000,000$-39,000,000$-40,000,000$-43,000,000$-40,000,000$-39,000,000$-36,000,000
    Interest Expense$47.00M$43.00M$45.00M$32.00M$18.00M$27.00M$54.00M$30.00M$51.00M$41.00M$29.00M$34.00M
    Income Before Tax$114.00M$45.00M$-496,000,000$1.00M$94.00M$102.00M$59.00M$118.00M$48.00M$81.00M$64.00M$66.00M
    Income Tax Expense$37.00M$23.00M$-65,000,000$3.00M$25.00M$45.00M$10.00M$34.00M$10.00M$35.00M$31.00M$24.00M
    Net Income$77.00M$22.00M$-431,000,000$-2,000,000$69.00M$57.00M$49.00M$84.00M$38.00M$46.00M$33.00M$42.00M
    EBITDA$195.00M$128.00M$-411,000,000$88.00M$181.00M$185.00M$151.00M$199.00M$136.00M$164.00M$145.00M$140.00M
    EBIT$157.00M$89.00M$-452,000,000$44.00M$136.00M$142.00M$108.00M$158.00M$91.00M$121.00M$103.00M$102.00M
    * Some calculated fields are derived from available data when not provided by source

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    VAC Valuation and Fair Value

    P/E
    17.3x
    Forward P/E
    7.0x
    P/FCF
    39.0x
    PEG
    1.5x
    P/B
    1.9x
    See GNG's fair value

    VAC Profitability: Margins, ROIC and FCF

    Gross margin
    76.3%
    Operating margin
    18.5%
    Net margin
    -9.8%
    ROIC
    -2.1%
    ROE
    -14.7%
    FCF margin
    1.9%
    FCF yield
    2.6%

    VAC Analyst Ratings

    Consensus
    Buy
    Analysts
    11
    Strong Buy
    1
    Buy
    6
    Hold
    2
    Sell
    2
    Strong Sell
    0

    VAC Bull Case vs Bear Case

    Bull case

    • VAC beat EPS estimates in 87.5% of its last 8 reported quarters.
    • 63.6% of VAC's analyst ratings are Buy or Strong Buy.

    Bear case

    • VAC has a -9.8% net profit margin.
    • VAC has a debt-to-equity ratio of 2.7x.

    VAC Earnings: Beat Rate and Next Report

    Beat rate
    7 of 8 quarters (87.5%)
    Average surprise
    3.4%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $2.58
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    0 up, 0 down

    VAC Dividend

    Forward yield
    2.9%
    Payout ratio
    76.4%
    3Y DPS growth
    7.1%
    5Y DPS growth
    42.5%
    Pay months
    Jan, Mar, Jun, Sep, Oct
    VAC dividend history

    Frequently Asked Questions About VAC

    What is VAC's current dividend yield?

    Marriot Vacations Worldwide (VAC) has a forward dividend yield of 2.85%.

    Does VAC pay dividends?

    Yes, Marriot Vacations Worldwide pays dividends with a forward dividend yield of 2.85%.

    What is VAC's P/E ratio?

    Marriot Vacations Worldwide has a price-to-earnings (P/E) ratio of 17.29.

    What is VAC's market cap?

    Marriot Vacations Worldwide (VAC) has a market capitalization of $3.82B with a current stock price of $112.25.

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