Performance was anchored by the vacation ownership business, where management converted high owner engagement into recurring demand and predictable cash flow. The company achieved 8% gross vacation ownership sales growth, driven by a 6% increase in Volume Per Guest (VPG) and accelerating tour flow that peaked in the fourth quarter. Management attributed sustained consumer demand to a deliberate shift toward higher-quality demographics, with average FICO scores rising above 740 and household incomes ex ...

Travel + Leisure (NYSE:TNL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAndrew Burns - VP of Investor RelationsErik Hoag - CFOMichael Brown - President and CEOStephen Grambling - Managing Director and Head of U.S. Gaming, Lodging and Leisure ResearchConference Call ParticipantsBen Chaiken - Managing Director and Senior Equity AnalystBrandt Montour - Director and Equity Research AnalystChris Woronka - Director and Senior Equity AnalystDavid Katz - Managing Director and Equity Rese ...

Travel + Leisure (NYSE:TNL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAndrew Burns - VP of Investor RelationsErik Hoag - CFOMichael Brown - President and CEOStephen Grambling - Managing Director and Head of U.S. Gaming, Lodging and Leisure ResearchConference Call ParticipantsBen Chaiken - Managing Director and Senior Equity AnalystBrandt Montour - Director and Equity Research AnalystChris Woronka - Director and Senior Equity AnalystDavid Katz - Managing Director and Equity Rese ...

Travel + Leisure (NYSE:TNL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker9It is now my pleasure to introduce your host, Andrew Burns, Vice President, Investor Relations. Thank you. You may begin.Speaker0Thank you, Shamali. Good morning, everyone. Before we begin, I would like to remind you that our discussion today will include forward-looking statements. Actual results could differ materially from those indicated in the forward-looking statements, and the forward-looking statements made today ...

Core Viewpoint - Hilton Grand Vacations Inc. announces the championship field for the 2026 Hilton Grand Vacations Tournament of Champions, highlighting its significance as a premier event in the LPGA Tour season [1] Group 1: Event Details - The tournament features a unique format that pairs LPGA champions with celebrity competitors [1] - It is a four-day tournament that has become a must-watch spectacle [1] - The event serves as the signature kickoff to the LPGA Tour season [1] Group 2: Participants - This year's tournament will feature defending champion A Lim Kim leading the competition [1]

Core Viewpoint - Marriott Vacations Worldwide Corp. (NYSE:VAC) is viewed positively by Wall Street despite a 13% decline in share price since fiscal Q3 2025, which was reported on November 4 [1] Financial Performance - The company reported a 3.22% year-over-year decline in revenue to $1.26 billion, missing expectations by $49.78 million [3] - Earnings per share (EPS) of $1.69 exceeded consensus estimates by $0.09 [3] - Adjusted EBITDA for Vacation Ownership decreased by 16% year-over-year, attributed to lower development and rental profit [3] Management Response - Management expressed disappointment over the results and is implementing strategic initiatives to return to growth, including realigning sales and marketing to boost productivity [4] - Plans to reduce third-party commercial rental activity to increase owner arrivals were also highlighted [4] Guidance Adjustment - Due to the underperformance, the company has lowered its full-year guidance for net sales to a range of $1.760 billion to $1.780 billion, down from $1.740 billion to $1.830 billion [5] - Adjusted EBITDA guidance has also been revised down to $740 million to $755 million, from the previous range of $750 million to $780 million [5] Company Overview - Marriott Vacations Worldwide Corporation is a global vacation company involved in vacation ownership, rental, resort, and property management, with operations divided into Vacation Ownership and Exchange & Third-Party Management segments [6]

Core Points - Marriott Vacations Worldwide Corporation announced an increase in its quarterly dividend to $0.80 per share, payable on or around January 7, 2026, to stockholders of record as of December 24, 2025 [1] - The Board of Directors extended the share repurchase authorization through December 31, 2026, allowing for various methods of repurchase depending on market conditions and other factors [1][2] Company Overview - Marriott Vacations Worldwide Corporation is a leading global vacation company offering vacation ownership, exchange, rental, and resort management services, with a portfolio of 120 vacation ownership resorts and approximately 700,000 owner families [3] - The company operates an exchange network and membership programs with over 3,200 affiliated resorts in more than 90 countries and territories, maintaining long-term relationships with Marriott International, Inc. and Hyatt Hotels Corporation [3]

Core Points - Marriott Vacations Worldwide Corporation announced an increase in its quarterly dividend to $0.80 per share, payable on or around January 7, 2026, to stockholders of record as of December 24, 2025 [1] - The Board of Directors extended the Company's share repurchase authorization through December 31, 2026 [1] Share Repurchase Program - Share repurchases may occur through various methods including open-market purchases and privately negotiated transactions, with the timing and amount depending on market conditions and other factors [2] - The Company is authorized to adopt plans under Rule 10b5-1 of the Securities Exchange Act of 1934 for the share repurchase program, which can be modified by the Board at any time [2] Company Overview - Marriott Vacations Worldwide Corporation is a leading global vacation company with 120 vacation ownership resorts and approximately 700,000 owner families [3] - The Company operates an exchange network and membership programs with over 3,200 affiliated resorts in more than 90 countries and territories [3] - It maintains exclusive relationships with Marriott International, Inc. and an affiliate of Hyatt Hotels Corporation for the development and marketing of vacation ownership products [3]

Core Points - Rasmussen University has formed a corporate alliance with Hilton Grand Vacations (HGV) to provide educational benefits to HGV team members, including up to 100% tuition coverage for select online programs [1][3] - The alliance aims to enhance career growth opportunities for HGV employees by reducing financial barriers to education [3][4] - Eligible HGV team members can also receive up to a 20% tuition reduction for other qualified programs at Rasmussen University [2] Company Overview - Rasmussen University is an accredited institution committed to providing innovative, career-ready higher education and healthcare education, with a history of 125 years in transforming lives and strengthening communities [7][9] - The university offers a range of undergraduate and graduate programs both online and in-person across 20 campuses in the U.S. [7] Educational Programs - The programs offered by Rasmussen University are designed to help working adults advance their skills and careers through flexible, career-focused education [3][6] - The curriculum is developed with input from industry professionals, ensuring relevance to current job market needs [6] Employee Development - HGV emphasizes the importance of personal and professional growth for its team members, and the partnership with Rasmussen University is seen as a way to enhance employee development and retention [3][4] - The alliance is expected to attract significant interest from HGV employees, indicating a strong demand for educational opportunities [3]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]