Hilton Grand Vacations (NYSE:HGV) Issues Quarterly Earnings Results, Misses Expectations By $0.05 EPS

Hilton Grand Vacations (NYSE:HGV) released its quarterly earnings results on Thursday. The company reported $0.89 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.94 by ($0.05), FiscalAI reports. Hilton Grand Vacations had a return on equity of 20.40% and a net margin of 2.86%.The firm had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.38 billion. During the same period last year, the firm earned $0.54 EPS. The business’s quarterly revenue was up 7.3% on a year-over-year basis.

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 Down 0.1%

NYSE:HGV traded down $0.06 during mid-day trading on Friday, reaching $46.26. The stock had a trading volume of 1,396,021 shares, compared to its average volume of 1,047,378. The company has a debt-to-equity ratio of 6.18, a current ratio of 5.02 and a quick ratio of 2.64. The company has a market capitalization of $3.67 billion, a price-to-earnings ratio of 26.13, a price-to-earnings-growth ratio of 0.45 and a beta of 1.51. Hilton Grand Vacations has a 1-year low of $36.79 and a 1-year high of $55.40. The stock’s 50 day simple moving average is $50.83 and its two-hundred day simple moving average is $47.13.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on HGV shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Hilton Grand Vacations in a research report on Friday, May 29th. The Goldman Sachs Group reissued a “neutral” rating and issued a $47.00 price target on shares of Hilton Grand Vacations in a report on Friday. Morgan Stanley lifted their price objective on Hilton Grand Vacations from $55.00 to $58.00 and gave the stock an “equal weight” rating in a report on Friday, July 17th. Mizuho reduced their target price on Hilton Grand Vacations from $75.00 to $74.00 and set an “outperform” rating for the company in a research note on Friday. Finally, Zacks Research downgraded shares of Hilton Grand Vacations from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 9th. Four analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $56.33.

Insider Buying and Selling at Hilton Grand Vacations

In other news, insider Mark D. Wang sold 190,813 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was 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 directly owned 904,241 shares in the company, valued at approximately $46,957,235.13. The trade was a 17.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Carlos Hernandez sold 5,595 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $46.69, for a total value of $261,230.55. Following the sale, the insider directly owned 14,080 shares in the company, valued at approximately $657,395.20. This represents a 28.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 229,315 shares of company stock worth $11,738,497 over the last quarter. 3.10% of the stock is owned by corporate insiders.

Institutional Trading of Hilton Grand Vacations

Several institutional investors have recently added to or reduced their stakes in HGV. Dimensional Fund Advisors LP lifted its holdings in Hilton Grand Vacations by 1.0% in the fourth quarter. Dimensional Fund Advisors LP now owns 3,809,107 shares of the company’s stock worth $170,460,000 after acquiring an additional 38,157 shares during the last quarter. Mudita Advisors LLP grew its holdings in shares of Hilton Grand Vacations by 11.7% during the fourth quarter. Mudita Advisors LLP now owns 2,607,012 shares of the company’s stock valued at $116,664,000 after purchasing an additional 273,866 shares during the last quarter. UBS Group AG grew its holdings in shares of Hilton Grand Vacations by 34.4% during the third quarter. UBS Group AG now owns 2,258,391 shares of the company’s stock valued at $94,423,000 after purchasing an additional 577,772 shares during the last quarter. Franklin Resources Inc. raised its position in shares of Hilton Grand Vacations by 36.8% during the 4th quarter. Franklin Resources Inc. now owns 1,936,994 shares of the company’s stock worth $86,680,000 after purchasing an additional 521,109 shares during the period. Finally, Arrowstreet Capital Limited Partnership raised its position in shares of Hilton Grand Vacations by 489.6% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,582,535 shares of the company’s stock worth $66,166,000 after purchasing an additional 1,314,117 shares during the period. Institutional investors own 97.23% of the company’s stock.

Key Hilton Grand Vacations News

Here are the key news stories impacting Hilton Grand Vacations this week:

• Positive Sentiment: Hilton Grand Vacations reported adjusted earnings of $0.89 per share, up from $0.54 a year ago. The result exceeded the Zacks consensus estimate of $0.86, although it was below the broader consensus estimate of $0.97. Hilton Grand Vacations Surpasses Q2 Earnings Estimates
• Positive Sentiment: Quarterly revenue rose 7.3% year over year to approximately $1.36 billion, indicating continued top-line growth despite falling slightly short of the $1.38 billion analyst forecast. Hilton Grand Vacations’ Q2 Adjusted Earnings, Revenue Rise
• Neutral Sentiment: Management’s results show ongoing demand for its vacation-ownership business, but investors are likely focused on whether the company can convert revenue growth into stronger margins and meet full-year expectations. Hilton Grand Vacations Reports Second Quarter 2026 Results
• Negative Sentiment: Fewer contract sales and elevated construction costs reduced profitability. The earnings miss against the main analyst consensus and revenue shortfall triggered a negative market reaction, adding pressure to a highly leveraged company with a debt-to-equity ratio of 5.41. Hilton Grand Vacations Shares Fall After 2Q Results Miss Estimates

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.