Marriott Vacations Worldwide Corporation

NYSE:VAC Stock Report

Market Cap: US$2.7b

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 4.67 years. total yearly compensation is $7.44M, comprised of 13.3% salary and 86.7% bonuses, including company stock and options. directly owns 0.31% of the company’s shares, worth $8.44M. The average tenure of the management team and the board of directors is 4.1 years and 5.4 years respectively.

Key information

John Geller

Chief executive officer

US$7.4m

Total compensation

CEO salary percentage13.31%
CEO tenure4.7yrs
CEO ownership0.3%
Management average tenure4.1yrs
Board average tenure5.4yrs

Recent management updates

Recent updates

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)?

Marriott Vacations Worldwide: Gains Are Not On Vacation

Jul 24

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?

Marriott Vacations Worldwide: Consumer Credit Concerns Remain A Headwind

Jun 22

Marriott Vacations Worldwide Corporation's (NYSE:VAC) Intrinsic Value Is Potentially 86% Above Its Share Price

Jun 12
Marriott Vacations Worldwide Corporation's (NYSE:VAC) Intrinsic Value Is Potentially 86% Above Its Share Price

Potential Upside For Marriott Vacations Worldwide Corporation (NYSE:VAC) Not Without Risk

Apr 17
Potential Upside For Marriott Vacations Worldwide Corporation (NYSE:VAC) Not Without Risk

At US$108, Is Marriott Vacations Worldwide Corporation (NYSE:VAC) Worth Looking At Closely?

Apr 01
At US$108, Is Marriott Vacations Worldwide Corporation (NYSE:VAC) Worth Looking At Closely?

Marriott Vacations: Still Cheap Due To Conservative Valuation, Debts Under Control

Mar 25

Are Investors Undervaluing Marriott Vacations Worldwide Corporation (NYSE:VAC) By 50%?

Feb 27
Are Investors Undervaluing Marriott Vacations Worldwide Corporation (NYSE:VAC) By 50%?

Returns Are Gaining Momentum At Marriott Vacations Worldwide (NYSE:VAC)

Feb 12
Returns Are Gaining Momentum At Marriott Vacations Worldwide (NYSE:VAC)

Benign Growth For Marriott Vacations Worldwide Corporation (NYSE:VAC) Underpins Its Share Price

Jan 02
Benign Growth For Marriott Vacations Worldwide Corporation (NYSE:VAC) Underpins Its 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

Marriott Vacations Worldwide: I'm A Buyer At Less Than 8x Free Cash Flow

Nov 30

Marriott Vacations: An Ugly Q3 With Problems Likely To Persist

Nov 02

Marriott Vacations: Riding The Leisure Sector Rollercoaster

Aug 25

CEO Compensation Analysis

How has John Geller's remuneration changed compared to Marriott Vacations Worldwide's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2025n/an/a

US$259m

Mar 31 2025n/an/a

US$227m

Dec 31 2024US$7mUS$990k

US$218m

Sep 30 2024n/an/a

US$203m

Jun 30 2024n/an/a

US$161m

Mar 31 2024n/an/a

US$214m

Dec 31 2023US$5mUS$945k

US$254m

Sep 30 2023n/an/a

US$307m

Jun 30 2023n/an/a

US$374m

Mar 31 2023n/an/a

US$420m

Dec 31 2022US$4mUS$696k

US$391m

Sep 30 2022n/an/a

US$364m

Jun 30 2022n/an/a

US$265m

Mar 31 2022n/an/a

US$135m

Dec 31 2021US$5mUS$675k

US$49m

Sep 30 2021n/an/a

-US$49m

Jun 30 2021n/an/a

-US$121m

Mar 31 2021n/an/a

-US$197m

Dec 31 2020US$2mUS$477k

-US$275m

Sep 30 2020n/an/a

-US$164m

Jun 30 2020n/an/a

-US$111m

Mar 31 2020n/an/a

US$8m

Dec 31 2019US$3mUS$612k

US$138m

Sep 30 2019n/an/a

US$108m

Jun 30 2019n/an/a

US$81m

Mar 31 2019n/an/a

US$43m

Dec 31 2018US$3mUS$594k

US$55m

Compensation vs Market: John's total compensation ($USD7.44M) is about average for companies of similar size in the US market ($USD7.16M).

Compensation vs Earnings: John's compensation has increased by more than 20% in the past year.


CEO

John Geller (58 yo)

4.7yrs
Tenure
US$7,437,761
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

NamePositionTenureCompensationOwnership
John Geller
CEO, President & Director4.7yrsUS$7.44m0.31%
$ 8.4m
Jason Marino
Executive VP & CFO2yrsUS$2.28m0.019%
$ 511.4k
James Hunter
Executive VP19.7yrsUS$1.94m0.11%
$ 3.0m
Brian Miller
President of Vacation Ownership4.9yrsUS$2.88m0.082%
$ 2.2m
Lori Gustafson
Executive VP and Chief Membership & Commercial Services Officer4.8yrsUS$1.46m0.0050%
$ 136.5k
Scott Weisz
Executive Vice President of Strategic Business Operationsless than a yearno datano data
Kathleen Pighini
Senior VP3.5yrsno data0.0087%
$ 235.4k
Raman Bukkapatnam
Executive VP & Chief Information Officer2.2yrsno data0.0011%
$ 30.1k
Neal Goldner
Vice President of Investor Relationsno datano datano data
Michael Yonker
Executive VP15.7yrsno data0.041%
$ 1.1m
John Fitzgerald
Executive VP and Chief Marketingno datano datano data
Stephanie Butera
Executive VP & COO of Hyatt Vacation Ownership2.7yrsno data0.013%
$ 356.2k
4.1yrs
Average Tenure
58yo
Average Age

Experienced Management: VAC's management team is considered experienced (4.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
John Geller
CEO, President & Director2.7yrsUS$7.44m0.31%
$ 8.4m
William Shaw
Independent Chairman of the Board14.2yrsUS$379.98k0.43%
$ 11.7m
Stephen Quazzo
Independent Director7yrsUS$293.09k0.055%
$ 1.5m
William McCarten
Independent Director13.8yrsUS$279.99k0.091%
$ 2.5m
Charles Andrews
Independent Director12.4yrsUS$294.99k0.025%
$ 670.4k
Dianna Morgan
Independent Director12.4yrsUS$294.99k0.026%
$ 709.9k
Lizanne Galbreath
Independent Director7yrsUS$279.99k0.014%
$ 377.3k
Matthew Avril
Independent Directorless than a yearno data0.0085%
$ 230.5k
Mary Galligan
Independent Director1.7yrsUS$268.73k0.0052%
$ 139.8k
Jonice M. Tucker
Independent Director3.8yrsUS$279.99k0%
$ 0
Christian Asmar
Independent Directorless than a yearno datano data
James Dausch
Independent Directorless than a yearno data0.0084%
$ 228.1k
5.4yrs
Average Tenure
64.5yo
Average Age

Experienced Board: VAC's board of directors are considered experienced (5.4 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/10 14:13
End of Day Share Price 2025/09/10 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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 Github.

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.

AnalystInstitution
Fred LowranceAvondale Partners
Ishan MajumdarBaptista Research
Brandt MontourBarclays