View ValuationMarriott Vacations Worldwide 将来の成長Future 基準チェック /36Marriott Vacations Worldwide利益と収益がそれぞれ年間16.6%と17.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.6% 10.1%なると予測されています。主要情報16.6%収益成長率10.13%EPS成長率Hospitality 収益成長25.0%収益成長率17.1%将来の株主資本利益率9.58%アナリストカバレッジGood最終更新日09 Jun 2025今後の成長に関する最新情報お知らせ • May 07Marriott Vacations Worldwide Corporation Revises Earnings Guidance for 2026Marriott Vacations Worldwide Corporation revised earnings guidance for 2026. The company now expects contract sales to be in the range of $1,815 million to $1,885 million, compared to the previous guidance of $1,745 million to $1,815 million.お知らせ • Nov 06Marriott Vacations Worldwide Corporation Updates Earnings Guidance for the Year 2025Marriott Vacations Worldwide Corporation updated earnings guidance for the year 2025. For the period, the company now expects contract sales of $1,760 million to $1,780 million against previous guidance of $1,740 million to $1,830 million.お知らせ • Aug 05Marriott Vacations Worldwide Corporation Reiterates Earnings Guidance for the Full Year 2025Marriott Vacations Worldwide Corporation reiterated earnings guidance for the full year 2025. For the year, the company expects contract sales of $1,740 million to $1,830 million compared to previous guidance of $1,740 million to $1,830 million.お知らせ • Feb 27Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Full Year 2025Marriott Vacations Worldwide Corporation provided earnings guidance for the full year 2025. For the year, the company expects contract sales of $1,850 million to $1,925 million.お知らせ • Nov 07Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Full Year 2024Marriott Vacations Worldwide Corporation provided earnings guidance for the full year 2024. For the year, the company expects contract sales of $1,790 million to $1,825 million. Net income attributable to common shareholders of $225 million to $240 million. Earnings per share diluted of $5.80 to $6.15.お知らせ • May 09Marriott Vacations Worldwide Corporation Reaffirms Earnings Guidance for the Year 2024Marriott Vacations Worldwide Corporation reaffirmed earnings guidance for the year 2024. For the year, the company expects contract sales of $1,880 million to $1,930 million. Net income attributable to common shareholders of $265 million to $300 million. Earnings per share diluted of $6.74 to $7.57.すべての更新を表示Recent updatesお知らせ • May 16Marriott Vacations Worldwide Corporation announces Quarterly dividend, payable on June 10, 2026Marriott Vacations Worldwide Corporation announced Quarterly dividend of USD 0.8000 per share payable on June 10, 2026, ex-date on May 27, 2026 and record date on May 27, 2026.お知らせ • May 07Marriott Vacations Worldwide Corporation Revises Earnings Guidance for 2026Marriott Vacations Worldwide Corporation revised earnings guidance for 2026. The company now expects contract sales to be in the range of $1,815 million to $1,885 million, compared to the previous guidance of $1,745 million to $1,815 million.お知らせ • Apr 21Marriott Vacations Worldwide Corporation to Report Q1, 2026 Results on May 05, 2026Marriott Vacations Worldwide Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026お知らせ • Mar 27Marriott Vacations Worldwide Corporation, Annual General Meeting, May 15, 2026Marriott Vacations Worldwide Corporation, Annual General Meeting, May 15, 2026.お知らせ • Mar 07Marriott Vacations Worldwide Corporation Announces James Hunter to Transition from Role as General Counsel and Retires on April 1, 2026Marriott Vacations Worldwide Corporation announced that, after nearly 20 years with the Company, Executive Vice President and General Counsel, James Hunter ("Jim") will transition from his role on March 9, 2026 and retire on April 1, 2026. Hunter began his in-house legal career at Marriott International Inc. ("Marriott") in 1994, supporting global development and expansion initiatives. After leading legal support for Marriott’s growth across Asia-Pacific, he relocated to Orlando in 2006 to lead the Law Department of Marriott Vacation Club International, overseeing significant expansion and the launch of the Marriott Vacation Club Destinations points product. He subsequently played a key role in the 2011 spin-off that formed Marriott Vacations Worldwide Corporation and later led legal support for MVW’s merger with ILG in 2018. Throughout his tenure, Hunter was known for building and developing high-performing teams, with several former team members advancing to general counsel roles at other organizations. Hunter has also been a longstanding leader within the vacation ownership industry, including serving as a principal architect of the current Code of Ethics of the American Resort Development Association ("ARDA") and chair of the ARDA General Counsel Council. In addition, as part of his continued community involvement, Hunter will assume the role of president of Florida Citrus Sports in April 2026. Hunter will remain with MVW in an advisory role through April 1, 2026 to assist with the transition.お知らせ • Feb 26+ 1 more updateMarriott Vacations Worldwide Corporation Reports Non-Cash Impairment Charges for the Fourth Quarter Ended December 31, 2025Marriott Vacations Worldwide Corporation reported non-cash impairment charges for the fourth quarter ended December 31, 2025. During the fourth quarter, the Company performed a comprehensive review of its business and recorded a $546 million non-cash impairment charge: $160 million to write down the value of real estate assets identified for disposition; and $184 million primarily to write down goodwill and intangibles related to its previous acquisition of ILG and $27 million for the impairment of vacation ownership units in Khao Lak, Thailand due to the strategy change in Asia Pacific.お知らせ • Feb 20Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around March 18, 2026Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.80 per share of common stock. The dividend is payable on or around March 18, 2026, to stockholders of record as of the close of business on March 4, 2026.お知らせ • Feb 17+ 1 more updateMarriott Vacations Worldwide Corporation Appoints Matthew E. Avril as Chief Executive Officer, Effective February 17, 2026Marriott Vacations Worldwide Corporation announced that its Board of Directors has appointed Matthew (Matt) E. Avril as Chief Executive Officer, effective February 17, 2026. Mr. Avril, age 65, will continue to serve as a member of the Board. Matthew (Matt) E. Avril joined the Company’s Board in March 2025 and has served as interim President and CEO since November 2025. Matthew (Matt) E. Avril served as Interim President and CEO of Marriott Vacations Worldwide since assuming the role in November 2025 after joining the Board of Directors in March 2025. Mr. Avril has over 30 years of executive leadership experience in the hospitality and vacation ownership industry. He has been a self-employed consultant since March 2017 and previously served as Chief Executive Officer of Diamond Resorts International Inc., a hospitality and vacation ownership company, from November 2016 to March 2017. Prior to that, he was Chief Executive Officer-elect for Vistana Signature Experiences Inc. (“Vistana”), a vacation ownership business, from February 2015 to May 2016, after his retirement as President, Hotel Group, for Starwood Hotels & Resorts Worldwide Inc., a publicly traded hotel and leisure company (“Starwood”) – a position he held from September 2008 to December 2012. In this role, he was responsible for hotel operations worldwide for Starwood’s nine hotel brands, consisting of 960 properties in more than approximately 97 countries. He has also held senior leadership roles with Vistana and Starwood Vacation Ownership. In addition to his operational leadership, Mr. Avril previously served as a director and Chairman of the Board of Directors of Franchise Group Inc. from 2019 to 2023 and Babcock & Wilcox Enterprises Inc. from 2018 to 2022. He is a certified public accountant (inactive) and has contributed his financial and governance expertise as a chair and member of various public company boards and committees.お知らせ • Jan 27Marriott Vacations Worldwide Corporation to Report Q4, 2025 Results on Feb 25, 2026Marriott Vacations Worldwide Corporation announced that they will report Q4, 2025 results After-Market on Feb 25, 2026お知らせ • Jan 16Grupo Alojica AenP and Royalton Hotels International Ltd. acquired Starwood Cancun, S. De R.L. De C.V. from Marriott Vacations Worldwide Corporation (NYSE:VAC).Grupo Alojica AenP and Royalton Hotels International Ltd. acquired Starwood Cancun, S. De R.L. De C.V. from Marriott Vacations Worldwide Corporation (NYSE:VAC) on January 15, 2026. Grupo Alojica AenP and Royalton Hotels International Ltd. completed the acquisition of Starwood Cancun, S. De R.L. De C.V. from Marriott Vacations Worldwide Corporation (NYSE:VAC) on January 15, 2026.お知らせ • Dec 12Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around January 7, 2026Marriott Vacations Worldwide Corporation announced that its Board of Directors increased its quarterly dividend to $0.80 per share of common stock. The dividend is payable on or around January 7, 2026, to stockholders of record as of the close of business on December 24, 2025.お知らせ • Nov 12Marriott Vacations Worldwide Corporation Announces Retirement of Brian E. Miller as President, Vacation Ownership, Effective December 31, 2025Marriott Vacations Worldwide Corporation announced that Brian E. Miller, President, Vacation Ownership, will retire from his current position on December 31, 2025, following a distinguished career spanning more than three decades with the company. Mr. Miller will remain as an advisor to the Company’s President and Chief Executive Officer through March 27, 2026. During his tenure, Mr. Miller has played a pivotal role in shaping MVW’s vacation ownership business, guiding the organization through significant company milestones and industry transformations. His leadership has been instrumental in driving operational excellence, enhancing guest and owner satisfaction, and strengthening the company’s reputation as a global leader in hospitality. As part of the planned transition, upon Mr. Miller’s retirement, effective January 1, 2026, Stephanie Sobeck Butera, Executive Vice President and Chief Operating Officer, Hyatt Vacation Ownership, and John Fitzgerald, Executive Vice President and Chief Marketing, Sales & Service Officer, will report directly to the President and CEO of Marriott Vacations Worldwide. Additional organizational shifts resulting from Mr. Miller’s retirement will be announced at a later date.お知らせ • Nov 10+ 1 more updateMarriott Vacations Worldwide Announces Executive Changes, Effective November 10, 2025On November 9, 2025, John E. Geller, Jr., the President and a member of the Board of Directors, of Marriott Vacations Worldwide Corporation, resigned at the Board’s request from his role as President, effective November 10, 2025. On November 8, 2025, the Board appointed Matthew E. Avril to serve as the Company’s Interim President to succeed Mr. Geller immediately upon the effectiveness of Mr. Geller’s resignation on November 10, 2025. Mr. Avril currently serves as a member of the Board and will continue in that role as well. Mr. Avril, age 64, has served as a member of the Board since February 2025. Mr. Avril has over 30 years of executive experience, principally in the hospitality and vacation ownership industry. Mr. Avril has been a self-employed consultant since March 2017. He previously served as Chief Executive Officer of Diamond Resorts International Inc., a hospitality and vacation ownership company, from November 2016 to March 2017. Prior to that, he was Chief Executive Officer-elect for Vistana Signature Experiences Inc. (“Vistana”), a vacation ownership business, from February 2015 to May 2016, after his retirement as President, Hotel Group, for Starwood Hotels & Resorts Worldwide Inc., a publicly traded hotel and leisure company (“Starwood”) – a position he held from September 2008 to December 2012. In this role, he was responsible for hotel operations worldwide for Starwood’s nine hotel brands, consisting of 960 properties in more than approximately 97 countries. Before that, from 2002 to 2008, he served in a number of executive leadership positions with Starwood, and from 1989 to 1998, held various senior leadership positions with Vistana including President and Managing Director of Operations. Mr. Avril previously served as a director and Chairman of the Board of Directors of Franchise Group Inc. and Babcock & Wilcox Enterprises Inc. As a result of Mr. Avril’s appointment as Interim President and CEO, Mr. Avril has stepped down from the Audit Committee of the Board.お知らせ • Nov 06Marriott Vacations Worldwide Corporation Updates Earnings Guidance for the Year 2025Marriott Vacations Worldwide Corporation updated earnings guidance for the year 2025. For the period, the company now expects contract sales of $1,760 million to $1,780 million against previous guidance of $1,740 million to $1,830 million.お知らせ • Oct 14Marriott Vacations Worldwide Corporation to Report Q3, 2025 Results on Nov 05, 2025Marriott Vacations Worldwide Corporation announced that they will report Q3, 2025 results After-Market on Nov 05, 2025お知らせ • Sep 04Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around October 1, 2025Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.79 per share of common stock. The dividend is payable on or around October 1, 2025, to stockholders of record as of the close of business on September 17, 2025.お知らせ • Aug 05Marriott Vacations Worldwide Corporation Reiterates Earnings Guidance for the Full Year 2025Marriott Vacations Worldwide Corporation reiterated earnings guidance for the full year 2025. For the year, the company expects contract sales of $1,740 million to $1,830 million compared to previous guidance of $1,740 million to $1,830 million.お知らせ • Jul 15Marriott Vacations Worldwide Corporation to Report Q2, 2025 Results on Aug 04, 2025Marriott Vacations Worldwide Corporation announced that they will report Q2, 2025 results After-Market on Aug 04, 2025お知らせ • Jun 30+ 4 more updatesMarriott Vacations Worldwide Corporation(NYSE:VAC) dropped from Russell 1000 IndexMarriott Vacations Worldwide Corporation(NYSE:VAC) dropped from Russell 1000 Indexお知らせ • May 13Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around June 6, 2025Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.79 per share of common stock. The dividend is payable on or around June 6, 2025, to stockholders of record as of the close of business on May 23, 2025.お知らせ • Apr 02Marriott Vacations Worldwide Corporation to Report Q1, 2025 Results on May 07, 2025Marriott Vacations Worldwide Corporation announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Mar 28Marriott Vacations Worldwide Corporation, Annual General Meeting, May 13, 2025Marriott Vacations Worldwide Corporation, Annual General Meeting, May 13, 2025.Recent Insider Transactions • Mar 14CEO, President & Director recently bought Mex$7.3m worth of stockOn the 6th of March, John Geller bought around 5k shares on-market at roughly Mex$1,460 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Recent Insider Transactions • Mar 07Independent Director recently bought Mex$2.4m worth of stockOn the 4th of March, Charles Andrews bought around 2k shares on-market at roughly Mex$1,499 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$389k more in shares than they have sold in the last 12 months.Reported Earnings • Mar 01Full year 2024 earnings released: EPS: US$6.16 (vs US$6.96 in FY 2023)Full year 2024 results: EPS: US$6.16 (down from US$6.96 in FY 2023). Revenue: US$3.28b (up 3.5% from FY 2023). Net income: US$218.0m (down 14% from FY 2023). Profit margin: 6.7% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Hospitality industry in Mexico.Upcoming Dividend • Mar 01Upcoming dividend of US$0.79 per shareEligible shareholders must have bought the stock before 05 March 2025. Payment date: 19 March 2025. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Mexican dividend payers (5.8%). Higher than average of industry peers (2.9%).お知らせ • Feb 27Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Full Year 2025Marriott Vacations Worldwide Corporation provided earnings guidance for the full year 2025. For the year, the company expects contract sales of $1,850 million to $1,925 million.お知らせ • Feb 24Marriott Vacations Worldwide Corporation Announces Board ChangesMarriott Vacations Worldwide Corporation announced the appointment of hospitality industry leaders, Matthew Avril and James (“Jim”) Dausch, as independent directors of the Board. The Company also announced the retirement of Melquiades (“Mel”) Martinez and Raymond (“Rip”) Gellein as members of the Board effective immediately prior to the Company’s annual meeting of its stockholders, which is expected to take place in May 2025. Mr. Avril has over 30 years of executive experience, principally in the hospitality and vacation ownership industries, and most recently served as Chief Executive Officer of Diamond Resorts International Inc. Prior to that, he was Chief Executive Officer-elect for Vistana Signature Experiences Inc. (“Vistana”) after his retirement as President, Hotel Group, at Starwood Hotels & Resorts Worldwide Inc. (“Starwood”). Before that, he served in several executive leadership positions with Starwood, and held various senior leadership positions with Vistana, including as President and Managing Director of Operations. Mr. Avril is a CPA (inactive status) and his experience in hospitality and vacation ownership includes marketing and sales, finance and accounting, resort operations, technical operations and human resources. Mr. Dausch is a senior executive with over 25 years of experience conceptualizing and leading the execution of transformational, growth-focused strategies at well-known brands, including Marriott International Inc., and is currently Global Chief Digital and Technology Officer, Pizza Hut at Yum! Brands Inc. Prior to that, Mr. Dausch served as Executive Vice President and Chief Customer Officer at Under Armour Inc. Prior to that, his career at Marriott International spanned over 20 years in various senior leadership positions including as Chief Digital and Transformation Officer, with increasing leadership responsibility in the areas of operations, corporate finance, sales and marketing, brand management, franchising, and digital and technology.お知らせ • Feb 20Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around March 19, 2025Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.79 per share of common stock. The dividend is payable on or around March 19, 2025, to stockholders of record as of the close of business on March 5, 2025.お知らせ • Jan 30Marriott Vacations Worldwide Corporation to Report Q4, 2024 Results on Feb 26, 2025Marriott Vacations Worldwide Corporation announced that they will report Q4, 2024 results After-Market on Feb 26, 2025お知らせ • Dec 06Marriott Vacations Worldwide Corporation Announces Increased Quarterly Cash Dividend, Payable on or Around January 3, 2025Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.79 per share of common stock, an increase of 4% over the Company’s prior dividend. The dividend is payable on or around January 3, 2025, to stockholders of record as of the close of business on December 19, 2024.お知らせ • Nov 08Marriott Vacations Worldwide Promotes Scott Weisz to Executive Vice President, Strategic Business OperationsMarriott Vacations Worldwide Corporation announced that Scott Weisz has been promoted to Executive Vice President, Strategic Business Operations at the Company. As a member of the Company’s Executive Committee, Weisz now reports directly to John Geller, President and Chief Executive Officer. In his role, Weisz will lead the enterprise’s work to accelerate core and new product growth, as well as help drive additional operating efficiencies through continued business modernization. Weisz has held several leadership roles in his more than 20 years with the Company, including leading global inventory and revenue management strategies, and overseeing the east region of The Marriott Vacation Club’s vacation ownership business. Over the course of his career, he has held several positions of increased responsibility in feasibility and business planning and asset management where he was involved in new project development, delivery, and business optimization.お知らせ • Nov 07Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Full Year 2024Marriott Vacations Worldwide Corporation provided earnings guidance for the full year 2024. For the year, the company expects contract sales of $1,790 million to $1,825 million. Net income attributable to common shareholders of $225 million to $240 million. Earnings per share diluted of $5.80 to $6.15.お知らせ • Oct 02Marriott Vacations Worldwide Corporation to Report Q3, 2024 Results on Nov 06, 2024Marriott Vacations Worldwide Corporation announced that they will report Q3, 2024 results After-Market on Nov 06, 2024お知らせ • Sep 05Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around October 3, 2024Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.76 per share of common stock. The dividend is payable on or around October 3, 2024, to stockholders of record as of the close of business on September 19, 2024.お知らせ • Jul 16Marriott Vacations Worldwide Corporation to Report Q2, 2024 Results on Jul 31, 2024Marriott Vacations Worldwide Corporation announced that they will report Q2, 2024 results After-Market on Jul 31, 2024お知らせ • May 11Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on June 6, 2024Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.76 per share of common stock. The dividend is payable on or around June 6, 2024, to stockholders of record as of the close of business on May 23, 2024.お知らせ • May 09Marriott Vacations Worldwide Corporation Reaffirms Earnings Guidance for the Year 2024Marriott Vacations Worldwide Corporation reaffirmed earnings guidance for the year 2024. For the year, the company expects contract sales of $1,880 million to $1,930 million. Net income attributable to common shareholders of $265 million to $300 million. Earnings per share diluted of $6.74 to $7.57.お知らせ • Apr 21Impactive Capital Engages in Discussions with Marriott VacationsOn April 19, 2024, Impactive Capital LP announced that from time to time, engaged in, and intend to continue to engage in, discussions with members of management and the board of directors of Marriott Vacations Worldwide Corporation other shareholders, industry analysts, existing or potential strategic partners or competitors and other third parties regarding a variety of matters relating to the Company, which may include, among other things, the Company’s business, operations and expenses, strategic alternatives and direction, management, Board and management composition, environmental, social and governance considerations, and capital structure and allocation.お知らせ • Apr 12Marriott Vacations Worldwide Corporation to Report Q1, 2024 Results on May 06, 2024Marriott Vacations Worldwide Corporation announced that they will report Q1, 2024 results After-Market on May 06, 2024お知らせ • Mar 22Marriott Vacations Worldwide Corporation, Annual General Meeting, May 10, 2024Marriott Vacations Worldwide Corporation, Annual General Meeting, May 10, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider the Election of the four director nominees named in the Proxy Statement; to consider Ratification of the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for its 2024 fiscal year; to consider Advisory vote to approve named executive officer compensation; and to consider other matters.お知らせ • Feb 22Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Year 2024Marriott Vacations Worldwide Corporation provided earnings guidance for the year 2024. For the year, the company expects contract sales of $1880 million to $1,930 million. Net income attributable to common shareholders of $285 million to $320 million. Earnings per share diluted of $7.17 to $8.00.お知らせ • Feb 16Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around March 14, 2024Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.76 per share of common stock. The dividend is payable on or around March 14, 2024, to shareholders of record as of the close of business on February 29, 2024.お知らせ • Jan 25Marriott Vacations Worldwide Corporation to Report Q4, 2023 Results on Feb 21, 2024Marriott Vacations Worldwide Corporation announced that they will report Q4, 2023 results After-Market on Feb 21, 2024お知らせ • Dec 15Marriott Vacations Worldwide Corporation Announces Executive Appointments, Effective January 1, 2024Marriott Vacations Worldwide Corporation announced a new organizational structure aimed at driving long-term, sustainable growth across its vacation ownership business, exchange and third-party management segment and future travel-related products and services. With the previously announced 2024 retirement of Jeanette Marbert, President, Exchange and Third-Party Management, two executive roles have been created as part of MVW’s senior leadership team to best support the Company’s growth strategies to deliver consistent performance. Lori Gustafson will expand her responsibilities as Executive Vice President and Chief Membership & Commercial Services Officer as the Company aligns membership, travel services and brand and digital teams under one organization to support the Company’s future growth strategies. Ms. Gustafson has been serving as Chief Brand & Digital Officer for the past three years, helping to advance the Company’s digital strategy and evolve the core vacation ownership experience across touchpoints. She has been a key leader in major initiatives like the introduction of the Abound by Marriott Vacations program that allows owners to access products across The Marriott Vacation Clubs portfolio; the integration of legacy Hyatt Residence Clubs and Welk Resorts under one Hyatt Vacation Club brand; and the execution of the Vacation Next initiative, the Company’s multiyear journey to leverage brand and digital strategy to unlock growth potential. In this expanded role, Ms. Gustafson will have oversight of MVW’s membership business lines, including Interval International; key enterprise shared service groups supporting all business lines; and a newly formed Global Commercial Services team, which will be tasked with defining and executing on the Company’s future travel products and services strategies. Ms. Gustafson will continue to report to John Geller, President and Chief Executive Officer. In the Company’s Exchange business, Marcos Agostini has been appointed Executive Vice President, Managing Director, Interval International. He will join MVW’s Executive Committee reporting to Ms. Gustafson. Mr. Agostini joined Interval in 1993 in the Latin America operations area and has held increasing roles in both operations and sales and leading worldwide resort sales and service as well as business development initiatives. He currently serves as Senior Vice President, Global Sales & Business Development for Interval. Well-respected in the hospitality and travel industry, Mr. Agostini has successfully helped clients build business through the Interval network now with a global membership base of nearly 1.6 million members and has helped attract new clients to the industry over the past 30 years. These executive appointments will be effective January 1, 2024.お知らせ • Dec 12Marriott Vacations Worldwide Corporation Appoints Mary E. Galligan as a Class III Director of the BoardOn December 8, 2023, the board of directors of Marriott Vacations Worldwide Corporation, upon the recommendation of the Nominating and Corporate Governance Committee of the Board, voted to appoint Mary E. Galligan as a Class III director of the Board. In connection with Ms. Galligan’s appointment, the Board increased the size of the Board to 11 directors. Ms. Galligan has not been appointed to any committees at this time. Ms. Galligan was appointed to serve as a member of the Board until the 2024 annual meeting of stockholders, or until her successor is duly elected and qualified. Ms. Galligan served as Managing Director in Deloitte’s Cyber and Strategic Risk practice from September 2013 to October 2023 and led the response to several high-profile cyber breaches. She also served as an advisor to Fortune 500 boards of directors and senior executives in how to address global cyber incidents. Ms. Galligan started her cyber and crisis management career in 1988 as a special agent of the Federal Bureau of Investigation (FBI). She assumed positions of increasing responsibility and most recently served as Special Agent in Charge of Cyber and Special Operations, a 500-person division of the New York Office of the FBI. Ms. Galligan received her bachelor’s degree from Fordham University and master’s degree from The New School and is an FBI-certified Crisis Negotiator and Crisis Manager.お知らせ • Dec 08Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around January 4, 2024Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.76 per share of common stock, an increase of more than 5% over the Company’s prior dividend. The dividend is payable on or around January 4, 2024, to shareholders of record as of the close of business on December 21, 2023.お知らせ • Dec 07Jeanette E. Marbert, President, Exchange and Third-Party Management of Marriott Vacations Worldwide Corporation, Notifies Her Intention to Retire in 2024On December 1, 2023, Jeanette E. Marbert, President, Exchange and Third-Party Management of Marriott Vacations Worldwide Corporation, notified the Company of her intention to retire in 2024. Ms. Marbert did not specify a specific retirement date. Ms. Marbert plans to stay on in her current role to allow for a smooth transition. Ms. Marbert’s retirement is not the result of a disagreement between Ms. Marbert and the Company on any matter relating to the Company’s operations, policies or practices. Ms. Marbert is not entitled to, and is not seeking, any severance benefits in connection with her retirement. She is eligible to be considered an approved retiree under the Company’s 2020 Equity Incentive Plan and receive certain other benefits in connection with her retirement that are generally available to other similarly situated executives.お知らせ • Nov 02Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Year 2023Marriott Vacations Worldwide Corporation provided earnings guidance for the year 2023. For the year, the company expects contract sales of $1,750 million to $1,770 million. Net income attributable to common shareholders of $268 million to $278 million. Earnings per share diluted of $6.59 to $6.82.お知らせ • Oct 13Marriott Vacations Worldwide Corporation to Report Q3, 2023 Results on Nov 01, 2023Marriott Vacations Worldwide Corporation announced that they will report Q3, 2023 results After-Market on Nov 01, 2023お知らせ • Sep 08Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around October 5, 2023Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.72 per share of common stock. The dividend is payable on or around October 5, 2023, to shareholders of record as of the close of business on September 21, 2023.お知らせ • Sep 01+ 1 more updateMarriott Vacations Worldwide Corporation Provides Impact of Maui Wildfires on Earnings Guidance for the Third Quarter 2023Marriott Vacations Worldwide Corporation provided impact of Maui Wildfires on earnings guidance for the third quarter 2023. For the quarter, the Company expected contract sales in the third quarter to be adversely impacted by approximately $25 to $30 million. The Company currently expected the Maui wildfires to negatively impact its third quarter Net income attributable to common shareholders by $16 million to $19 million.お知らせ • Aug 03Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Year 2023Marriott Vacations Worldwide Corporation provided earnings guidance for the year 2023. For the year, the company expects contract sales in the range of $1,840 million to $1,900 million. Net income attributable to common shareholders of in the range of $355 million to $375 million. Earnings per share - diluted in the range of $8.51 to $8.96.業績と収益の成長予測BMV:VAC * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20275,449N/AN/AN/A312/31/20265,233302350461912/31/20255,05825528443193/31/20253,301227154210N/A12/31/20243,27821898205N/A9/30/20243,19420369188N/A6/30/20243,105161105238N/A3/31/20243,166214139285N/A12/31/20233,166254114232N/A9/30/20233,202307170291N/A6/30/20233,340374226331N/A3/31/20233,357420250343N/A12/31/20223,289391457522N/A9/30/20223,256364356420N/A6/30/20223,129265354413N/A3/31/20222,994135483532N/A12/31/20212,76249296343N/A9/30/20212,435-49420444N/A6/30/20212,075-121502520N/A3/31/20211,656-197330361N/A12/31/20201,844-275258299N/A9/30/20202,199-164310360N/A6/30/20202,591-111192253N/A3/31/20203,0968179232N/A12/31/20193,151138336382N/A9/30/20193,103108155210N/A6/30/20192,833814395N/A3/31/20192,4354355102N/A12/31/20182,04355N/A97N/A9/30/20181,637130N/A138N/A6/30/20181,474206N/A186N/A3/31/20181,457243N/A119N/A12/31/20171,433235N/A142N/A9/30/20171,497166N/A121N/A6/30/20171,447153N/A134N/A3/31/20171,396141N/A177N/A12/30/20161,280122N/A141N/A9/9/20161,349121N/A99N/A6/17/20161,360115N/A51N/A3/25/20161,366113N/A87N/A1/1/20161,405123N/A118N/A9/11/20151,39590N/A186N/A6/19/20151,40194N/A272N/A3/27/20151,39096N/A275N/A1/2/20151,31981N/A291N/A9/12/20141,34586N/A245N/A6/20/20141,35286N/A226N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: VAC *の予測収益成長率 (年間16.6% ) は 貯蓄率 ( 8.4% ) を上回っています。収益対市場: VAC *の収益 ( 16.6% ) はMX市場 ( 9% ) よりも速いペースで成長すると予測されています。高成長収益: VAC *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: VAC *の収益 ( 17.1% ) MX市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: VAC *の収益 ( 17.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: VAC *の 自己資本利益率 は、3年後には低くなると予測されています ( 9.6 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/06/11 23:41終値2025/03/14 00:00収益2025/03/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Marriott Vacations Worldwide Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Brandt MontourBarclaysShaun KelleyBofA Global ResearchTyler BatoryBrean Capital Historical (Janney Montgomery)16 その他のアナリストを表示
お知らせ • May 07Marriott Vacations Worldwide Corporation Revises Earnings Guidance for 2026Marriott Vacations Worldwide Corporation revised earnings guidance for 2026. The company now expects contract sales to be in the range of $1,815 million to $1,885 million, compared to the previous guidance of $1,745 million to $1,815 million.
お知らせ • Nov 06Marriott Vacations Worldwide Corporation Updates Earnings Guidance for the Year 2025Marriott Vacations Worldwide Corporation updated earnings guidance for the year 2025. For the period, the company now expects contract sales of $1,760 million to $1,780 million against previous guidance of $1,740 million to $1,830 million.
お知らせ • Aug 05Marriott Vacations Worldwide Corporation Reiterates Earnings Guidance for the Full Year 2025Marriott Vacations Worldwide Corporation reiterated earnings guidance for the full year 2025. For the year, the company expects contract sales of $1,740 million to $1,830 million compared to previous guidance of $1,740 million to $1,830 million.
お知らせ • Feb 27Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Full Year 2025Marriott Vacations Worldwide Corporation provided earnings guidance for the full year 2025. For the year, the company expects contract sales of $1,850 million to $1,925 million.
お知らせ • Nov 07Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Full Year 2024Marriott Vacations Worldwide Corporation provided earnings guidance for the full year 2024. For the year, the company expects contract sales of $1,790 million to $1,825 million. Net income attributable to common shareholders of $225 million to $240 million. Earnings per share diluted of $5.80 to $6.15.
お知らせ • May 09Marriott Vacations Worldwide Corporation Reaffirms Earnings Guidance for the Year 2024Marriott Vacations Worldwide Corporation reaffirmed earnings guidance for the year 2024. For the year, the company expects contract sales of $1,880 million to $1,930 million. Net income attributable to common shareholders of $265 million to $300 million. Earnings per share diluted of $6.74 to $7.57.
お知らせ • May 16Marriott Vacations Worldwide Corporation announces Quarterly dividend, payable on June 10, 2026Marriott Vacations Worldwide Corporation announced Quarterly dividend of USD 0.8000 per share payable on June 10, 2026, ex-date on May 27, 2026 and record date on May 27, 2026.
お知らせ • May 07Marriott Vacations Worldwide Corporation Revises Earnings Guidance for 2026Marriott Vacations Worldwide Corporation revised earnings guidance for 2026. The company now expects contract sales to be in the range of $1,815 million to $1,885 million, compared to the previous guidance of $1,745 million to $1,815 million.
お知らせ • Apr 21Marriott Vacations Worldwide Corporation to Report Q1, 2026 Results on May 05, 2026Marriott Vacations Worldwide Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026
お知らせ • Mar 27Marriott Vacations Worldwide Corporation, Annual General Meeting, May 15, 2026Marriott Vacations Worldwide Corporation, Annual General Meeting, May 15, 2026.
お知らせ • Mar 07Marriott Vacations Worldwide Corporation Announces James Hunter to Transition from Role as General Counsel and Retires on April 1, 2026Marriott Vacations Worldwide Corporation announced that, after nearly 20 years with the Company, Executive Vice President and General Counsel, James Hunter ("Jim") will transition from his role on March 9, 2026 and retire on April 1, 2026. Hunter began his in-house legal career at Marriott International Inc. ("Marriott") in 1994, supporting global development and expansion initiatives. After leading legal support for Marriott’s growth across Asia-Pacific, he relocated to Orlando in 2006 to lead the Law Department of Marriott Vacation Club International, overseeing significant expansion and the launch of the Marriott Vacation Club Destinations points product. He subsequently played a key role in the 2011 spin-off that formed Marriott Vacations Worldwide Corporation and later led legal support for MVW’s merger with ILG in 2018. Throughout his tenure, Hunter was known for building and developing high-performing teams, with several former team members advancing to general counsel roles at other organizations. Hunter has also been a longstanding leader within the vacation ownership industry, including serving as a principal architect of the current Code of Ethics of the American Resort Development Association ("ARDA") and chair of the ARDA General Counsel Council. In addition, as part of his continued community involvement, Hunter will assume the role of president of Florida Citrus Sports in April 2026. Hunter will remain with MVW in an advisory role through April 1, 2026 to assist with the transition.
お知らせ • Feb 26+ 1 more updateMarriott Vacations Worldwide Corporation Reports Non-Cash Impairment Charges for the Fourth Quarter Ended December 31, 2025Marriott Vacations Worldwide Corporation reported non-cash impairment charges for the fourth quarter ended December 31, 2025. During the fourth quarter, the Company performed a comprehensive review of its business and recorded a $546 million non-cash impairment charge: $160 million to write down the value of real estate assets identified for disposition; and $184 million primarily to write down goodwill and intangibles related to its previous acquisition of ILG and $27 million for the impairment of vacation ownership units in Khao Lak, Thailand due to the strategy change in Asia Pacific.
お知らせ • Feb 20Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around March 18, 2026Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.80 per share of common stock. The dividend is payable on or around March 18, 2026, to stockholders of record as of the close of business on March 4, 2026.
お知らせ • Feb 17+ 1 more updateMarriott Vacations Worldwide Corporation Appoints Matthew E. Avril as Chief Executive Officer, Effective February 17, 2026Marriott Vacations Worldwide Corporation announced that its Board of Directors has appointed Matthew (Matt) E. Avril as Chief Executive Officer, effective February 17, 2026. Mr. Avril, age 65, will continue to serve as a member of the Board. Matthew (Matt) E. Avril joined the Company’s Board in March 2025 and has served as interim President and CEO since November 2025. Matthew (Matt) E. Avril served as Interim President and CEO of Marriott Vacations Worldwide since assuming the role in November 2025 after joining the Board of Directors in March 2025. Mr. Avril has over 30 years of executive leadership experience in the hospitality and vacation ownership industry. He has been a self-employed consultant since March 2017 and previously served as Chief Executive Officer of Diamond Resorts International Inc., a hospitality and vacation ownership company, from November 2016 to March 2017. Prior to that, he was Chief Executive Officer-elect for Vistana Signature Experiences Inc. (“Vistana”), a vacation ownership business, from February 2015 to May 2016, after his retirement as President, Hotel Group, for Starwood Hotels & Resorts Worldwide Inc., a publicly traded hotel and leisure company (“Starwood”) – a position he held from September 2008 to December 2012. In this role, he was responsible for hotel operations worldwide for Starwood’s nine hotel brands, consisting of 960 properties in more than approximately 97 countries. He has also held senior leadership roles with Vistana and Starwood Vacation Ownership. In addition to his operational leadership, Mr. Avril previously served as a director and Chairman of the Board of Directors of Franchise Group Inc. from 2019 to 2023 and Babcock & Wilcox Enterprises Inc. from 2018 to 2022. He is a certified public accountant (inactive) and has contributed his financial and governance expertise as a chair and member of various public company boards and committees.
お知らせ • Jan 27Marriott Vacations Worldwide Corporation to Report Q4, 2025 Results on Feb 25, 2026Marriott Vacations Worldwide Corporation announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
お知らせ • Jan 16Grupo Alojica AenP and Royalton Hotels International Ltd. acquired Starwood Cancun, S. De R.L. De C.V. from Marriott Vacations Worldwide Corporation (NYSE:VAC).Grupo Alojica AenP and Royalton Hotels International Ltd. acquired Starwood Cancun, S. De R.L. De C.V. from Marriott Vacations Worldwide Corporation (NYSE:VAC) on January 15, 2026. Grupo Alojica AenP and Royalton Hotels International Ltd. completed the acquisition of Starwood Cancun, S. De R.L. De C.V. from Marriott Vacations Worldwide Corporation (NYSE:VAC) on January 15, 2026.
お知らせ • Dec 12Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around January 7, 2026Marriott Vacations Worldwide Corporation announced that its Board of Directors increased its quarterly dividend to $0.80 per share of common stock. The dividend is payable on or around January 7, 2026, to stockholders of record as of the close of business on December 24, 2025.
お知らせ • Nov 12Marriott Vacations Worldwide Corporation Announces Retirement of Brian E. Miller as President, Vacation Ownership, Effective December 31, 2025Marriott Vacations Worldwide Corporation announced that Brian E. Miller, President, Vacation Ownership, will retire from his current position on December 31, 2025, following a distinguished career spanning more than three decades with the company. Mr. Miller will remain as an advisor to the Company’s President and Chief Executive Officer through March 27, 2026. During his tenure, Mr. Miller has played a pivotal role in shaping MVW’s vacation ownership business, guiding the organization through significant company milestones and industry transformations. His leadership has been instrumental in driving operational excellence, enhancing guest and owner satisfaction, and strengthening the company’s reputation as a global leader in hospitality. As part of the planned transition, upon Mr. Miller’s retirement, effective January 1, 2026, Stephanie Sobeck Butera, Executive Vice President and Chief Operating Officer, Hyatt Vacation Ownership, and John Fitzgerald, Executive Vice President and Chief Marketing, Sales & Service Officer, will report directly to the President and CEO of Marriott Vacations Worldwide. Additional organizational shifts resulting from Mr. Miller’s retirement will be announced at a later date.
お知らせ • Nov 10+ 1 more updateMarriott Vacations Worldwide Announces Executive Changes, Effective November 10, 2025On November 9, 2025, John E. Geller, Jr., the President and a member of the Board of Directors, of Marriott Vacations Worldwide Corporation, resigned at the Board’s request from his role as President, effective November 10, 2025. On November 8, 2025, the Board appointed Matthew E. Avril to serve as the Company’s Interim President to succeed Mr. Geller immediately upon the effectiveness of Mr. Geller’s resignation on November 10, 2025. Mr. Avril currently serves as a member of the Board and will continue in that role as well. Mr. Avril, age 64, has served as a member of the Board since February 2025. Mr. Avril has over 30 years of executive experience, principally in the hospitality and vacation ownership industry. Mr. Avril has been a self-employed consultant since March 2017. He previously served as Chief Executive Officer of Diamond Resorts International Inc., a hospitality and vacation ownership company, from November 2016 to March 2017. Prior to that, he was Chief Executive Officer-elect for Vistana Signature Experiences Inc. (“Vistana”), a vacation ownership business, from February 2015 to May 2016, after his retirement as President, Hotel Group, for Starwood Hotels & Resorts Worldwide Inc., a publicly traded hotel and leisure company (“Starwood”) – a position he held from September 2008 to December 2012. In this role, he was responsible for hotel operations worldwide for Starwood’s nine hotel brands, consisting of 960 properties in more than approximately 97 countries. Before that, from 2002 to 2008, he served in a number of executive leadership positions with Starwood, and from 1989 to 1998, held various senior leadership positions with Vistana including President and Managing Director of Operations. Mr. Avril previously served as a director and Chairman of the Board of Directors of Franchise Group Inc. and Babcock & Wilcox Enterprises Inc. As a result of Mr. Avril’s appointment as Interim President and CEO, Mr. Avril has stepped down from the Audit Committee of the Board.
お知らせ • Nov 06Marriott Vacations Worldwide Corporation Updates Earnings Guidance for the Year 2025Marriott Vacations Worldwide Corporation updated earnings guidance for the year 2025. For the period, the company now expects contract sales of $1,760 million to $1,780 million against previous guidance of $1,740 million to $1,830 million.
お知らせ • Oct 14Marriott Vacations Worldwide Corporation to Report Q3, 2025 Results on Nov 05, 2025Marriott Vacations Worldwide Corporation announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • Sep 04Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around October 1, 2025Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.79 per share of common stock. The dividend is payable on or around October 1, 2025, to stockholders of record as of the close of business on September 17, 2025.
お知らせ • Aug 05Marriott Vacations Worldwide Corporation Reiterates Earnings Guidance for the Full Year 2025Marriott Vacations Worldwide Corporation reiterated earnings guidance for the full year 2025. For the year, the company expects contract sales of $1,740 million to $1,830 million compared to previous guidance of $1,740 million to $1,830 million.
お知らせ • Jul 15Marriott Vacations Worldwide Corporation to Report Q2, 2025 Results on Aug 04, 2025Marriott Vacations Worldwide Corporation announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
お知らせ • Jun 30+ 4 more updatesMarriott Vacations Worldwide Corporation(NYSE:VAC) dropped from Russell 1000 IndexMarriott Vacations Worldwide Corporation(NYSE:VAC) dropped from Russell 1000 Index
お知らせ • May 13Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around June 6, 2025Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.79 per share of common stock. The dividend is payable on or around June 6, 2025, to stockholders of record as of the close of business on May 23, 2025.
お知らせ • Apr 02Marriott Vacations Worldwide Corporation to Report Q1, 2025 Results on May 07, 2025Marriott Vacations Worldwide Corporation announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Mar 28Marriott Vacations Worldwide Corporation, Annual General Meeting, May 13, 2025Marriott Vacations Worldwide Corporation, Annual General Meeting, May 13, 2025.
Recent Insider Transactions • Mar 14CEO, President & Director recently bought Mex$7.3m worth of stockOn the 6th of March, John Geller bought around 5k shares on-market at roughly Mex$1,460 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Recent Insider Transactions • Mar 07Independent Director recently bought Mex$2.4m worth of stockOn the 4th of March, Charles Andrews bought around 2k shares on-market at roughly Mex$1,499 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$389k more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: US$6.16 (vs US$6.96 in FY 2023)Full year 2024 results: EPS: US$6.16 (down from US$6.96 in FY 2023). Revenue: US$3.28b (up 3.5% from FY 2023). Net income: US$218.0m (down 14% from FY 2023). Profit margin: 6.7% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Hospitality industry in Mexico.
Upcoming Dividend • Mar 01Upcoming dividend of US$0.79 per shareEligible shareholders must have bought the stock before 05 March 2025. Payment date: 19 March 2025. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Mexican dividend payers (5.8%). Higher than average of industry peers (2.9%).
お知らせ • Feb 27Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Full Year 2025Marriott Vacations Worldwide Corporation provided earnings guidance for the full year 2025. For the year, the company expects contract sales of $1,850 million to $1,925 million.
お知らせ • Feb 24Marriott Vacations Worldwide Corporation Announces Board ChangesMarriott Vacations Worldwide Corporation announced the appointment of hospitality industry leaders, Matthew Avril and James (“Jim”) Dausch, as independent directors of the Board. The Company also announced the retirement of Melquiades (“Mel”) Martinez and Raymond (“Rip”) Gellein as members of the Board effective immediately prior to the Company’s annual meeting of its stockholders, which is expected to take place in May 2025. Mr. Avril has over 30 years of executive experience, principally in the hospitality and vacation ownership industries, and most recently served as Chief Executive Officer of Diamond Resorts International Inc. Prior to that, he was Chief Executive Officer-elect for Vistana Signature Experiences Inc. (“Vistana”) after his retirement as President, Hotel Group, at Starwood Hotels & Resorts Worldwide Inc. (“Starwood”). Before that, he served in several executive leadership positions with Starwood, and held various senior leadership positions with Vistana, including as President and Managing Director of Operations. Mr. Avril is a CPA (inactive status) and his experience in hospitality and vacation ownership includes marketing and sales, finance and accounting, resort operations, technical operations and human resources. Mr. Dausch is a senior executive with over 25 years of experience conceptualizing and leading the execution of transformational, growth-focused strategies at well-known brands, including Marriott International Inc., and is currently Global Chief Digital and Technology Officer, Pizza Hut at Yum! Brands Inc. Prior to that, Mr. Dausch served as Executive Vice President and Chief Customer Officer at Under Armour Inc. Prior to that, his career at Marriott International spanned over 20 years in various senior leadership positions including as Chief Digital and Transformation Officer, with increasing leadership responsibility in the areas of operations, corporate finance, sales and marketing, brand management, franchising, and digital and technology.
お知らせ • Feb 20Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around March 19, 2025Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.79 per share of common stock. The dividend is payable on or around March 19, 2025, to stockholders of record as of the close of business on March 5, 2025.
お知らせ • Jan 30Marriott Vacations Worldwide Corporation to Report Q4, 2024 Results on Feb 26, 2025Marriott Vacations Worldwide Corporation announced that they will report Q4, 2024 results After-Market on Feb 26, 2025
お知らせ • Dec 06Marriott Vacations Worldwide Corporation Announces Increased Quarterly Cash Dividend, Payable on or Around January 3, 2025Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.79 per share of common stock, an increase of 4% over the Company’s prior dividend. The dividend is payable on or around January 3, 2025, to stockholders of record as of the close of business on December 19, 2024.
お知らせ • Nov 08Marriott Vacations Worldwide Promotes Scott Weisz to Executive Vice President, Strategic Business OperationsMarriott Vacations Worldwide Corporation announced that Scott Weisz has been promoted to Executive Vice President, Strategic Business Operations at the Company. As a member of the Company’s Executive Committee, Weisz now reports directly to John Geller, President and Chief Executive Officer. In his role, Weisz will lead the enterprise’s work to accelerate core and new product growth, as well as help drive additional operating efficiencies through continued business modernization. Weisz has held several leadership roles in his more than 20 years with the Company, including leading global inventory and revenue management strategies, and overseeing the east region of The Marriott Vacation Club’s vacation ownership business. Over the course of his career, he has held several positions of increased responsibility in feasibility and business planning and asset management where he was involved in new project development, delivery, and business optimization.
お知らせ • Nov 07Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Full Year 2024Marriott Vacations Worldwide Corporation provided earnings guidance for the full year 2024. For the year, the company expects contract sales of $1,790 million to $1,825 million. Net income attributable to common shareholders of $225 million to $240 million. Earnings per share diluted of $5.80 to $6.15.
お知らせ • Oct 02Marriott Vacations Worldwide Corporation to Report Q3, 2024 Results on Nov 06, 2024Marriott Vacations Worldwide Corporation announced that they will report Q3, 2024 results After-Market on Nov 06, 2024
お知らせ • Sep 05Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around October 3, 2024Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.76 per share of common stock. The dividend is payable on or around October 3, 2024, to stockholders of record as of the close of business on September 19, 2024.
お知らせ • Jul 16Marriott Vacations Worldwide Corporation to Report Q2, 2024 Results on Jul 31, 2024Marriott Vacations Worldwide Corporation announced that they will report Q2, 2024 results After-Market on Jul 31, 2024
お知らせ • May 11Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on June 6, 2024Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.76 per share of common stock. The dividend is payable on or around June 6, 2024, to stockholders of record as of the close of business on May 23, 2024.
お知らせ • May 09Marriott Vacations Worldwide Corporation Reaffirms Earnings Guidance for the Year 2024Marriott Vacations Worldwide Corporation reaffirmed earnings guidance for the year 2024. For the year, the company expects contract sales of $1,880 million to $1,930 million. Net income attributable to common shareholders of $265 million to $300 million. Earnings per share diluted of $6.74 to $7.57.
お知らせ • Apr 21Impactive Capital Engages in Discussions with Marriott VacationsOn April 19, 2024, Impactive Capital LP announced that from time to time, engaged in, and intend to continue to engage in, discussions with members of management and the board of directors of Marriott Vacations Worldwide Corporation other shareholders, industry analysts, existing or potential strategic partners or competitors and other third parties regarding a variety of matters relating to the Company, which may include, among other things, the Company’s business, operations and expenses, strategic alternatives and direction, management, Board and management composition, environmental, social and governance considerations, and capital structure and allocation.
お知らせ • Apr 12Marriott Vacations Worldwide Corporation to Report Q1, 2024 Results on May 06, 2024Marriott Vacations Worldwide Corporation announced that they will report Q1, 2024 results After-Market on May 06, 2024
お知らせ • Mar 22Marriott Vacations Worldwide Corporation, Annual General Meeting, May 10, 2024Marriott Vacations Worldwide Corporation, Annual General Meeting, May 10, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider the Election of the four director nominees named in the Proxy Statement; to consider Ratification of the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for its 2024 fiscal year; to consider Advisory vote to approve named executive officer compensation; and to consider other matters.
お知らせ • Feb 22Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Year 2024Marriott Vacations Worldwide Corporation provided earnings guidance for the year 2024. For the year, the company expects contract sales of $1880 million to $1,930 million. Net income attributable to common shareholders of $285 million to $320 million. Earnings per share diluted of $7.17 to $8.00.
お知らせ • Feb 16Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around March 14, 2024Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.76 per share of common stock. The dividend is payable on or around March 14, 2024, to shareholders of record as of the close of business on February 29, 2024.
お知らせ • Jan 25Marriott Vacations Worldwide Corporation to Report Q4, 2023 Results on Feb 21, 2024Marriott Vacations Worldwide Corporation announced that they will report Q4, 2023 results After-Market on Feb 21, 2024
お知らせ • Dec 15Marriott Vacations Worldwide Corporation Announces Executive Appointments, Effective January 1, 2024Marriott Vacations Worldwide Corporation announced a new organizational structure aimed at driving long-term, sustainable growth across its vacation ownership business, exchange and third-party management segment and future travel-related products and services. With the previously announced 2024 retirement of Jeanette Marbert, President, Exchange and Third-Party Management, two executive roles have been created as part of MVW’s senior leadership team to best support the Company’s growth strategies to deliver consistent performance. Lori Gustafson will expand her responsibilities as Executive Vice President and Chief Membership & Commercial Services Officer as the Company aligns membership, travel services and brand and digital teams under one organization to support the Company’s future growth strategies. Ms. Gustafson has been serving as Chief Brand & Digital Officer for the past three years, helping to advance the Company’s digital strategy and evolve the core vacation ownership experience across touchpoints. She has been a key leader in major initiatives like the introduction of the Abound by Marriott Vacations program that allows owners to access products across The Marriott Vacation Clubs portfolio; the integration of legacy Hyatt Residence Clubs and Welk Resorts under one Hyatt Vacation Club brand; and the execution of the Vacation Next initiative, the Company’s multiyear journey to leverage brand and digital strategy to unlock growth potential. In this expanded role, Ms. Gustafson will have oversight of MVW’s membership business lines, including Interval International; key enterprise shared service groups supporting all business lines; and a newly formed Global Commercial Services team, which will be tasked with defining and executing on the Company’s future travel products and services strategies. Ms. Gustafson will continue to report to John Geller, President and Chief Executive Officer. In the Company’s Exchange business, Marcos Agostini has been appointed Executive Vice President, Managing Director, Interval International. He will join MVW’s Executive Committee reporting to Ms. Gustafson. Mr. Agostini joined Interval in 1993 in the Latin America operations area and has held increasing roles in both operations and sales and leading worldwide resort sales and service as well as business development initiatives. He currently serves as Senior Vice President, Global Sales & Business Development for Interval. Well-respected in the hospitality and travel industry, Mr. Agostini has successfully helped clients build business through the Interval network now with a global membership base of nearly 1.6 million members and has helped attract new clients to the industry over the past 30 years. These executive appointments will be effective January 1, 2024.
お知らせ • Dec 12Marriott Vacations Worldwide Corporation Appoints Mary E. Galligan as a Class III Director of the BoardOn December 8, 2023, the board of directors of Marriott Vacations Worldwide Corporation, upon the recommendation of the Nominating and Corporate Governance Committee of the Board, voted to appoint Mary E. Galligan as a Class III director of the Board. In connection with Ms. Galligan’s appointment, the Board increased the size of the Board to 11 directors. Ms. Galligan has not been appointed to any committees at this time. Ms. Galligan was appointed to serve as a member of the Board until the 2024 annual meeting of stockholders, or until her successor is duly elected and qualified. Ms. Galligan served as Managing Director in Deloitte’s Cyber and Strategic Risk practice from September 2013 to October 2023 and led the response to several high-profile cyber breaches. She also served as an advisor to Fortune 500 boards of directors and senior executives in how to address global cyber incidents. Ms. Galligan started her cyber and crisis management career in 1988 as a special agent of the Federal Bureau of Investigation (FBI). She assumed positions of increasing responsibility and most recently served as Special Agent in Charge of Cyber and Special Operations, a 500-person division of the New York Office of the FBI. Ms. Galligan received her bachelor’s degree from Fordham University and master’s degree from The New School and is an FBI-certified Crisis Negotiator and Crisis Manager.
お知らせ • Dec 08Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around January 4, 2024Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.76 per share of common stock, an increase of more than 5% over the Company’s prior dividend. The dividend is payable on or around January 4, 2024, to shareholders of record as of the close of business on December 21, 2023.
お知らせ • Dec 07Jeanette E. Marbert, President, Exchange and Third-Party Management of Marriott Vacations Worldwide Corporation, Notifies Her Intention to Retire in 2024On December 1, 2023, Jeanette E. Marbert, President, Exchange and Third-Party Management of Marriott Vacations Worldwide Corporation, notified the Company of her intention to retire in 2024. Ms. Marbert did not specify a specific retirement date. Ms. Marbert plans to stay on in her current role to allow for a smooth transition. Ms. Marbert’s retirement is not the result of a disagreement between Ms. Marbert and the Company on any matter relating to the Company’s operations, policies or practices. Ms. Marbert is not entitled to, and is not seeking, any severance benefits in connection with her retirement. She is eligible to be considered an approved retiree under the Company’s 2020 Equity Incentive Plan and receive certain other benefits in connection with her retirement that are generally available to other similarly situated executives.
お知らせ • Nov 02Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Year 2023Marriott Vacations Worldwide Corporation provided earnings guidance for the year 2023. For the year, the company expects contract sales of $1,750 million to $1,770 million. Net income attributable to common shareholders of $268 million to $278 million. Earnings per share diluted of $6.59 to $6.82.
お知らせ • Oct 13Marriott Vacations Worldwide Corporation to Report Q3, 2023 Results on Nov 01, 2023Marriott Vacations Worldwide Corporation announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
お知らせ • Sep 08Marriott Vacations Worldwide Corporation Announces Quarterly Cash Dividend, Payable on or Around October 5, 2023Marriott Vacations Worldwide Corporation announced its Board of Directors authorized a quarterly cash dividend of $0.72 per share of common stock. The dividend is payable on or around October 5, 2023, to shareholders of record as of the close of business on September 21, 2023.
お知らせ • Sep 01+ 1 more updateMarriott Vacations Worldwide Corporation Provides Impact of Maui Wildfires on Earnings Guidance for the Third Quarter 2023Marriott Vacations Worldwide Corporation provided impact of Maui Wildfires on earnings guidance for the third quarter 2023. For the quarter, the Company expected contract sales in the third quarter to be adversely impacted by approximately $25 to $30 million. The Company currently expected the Maui wildfires to negatively impact its third quarter Net income attributable to common shareholders by $16 million to $19 million.
お知らせ • Aug 03Marriott Vacations Worldwide Corporation Provides Earnings Guidance for the Year 2023Marriott Vacations Worldwide Corporation provided earnings guidance for the year 2023. For the year, the company expects contract sales in the range of $1,840 million to $1,900 million. Net income attributable to common shareholders of in the range of $355 million to $375 million. Earnings per share - diluted in the range of $8.51 to $8.96.