Marriott Vacation Clubs Launches Exclusive Experience Platform Inner Circle
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 29 2026
0mins
The Marriott Vacation Clubs launched Inner Circle presented by Aflac, a new owner-exclusive experiences platform offering access to private concerts, culinary programming, sporting events and curated travel moments across sought-after destinations. As travelers increasingly prioritize experiences and meaningful access, Inner Circle reflects growing demand for entertainment, culinary and cultural offerings that extend beyond the traditional vacation stay. The platform will provide owners across Marriott Vacation Club, Westin Vacation Club and Sheraton Vacation Club with entry to private concerts, chef-led dining offerings, major sporting events and destination-based cultural programming. The platform debuted with an intimate private performance from award-winning country music singer and songwriter Lee Brice in Orlando, giving owners exclusive admission to a live concert event designed to showcase the elevated programming offered through Inner Circle. As a brand ambassador for The Marriott Vacation Clubs, Brice will host additional private concerts this year in Orlando, Las Vegas and West Palm Beach, exclusively available to owners.
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Analyst Views on VAC
Wall Street analysts forecast VAC stock price to fall
9 Analyst Rating
4 Buy
3 Hold
2 Sell
Hold
Current: 99.350
Low
37.00
Averages
57.24
High
70.00
Current: 99.350
Low
37.00
Averages
57.24
High
70.00
About VAC
Marriott Vacations Worldwide Corporation is a vacation company that offers vacation ownership, exchange, rental and resort and property management, along with related businesses, products and services under Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, and Hyatt Vacation Club brands. Its segments include Vacation Ownership and Exchange & Third-Party Management. Vacation Ownership is engaged in selling vacation ownership products; managing vacation ownership resorts, clubs, and owners’ associations; financing consumer purchases of vacation ownership products; and renting vacation ownership inventory. Exchange & Third-Party Management includes an exchange network and membership programs, as well as provision of management services to other resorts and lodging properties. It provides services through Interval International and Aqua-Aston businesses. Interval International is a vacation ownership exchange service provider.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Live Webcast Available: The event will take place from 8:45 to 9:20 a.m. E.T., allowing investors to watch the live webcast on the company's Investor Relations section, enhancing engagement with stakeholders.
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- Yield Performance: The forward yield of 4.44% reflects the company's attractiveness in the current market environment, potentially drawing in more investors seeking stable income.
- Shareholder Record Dates: The dividend will be payable on June 10, with a record date of May 27 and an ex-dividend date also set for May 27, ensuring compliance and providing shareholders with a clear timeline.
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See More
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- Goldman Upgrade: Goldman Sachs upgraded Marriott Vacations (VAC) from Neutral to Buy with a revised price target of $100, indicating a 17% upside from Friday's close, reflecting the company's progress on controllable operational initiatives and healthy demand trends.
- Travel + Leisure Outlook: Travel + Leisure Co. (TNL) received a Buy upgrade with a new price target of $85, representing a 25% upside from Friday's close, as analysts believe its mid-single-digit EBITDA growth and teen EPS growth are unmatched in Goldman’s travel coverage, highlighting its unique market position.
- Hilton Grand Vacations Rating Change: Hilton Grand Vacations (HGV) is no longer rated as a Sell, with a price target raised to $55, a 5% upside from Friday's close, reflecting the company's successful integration and the potential for earnings power to be underestimated by the market.
- Stock Performance Trends: Shares of VAC are up 4%, while TNL and HGV have both increased by over 1%, indicating a positive market reaction and growing investor confidence in the timeshare sector.
See More
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- Executive Rating Updates: Goldman Sachs initiates coverage on HawkEye 360 with a Buy rating, emphasizing its status as a profitable RF signals intelligence satellite operator, which is expected to achieve substantial revenue and earnings growth, reflecting strong confidence in its market potential.
- Dell Rating Upgrade: Morgan Stanley upgrades Dell from Underweight to Equal Weight, admitting prior market expectations were incorrect, highlighting Dell's superior supply chain management and execution compared to peers, enabling effective capture of critical demand and market share gains.
- MedTech Company Upgrade: Wells Fargo upgrades Tandem Diabetes Care to Overweight, citing an attractive risk/reward profile in the medical technology sector, indicating optimism about its future growth potential.
- Microsoft Market Performance Initiation: Citizens initiates Microsoft with a Market Outperform rating and a $550 price target, reflecting strong market performance potential despite a 7% decline year-to-date, indicating resilience in its business model.
See More
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- Strong Financial Performance: In the first half of the 2025/2026 fiscal year, Pierre & Vacances reported economic revenue of €816.8 million, reflecting a 1.8% increase year-over-year, with a notable 6% growth across all tourism brands, demonstrating the company's resilience in a competitive market.
- Rising Customer Satisfaction: Customer satisfaction has improved across all brands, indicating the company's commitment to delivering high-quality customer experiences, which is expected to further drive customer loyalty and market share growth.
- Strategic Partnership Expansion: The partnership with Swisspeak Resorts to launch a new alpine hospitality project signifies the company's strategic positioning in the premium market, while the acquisition of maeva&co's campsite franchises strengthens its leadership in the outdoor hospitality sector.
- Tax Challenges Impact: The VAT rate increase in the Netherlands and Belgium is projected to negatively impact the 2026 fiscal year by €21 million; nevertheless, the company has reaffirmed its adjusted EBITDA target of €185 million, showcasing its resilience in the face of adversity.
See More
GMT Capital Acquires Stake in Marriott Vacations Worldwide
- New Investment Highlight: According to a May 15, 2026 SEC filing, GMT Capital Corp established a new position by acquiring 1,023,450 shares of Marriott Vacations Worldwide, with an estimated trade size of $63.41 million, indicating bullish sentiment towards the stock.
- Position Value Growth: By quarter-end, the value of this position reached $66.65 million, reflecting an increase in stock price post-acquisition, which suggests growing market confidence in Marriott Vacations.
- Strong Financial Performance: Marriott reported first-quarter revenue of $1.3 billion, an 8.33% increase from the previous year, and forecasts 2026 free cash flow to rise significantly to between $375 million and $425 million, showcasing robust profitability.
- Investor Attention: GMT Capital's acquisition positions Marriott as its eleventh largest holding, and despite a current P/E ratio of 13, down from a peak of 16 in 2025, it remains attractive to long-term income investors.
See More
Marriott Vacations to Participate in Morgan Stanley Conference
- Executive Participation: Marriott Vacations Worldwide's President and COO Mike Flaskey, along with CFO Jason Marino, will participate in the Morgan Stanley 4th Annual Travel & Leisure Conference on June 2, 2026, highlighting the company's leadership in the industry.
- Live Webcast Available: The event will take place from 8:45 to 9:20 a.m. E.T., allowing investors to watch the live webcast on the company's Investor Relations section, enhancing engagement with stakeholders.
- Audio Replay Service: An audio replay of the conference will be available for 30 days on the company's website, ensuring that investors who cannot attend live can access crucial information, thereby increasing transparency.
- Company Background Overview: Marriott Vacations Worldwide operates 120 vacation ownership resorts and serves approximately 700,000 owner families, showcasing its leadership and innovation in the vacation industry while solidifying long-term partnerships with Marriott International and Hyatt Hotels.
See More
Marriott Vacations Declares $0.80 Quarterly Dividend
- Quarterly Dividend Declaration: Marriott Vacations has declared a quarterly dividend of $0.80 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is expected to bolster investor confidence.
- Yield Performance: The forward yield of 4.44% reflects the company's attractiveness in the current market environment, potentially drawing in more investors seeking stable income.
- Shareholder Record Dates: The dividend will be payable on June 10, with a record date of May 27 and an ex-dividend date also set for May 27, ensuring compliance and providing shareholders with a clear timeline.
- 2026 Sales Growth Outlook: Marriott Vacations projects contract sales growth of 3% to 7% for 2026 while reaffirming its adjusted EBITDA guidance, demonstrating the company's confidence in future performance.
See More
