Marriott Vacations Worldwide Corporation

NYSE:VAC Voorraadrapport

Marktkapitalisatie: US$2.5b

Marriott Vacations Worldwide Beheer

Beheer criteriumcontroles 3/4

De CEO Marriott Vacations Worldwide is Matt Avril, benoemd in Nov2025, heeft een ambtstermijn van minder dan een jaar. De totale jaarlijkse vergoeding van { bedraagt $ 4.69M, bestaande uit 2.5% salaris en 97.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.11% van de aandelen van het bedrijf, ter waarde $ 2.61M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.7 jaar en 7.7 jaar.

Belangrijke informatie

Matt Avril

Algemeen directeur

US$4.7m

Totale compensatie

Percentage CEO-salaris2.46%
Dienstverband CEOless than a year
Eigendom CEO0.1%
Management gemiddelde ambtstermijn2.7yrs
Gemiddelde ambtstermijn bestuur7.7yrs

Recente managementupdates

Recent updates

VAC: Future Turnaround Will Be Constrained By Ongoing Execution And Organizational Dysfunction Risk

Analysts now estimate fair value for Marriott Vacations Worldwide at $50, down from $52, reflecting modestly adjusted revenue growth and P/E assumptions, as well as a mix of recent price target increases and rating changes tied to the new CEO and evolving turnaround expectations. Analyst Commentary Recent research on Marriott Vacations Worldwide highlights a split view, with some firms raising price targets and others dialing back expectations or ratings as they reassess the turnaround story and execution under the new CEO.

VAC: New Leadership And Owner Engagement Events Will Drive Brand And Asset Value

Analysts have raised the fair value estimate for Marriott Vacations Worldwide to $105 from $81. This change reflects updated views on the company that incorporate a slightly lower discount rate, adjusted revenue growth expectations, higher projected profit margins, and a lower assumed future P/E multiple.

VAC: Future Turnaround Will Be Limited By Ongoing Organizational Dysfunction Risk

Analysts have increased their price targets on Marriott Vacations Worldwide to a range of roughly $80 to $105, citing progress under the new CEO in addressing sales force issues, using events and experiences to support owner upgrades, and reassessing long term earnings assumptions despite mixed views on how far the turnaround can go. Analyst Commentary Recent Street research paints a mixed picture, with several firms lifting price targets and highlighting progress under new leadership, while others remain cautious about how much the turnaround can ultimately achieve.

VAC: New CEO Execution And Events Focus Will Shape Turnaround Confidence

The analyst fair value estimate for Marriott Vacations Worldwide has shifted from $64.00 to $78.60, reflecting a reset of revenue growth and margin expectations as analysts weigh new CEO execution progress against ongoing internal concerns. Analyst Commentary Recent Street research on Marriott Vacations Worldwide reflects a mix of optimism around a potential turnaround under new leadership and caution about execution risks and internal issues.

VAC: Turnaround Hopes Will Be Constrained By Execution And Margin Risks

Narrative Update: Marriott Vacations Worldwide The updated analyst price target for Marriott Vacations Worldwide moves to $52 from $46. Analysts point to a potential turnaround under new management, a wider profit margin outlook, and a lower future P/E assumption as key supports for the change.

Marriott Vacations Q4 Review: Finding A Bottom

Feb 26

VAC: Underweight Rating And Lower P/E Assumptions Will Pressure Shares

Analysts have lowered their price target on Marriott Vacations Worldwide from $65 to $46, citing updated forecasts that include revised revenue growth, profit margin expectations, a lower assumed future P/E multiple, and a recent downgrade to Underweight from Morgan Stanley research. Analyst Commentary Bearish analysts are flagging that the lower price target to $46 reflects a more cautious stance on both valuation and execution.

VAC: Execution Reset And Leadership Transition Will Unlock Brand And Asset Value

Analysts have trimmed their blended price target for Marriott Vacations Worldwide to about US$81. The shift reflects recent underweight and downgraded ratings that point to execution issues, mixed earnings, and a period of management transition, even as some firms continue to highlight the company’s underlying brand and asset value.

VAC: Execution Reset And Leadership Change Will Unlock Depressed Earnings Multiple

Analysts have reduced their price target on Marriott Vacations Worldwide to US$81 from about US$92. This reflects updated assumptions for slightly softer revenue growth, lower profit margins, a higher future P/E multiple, and recent Street research that highlights execution challenges, industry headwinds, and a transition period for the business.

VAC: Leadership Transition Expected To Reset Execution And Unlock Depressed Multiples

Analysts have sharply reduced their price target for Marriott Vacations Worldwide to approximately $92 from $127, citing weaker operational execution, industry headwinds, and a more cautious view on the company’s near term earnings power, despite some longer term brand and asset value. Analyst Commentary Recent Street research on Marriott Vacations Worldwide reflects a cautious but not uniformly pessimistic outlook, with several firms recalibrating their models following softer results and operational missteps.

VAC: Execution Reset And CEO Transition Will Shape Future Confidence And Upside Potential

Analysts modestly reduced our price target for Marriott Vacations Worldwide to reflect a more cautious stance from the Street, with targets now clustered in the mid 50s to low 80s range as analysts cite execution missteps, guidance cuts, and lingering industry headwinds, despite still-recognized asset value. Analyst Commentary Street commentary on Marriott Vacations Worldwide has turned more polarized, with bearish analysts emphasizing a difficult transition period and bullish analysts focusing on asset value and potential recovery in earnings power once execution stabilizes.

VAC: Improved Execution Will Restore Confidence And Unlock Long-Term Upside

Analysts have lowered their fair value estimate for Marriott Vacations Worldwide by about $4 to approximately $64 per share. This reflects reduced revenue growth expectations, a lower future P/E multiple, and lingering concerns over execution and industry headwinds, despite slightly improved margin assumptions.

VAC: Improved Execution Will Drive Future Upside Amid Transition Period

The analyst price target for Marriott Vacations Worldwide has declined significantly from $86.80 to $68.00, as analysts cite ongoing operational challenges and diminished earnings prospects for the company. Analyst Commentary Analysts have provided a range of updated assessments for Marriott Vacations Worldwide, highlighting both potential strengths and numerous risks facing the company in the near term.

Marriott Vacations Worldwide Corporation (NYSE:VAC) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Nov 12
Marriott Vacations Worldwide Corporation (NYSE:VAC) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny

VAC: Improved Profit Margins Will Drive Recovery Despite Earnings Setback

The average analyst price target for Marriott Vacations Worldwide has been lowered from $91.90 to $86.80, as analysts cite underperformance in recent earnings and a weaker than anticipated adjusted EBITDA outlook. Analyst Commentary Recent analyst reports reflect a more cautious sentiment on Marriott Vacations Worldwide, with shifts in both positive and negative outlooks regarding the company's valuation and execution after the latest earnings report.

Is There Now An Opportunity In Marriott Vacations Worldwide Corporation (NYSE:VAC)?

Jul 31
Is There Now An Opportunity In Marriott Vacations Worldwide Corporation (NYSE:VAC)?

There's No Escaping Marriott Vacations Worldwide Corporation's (NYSE:VAC) Muted Earnings Despite A 29% Share Price Rise

Jul 15
There's No Escaping Marriott Vacations Worldwide Corporation's (NYSE:VAC) Muted Earnings Despite A 29% Share Price Rise

Is There An Opportunity With Marriott Vacations Worldwide Corporation's (NYSE:VAC) 48% Undervaluation?

Jul 05
Is There An Opportunity With Marriott Vacations Worldwide Corporation's (NYSE:VAC) 48% Undervaluation?

Marriott Vacations Worldwide's (NYSE:VAC) Returns Have Hit A Wall

Jun 20
Marriott Vacations Worldwide's (NYSE:VAC) Returns Have Hit A Wall

Marriott Vacations Worldwide Corporation's (NYSE:VAC) Shares Bounce 26% But Its Business Still Trails The Market

May 09
Marriott Vacations Worldwide Corporation's (NYSE:VAC) Shares Bounce 26% But Its Business Still Trails The Market

Should You Investigate Marriott Vacations Worldwide Corporation (NYSE:VAC) At US$64.24?

Apr 01
Should You Investigate Marriott Vacations Worldwide Corporation (NYSE:VAC) At US$64.24?

Marriott Vacations Worldwide's (NYSE:VAC) Returns Have Hit A Wall

Mar 16
Marriott Vacations Worldwide's (NYSE:VAC) Returns Have Hit A Wall

Marriott Vacations: Time To Own Shares In This Timeshare

Mar 15

A Piece Of The Puzzle Missing From Marriott Vacations Worldwide Corporation's (NYSE:VAC) Share Price

Feb 14
A Piece Of The Puzzle Missing From Marriott Vacations Worldwide Corporation's (NYSE:VAC) Share Price

Marriott Vacations Worldwide's (NYSE:VAC) Shareholders Will Receive A Bigger Dividend Than Last Year

Dec 12
Marriott Vacations Worldwide's (NYSE:VAC) Shareholders Will Receive A Bigger Dividend Than Last Year

Is It Time To Consider Buying Marriott Vacations Worldwide Corporation (NYSE:VAC)?

Dec 07
Is It Time To Consider Buying Marriott Vacations Worldwide Corporation (NYSE:VAC)?

Marriott Vacations: Business Normalizing As Delinquencies Stabilize

Nov 26

There May Be Reason For Hope In Marriott Vacations Worldwide's (NYSE:VAC) Disappointing Earnings

Nov 14
There May Be Reason For Hope In Marriott Vacations Worldwide's (NYSE:VAC) Disappointing Earnings

A Piece Of The Puzzle Missing From Marriott Vacations Worldwide Corporation's (NYSE:VAC) 30% Share Price Climb

Nov 10
A Piece Of The Puzzle Missing From Marriott Vacations Worldwide Corporation's (NYSE:VAC) 30% Share Price Climb

Returns On Capital At Marriott Vacations Worldwide (NYSE:VAC) Have Stalled

Oct 29
Returns On Capital At Marriott Vacations Worldwide (NYSE:VAC) Have Stalled
User avatar

Calculated Shifts And Resort Expansions Set To Propel The Company's Growth And Market Share

Efforts to expand the customer base through increased first-time buyer tours and adjustments in sales promotions indicate proactive strategies to boost future revenues.

Investors Continue Waiting On Sidelines For Marriott Vacations Worldwide Corporation (NYSE:VAC)

Aug 24
Investors Continue Waiting On Sidelines For Marriott Vacations Worldwide Corporation (NYSE:VAC)

Marriott Vacations Worldwide (NYSE:VAC) Is Experiencing Growth In Returns On Capital

Jul 29
Marriott Vacations Worldwide (NYSE:VAC) Is Experiencing Growth In Returns On Capital

Should You Investigate Marriott Vacations Worldwide Corporation (NYSE:VAC) At US$88.19?

Jul 12
Should You Investigate Marriott Vacations Worldwide Corporation (NYSE:VAC) At US$88.19?

Analyse CEO-vergoeding

Hoe is Matt Avril's beloning veranderd ten opzichte van Marriott Vacations Worldwide's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025US$5mUS$115k

-US$308m

Compensatie versus markt: De totale vergoeding ($USD 4.69M ) Matt } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.11M ).

Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Matt te vergelijken met de prestaties van het bedrijf.


CEO

Matt Avril (64 yo)

less than a year
Tenure
US$4,693,534
Compensatie

Mr. Matthew E. Avril, also known as Matt, is Chief Executive Officer of Marriott Vacations Worldwide Corporation from February 16, 2026 and as its Director from November 10, 2025. Mr. Avril was Interim Pre...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Matthew Avril
CEO & Directorless than a yearUS$4.69m0.11%
$ 2.6m
Jason Marino
Executive VP & CFO2.7yrsUS$3.13m0.027%
$ 659.4k
Lori Gustafson
Executive Vice President and Chief Brand & Digital Officer5.5yrsUS$1.72m0.0086%
$ 213.4k
Michael Flaskey
President & COOless than a yeargeen gegevens0.17%
$ 4.3m
Kathleen Pighini
Senior VP4.2yrsgeen gegevens0.012%
$ 305.1k
Raman Bukkapatnam
Executive VP & Chief Information Officer2.8yrsgeen gegevens0.0062%
$ 153.7k
Neal Goldner
Vice President of Investor Relationsno datageen gegevensgeen gegevens
Andrew Marcus
General Counsel & Secretaryless than a yeargeen gegevens0.027%
$ 659.9k
Tony Walker
Executive VP and Chief Sales & Marketing Officerless than a yeargeen gegevens0.014%
$ 355.5k
Denise Haeggberg
Chief Human Resources Officerless than a yeargeen gegevens0.0023%
$ 56.6k
Scott Weisz
Executive Vice President of Strategic Business Operations7.6yrsgeen gegevensgeen gegevens
Stephanie Butera
Executive VP & COO of Hyatt Vacation Ownership3.3yrsgeen gegevens0.016%
$ 403.2k
2.7yrs
Gemiddelde duur
53yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van VAC wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.7 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Matthew Avril
CEO & Director1.2yrsUS$4.69m0.11%
$ 2.6m
William Shaw
Independent Chairman of the Board14.8yrsUS$435.00k0.50%
$ 12.2m
Stephen Quazzo
Independent Director7.7yrsUS$345.00k0.062%
$ 1.5m
William McCarten
Independent Director14.5yrsUS$330.00k0.11%
$ 2.6m
Charles Andrews
Independent Director13.1yrsUS$345.00k0.054%
$ 1.3m
Dianna Morgan
Independent Director13.1yrsUS$345.00k0.028%
$ 689.3k
Lizanne Galbreath
Independent Director7.7yrsUS$330.00k0.030%
$ 743.1k
Mary Galligan
Independent Director2.3yrsUS$324.98k0.014%
$ 356.0k
Jonice M. Tucker
Independent Director4.5yrsUS$334.98k0.0032%
$ 79.3k
Christian Asmar
Independent Director1yrUS$93.03k0%
$ 0
James Dausch
Independent Director1.2yrsUS$299.12k0.0085%
$ 209.7k
7.7yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van VAC wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.7 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/01 16:24
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Marriott Vacations Worldwide Corporation wordt gevolgd door 19 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Brandt MontourBarclays
Shaun KelleyBofA Global Research
Tyler BatoryBrean Capital Historical (Janney Montgomery)