Hilton Grand Vacations (NYSE:HGV – Get Free Report) announced its quarterly earnings data on Thursday. The company reported $0.89 EPS for the quarter, missing analysts’ consensus estimates of $0.97 by ($0.08), FiscalAI reports. Hilton Grand Vacations had a return on equity of 17.62% and a net margin of 3.16%.The business had revenue of $1.36 billion during the quarter, compared to the consensus estimate of $1.38 billion. During the same period in the prior year, the firm earned $0.54 EPS. The business’s revenue for the quarter was up 7.3% compared to the same quarter last year.
Here are the key takeaways from Hilton Grand Vacations’ conference call:
- Negative Sentiment: Second-quarter contract sales fell 3% to $810 million, while VPG declined 9% to approximately $3,400 due to Bluegreen’s difficult comparison, sales-execution issues in Orlando and Myrtle Beach, and a higher mix of trust and new-buyer transactions.
- Negative Sentiment: Management lowered its 2026 VPG outlook to a low- to mid-single-digit decline and now expects full-year contract sales to be flat to slightly down; third-quarter VPG is expected to decline at a high-single-digit rate.
- Positive Sentiment: Tours increased 6% to 239,000, with new-buyer tours growing at a high-single-digit rate and new-buyer transactions also rising at a high-single-digit pace, indicating that management sees demand as healthy rather than the cause of the sales shortfall.
- Positive Sentiment: Adjusted EBITDA rose 5% to $293 million and margins expanded to 23%, enabling Hilton Grand Vacations to reiterate its 2026 adjusted EBITDA guidance of $1.225 billion to $1.265 billion despite weaker sales productivity.
- Positive Sentiment: The company repurchased $150 million of shares during the quarter and more than $300 million year to date, while maintaining a target of roughly $150 million in quarterly buybacks subject to leverage limits; portfolio dispositions are also expected to reduce annualized maintenance-fee burden by $10 million to $12 million.
Hilton Grand Vacations Stock Performance
HGV traded down $0.05 on Friday, reaching $46.27. The company had a trading volume of 415,895 shares, compared to its average volume of 952,285. The stock has a market cap of $3.67 billion, a P/E ratio of 24.76, a P/E/G ratio of 0.50 and a beta of 1.51. The company has a debt-to-equity ratio of 5.41, a quick ratio of 2.64 and a current ratio of 4.33. Hilton Grand Vacations has a fifty-two week low of $36.79 and a fifty-two week high of $55.40. The company’s fifty day moving average is $50.88 and its 200 day moving average is $47.14.
Analysts Set New Price Targets
Read Our Latest Research Report on HGV
Insider Transactions at Hilton Grand Vacations
In related news, insider Carlos Hernandez sold 5,595 shares of Hilton Grand Vacations stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $46.69, for a total transaction of $261,230.55. Following the completion of the sale, the insider directly owned 14,080 shares of the company’s stock, valued at approximately $657,395.20. This trade represents a 28.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Mark D. Wang sold 190,813 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $51.93, for a total value of $9,908,919.09. Following the completion of the sale, the insider owned 904,241 shares of the company’s stock, valued at $46,957,235.13. This trade represents a 17.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 229,315 shares of company stock worth $11,738,497 over the last quarter. Company insiders own 3.10% of the company’s stock.
Institutional Investors Weigh In On Hilton Grand Vacations
A number of institutional investors have recently modified their holdings of HGV. Invesco Ltd. increased its position in Hilton Grand Vacations by 2.7% during the fourth quarter. Invesco Ltd. now owns 370,903 shares of the company’s stock worth $16,598,000 after acquiring an additional 9,684 shares during the period. VARCOV Co. acquired a new position in shares of Hilton Grand Vacations during the 4th quarter worth approximately $2,009,000. Voloridge Investment Management LLC grew its position in shares of Hilton Grand Vacations by 10.8% during the 4th quarter. Voloridge Investment Management LLC now owns 154,737 shares of the company’s stock worth $6,924,000 after purchasing an additional 15,055 shares in the last quarter. Readystate Asset Management LP increased its holdings in shares of Hilton Grand Vacations by 40.3% during the fourth quarter. Readystate Asset Management LP now owns 26,902 shares of the company’s stock worth $1,204,000 after purchasing an additional 7,721 shares during the period. Finally, Janus Henderson Group PLC increased its holdings in shares of Hilton Grand Vacations by 28.9% during the fourth quarter. Janus Henderson Group PLC now owns 30,328 shares of the company’s stock worth $1,357,000 after purchasing an additional 6,800 shares during the period. Institutional investors own 97.23% of the company’s stock.
More Hilton Grand Vacations News
Here are the key news stories impacting Hilton Grand Vacations this week:
- Positive Sentiment: Second-quarter revenue increased 7.3% year over year to approximately $1.36 billion, while EPS rose to $0.89 from $0.54 a year earlier. Adjusted earnings and revenue also increased, indicating continued business growth. Hilton Grand Vacations’ Q2 Adjusted Earnings, Revenue Rise
- Neutral Sentiment: The reported $0.89 EPS exceeded the Zacks consensus estimate of $0.86, but it fell short of the broader analyst consensus of $0.97. This disparity likely reflects differences in estimates and adjusted versus reported earnings measures. Hilton Grand Vacations Surpasses Q2 Earnings Estimates
- Negative Sentiment: Revenue of $1.36 billion also missed analysts’ $1.38 billion estimate. The combination of weaker-than-expected sales and profits raised concerns about near-term operating momentum. Hilton Grand Vacations Shares Fall After 2Q Results Miss Estimates
- Negative Sentiment: Fewer contract sales and higher construction costs weighed on profitability, offsetting the benefit from higher revenue. These pressures appear to be the primary reason HGV shares decreased after the release. Fewer Contract Sales and Construction Costs Weigh on Profits
Hilton Grand Vacations Company Profile
Hilton Grand Vacations Inc is a leading developer and marketer of premium vacation ownership resorts. The company specializes in selling timeshare interests in vacation properties under the Hilton Grand Vacations brand, enabling members to purchase deeded real estate interests and utilize a points-based system for booking stays. Alongside new sales, the company provides ongoing management services for its portfolio of resorts, ensuring high standards of guest services, resort maintenance, and member engagement through its proprietary technology platform.
In addition to vacation ownership sales, Hilton Grand Vacations offers a comprehensive suite of membership benefits.
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