Marriott Vacations Worldwide Management
Management criteria checks 3/4
Marriott Vacations Worldwide's CEO is John Geller, appointed in Jan 2021, has a tenure of 3.92 years. total yearly compensation is $5.36M, comprised of 17.6% salary and 82.4% bonuses, including company stock and options. directly owns 0.26% of the company’s shares, worth $8.68M. The average tenure of the management team and the board of directors is 3.3 years and 11.7 years respectively.
Key information
John Geller
Chief executive officer
US$5.4m
Total compensation
| CEO salary percentage | 17.6% |
| CEO tenure | 3.9yrs |
| CEO ownership | 0.3% |
| Management average tenure | 3.3yrs |
| Board average tenure | 11.7yrs |
Recent management updates
Recent updates
Marriott Vacations Worldwide's (NYSE:VAC) Shareholders Will Receive A Bigger Dividend Than Last Year
Dec 12
Is It Time To Consider Buying Marriott Vacations Worldwide Corporation (NYSE:VAC)?
Dec 07Marriott Vacations: Business Normalizing As Delinquencies Stabilize
Nov 26There May Be Reason For Hope In Marriott Vacations Worldwide's (NYSE:VAC) Disappointing Earnings
Nov 14A Piece Of The Puzzle Missing From Marriott Vacations Worldwide Corporation's (NYSE:VAC) 30% Share Price Climb
Nov 10Returns On Capital At Marriott Vacations Worldwide (NYSE:VAC) Have Stalled
Oct 29Investors Continue Waiting On Sidelines For Marriott Vacations Worldwide Corporation (NYSE:VAC)
Aug 24Marriott Vacations Worldwide (NYSE:VAC) Is Experiencing Growth In Returns On Capital
Jul 29Should You Investigate Marriott Vacations Worldwide Corporation (NYSE:VAC) At US$88.19?
Jul 12Marriott Vacations Worldwide: Consumer Credit Concerns Remain A Headwind
Jun 22Marriott Vacations Worldwide Corporation's (NYSE:VAC) Intrinsic Value Is Potentially 86% Above Its Share Price
Jun 12Potential Upside For Marriott Vacations Worldwide Corporation (NYSE:VAC) Not Without Risk
Apr 17At US$108, Is Marriott Vacations Worldwide Corporation (NYSE:VAC) Worth Looking At Closely?
Apr 01Marriott Vacations: Still Cheap Due To Conservative Valuation, Debts Under Control
Mar 25Are Investors Undervaluing Marriott Vacations Worldwide Corporation (NYSE:VAC) By 50%?
Feb 27Returns Are Gaining Momentum At Marriott Vacations Worldwide (NYSE:VAC)
Feb 12Benign Growth For Marriott Vacations Worldwide Corporation (NYSE:VAC) Underpins Its Share Price
Jan 02Marriott Vacations Worldwide's (NYSE:VAC) Shareholders Will Receive A Bigger Dividend Than Last Year
Dec 12Marriott Vacations Worldwide: I'm A Buyer At Less Than 8x Free Cash Flow
Nov 30Marriott Vacations: An Ugly Q3 With Problems Likely To Persist
Nov 02Marriott Vacations: Riding The Leisure Sector Rollercoaster
Aug 25With EPS Growth And More, Marriott Vacations Worldwide (NYSE:VAC) Makes An Interesting Case
Jun 29Is There An Opportunity With Marriott Vacations Worldwide Corporation's (NYSE:VAC) 36% Undervaluation?
Jun 08Does Marriott Vacations Worldwide (NYSE:VAC) Deserve A Spot On Your Watchlist?
Mar 17An Intrinsic Calculation For Marriott Vacations Worldwide Corporation (NYSE:VAC) Suggests It's 35% Undervalued
Feb 24Marriott Vacations declares $0.72 dividend
Feb 17CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | US$203m |
| Jun 30 2024 | n/a | n/a | US$161m |
| Mar 31 2024 | n/a | n/a | US$214m |
| Dec 31 2023 | US$5m | US$945k | US$254m |
| Sep 30 2023 | n/a | n/a | US$307m |
| Jun 30 2023 | n/a | n/a | US$374m |
| Mar 31 2023 | n/a | n/a | US$420m |
| Dec 31 2022 | US$4m | US$696k | US$391m |
| Sep 30 2022 | n/a | n/a | US$364m |
| Jun 30 2022 | n/a | n/a | US$265m |
| Mar 31 2022 | n/a | n/a | US$135m |
| Dec 31 2021 | US$5m | US$675k | US$49m |
| Sep 30 2021 | n/a | n/a | -US$49m |
| Jun 30 2021 | n/a | n/a | -US$121m |
| Mar 31 2021 | n/a | n/a | -US$197m |
| Dec 31 2020 | US$2m | US$477k | -US$275m |
| Sep 30 2020 | n/a | n/a | -US$164m |
| Jun 30 2020 | n/a | n/a | -US$111m |
| Mar 31 2020 | n/a | n/a | US$8m |
| Dec 31 2019 | US$3m | US$612k | US$138m |
| Sep 30 2019 | n/a | n/a | US$108m |
| Jun 30 2019 | n/a | n/a | US$81m |
| Mar 31 2019 | n/a | n/a | US$43m |
| Dec 31 2018 | US$3m | US$594k | US$55m |
| Sep 30 2018 | n/a | n/a | US$130m |
| Jun 30 2018 | n/a | n/a | US$206m |
| Mar 31 2018 | n/a | n/a | US$243m |
| Dec 31 2017 | US$2m | US$555k | US$235m |
Compensation vs Market: John's total compensation ($USD5.36M) is about average for companies of similar size in the US market ($USD6.56M).
Compensation vs Earnings: John's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
CEO
John Geller (57 yo)
3.9yrs
Tenure
US$5,360,952
Compensation
Mr. John E. Geller, Jr. has been Executive Vice President, Chief Financial Officer and Member of Board of Managers of ILG, Inc. since September 01, 2018. Mr. Geller has been the President of Marriott Vacat...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 3.9yrs | US$5.36m | 0.26% $ 8.7m | |
| Executive VP & CFO | 1.3yrs | US$2.05m | 0.045% $ 1.5m | |
| Executive VP | 18.9yrs | US$1.63m | 0.097% $ 3.2m | |
| President of Vacation Ownership | 4.2yrs | US$2.57m | 0.074% $ 2.4m | |
| Executive Vice President of Strategic Business Operations | less than a year | no data | no data | |
| Senior VP | 2.8yrs | no data | 0.0059% $ 194.4k | |
| Executive VP & Chief Information Officer | 1.4yrs | no data | no data | |
| Vice President of Investor Relations | no data | no data | no data | |
| Executive VP | 14.9yrs | no data | 0.033% $ 1.1m | |
| Executive VP and Chief Marketing & Sales Officer | no data | no data | no data | |
| Executive VP and Chief Membership & Commercial Services Officer | 4.1yrs | no data | 0.016% $ 529.3k | |
| Executive VP & COO of Hyatt Vacation Ownership | 1.9yrs | no data | 0.0094% $ 308.3k |
3.3yrs
Average Tenure
57yo
Average Age
Experienced Management: VAC's management team is considered experienced (3.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 1.9yrs | US$5.36m | 0.26% $ 8.7m | |
| Independent Chairman of the Board | 13.4yrs | US$380.06k | 0.42% $ 13.7m | |
| Independent Director | 6.3yrs | US$279.99k | 0.047% $ 1.5m | |
| Independent Director | 13.1yrs | US$279.99k | 0.082% $ 2.7m | |
| Independent Director | 13.1yrs | US$279.99k | 0.020% $ 668.8k | |
| Independent Director | 11.7yrs | US$297.22k | 0.020% $ 653.1k | |
| Independent Director | 11.7yrs | US$294.99k | 0.017% $ 560.5k | |
| Independent Director | 6.3yrs | US$282.22k | 0.014% $ 453.1k | |
| Lead Independent Director | 13.1yrs | US$284.99k | 0.060% $ 2.0m | |
| Independent Director | less than a year | no data | 0.0051% $ 166.1k | |
| Independent Director | 3.1yrs | US$282.22k | 0.0034% $ 110.7k |
11.7yrs
Average Tenure
72yo
Average Age
Experienced Board: VAC's board of directors are seasoned and experienced ( 11.7 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/18 09:40 |
| End of Day Share Price | 2024/12/18 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Marriott Vacations Worldwide Corporation is covered by 23 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Fred Lowrance | Avondale Partners |
| Ishan Majumdar | Baptista Research |
| Brandt Montour | Barclays |