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 7,428 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
782% more call options, than puts
Call options by funds: $7M | Put options by funds: $794K
40% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 7 (+2) [Q2]
33% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 45
16% more capital invested
Capital invested by funds: $2.63B [Q1] → $3.04B (+$413M) [Q2]
3.52% more ownership
Funds ownership: 85.15% [Q1] → 88.68% (+3.52%) [Q2]
2% more funds holding
Funds holding: 395 [Q1] → 404 (+9) [Q2]
1% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 143
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$54
13%
downside
Avg. target
$65
5%
upside
High target
$72
16%
upside
3 analyst ratings
2 positive
67%
0 neutral
0%
1 negative
33%
Mizuho Ben Chaiken | 16%upside $72 | Outperform Upgraded | 24 Jul 2025 |
Barclays Brandt Montour | 13%downside $54 | Underweight Maintained | 24 Jul 2025 |
JMP Securities Aaron Hecht | 13%upside $70 | Market Outperform Maintained | 24 Jul 2025 |
Financial journalist opinion
Based on 4 articles about TNL published over the past 30 days
Neutral
Business Wire
1 week 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 September 30, 2025, to shareholders of record as of September 12, 2025. About Travel + Leisure Co. Travel + Leisure Co. 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
2 weeks ago
Travel + Leisure Co. Announces Pricing of $500 Million of Senior Secured Notes Due 2033 With Optional Redemption
ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL) (the “Company”) announced today the pricing of its private offering (the "Offering") of $500 million aggregate principal amount of its senior secured notes due 2033 (the "Notes"). The Offering is expected to close on August 19, 2025. The closing of the Offering is subject to the satisfaction of customary and market conditions. The Company intends to use the net proceeds of this Offering to redeem all of the Company's outstanding 6.
Neutral
Business Wire
2 weeks ago
Travel + Leisure Co. Announces Launch of Senior Secured Notes Offering
ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL) (the “Company”) announced today that it has launched a private offering (the "Offering") of $500 million aggregate principal amount of senior secured notes due 2033 (the "Notes"), subject to customary and market conditions. The Company intends to use the net proceeds of this Offering to redeem all of the Company's outstanding 6.60% secured notes due October 2025, towards repayment of outstanding borrowings under our revolving credi.
Positive
Seeking Alpha
4 weeks ago
Travel + Leisure: Sustained Upside
Travel + Leisure Co. has outperformed the consumer discretionary sector YTD, with 25% price gains. Even as it trades at five-year highs now, further upside is likely. Despite mixed Q2 2025 results, vacation ownership sales exceeding forecasts and an upgrade in outlook for volumes per guest support a bullish outlook. My adjusted net income estimates imply a correction is possible in H2 2025, but TNL's market valuation looks fine, especially going into 2026.
Positive
Seeking Alpha
1 month ago
Travel + Leisure: Improved Sales And Loan Quality Provide Further Upside
Travel + Leisure's core vacation ownership business is delivering strong sales growth, offsetting weakness in its exchange segment and supporting recurring revenue resilience. Loan quality is improving thanks to tightened lending standards, with high FICO scores and strong reserves, reducing future credit risk and provisioning needs. Solid free cash flow and a healthy balance sheet enable robust capital returns through buybacks and a secure 3.6% dividend yield, enhancing shareholder value.
Positive
Schwab Network
1 month ago
Overlooked Stock: TNL Near All-Time Highs Off Strong Earnings
Travel + Leisure (TNL), formerly Wyndham Hotels & Resorts, reported earnings Wednesday that were much better than Wall Street expected. George Tsilis notes other aspects of the company that attracted investors, from their dividends to share buybacks.
Neutral
Seeking Alpha
1 month ago
Travel + Leisure Co. (TNL) Q2 2025 Earnings Call Transcript
Travel + Leisure Co. (NYSE:TNL ) Q2 2025 Earnings Conference Call July 23, 2025 8:00 AM ET Company Participants Erik Hoag - Chief Financial Officer Michael Brown - CEO, President & Director Conference Call Participants Chris Woronka - Deutsche Bank AG, Research Division Elizabeth Dove - Goldman Sachs Group, Inc., Research Division Charles Scholes - Truist Securities, Inc., Research Division Stephen Grambling - Morgan Stanley, Research Division David Katz - Jefferies LLC, Research Division Benjamin Chaiken - Mizuho Securities USA LLC, Research Division Brandt Montour - Barclays Bank PLC, Research Division Operator Greetings, and welcome to the Travel + Leisure Second Quarter 2025 Earnings Conference Call Webcast. [Operator Instructions] As a reminder, this conference is being recorded.
Neutral
Zacks Investment Research
1 month ago
Compared to Estimates, Travel Leisure Co. (TNL) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Travel Leisure Co. (TNL) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Negative
Zacks Investment Research
1 month ago
Travel + Leisure Co. (TNL) Lags Q2 Earnings Estimates
Travel + Leisure Co. (TNL) came out with quarterly earnings of $1.65 per share, missing the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.52 per share a year ago.
Neutral
Business Wire
1 month ago
Travel + Leisure Co. Reports Second Quarter 2025 Results
ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL), a leading leisure travel company, today reported second quarter 2025 financial results for the three months ended June 30, 2025. Highlights and outlook include: Net income of $108 million, $1.62 diluted earnings per share, on net revenue of $1.02 billion Adjusted EBITDA of $250 million and Adjusted diluted earnings per share of $1.65 (1) Vacation Ownership revenue of $853 million, a 6 percent increase year-over-year Volume per gue.
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