Analysts Set Travel + Leisure Co. (NYSE:TNL) Price Target at $85.90

Travel + Leisure Co. (NYSE:TNL) has received a consensus recommendation of “Moderate Buy” from the eleven research firms that are presently covering the stock, MarketBeat reports. Three investment analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company. The average 12-month price objective among analysts that have updated their coverage on the stock in the last year is $85.20.

Several research firms recently commented on TNL. Oppenheimer reiterated an “outperform” rating and issued a $85.00 price objective on shares of Travel + Leisure in a report on Wednesday, February 18th. Wells Fargo & Company reduced their price objective on Travel + Leisure from $88.00 to $87.00 and set an “overweight” rating for the company in a report on Thursday. Mizuho reduced their price objective on Travel + Leisure from $107.00 to $105.00 and set an “outperform” rating for the company in a report on Thursday. Weiss Ratings downgraded Travel + Leisure from a “buy (b)” rating to a “hold (c+)” rating in a report on Friday, February 20th. Finally, Morgan Stanley boosted their price target on Travel + Leisure from $68.00 to $80.00 and gave the company an “overweight” rating in a research note on Friday, January 16th.

Insider Transactions at Travel + Leisure

In other Travel + Leisure news, Director George Herrera sold 1,748 shares of the business’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $70.31, for a total transaction of $122,901.88. Following the completion of the sale, the director directly owned 1,853 shares in the company, valued at $130,284.43. The trade was a 48.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Erik D. Hoag purchased 1,000 shares of the business’s stock in a transaction on Thursday, April 23rd. The shares were purchased at an average price of $65.67 per share, with a total value of $65,670.00. Following the completion of the purchase, the chief financial officer owned 1,000 shares in the company, valued at approximately $65,670. This trade represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have sold 121,738 shares of company stock valued at $9,136,054. 4.01% of the stock is owned by company insiders.

Institutional Investors Weigh In On Travel + Leisure

Large investors have recently made changes to their positions in the company. Danske Bank A S bought a new stake in shares of Travel + Leisure during the 3rd quarter valued at about $30,000. CNB Bank bought a new stake in shares of Travel + Leisure during the 3rd quarter valued at about $32,000. N.E.W. Advisory Services LLC bought a new stake in shares of Travel + Leisure during the 4th quarter valued at about $43,000. CENTRAL TRUST Co grew its stake in shares of Travel + Leisure by 181.5% during the 3rd quarter. CENTRAL TRUST Co now owns 791 shares of the company’s stock valued at $47,000 after purchasing an additional 510 shares during the period. Finally, SJS Investment Consulting Inc. grew its stake in shares of Travel + Leisure by 13,383.3% during the 3rd quarter. SJS Investment Consulting Inc. now owns 809 shares of the company’s stock valued at $48,000 after purchasing an additional 803 shares during the period. 87.54% of the stock is currently owned by institutional investors.

Travel + Leisure News Summary

Here are the key news stories impacting Travel + Leisure this week:

• Positive Sentiment: Q1 beat — TNL posted EPS and revenue slightly above consensus, showing modest top- and bottom-line outperformance that supports near-term cash flow and dividend visibility. Read More.
• Positive Sentiment: Earnings-call tone was constructive — management reiterated guidance, emphasized underwriting strength and committed to capital returns (dividend + buybacks), which underpins longer-term shareholder support. Read More.
• Positive Sentiment: Insider purchase — CFO Erik D. Hoag bought 1,000 shares at about $65.67, a small but timely buy that signals management confidence at current levels. Read More.
• Neutral Sentiment: Analyst actions mixed — Mizuho trimmed its price target slightly but kept an outperform stance; other shops remain generally constructive, producing a range of price targets and reinforcing analyst disagreement on near-term risks vs. upside. Read More.
• Neutral Sentiment: Market deep-dive notes mixed signals — coverage highlights expansion of the multi-brand strategy and VOI strength but flags model sensitivity to credit trends, leaving markets to weigh growth vs. credit risk. Read More.
• Negative Sentiment: Delinquency headlines driving the sell-off — recent coverage calling out early-stage delinquencies in newer loan vintages appears to have triggered the bulk of today’s downside and higher volume despite analyst reassurances on underwriting and member FICO. Read More.
• Negative Sentiment: Perception vs. reality — some commentary frames the post‑earnings weakness as overblown but the narrative risk (credit headlines) is currently outweighing fundamentals in near-term trading. Read More.

Travel + Leisure Stock Performance

NYSE TNL opened at $67.33 on Wednesday. Travel + Leisure has a one year low of $42.58 and a one year high of $81.00. The stock has a 50-day moving average of $72.57 and a 200 day moving average of $69.61. The company has a market capitalization of $4.20 billion, a price-to-earnings ratio of 18.91, a PEG ratio of 0.49 and a beta of 1.32.

Travel + Leisure (NYSE:TNL) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $1.45 EPS for the quarter, topping the consensus estimate of $1.31 by $0.14. Travel + Leisure had a negative return on equity of 48.06% and a net margin of 5.85%.The company had revenue of $961.00 million during the quarter, compared to the consensus estimate of $954.81 million. During the same period last year, the company earned $1.11 EPS. Travel + Leisure’s revenue for the quarter was up 2.9% on a year-over-year basis. On average, equities analysts predict that Travel + Leisure will post 7.46 earnings per share for the current fiscal year.

Travel + Leisure Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 20th were paid a dividend of $0.60 per share. The ex-dividend date was Friday, March 20th. This represents a $2.40 dividend on an annualized basis and a dividend yield of 3.6%. This is an increase from Travel + Leisure’s previous quarterly dividend of $0.56. Travel + Leisure’s dividend payout ratio is presently 67.42%.

About Travel + Leisure

Travel + Leisure Co (NYSE: TNL) is a leisure travel company headquartered in Orlando, Florida, that specializes in vacation ownership, membership programs and branded travel experiences. The company operates an extensive portfolio of vacation clubs and destination services, offering members access to resorts, hotels, cruises and guided tours in markets around the world. Through its flagship membership brands, Travel + Leisure Co provides curated vacation packages, exchange services and unique travel itineraries that cater to both individual and family travelers.

In addition to its membership offerings, Travel + Leisure Co manages a network of resort properties and hospitality assets across North America, the Caribbean, Europe and Asia-Pacific.