Mutual of America Capital Management 13F: Adds $2.4M to VAC Stake

Mutual of America Capital Management increased its holdings in Marriott Vacations Worldwide Corporation VAC by 23,052 shares during the period, according to a Form 13F filing on October 23, 2026.

VAC Marriott Vacations Worldwide Corporation

$109.31 ▲ +91.37% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mutual of America Capital Management's Marriott Vacations Worldwide Corporation Position

The fund grew its stake by 732.5% to reach a total of 26,199 shares. That position was valued at $2,679,634 at the time of the filing, up from its prior holding of 3,147 shares.

Other Institutional Activity in Marriott Vacations Worldwide Corporation

Other large investors adjusted their holdings in Marriott Vacations Worldwide Corporation during recent periods as well. Impactive Capital, LP maintained its position with 4,129,984 shares valued at $451,448,540. Fuller & Thaler Asset Management Inc. reduced its stake by 12.3%, selling 208,994 shares to end with 1,487,384 shares worth $162,585,941. Senvest Management LLC trimmed its holdings by 2.2%, shedding 25,803 shares to hold 1,126,132 shares valued at $123,097,486. Meanwhile, New South Capital Management Inc grew its position by 23.2% by adding 179,424 shares, finishing with 953,137 shares worth $104,187,403.

Marriott Vacations Worldwide Corporation Stock Down 3.4%

Marriott Vacations Worldwide Corporation closed at $109.31 on October 23, 2026, and recently traded around $109.31 as of October 24, 2026. The stock trades above its 50-day moving average of $107.01 and sits 28.8% above its 200-day moving average of $84.86.

Recent Earnings

Marriott Vacations Worldwide Corporation generated $3,415,000,064 in trailing-twelve-month revenue with a net margin of -9.8% and a return on equity of -14.7%. The company reported an earnings per share of -$9.55 over the same period, alongside year-over-year revenue growth of 9.7%. Its next earnings report is scheduled for November 4, 2026.

Dividend

Marriott Vacations Worldwide Corporation pays an annual dividend rate of $3.20 per share, which represents a dividend yield of 2.83%. The payout ratio stands at 69.2%.

Insider Buying and Selling at Marriott Vacations Worldwide Corporation

Company insiders executed several transactions prior to the filing. On June 16, 2026, Jonice Gray acquired 315 shares. Later, on August 17, 2026, officer Kathleen A Pighini sold 2,500 shares at a price of $120.00 for a total value of $300,000. On August 19, 2026, Christian A. Asmar, a director and beneficial owner of more than 10% of a class of security, sold 750,000 shares at $111.49 for a total of $83,617,500.

Analysts Set New Price Targets

Analyst firms adjusted their views on Marriott Vacations Worldwide Corporation across recent months. On September 10, 2026, Truist Securities maintained a buy rating and raised its price target to $134.00 from $97.00. On October 8, 2026, JP Morgan initiated coverage with an overweight rating and a $125.00 price target. On October 15, 2026, Susquehanna maintained a neutral rating while raising its target to $115.00 from $110.00. Wells Fargo maintained an underweight rating on October 19, 2026, adjusting its target to $100.00 from $101.00. Morgan Stanley maintained an underweight rating on October 22, 2026, moving its target to $63.00 from $65.00. Overall, the stock carries a consensus buy rating with a mean price target of $123.00 based on 11 analyst opinions.

About Marriott Vacations Worldwide Corporation

Marriott Vacations Worldwide Corporation operates as a vacation company focusing on vacation ownership, exchange networks, rental operations, and resort management services. Headquartered in Orlando, Florida, the company serves customers across the United States and international markets through its vacation ownership and exchange divisions. Institutional investment shifts like Mutual of America's recent stake increase arrive as the company manages its property portfolio and prepares for its upcoming financial updates.

Bottom Line

Investors will look toward Marriott Vacations Worldwide Corporation's upcoming earnings report on November 4, 2026, for further insight into its operational progress. Institutional filings will continue to show how large funds adjust their exposure to the stock over coming quarters.