Marriott Vacations/$VAC
VAC plunges after reporting Q3 revenues of $1.26 billion, missing estimates by $60 million, contract sales down 4% y/y, and cutting its full-year 2025 EBITDA and free cash flow guidance.
14 hours agoLightyear AI
14:30
16:10
17:45
19:25
21:00
1D1W1MYTD1Y5YMAX
About Marriott Vacations
Marriott Vacations Worldwide Corp functions in the United States leisure industry. It owns and manages a cluster of resorts and accommodation facilities under trademarks like Marriott Vacation Club, Grand Residencies, and The Ritz-Carlton Destination Club predominantly in the United States. Some of its properties are also spread across Europe and Asia Pacific. Marriott's majority revenue components include the sale of vacation ownership products such as luxurious vacation packages. In addition, it offers purchase money financing to the end users of its core services. The company operates in two reportable segments: Vacation Ownership and Exchange & Third-Party Management. The majority of revenue is derived from the Vacation Ownership segment.
Ticker
$VAC
Sector
Primary listing
NYSE
Employees
22,300
Headquarters
VAC Metrics
BasicAdvanced
$1.7B
10.79
$4.59
1.36
$3.16
6.38%
Price and volume
Market cap
$1.7B
Beta
1.36
52-week high
$97.82
52-week low
$49.22
Average daily volume
459K
Dividend rate
$3.16
Financial strength
Total debt to equity
220.411
Interest coverage (TTM)
2.64%
Profitability
EBITDA (TTM)
584
Gross margin (TTM)
52.74%
Net profit margin (TTM)
5.15%
Operating margin (TTM)
12.89%
Effective tax rate (TTM)
32.42%
Revenue per employee (TTM)
$150,000
Management effectiveness
Valuation
Price to earnings (TTM)
10.786
Price to revenue (TTM)
0.518
Price to book
0.69
Price to tangible book (TTM)
-1.23
Dividend yield (TTM)
6.38%
Forward dividend yield
6.38%
Growth
Revenue change (TTM)
5.13%
Earnings per share change (TTM)
-12.69%
3-year revenue growth (CAGR)
1.03%
10-year revenue growth (CAGR)
9.18%
3-year earnings per share growth (CAGR)
-16.93%
10-year earnings per share growth (CAGR)
5.24%
3-year dividend per share growth (CAGR)
9.60%
10-year dividend per share growth (CAGR)
12.19%
What the Analysts think about VAC
Analyst ratings (Buy, Hold, Sell) for Marriott Vacations stock.
Bulls say / Bears say
In Q2 2025, Marriott Vacations reported consolidated contract sales of $445 million and adjusted diluted EPS of $1.96, beating Wall Street expectations and leading management to reiterate full-year guidance, highlighting resilient operational performance. (Business Wire)
In March 2025, the company refinanced its senior secured revolving credit facility into an $800 million facility maturing in 2030 with a 25 basis-point reduction in interest spreads, bolstering liquidity and lowering borrowing costs. (Business Wire)
Strong leisure travel in Asia-Pacific, where Marriott International saw systemwide revenue up 12.5% ex-China, suggests tailwinds for Marriott Vacations’ growing international resort portfolio. (Reuters)
The Company reported $5 billion of total debt at the end of Q1 2025, including $3 billion of corporate debt and $2 billion of non-recourse securitized debt, reflecting a highly leveraged balance sheet that may constrain financial flexibility. (Business Wire)
In Q3 2025, consolidated vacation ownership contract sales fell 4% year-over-year and volume per guest declined 5%, signaling softening demand and necessitating cost-cutting and incentive realignments. (MarketScreener)
The May 2025 securitization of $450 million of vacation ownership notes at a blended interest rate of 5.16% underscores the elevated funding costs facing the company compared to historical levels. (Business Wire)
Data summarised monthly by Lightyear AI. Last updated on 7 Nov 2025.
VAC Financial Performance
Revenues and expenses
VAC Earnings Performance
Company profitability
VAC News
AllArticlesVideos
Marriott Vacations Worldwide Reports Third Quarter 2025 Financial Results
Business Wire1 day ago
Marriott Vacations Worldwide Corporation Announces Third Quarter Earnings Release and Conference Call
Business Wire3 weeks ago
Marriott Vacations Worldwide Announces Pricing of $575 Million of 6.500% Senior Notes
Business Wire2 months ago
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.
Capital at risk
Upcoming events
No upcoming events
FAQs
What’s the current market cap for Marriott Vacations stock?
Marriott Vacations (VAC) has a market cap of $1.7B as of November 07, 2025.
What is the P/E ratio for Marriott Vacations stock?
The price to earnings (P/E) ratio for Marriott Vacations (VAC) stock is 10.79 as of November 07, 2025.
Does Marriott Vacations stock pay dividends?
Yes, the Marriott Vacations (VAC) stock pays dividends to shareholders. As of November 07, 2025, the dividend rate is $3.16 and the yield is 6.38%. Marriott Vacations has a payout ratio of 0% on a trailing twelve-month basis.
When is the next Marriott Vacations dividend payment date?
The next Marriott Vacations (VAC) dividend payment date is unconfirmed.
What is the beta indicator for Marriott Vacations?
Marriott Vacations (VAC) has a beta rating of 1.36. This means that it is more volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 2 would indicate the stock moves twice as much as the market.