Travel + Leisure Co
About: Travel+Leisure Co is a membership and leisure travel company. It provides hospitality services and travel products. The company operates in the segments of Vacation Ownership, which is the key revenue-driving segment, develops, markets and sells vacation ownership interests (VOIs) to individual consumers, provides consumer financing in connection with the sale of VOIs, and provides property management services at resorts, and Travel and Membership which operates a variety of travel businesses, including three vacation exchange brands, a home exchange network, travel technology platforms, travel memberships, and direct-to-consumer rentals. The majority of the revenue is earned from the United States.
Employees: 19,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
415% more call options, than puts
Call options by funds: $8.54M | Put options by funds: $1.66M
50% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 44
19% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 116
7% more capital invested
Capital invested by funds: $2.67B [Q3] → $2.86B (+$185M) [Q4]
5% more funds holding
Funds holding: 366 [Q3] → 384 (+18) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]
0.33% less ownership
Funds ownership: 83.08% [Q3] → 82.75% (-0.33%) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Barclays Brandt Montour 41% 1-year accuracy 36 / 88 met price target | 11%downside $39 | Underweight Maintained | 24 Apr 2025 |
Morgan Stanley Stephen Grambling 45% 1-year accuracy 15 / 33 met price target | 18%upside $52 | Overweight Maintained | 22 Apr 2025 |
Goldman Sachs Lizzie Dove 43% 1-year accuracy 13 / 30 met price target | 0%upside $44 | Neutral Maintained | 14 Apr 2025 |
Truist Securities Patrick Scholes 42% 1-year accuracy 31 / 74 met price target | 64%upside $72 | Buy Maintained | 7 Mar 2025 |
Tigress Financial Ivan Feinseth 45% 1-year accuracy 32 / 71 met price target | 59%upside $70 | Buy Maintained | 6 Mar 2025 |
Financial journalist opinion
Based on 12 articles about TNL published over the past 30 days









