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Marriott Vacations Worldwide Corporation reported results of its 2026 annual meeting of stockholders held on May 15, 2026. Stockholders approved the Second Amended and Restated 2020 Equity Incentive Plan, extending its term through May 15, 2036 and increasing shares available for equity awards by 2,500,000.
Changes also modify how awards are treated under the “golden parachute” tax rules of Internal Revenue Code Sections 280G and 4999 and add administrative clarifications. All nine director nominees were elected, Ernst & Young LLP was ratified as independent auditor, and executive compensation was approved on an advisory basis. Approximately 29,969,049 shares, about 87% of those entitled to vote, were represented at the meeting.
Marriott Vacations Worldwide reported first-quarter 2026 revenue of $1,257 million, up from $1,200 million a year earlier, driven by higher cost reimbursements and steady performance in management, rental, and financing activities. Vacation Ownership contributed $1,193 million and Exchange & Third-Party Management $57 million.
Despite revenue growth, profitability weakened. Net income attributable to common stockholders fell to $22 million from $56 million, and diluted earnings per share declined to $0.64 from $1.46. Total expenses rose to $1,169 million, reflecting higher marketing, rental, financing, and modernization costs, plus restructuring and litigation charges.
Operating cash flow was slightly negative at $(4) million, while total cash, cash equivalents and restricted cash decreased to $596 million. Debt, net, stood at $3,265 million and securitized debt at $2,304 million, including usage of a $500 million Warehouse Credit Facility. The company monetized a Cancun hotel for $50 million, recording a $2 million foreign currency translation gain, and continues to securitize vacation ownership notes and invest in modernization initiatives.
Marriott Vacations Worldwide reported weaker first quarter 2026 results while maintaining its full-year outlook. Revenue was $1.26 billion, up 5%, but net income attributable to common stockholders fell to $22 million, and diluted EPS declined to $0.64 from $1.46.
Adjusted metrics also softened: Adjusted net income was $43 million and Adjusted EBITDA was $161 million, both down versus 2025. Vacation ownership contract sales were $411 million, a 2% decline, as tours fell 3% but volume per guest inched higher. Segment margins compressed due to higher marketing, product, and maintenance costs.
The company reiterated its full-year 2026 Adjusted EBITDA guidance of $755 million to $780 million and raised contract sales guidance to $1.815 billion to $1.885 billion. Liquidity totaled $854 million, including $268 million of cash, against $3.3 billion of corporate debt and $2.3 billion of non‑recourse securitized debt.
Vanguard Portfolio Management reported beneficial ownership of 1,905,778 shares of Marriott Vacations Worldwide Corp common stock, equal to 5.55% of the class as of 03/31/2026. The filing shows sole dispositive power over 1,905,778 shares and sole voting power for 25,110 shares; the disclosure states holdings include securities held by Vanguard funds and related affiliates.
Marriott Vacations Worldwide officer Andrew T. Marcus reported a small tax-related share disposition. The company withheld 37 shares of Common Stock at $68.63 per share to cover tax liability. After this routine tax-withholding transaction, he directly holds 17,644 shares of Common Stock.
The Vanguard Group files Amendment No. 13 to a Schedule 13G/A reporting zero beneficial ownership of Marriott Vacations Worldwide Corp common stock. The filing states Amount beneficially owned: 0 and Percent of class: 0%. The amendment notes an internal realignment at The Vanguard Group, Inc. effective January 12, 2026, after which certain subsidiaries report disaggregated holdings.
Marriott Vacations Worldwide Corporation is asking stockholders to vote at its 2026 virtual Annual Meeting on May 15, 2026. Only holders of common stock at the close of business on March 16, 2026 may vote, with one vote for each share held.
Stockholders are being asked to elect nine directors (with the Board shrinking from eleven to nine seats), ratify Ernst & Young as independent auditor, approve an advisory “say-on-pay” vote on executive compensation, and approve a second amended and restated 2020 Equity Incentive Plan.
The equity plan proposal would increase the share pool by 2,500,000 shares, extend the plan’s term to May 15, 2036, and adjust change-in-control tax treatment, while preserving no-repricing provisions and director award limits. As of March 16, 2026, there were 34,306,797 shares of common stock outstanding and 2,989,586 shares subject to outstanding awards across current and prior plans.
The Board recommends voting FOR all four proposals. The proxy highlights the company’s governance practices, stockholder engagement, and reliance on performance-based, equity-linked pay. It also notes that if the added share pool is not approved, certain large performance-based awards for senior executives may need to be settled in cash rather than stock.
Marriott Vacations Worldwide executive Tony M. Walker received new equity awards as part of his compensation. He was granted 19,086 stock appreciation rights tied to common stock at an exercise price of $70.379 per share, expiring on March 19, 2036, and 4,936 shares of common stock.
The stock appreciation rights vest in four approximately equal installments over a four-year period beginning on March 19, 2027. After these awards, Walker holds 19,086 stock appreciation rights and 4,936 shares of common stock directly.
Marriott Vacations Worldwide Corp filed an initial ownership report for executive Tony M. Walker. This Form 3 lists him as an officer of the company, but shows no reported stock or option holdings and no insider transactions at this time.