Marriott Vacations Worldwide
About: Marriott Vacations Worldwide Corp functions in the United States leisure industry. It owns and manages a cluster of resorts and accommodation facilities under trademarks like Marriott Vacation Club, Grand Residencies, and The Ritz-Carlton Destination Club predominantly in the United States. Some of its properties are also spread across Europe and Asia Pacific. Marriott's majority revenue components include the sale of vacation ownership products such as luxurious vacation packages. In addition, it offers purchase money financing to the end users of its core services. The company operates in two reportable segments: Vacation Ownership and Exchange & Third-Party Management. The majority of revenue is derived from the Vacation Ownership segment.
Employees: 22,300
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
453% more call options, than puts
Call options by funds: $63.8M | Put options by funds: $11.5M
85% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 68
29% more capital invested
Capital invested by funds: $1.83B [Q1] → $2.36B (+$530M) [Q2]
11.91% more ownership
Funds ownership: 82.7% [Q1] → 94.61% (+11.91%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
10% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 63
3% less funds holding
Funds holding: 331 [Q1] → 320 (-11) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Truist Securities
Patrick Scholes
|
$127
|
Buy
Maintained
|
21 Aug 2025 |
Goldman Sachs
Lizzie Dove
|
$65
|
Sell
Maintained
|
6 Aug 2025 |
Stifel
Simon Yarmak
|
$101
|
Buy
Maintained
|
5 Aug 2025 |
Financial journalist opinion
Based on 5 articles about VAC published over the past 30 days