VAC

In the past six months, VAC reported Q2 2026 financial results on August 6, 2026, exceeding market expectations with 5.9% year-over-year revenue growth to $1.32 billion and adjusted EPS of $2.31. Following this, VAC shares gained 22.6% the next day, closing at $123.76. Management also raised its full-year Adjusted EPS guidance to $8.65 at the midpoint and Adjusted EBITDA guidance to approximately $818 million. Analyst sentiment has been generally positive, with Truist raising its price target to $134 from $97, and Deutsche Bank increasing its target to $134 from $119. JPMorgan Chase & Co. initiated coverage on VAC with an "overweight" rating and a $125 price target on October 8, 2026, citing a credible turnaround and a five-pillar strategy. However, there have been reports of insiders selling significant stakes, including a director's $83.6 million share sale. The stock's 52-week range has been between $44.58 and $131.34.