VAC
MARRIOTT VACATIONS WORLDWIDE CorpPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 Marriott Vacations Worldwide reported a significant net loss of $308…
- B Mar 10 1 insider buy $999.6K at $67.26
- R May 5 Marriott Vacations Worldwide reported Q1 2026 results with GAAP EPS…
- R Aug 6 Marriott Vacations Worldwide reported a strong Q2 2026 beat, with ad…
- S Aug 17 to Aug 19 2 days of insider sells: $83.9M by 2 insiders, avg $111.52
- R Aug 20 A director and 10% owner sold $83.6M worth of stock, representing ~2…
- A Oct 8 JP Morgan initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $999.6K at an average $67.26. 2 insiders sold $83.9M. Price is 64% above their cost.
- InstitutionsMIXED
Q2 2026: 23 added (0 new), 16 trimmed or exited.
- AnalystsBULLISH
10 of 15 rate it Buy or better. Median target $127.00 (+15%).
- Short sellersSTEADY
Short interest +5.1% to 2.03M shares. 4.5 days to cover, ≈5.9% of shares.
- TrendUPTREND
4% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | $50.8M |
| MORGAN STANLEY | ADD | $45.8M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | $25.3M |
| FMR LLC | DOUBLED | $23.3M |
| Russell Investments Group, Ltd. | ADD | $21.1M |
| WELLS FARGO & COMPANY/MN | DOUBLED | $18.4M |
| BAMCO INC /NY/ | TRIM | $14.8M |
| NEW YORK STATE COMMON RETIREMENT FUND | DOUBLED | $11.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analystsPrice is inside the target range. Median implies +15%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 22, 2026 | Morgan Stanley MAINTAIN | Underweight |
| Oct 19, 2026 | Wells Fargo MAINTAIN | Underweight |
| Oct 15, 2026 | Susquehanna MAINTAIN | Neutral |
| Oct 8, 2026 | JP Morgan INITIATE | Overweight |
| Sep 10, 2026 | Truist Securities MAINTAIN | Buy |
| Aug 7, 2026 | Barclays MAINTAIN | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | Morgan Dianna Director | AWARD | 21 sh |
| Sep 30, 2026 | Avril Matthew E Chief Executive Officer | AWARD | 23 sh |
| Sep 30, 2026 | ANDREWS CHARLES ELLIOTT Director | AWARD | 85 sh |
| Sep 30, 2026 | QUAZZO STEPHEN R Director | AWARD | 21 sh |
| Sep 30, 2026 | GALBREATH LIZANNE Director | AWARD | 78 sh |
| Sep 30, 2026 | SHAW WILLIAM JOSEPH Director | AWARD | 21 sh |
| Sep 30, 2026 | Gray Jonice M Director | AWARD | 105 sh |
| Sep 15, 2026 | Gray Jonice M Director | AWARD | 298 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
7 filings · 1 bullish · 3 bearish · 3 neutral- BEARISH CLUSTERAug 20, 2026
A director and 10% owner sold $83.6M worth of stock, representing ~2.1% of market cap, in a single…
The $83.6M sale by a director/10% owner is a strong bearish signal. Monitor for any upcoming 8-K filings that might explain the sale (e.g., a planned secondary offering, a material adverse…
- NEUTRAL 144Aug 10, 2026
Former director William W. McCarten filed a Form 144 notice to sell 5,194 shares of Marriott…
This is a routine post-vesting sale by a former director with no material market signal. Monitor for any subsequent Form 4 filings to confirm execution, but no trading action is warranted based on…
- BULLISH 8-KAug 6, 2026
Marriott Vacations Worldwide reported a strong Q2 2026 beat, with adjusted EPS of $2.31 (+15.4% vs…
The strong beat and raised guidance confirm a turnaround from Q1's weakness, driven by VPG growth and operational execution. Monitor Q3 contract sales and VPG trends to validate sustainability; the…
- NEUTRAL 8-KJul 21, 2026
Marriott Vacations Worldwide (VAC) filed an 8-K announcing the elimination of the EVP and Chief…
This is a routine executive departure tied to a role elimination, not a signal of financial distress. Monitor the next quarterly filing for any broader restructuring charges, but no immediate…
All VAC filing & press-release reports (7)
- CLUSTER reportAug 20, 2026
- 144 reportAug 10, 2026
- 8-K reportAug 6, 2026
- 8-K reportJul 21, 2026
- 8-K reportMay 18, 2026
- 8-K reportMay 5, 2026
- 8-K reportFeb 25, 2026