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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,626% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $587K
27% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 45
25% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 5 (+1) [Q1 2025]
2% more funds holding
Funds holding: 387 [Q4 2024] → 393 (+6) [Q1 2025]
1.29% more ownership
Funds ownership: 82.77% [Q4 2024] → 84.06% (+1.29%) [Q1 2025]
4% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 130
9% less capital invested
Capital invested by funds: $2.86B [Q4 2024] → $2.59B (-$263M) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$39
18%
downside
Avg. target
$45
6%
downside
High target
$52
9%
upside
3 analyst ratings
1 positive
33%
1 neutral
33%
1 negative
33%
Barclays Brandt Montour | 18%downside $39 | Underweight Maintained | 24 Apr 2025 |
Morgan Stanley Stephen Grambling | 9%upside $52 | Overweight Maintained | 22 Apr 2025 |
Goldman Sachs Lizzie Dove | 8%downside $44 | Neutral Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 4 articles about TNL published over the past 30 days
Neutral
Business Wire
2 weeks ago
Travel + Leisure Co. to Present at the Morgan Stanley 3rd Annual Travel & Leisure Conference
ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL) announced today that Michael D. Brown, President and CEO, and Erik Hoag, CFO, will participate in a fireside chat session at the Morgan Stanley 3rd Annual Travel & Leisure Conference on Tuesday, June 3, 2025 at 8:00 a.m. EDT. A live audio webcast will be available in the investor relations section of the company's website at travelandleisureco.com/investors. A replay will be available approximately 24 hours after the ending of.
Neutral
Business Wire
2 weeks ago
Travel + Leisure Co. Recognized as a 2025-2026 Best Company to Work For by U.S. News & World Report
ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL), the world's leading membership and leisure travel company, today announced that U.S. News & World Report has named the company among its 2025-2026 list of Best Companies to Work For. U.S. News' editorial team analyzes a list of publicly traded U.S. companies across sectors and industries to help employees and job seekers make decisions about workplaces that may be a good fit for them. Companies ranked in the top 25% within the.
Negative
Zacks Investment Research
3 weeks ago
Travel + Leisure Up 10% in a Month: Hold Steady or Lock in Gains?
TNL stock climbs 9.5% in a month, fueled by strong VPG and brand momentum, but earnings downgrades and macro risks raise investor caution.
Neutral
Business Wire
3 weeks ago
Travel + Leisure Co. Declares Cash Dividend
ORLANDO, Fla.--(BUSINESS WIRE)--The board of directors of Travel + Leisure Co. (NYSE:TNL) declared a regular cash dividend on the company's common stock of $0.56 per share, payable June 30, 2025 to shareholders of record as of June 13, 2025. About Travel + Leisure Co. Travel + Leisure Co. (NYSE:TNL) is a leading leisure travel company, providing more than six million vacations to travelers around the world every year. The company operates a portfolio of vacation ownership, travel club, and life.
Neutral
Business Wire
1 month ago
Travel + Leisure Co. Appoints Erik Hoag as New Chief Financial Officer Amid Strategic Growth and Brand Portfolio Expansion
ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL), a leading leisure travel company, today announced the appointment of Erik Hoag to Chief Financial Officer (CFO). Mr. Hoag joins the company's Executive Committee at a pivotal time of strategic growth and multi-brand expansion, replacing outgoing CFO Mike Hug, who is retiring after 26 years. As the new CFO, Hoag will be responsible for leading the company's global finance organization including accounting and controls, financial pl.
Positive
CNBC Television
1 month ago
Travel + Leisure CEO: Didn't see travel impacted in Q1 despite poor economic sentiment
Mike Brown, Travel + Leisure president and CEO, joins 'The Exchange' to discuss the recent drama in the travel sector, if visitors from other countries are still visiting the U.S., and much more.
Neutral
Seeking Alpha
1 month ago
Travel + Leisure Co. (TNL) Q1 2025 Earnings Call Transcript
Travel + Leisure Co. (NYSE:TNL ) Q1 2025 Earnings Conference Call April 23, 2025 8:30 AM ET Company Participants Mike Hug - Chief Financial Officer Michael Brown - President & Chief Executive Officer Conference Call Participants David Katz - Jefferies Patrick Scholes - Truist Securities Dany Asad - Bank of America Chris Woronka - Deutsche Bank Lizzie Dove - Goldman Sachs Asset Management Ben Chaiken - Mizuho Securities Stephen Grambling - Morgan Stanley Brandt Montour - Barclays Operator Greetings, and welcome to the Travel + Leisure Q1 2025 Earnings Call. At this time, all participants are in a listen-only mode.
Neutral
Zacks Investment Research
1 month ago
Travel Leisure Co. (TNL) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Travel Leisure Co. (TNL) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 month ago
Travel + Leisure Co. (TNL) Q1 Earnings Surpass Estimates
Travel + Leisure Co. (TNL) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $1.10 per share. This compares to earnings of $0.97 per share a year ago.
Neutral
Business Wire
1 month ago
Travel + Leisure Co. Reports First Quarter 2025 Results
ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL), the world's leading vacation ownership and membership travel company, today reported first quarter 2025 financial results for the three months ended March 31, 2025. Highlights and outlook include: Net income of $73 million, $1.07 diluted earnings per share, on net revenue of $934 million Adjusted EBITDA of $202 million and adjusted diluted earnings per share of $1.11(1) Volume per guest (VPG) of $3,212, a 6% percent increase year-.
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