Marriott Vacations Worldwide C Stock Price, News & Analysis

Marriott Vacations Worldwide (NYSE: VAC) has announced that its subsidiary, Marriott Ownership Resorts, Inc., plans to offer $575 million in senior notes due 2033. The proceeds, combined with cash on hand, will be used to pay off the 2026 Convertible Notes due January 15, 2026, and in the interim, to repay borrowings under MVW's $800 million revolving credit facility.

The Notes will be exclusively offered to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S of the Securities Act. MVW operates approximately 120 vacation ownership resorts with about 700,000 owner families, managing an exchange network of over 3,200 affiliated resorts across more than 90 countries.

Marriott Vacations Worldwide (NYSE: VAC) has declared a quarterly cash dividend of $0.79 per share of common stock. The dividend will be distributed on or around October 1, 2025, to shareholders of record as of September 17, 2025.

Marriott Vacations Worldwide (NYSE:VAC) announces significant expansion in Asia Pacific with the opening of Marriott Vacation Club, Khao Lak Beach Resort in Thailand this August 2025. The new resort features 52 Family Suites transformed into spacious 2-bedroom vacation ownership apartments.

The expansion includes additional developments in Bali with 32 new apartments at Marriott's Bali Nusa Dua Terrace and the new Marriott's Enclave featuring 26 luxury units. The company is also expanding its Shanghai marketing call center, increasing staff from 80 to 125 associates to meet growing regional demand.

The Khao Lak resort emphasizes sustainability through initiatives like eliminating single-use plastics and features access to Southeast Asia's largest lagoon swimming pool, with additional amenities planned for late 2026.

Marriott Vacations Worldwide (NYSE: VAC) reported its Q2 2025 financial results, demonstrating resilient performance. The company achieved $445 million in consolidated contract sales and generated net income of $69 million, with diluted EPS of $1.77. Adjusted EBITDA reached $203 million.

The Vacation Ownership segment saw a slight 1% decline in contract sales, with higher tours (114,402, +2%) offset by lower VPG ($3,631, -3%). The segment's Adjusted EBITDA increased significantly by 28% to $231 million. The company maintained strong liquidity of $799 million and reiterated its full-year 2025 guidance, projecting contract sales of $1.74-1.83 billion and Adjusted EBITDA of $750-780 million.

Marriott Vacations Worldwide (NYSE: VAC) has scheduled its second quarter 2025 financial results announcement for Monday, August 4, 2025, after market close. The company will host a conference call on Tuesday, August 5 at 10 a.m. ET to discuss the results.

Investors can join via phone using the numbers (877) 407-8289 (domestic) or (201) 689-8341 (international). A live webcast will be available on the company's investor relations website. The conference call replay will be accessible until September 5 using conference ID 13754361.

Marriott Vacations Worldwide (NYSE: VAC) has announced a significant expansion of benefits for The Marriott Vacation Clubs owners through the Abound by Marriott Vacations exchange program. The company has introduced a new third-party booking platform that enables members to use Club Points to book stays at over 8,000 Marriott hotels worldwide, substantially increasing their available accommodation options.

The enhanced platform offers a streamlined booking process through owners' online portal. Members continue to have access to more than 90 U.S. and international properties across Marriott Vacation Club, Sheraton Vacation Club, and Westin Vacation Club brands, along with additional experiences including cruises, tours, safaris, and luxury vacation homes.

Interval International has renewed its long-term affiliation with Spinnaker Resorts, maintaining access for members to ten properties across popular U.S. vacation destinations including Hilton Head, Ormond Beach, and Branson. Spinnaker owners will continue receiving Interval Gold or Platinum memberships, offering benefits like Interval Options, ShortStay Exchange, and discounts on various travel services. The partnership enables members to exchange vacation points for stays within Interval's global network, access discounted hotel bookings, special cruise rates, and over 300,000 tours and activities worldwide. The renewal reinforces Interval's commitment to providing quality inventory and travel benefits to Spinnaker's owners throughout the year.

Marriott Vacations Worldwide (NYSE: VAC) has appointed Christian Alejandro Asmar to its Board of Directors, expanding the board to 12 directors, with 11 being independent. Asmar is the co-founder and Managing Partner of Impactive Capital, which owns 9.5% of MVW's outstanding shares. The company will establish two new ad hoc committees: one focusing on modernization efforts for revenue growth and cost efficiencies, with Asmar as a member, and another advising on technology innovation strategy. Asmar brings significant experience from his roles at Impactive Capital, Blue Harbour Group, and Morgan Stanley Infrastructure Partners. The appointment comes with a support agreement including customary standstill provisions between MVW and Impactive Capital.

Marriott Vacations Worldwide (NYSE: VAC) has announced its participation in the Morgan Stanley 3rd Annual Travel & Leisure Conference. The company's President and CEO John Geller, along with Executive VP and CFO Jason Marino, will engage in a fireside chat on June 3, 2025, from 12:45 to 1:20 p.m. ET. Investors can access a live webcast of the event through the company's Investor Relations website at ir.mvwc.com, with an audio replay available for 30 days following the presentation.