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8-K ·Filed May 18, 2026

VAC

MARRIOTT VACATIONS WORLDWIDE Corp
NEUTRAL
Impact 3/10
Horizonmonths Processed5mo ago SEC0001524358-26-000024
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor future equity grant activity under the increased share pool; the plan amendment itself is not a trading catalyst but the expanded authorization may lead to incremental dilution over time.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
VAC ▲ +74.41% at T+60d
NEUTRAL call +74.41% · α vs SPY +68.12% · entry $69.56 → $121.31
Entry = T+0 close
May 18, 2026
via day close
T+1d
+5.15%
call +5.15% · α +4.11%
$73.14
settled 5mo ago
T+5d
+20.94%
call +20.94% · α +18.64%
$84.12
settled 5mo ago
T+20d
+35.09%
call +35.09% · α +34.10%
$93.96
settled 4mo ago
T+60d
+74.41%
call +74.41% · α +68.12%
$121.31
settled 2mo ago

Price Chart

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Executive Summary

Marriott Vacations Worldwide stockholders approved the Second Amended and Restated 2020 Equity Incentive Plan, increasing the share pool by 2.5 million shares and extending the plan's term to 2036. This is a routine administrative matter with no immediate financial impact.

Key Facts

  • Stockholders approved the Second Amended and Restated 2020 Equity Incentive Plan on May 15, 2026.
  • The plan increases the number of shares available for equity awards by 2,500,000 shares.
  • The plan term is extended through May 15, 2036.
  • The vote was 17,438,346 for, 7,830,264 against, 38,666 abstain, and 4,661,773 broker non-votes.

Financial Impact

No immediate financial impact; the additional 2.5 million shares represent potential future dilution of approximately 7.3% based on current shares outstanding (~34.4 million).

dilution

Risk Factors

  • Potential future dilution from equity grants
  • No immediate earnings or operational impact

Market Snapshot

Exchange
NYSE
Sector
Real Estate Agents & Managers (For Others)
Analyst Consensus
60% bullish (15 analysts)

Investment Themes

Real Estate

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001524358-26-000024
Document: vac-20260515.htm0001524358-26-000024
Document: 0001524358-26-000024-index-headers.html0001524358-26-000024
Document: 0001524358-26-000024-index.html0001524358-26-000024
Document: 0001524358-26-000024.txt0001524358-26-000024
7 reports for VAC
Performance horizon
25% Hit rate @ T+20 1 of 4 directional calls Went positive at some point 3 of 4 best @ T+20▲ +6.58%Aug 20, 2026
Filters
Rows
Reports for VAC — sortable, filterable
TypeNow
Aug 20, 2026
9w ago
Insider Cluster
BEARISH ★ 7/10
$110.28 $103.02▲ +6.58%▲ +6.58%$110.50 (−0.19%)
Aug 10, 2026
10w ago
144
NEUTRAL ★ 2/10
$113.24 $102.41▼ −9.56%▼ −8.65%$110.50 (−2.42%)
Aug 6, 2026
11w ago
8-K
BULLISH ★ 7/10
$124.75 $99.21▼ −20.47%▼ −21.07%$110.50 (−11.43%)
Jul 21, 2026
13w ago
8-K
NEUTRAL ★ 2/10
$97.98 $115.04▲ +17.41%▲ +14.85%$110.50 (+12.77%)
May 18, 2026
22w ago
8-K
NEUTRAL ★ 3/10
$69.56 $93.96▲ +35.09%▲ +34.10%$110.50 (+58.86%)
May 5, 2026
24w ago
8-K
BEARISH ★ 7/10
$73.72 $89.66▼ −21.62%▼ −16.67%$110.50 (−49.88%)
Feb 25, 2026
34w ago
8-K
BEARISH ★ 7/10
$66.86 $70.22▼ −5.02%▼ −11.42%$110.50 (−65.26%)
Showing 7 of 7

US Market Status

Market Open — Closes in 3h 2m

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Report published May 18, 2026