Marriott Vacations Worldwide C Stock Price, News & Analysis

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.

Marriott Vacations Worldwide Corporation (NYSE: VAC) has declared a quarterly cash dividend of $0.79 per share of common stock. The dividend will be distributed to shareholders of record as of May 23, 2025, with payment expected around June 6, 2025. This announcement demonstrates the company's commitment to providing regular returns to its shareholders through dividend distributions.

Interval International has renewed its affiliation with Breckenridge Grand Vacations, maintaining its relationship with three existing luxury Colorado resorts while adding a new mixed-use property to its network. The existing properties include Grand Timber Lodge, Grand Colorado on Peak 8, and Grand Lodge on Peak 7.

The new addition, the Imperial Hotel and Private Residences, is currently under construction with its first phase expected to open in late 2027. This property will feature over 170 whole ownership and timeshare units, along with unique amenities including a speakeasy, ski shop, pet play area, kennel, and spa.

All properties offer prime locations with ski-in/ski-out access and proximity to hiking and entertainment options in Breckenridge, Colorado. Interval members benefit from discounted hotel bookings, car rentals, special cruise rates, and access to over 300,000 tours and activities worldwide.

Marriott Vacations Worldwide (NYSE: VAC) reported its Q1 2025 financial results with mixed performance. Revenues excluding cost reimbursements increased 3%, while net income reached $56 million with diluted EPS of $1.46. The company achieved $420 million in consolidated Vacation Ownership contract sales, though this represented a 2% decline from the previous year. Notable highlights include returning $91 million to stockholders through $36 million in stock repurchases and $55 million in dividends. The company maintained strong liquidity of $865 million and completed a $450 million securitization with a 98% gross advance rate. Despite some headwinds, management reiterated its full-year Adjusted EBITDA guidance of $750-780 million, demonstrating confidence in their leisure-focused business model and transformation initiatives.