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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
891% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $1.48M
40% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 7 (+2) [Q2]
36% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 44
16% more capital invested
Capital invested by funds: $2.63B [Q1] → $3.05B (+$426M) [Q2]
3.91% more ownership
Funds ownership: 85.18% [Q1] → 89.09% (+3.91%) [Q2]
3% more funds holding
Funds holding: 395 [Q1] → 408 (+13) [Q2]
1% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 145
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
Mizuho
Ben Chaiken
|
$72
|
Outperform
Upgraded
|
24 Jul 2025 |
|
Barclays
Brandt Montour
|
$54
|
Underweight
Maintained
|
24 Jul 2025 |
|
JMP Securities
Aaron Hecht
|
$70
|
Market Outperform
Maintained
|
24 Jul 2025 |
Financial journalist opinion
