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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
419% more call options, than puts
Call options by funds: $108M | Put options by funds: $20.8M
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
38% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 42
23% more capital invested
Capital invested by funds: $2.13B [Q3] → $2.61B (+$482M) [Q4]
3% more funds holding
Funds holding: 317 [Q3] → 328 (+11) [Q4]
0.09% more ownership
Funds ownership: 83.12% [Q3] → 83.2% (+0.09%) [Q4]
9% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 103
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Morgan Stanley Stephen Grambling 45% 1-year accuracy 15 / 33 met price target | 4%upside $57 | Equal-Weight Upgraded | 22 Apr 2025 |
Goldman Sachs Lizzie Dove 43% 1-year accuracy 13 / 30 met price target | 12%downside $48 | Sell Maintained | 14 Apr 2025 |
Truist Securities Patrick Scholes 42% 1-year accuracy 31 / 74 met price target | 155%upside $140 | Buy Maintained | 7 Mar 2025 |
Barclays Brandt Montour 41% 1-year accuracy 36 / 88 met price target | 77%upside $97 | Overweight Maintained | 28 Feb 2025 |
Mizuho Ben Chaiken 28% 1-year accuracy 15 / 54 met price target | 104%upside $112 | Outperform Maintained | 28 Feb 2025 |
Financial journalist opinion
Based on 3 articles about VAC published over the past 30 days









