Hilton Grand Vacations (NYSE:HGV) Issues Quarterly Earnings Results

Hilton Grand Vacations (NYSE:HGV) released its quarterly earnings results on Thursday. The company reported $0.99 EPS for the quarter, topping the consensus estimate of $0.56 by $0.43, FiscalAI reports. The company had revenue of $1.29 billion for the quarter, compared to analyst estimates of $1.27 billion. Hilton Grand Vacations had a return on equity of 17.62% and a net margin of 3.16%.The firm’s revenue was up 11.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.09 earnings per share.

Here are the key takeaways from Hilton Grand Vacations’ conference call:

• Adjusted EBITDA grew 8% to $267 million with 130 basis points of margin expansion, and management raised 2026 adjusted EBITDA guidance by $40 million at the midpoint to $1.225–$1.265 billion.
• Contract sales were $719 million (down slightly) while tours rose 8.5% and new-buyer transactions increased 8%, but VPG declined about 8% to roughly $3,800 due to Bluegreen lapping and a higher mix of lower-VPG new-buyer sales.
• HGV acquired the remaining 75% of the Elara JV (initial outflow ≈$130M, net cash use ~$45M after monetization) and expects Elara to contribute about $20 million to 2026 results, with consolidation changing future line‑item reporting.
• The company entered an agreement to dispose interests in eight non-core properties as part of an Inventory Optimization Initiative, targeting a ~$10–$12 million annual run‑rate benefit to adjusted EBITDA (subject to closing conditions).
• Financing portfolio metrics show $4.4 billion of receivables with a $1.3 billion allowance (29%) and a 10.1% annualized default rate, provision down to 14.9%; liquidity was $852 million and total net leverage ~3.9x after an oversubscribed $500 million securitization.

Hilton Grand Vacations Stock Performance

NYSE:HGV traded down $1.05 during trading hours on Friday, reaching $45.92. 962,202 shares of the stock were exchanged, compared to its average volume of 827,540. The company has a quick ratio of 3.17, a current ratio of 4.33 and a debt-to-equity ratio of 5.41. The firm has a 50 day simple moving average of $43.88 and a 200-day simple moving average of $43.95. Hilton Grand Vacations has a 52 week low of $36.79 and a 52 week high of $52.08. The stock has a market capitalization of $3.73 billion, a P/E ratio of 50.46, a P/E/G ratio of 0.63 and a beta of 1.49.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. The Goldman Sachs Group reaffirmed a “sell” rating and set a $40.00 price objective on shares of Hilton Grand Vacations in a report on Thursday, February 26th. Zacks Research upgraded Hilton Grand Vacations from a “strong sell” rating to a “hold” rating in a research report on Wednesday, April 1st. Wall Street Zen upgraded Hilton Grand Vacations from a “hold” rating to a “buy” rating in a research report on Saturday, March 28th. Barclays raised their price target on Hilton Grand Vacations from $48.00 to $51.00 and gave the stock an “equal weight” rating in a research note on Friday. Finally, Jefferies Financial Group upped their price objective on shares of Hilton Grand Vacations from $46.00 to $50.00 and gave the company a “hold” rating in a research note on Monday, March 2nd. Four analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $53.89.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the company. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Hilton Grand Vacations by 489.6% in 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 last quarter. Marshall Wace LLP lifted its holdings in shares of Hilton Grand Vacations by 142.6% in the 3rd quarter. Marshall Wace LLP now owns 1,163,538 shares of the company’s stock worth $48,648,000 after purchasing an additional 684,025 shares during the last quarter. UBS Group AG lifted its holdings in shares of Hilton Grand Vacations by 34.4% in the 3rd quarter. UBS Group AG now owns 2,258,391 shares of the company’s stock worth $94,423,000 after purchasing an additional 577,772 shares during the last quarter. Franklin Resources Inc. lifted its holdings in shares of Hilton Grand Vacations by 36.8% in 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 last quarter. Finally, Mudita Advisors LLP lifted its holdings in shares of Hilton Grand Vacations by 11.7% in the 4th quarter. Mudita Advisors LLP now owns 2,607,012 shares of the company’s stock worth $116,664,000 after purchasing an additional 273,866 shares during the last quarter. Institutional investors own 97.23% of the company’s stock.

Trending Headlines about Hilton Grand Vacations

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

• Positive Sentiment: Q1 earnings and sales beat street expectations; EPS jumped from $0.09 a year ago to $0.99 and revenue rose ~12% year-over-year — a clear operational improvement. HGV Surpasses Q1 Estimates (Zacks)
• Positive Sentiment: Company-reported revenue beat and better-than-expected sales metrics reinforce the upside surprise and were highlighted in multiple outlets. HGV Q1 Beats On Revenue (Yahoo)
• Positive Sentiment: Management commentary and the earnings call/slide deck provide detail on sales trends and outlook; investors can review the transcript and slides for guidance and channel-level color. Q1 2026 Earnings Call Transcript (Seeking Alpha)
• Neutral Sentiment: Analysts still expect meaningful full‑year earnings (consensus ~3.78 EPS for the current fiscal year), so the quarter both supports and will be measured against continued execution. Q1 Release & Call (MarketBeat)
• Neutral Sentiment: Coverage pieces put HGV’s performance in the context of broader NYSE/composite trends — useful for gauging whether moves are company‑specific or market‑driven. Performance Insights (Kalkine)
• Negative Sentiment: Valuation and leverage remain potential headwinds: HGV trades at a high P/E (~50) and has a high debt-to-equity ratio (~5.0), which can make investors cautious despite a quarterly beat.
• Negative Sentiment: Net margin remains low (~1.6%), so revenue growth has not yet translated into large operating profits; combined with higher-than-average trading volume today, this may prompt profit‑taking. Press Release (BusinessWire)

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.