Marriott Vacations (VAC) Is Up 11.1% After Boosting Dividend And Buybacks - Has The Bull Case Changed?

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Marriott Vacations Worldwide recently reported that Executive Vice President John D. Fitzgerald bought additional company shares, raised its quarterly dividend to US$0.80 per share paid in early ...

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Fitzgerald bought additional company shares, raised its quarterly dividend to US$0.80 per share paid in early ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nyse-vac/marriott-vacations-worldwide/news/marriott-vacations-vac-is-up-111-after-boosting-dividend-and\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marriott Vacations (VAC) Is Up 11.1% After Boosting Dividend And Buybacks - Has The Bull Case Changed?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarriott Vacations (VAC) Is Up 11.1% After Boosting Dividend And Buybacks - Has The Bull Case Changed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 03:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-services/nyse-vac/marriott-vacations-worldwide/news/marriott-vacations-vac-is-up-111-after-boosting-dividend-and><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Marriott Vacations Worldwide recently reported that Executive Vice President John D. Fitzgerald bought additional company shares, raised its quarterly dividend to US$0.80 per share paid in early ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nyse-vac/marriott-vacations-worldwide/news/marriott-vacations-vac-is-up-111-after-boosting-dividend-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4142","symbol_name":"酒店、度假村与豪华游轮","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-services/nyse-vac/marriott-vacations-worldwide/news/marriott-vacations-vac-is-up-111-after-boosting-dividend-and","article_id":"2602256899","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4212000-choice1-main-header/1585186649420"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-services/nyse-vac/marriott-vacations-worldwide/news/marriott-vacations-vac-is-up-111-after-boosting-dividend-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2602256899","pubTimestamp":1768159094,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Marriott Vacations Worldwide recently reported that Executive Vice President John D. Fitzgerald bought additional company shares, raised its quarterly dividend to US$0.80 per share paid in early January 2026, and extended its share repurchase authorization through the end of 2026.\nTogether, insider buying, a higher cash payout, and continued buyback capacity highlight management’s willingness to return capital to shareholders and signal confidence in the business.\nNext, we’ll examine how the...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4142":"酒店、度假村与豪华游轮","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","VAC":"万豪度假环球"},"translate_title":"万豪度假(VAC)在提高股息和回购后上涨11.1%——牛市情况发生变化了吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VAC":1.5},"content_text":"Marriott Vacations Worldwide recently reported that Executive Vice President John D. Fitzgerald bought additional company shares, raised its quarterly dividend to US$0.80 per share paid in early January 2026, and extended its share repurchase authorization through the end of 2026. Together, insider buying, a higher cash payout, and continued buyback capacity highlight management’s willingness to return capital to shareholders and signal confidence in the business. Next, we’ll examine how the dividend increase and broader capital return actions may influence Marriott Vacations Worldwide’s investment narrative. Find companies with promising cash flow potential yet trading below their fair value.AdvertisementMarriott Vacations Worldwide Investment Narrative RecapTo own Marriott Vacations Worldwide, you need to believe its vacation ownership model can keep attracting first time buyers while managing credit and cost pressures. The recent insider share purchase, dividend increase, and extended buyback are supportive signals, but they do not directly resolve near term concerns around slowing owner sales and softer Value Per Guest, which remain key swing factors for the stock and its near term earnings path. Among the recent announcements, the higher quarterly dividend of US$0.80 per share is most relevant, because it directly ties into the investment case around shareholder returns. This higher payout may appeal to investors who value income while they watch how accelerating first time buyer sales, modernization efforts, and high occupancy trends play out against rising loan loss provisions and inventory costs. Yet even with these higher cash returns, investors should be aware that rising loan loss provisions and growing defaults in certain markets could... Read the full narrative on Marriott Vacations Worldwide (it's free!)Marriott Vacations Worldwide's narrative projects $6.3 billion revenue and $355.3 million earnings by 2028. This requires 22.9% yearly revenue growth and about a $96 million earnings increase from $259.0 million today.Uncover how Marriott Vacations Worldwide's forecasts yield a $64.00 fair value, in line with its current price.Exploring Other PerspectivesVAC 1-Year Stock Price Chart Seven fair value estimates from the Simply Wall St Community span from US$64 to US$72,680.55, underscoring how differently people view Marriott Vacations Worldwide, especially given concerns about slowing owner sales and weaker Value Per Guest that could weigh on future profitability and deserve closer attention.Explore 7 other fair value estimates on Marriott Vacations Worldwide - why the stock might be worth just $64.00!Build Your Own Marriott Vacations Worldwide NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Marriott Vacations Worldwide research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.Our free Marriott Vacations Worldwide research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Marriott Vacations Worldwide's overall financial health at a glance.Seeking Other Investments?These stocks are moving-our analysis flagged them today. Act fast before the price catches up:This technology could replace computers: discover 29 stocks that are working to make quantum computing a reality.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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