Hilton Grand Vacations (NYSE:HGV) Posts Earnings Results

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

HGV traded down $1.05 on Friday, reaching $45.92. The stock had a trading volume of 962,202 shares, compared to its average volume of 827,540. Hilton Grand Vacations has a 12-month low of $36.79 and a 12-month high of $52.08. The company has a current ratio of 4.33, a quick ratio of 3.17 and a debt-to-equity ratio of 5.41. The business’s 50-day moving average price is $43.88 and its two-hundred day moving average price is $43.95. The company has a market cap of $3.73 billion, a P/E ratio of 50.46, a price-to-earnings-growth ratio of 0.63 and a beta of 1.49.

Analyst Ratings Changes

HGV has been the subject of several recent research reports. Wells Fargo & Company reduced their target price on shares of Hilton Grand Vacations from $49.00 to $47.00 and set an “equal weight” rating for the company in a report on Thursday, April 16th. Mizuho reduced their target price on shares of Hilton Grand Vacations from $73.00 to $69.00 and set an “outperform” rating for the company in a report on Friday, February 27th. The Goldman Sachs Group reissued a “sell” rating and set a $40.00 target price on shares of Hilton Grand Vacations in a report on Thursday, February 26th. Weiss Ratings raised shares of Hilton Grand Vacations from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, February 17th. Finally, Barclays raised their target price on shares of Hilton Grand Vacations from $48.00 to $51.00 and gave the stock an “equal weight” rating in a report on Friday. Four analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Hilton Grand Vacations has a consensus rating of “Hold” and an average target price of $53.89.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Fieldview Capital Management LLC acquired a new position in Hilton Grand Vacations during the fourth quarter worth about $241,000. Janney Montgomery Scott LLC acquired a new stake in Hilton Grand Vacations in the 4th quarter valued at about $207,000. CIBC Bancorp USA Inc. purchased a new position in Hilton Grand Vacations in the 3rd quarter worth approximately $257,000. PharVision Advisers LLC acquired a new position in shares of Hilton Grand Vacations during the 3rd quarter worth approximately $252,000. Finally, Raymond James Financial Inc. acquired a new position in shares of Hilton Grand Vacations during the 2nd quarter worth approximately $190,000. Hedge funds and other institutional investors own 97.23% of the company’s stock.

Hilton Grand Vacations News Summary

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)

About Hilton Grand Vacations

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.