176,432 Shares in Marriott Vacations Worldwide Corporation $VAC Acquired by Bank of New York Mellon Corp

Key Points

• Bank of New York Mellon acquired 176,432 shares of Marriott Vacations Worldwide, valued at approximately $17.98 million and representing about 0.51% of the company. Institutional investors collectively own 89.52% of VAC.
• Marriott Vacations Worldwide reported quarterly earnings of $2.31 per share, exceeding estimates of $1.97, while revenue rose 5.9% year over year to $1.32 billion. The company provided fiscal 2026 EPS guidance of $8.25 to $9.05.
• Analyst sentiment remains mixed, with an average rating of “Hold” and an average price target of $101.45; targets range from $101 at Wells Fargo to $140 at Barclays. Director Christian Asmar separately sold 750,000 shares for approximately $83.6 million.

Bank of New York Mellon Corp acquired a new position in shares of Marriott Vacations Worldwide Corporation (NYSE:VAC - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 176,432 shares of the company's stock, valued at approximately $17,975,000. Bank of New York Mellon Corp owned approximately 0.51% of Marriott Vacations Worldwide as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of the company. Cassaday & Co Wealth Management LLC lifted its position in Marriott Vacations Worldwide by 5.9% during the 1st quarter. Cassaday & Co Wealth Management LLC now owns 4,987 shares of the company's stock valued at $325,000 after purchasing an additional 276 shares during the period. Aaron Wealth Advisors LLC boosted its stake in shares of Marriott Vacations Worldwide by 4.2% in the 1st quarter. Aaron Wealth Advisors LLC now owns 7,274 shares of the company's stock valued at $474,000 after purchasing an additional 296 shares during the last quarter. Blue Trust Inc. grew its position in shares of Marriott Vacations Worldwide by 55.2% during the 1st quarter. Blue Trust Inc. now owns 956 shares of the company's stock worth $62,000 after buying an additional 340 shares during the period. Rockefeller Capital Management L.P. grew its position in shares of Marriott Vacations Worldwide by 51.1% during the 4th quarter. Rockefeller Capital Management L.P. now owns 1,085 shares of the company's stock worth $63,000 after buying an additional 367 shares during the period. Finally, Advisory Services Network LLC bought a new stake in shares of Marriott Vacations Worldwide during the third quarter worth approximately $27,000. 89.52% of the stock is currently owned by institutional investors.

Marriott Vacations Worldwide Stock Performance

Shares of VAC stock opened at $104.03 on Tuesday. The company has a debt-to-equity ratio of 2.65, a quick ratio of 2.99 and a current ratio of 3.56. The company has a market capitalization of $3.58 billion, a P/E ratio of -10.68, a price-to-earnings-growth ratio of 2.10 and a beta of 1.23. The company's 50 day moving average price is $104.93 and its two-hundred day moving average price is $84.26. Marriott Vacations Worldwide Corporation has a 52 week low of $44.58 and a 52 week high of $131.34.

Marriott Vacations Worldwide (NYSE:VAC - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $2.31 earnings per share for the quarter, beating analysts' consensus estimates of $1.97 by $0.34. The firm had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.30 billion. Marriott Vacations Worldwide had a negative net margin of 6.47% and a positive return on equity of 12.27%. The business's revenue was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.96 earnings per share. Marriott Vacations Worldwide has set its FY 2026 guidance at 8.250-9.050 EPS. On average, analysts expect that Marriott Vacations Worldwide Corporation will post 8.7 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms have commented on VAC. Wells Fargo & Company lifted their target price on shares of Marriott Vacations Worldwide from $68.00 to $101.00 and gave the stock an "underweight" rating in a report on Friday, August 7th. Barclays increased their price target on Marriott Vacations Worldwide from $94.00 to $140.00 and gave the company an "overweight" rating in a research note on Friday, August 7th. Mizuho set a $103.00 price target on Marriott Vacations Worldwide in a research report on Wednesday, May 6th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $132.00 price objective on shares of Marriott Vacations Worldwide in a research note on Friday, August 7th. Finally, Wall Street Zen upgraded Marriott Vacations Worldwide from a "hold" rating to a "buy" rating in a report on Saturday, August 15th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, two have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Hold" and an average price target of $101.45.

Insider Transactions at Marriott Vacations Worldwide

In related news, Director Christian Asmar sold 750,000 shares of Marriott Vacations Worldwide stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $111.49, for a total value of $83,617,500.00. Following the sale, the director owned 3,380,818 shares of the company's stock, valued at approximately $376,927,398.82. This trade represents a 18.16% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Kathleen A. Pighini sold 2,500 shares of the business's stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $120.00, for a total value of $300,000.00. Following the completion of the sale, the insider owned 10,821 shares in the company, valued at $1,298,520. The trade was a 18.77% decrease in their position. The disclosure for this sale is available in the SEC filing. 13.30% of the stock is currently owned by corporate insiders.

About Marriott Vacations Worldwide

Marriott Vacations Worldwide Corporation, headquartered in Orlando, Florida, specializes in the development, marketing and management of vacation ownership resorts and related products. Originally launched as a division of Marriott International in 1984, the company became a separate publicly traded entity in 2011. Since then, it has expanded its offerings through both organic growth and strategic acquisitions, establishing itself as a leading provider in the global timeshare industry.

The company's core business activities include selling vacation ownership interests, managing a growing portfolio of branded resorts and operating a loyalty program that allows members to exchange or use points at affiliated properties.

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