MARRIOTT VACATIONS WORLDWIDE Corp (VAC) has a notice of proposed resale under Rule 144 filed on behalf of Impactive Capital LP. The filing covers 750,000 shares of VAC common stock, $0.01 par value, to be sold through Goldman Sachs & Co. LLC on the NYSE. The shares have an aggregate market value of $86,280,000, and the notice states an approximate sale date of August 19, 2026. VAC had 34,395,320 shares outstanding as of the notice’s share-count reference. The shares were acquired in open market purchases between March 12 and March 18, 2024. Impactive Capital LP manages the funds holding these securities, and Christian Asmar, a managing member of Impactive GP, serves on VAC’s Board of Directors.
MARRIOTT VACATIONS WORLDWIDE Corp executive Raman Bukkapatnam reported a Form 4 transaction involving company common stock. On 2026-08-17, 1,051 shares were disposed of at $120.23 per share as shares withheld by the company for the payment of tax liability, leaving 12,655 shares held directly.
MARRIOTT VACATIONS WORLDWIDE Corp executive Kathleen A. Pighini, Senior Vice President, Corporate Controller and Chief Accounting Officer, reported a sale of 2,500 shares of common stock on 2026-08-17 at $120.00 per share, totaling approximately $300,000. Following this open-market or private transaction, she directly holds 10,821 shares of the company’s common stock. The transaction was not reported as conducted under a Rule 10b5-1 trading plan.
Anokhin Vladimir reported acquisition or exercise transactions in this Form 4 filing.
MARRIOTT VACATIONS WORLDWIDE Corp reported that officer Vladimir Anokhin received a grant of 1,250 Performance Stock Units, representing 2,500 underlying shares of common stock. These units vest on December 31, 2028 or June 30, 2029, as applicable, and the actual shares earned can range from 0% to 200% of the target amount based on stock price performance goals.
Marino Jason P. reported acquisition or exercise transactions in this Form 4 filing.
MARRIOTT VACATIONS WORLDWIDE Corp reported that Executive Vice President and Chief Financial Officer Jason P. Marino received a grant of 18,750 performance stock units on common stock. These units vest on December 31, 2028, or June 30, 2029, as applicable, and the payout can range from 0% to 200% of the target based on specified stock price performance goals. Following this grant, Marino holds 18,750 performance stock units directly.
Marriott Vacations Worldwide (symbol VAC) reports a planned sale of 2,500 shares of common stock through Fidelity Brokerage Services LLC on or after 08/17/2026, with an aggregate market value of approximately $300,000.00, to be sold on the NYSE.
The shares derive from various restricted stock vesting compensation awards from the issuer between 02/15/2022 and 02/15/2025, in individual vesting increments that sum to the 2,500 shares covered by this planned sale.
A holder of VAC common stock filed a notice of intent to sell securities through Fidelity Brokerage Services LLC. The disclosure lists common stock with reported figures of 5,194 and 602,504.00, associated with trading on the NYSE on 08/10/2026. It also details prior restricted stock vesting events from the issuer used as compensation, with amounts of 868, 1,175, 1,415, and 1,736 tied to vesting dates in 2021–2024.
Marriott Vacations Worldwide generated Q2 2026 revenue of $1,320 million, up from $1,246 million, driven mainly by higher vacation ownership product sales and rental revenue. Net income attributable to common stockholders rose to $77 million, with diluted EPS of $2.12, as lower modernization and litigation costs offset higher marketing, sales, and interest expenses and a higher tax rate.
For the first half of 2026, revenue increased to $2,577 million but net income attributable to common stockholders declined to $99 million and diluted EPS to $2.82, reflecting lower other income and a higher effective tax rate. Segment Adjusted EBITDA was $268 million for Q2 and $480 million year‑to‑date, modestly above the prior‑year quarter but below the prior‑year first half.
Cash, cash equivalents and restricted cash totaled $513 million at June 30, 2026, and total debt, net, was $3,100 million, down from $3,534 million at year‑end, including $2,353 million of non‑recourse securitized debt. Vacation ownership notes receivable, net, were $2,587 million with a weighted‑average borrower FICO score of 731, and the company completed a $470 million securitization and settled its 2026 convertible notes in cash while continuing dividends of $0.80 per share.
Marriott Vacations Worldwide Corporation reported solid second‑quarter 2026 results, with revenues of $1.32 billion and net income attributable to common stockholders of $77 million, or $2.12 per diluted share. Adjusted EBITDA was $215 million and adjusted diluted EPS was $2.31.
Vacation Ownership contract sales rose 22% year over year to $545 million, with VPG up 23% to $4,477 and segment adjusted EBITDA of $246 million. Exchange & Third‑Party Management generated $50 million of revenue and $22 million of segment adjusted EBITDA.
The company ended the quarter with $928 million of liquidity, $3.1 billion of corporate debt and a net corporate leverage ratio of 4.0 times. Full‑year 2026 guidance was raised, including contract sales of $2.08–$2.12 billion, adjusted EBITDA of $805–$830 million and adjusted free cash flow of $410–$460 million. Management also emphasized its website as a key channel for Regulation FD disclosures.
Marriott Vacations Worldwide Corp filed an initial statement of beneficial ownership on behalf of Vladimir Anokhin, who is identified as an officer serving as Chief Strategy and Transformation Officer.
The statement lists him as an officer of the company and reports no equity transactions or derivative positions at the time of filing.