MARRIOTT VACATIONS WORLDWIDE ($VAC) posted quarterly earnings results for Q4 2025 on Wednesday, February 25th. The company reported earnings of $1.86 per share, beating estimates of $1.59 by $0.27. The company also reported revenue of $1,323,000,000, beating estimates of $1,306,496,721 by $16,503,279.
Stock price change since market close: +6.66%
You can see Quiver Quantitative's $VAC stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
MARRIOTT VACATIONS WORLDWIDE Insider Trading Activity
MARRIOTT VACATIONS WORLDWIDE insiders have traded $VAC stock on the open market 12 times in the past 6 months. Of those trades, 12 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $VAC stock by insiders over the last 6 months:
- CHRISTIAN ASMAR purchased 84,000 shares for an estimated $3,984,960
- WILLIAM JOSEPH SHAW purchased 20,000 shares for an estimated $920,800
- CHARLES ELLIOTT ANDREWS purchased 10,000 shares for an estimated $470,100
- LIZANNE GALBREATH purchased 5,500 shares for an estimated $255,805
- WILLIAM W MCCARTEN purchased 5,000 shares for an estimated $240,400
- MATTHEW E AVRIL (See Remarks) purchased 5,000 shares for an estimated $228,050
- STEPHEN R QUAZZO purchased 2,000 shares for an estimated $91,060
- JONICE M GRAY purchased 1,100 shares for an estimated $59,917
- DIANNA MORGAN purchased 500 shares for an estimated $25,610
- JOHN D. FITZGERALD (See Remarks) has made 3 purchases buying 108 shares for an estimated $6,657 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MARRIOTT VACATIONS WORLDWIDE Hedge Fund Activity
We have seen 151 institutional investors add shares of MARRIOTT VACATIONS WORLDWIDE stock to their portfolio, and 211 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITADEL ADVISORS LLC added 755,284 shares (+2247.1%) to their portfolio in Q4 2025, for an estimated $43,572,333
- SENVEST MANAGEMENT, LLC removed 721,492 shares (-37.8%) from their portfolio in Q4 2025, for an estimated $41,622,873
- BLACKROCK, INC. added 650,557 shares (+18.4%) to their portfolio in Q4 2025, for an estimated $37,530,633
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 575,263 shares (-64.5%) from their portfolio in Q4 2025, for an estimated $33,186,922
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 507,640 shares (-71.9%) from their portfolio in Q4 2025, for an estimated $29,285,751
- MILLENNIUM MANAGEMENT LLC removed 424,609 shares (-85.1%) from their portfolio in Q4 2025, for an estimated $24,495,693
- NORGES BANK removed 386,821 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $22,315,703
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MARRIOTT VACATIONS WORLDWIDE Analyst Ratings
Wall Street analysts have issued reports on $VAC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Underweight" rating on 11/18/2025
- Truist Securities issued a "Buy" rating on 11/14/2025
- Goldman Sachs issued a "Sell" rating on 11/11/2025
- Barclays issued a "Overweight" rating on 11/07/2025
- Citizens issued a "Market Outperform" rating on 11/07/2025
To track analyst ratings and price targets for MARRIOTT VACATIONS WORLDWIDE, check out Quiver Quantitative's $VAC forecast page.
MARRIOTT VACATIONS WORLDWIDE Price Targets
Multiple analysts have issued price targets for $VAC recently. We have seen 7 analysts offer price targets for $VAC in the last 6 months, with a median target of $58.0.
Here are some recent targets:
- Stephen Grambling from Morgan Stanley set a target price of $52.0 on 01/16/2026
- Trey Bowers from Wells Fargo set a target price of $37.0 on 11/18/2025
- Patrick Scholes from Truist Securities set a target price of $81.0 on 11/14/2025
- Ben Chaiken from Mizuho set a target price of $58.0 on 11/11/2025
- Lizzie Dove from Goldman Sachs set a target price of $54.0 on 11/11/2025
- Brandt Montour from Barclays set a target price of $64.0 on 11/07/2025
- Aaron Hecht from Citizens set a target price of $60.0 on 11/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
