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TNL Travel + Leisure Co.

USConsumer Cyclical
$74.25+0.41%ClosedMarket Cap: $4.64B

As of 2026-07-10 16:00

Why TNL matters now

Travel + Leisure Co. (TNL) is a US stock in Consumer Cyclical. The latest InvestLog snapshot shows $74.25 with +0.41% on the session and $4.64B in market capitalization; recent performance reads 1-month +22.36% and YTD +8.76%.

The latest financial table shown here is Q1 2026, with revenue of $961.0M, net income of $79.0M, and EPS of $1.22. Investors can compare that operating picture with valuation signals such as P/E 19.16 and FCF yield 15.4%.

The latest indexable market news headline is "Travel + Leisure Co. Named One of TIME's America's Best Companies for 2026" from Business Wire.

Additional event context on this page matters because analyst consensus is Buy with a median target of $86.00; recent insider activity includes HERRERA GEORGE filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

19.16

PEG

P/B

-4.74

P/S

1.18

EV/EBITDA

14.68

DCF Value

$23.85

FCF Yield

15.4%

Div Yield

3.0%

Margins & Returns

Gross Margin

43.2%

Operating Margin

15.3%

Net Margin

5.9%

ROE

-25.8%

ROA

3.5%

ROIC

16.1%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$961.0M$79.0M$1.22
Q4 2025$1.03B$-61.0M$-0.95
FY 2025$4.02B$230.0M$3.44
Q3 2025$1.04B$111.0M$1.67

Analyst Ratings

Consensus

Buy

Target (Consensus)

$86.88

Target (Median)

$86.00

Target Range

$74.00 - $107.00

Strong Buy: 2Buy: 9Hold: 1Sell: 0Strong Sell: 0
Morgan StanleyOverweight
2026-05-12
Wells FargoOverweight
2026-04-23
BarclaysEqual Weight
2026-04-23
MizuhoOutperform
2026-04-23
Wells FargoOverweight
2026-02-19

Trading Activity

Insider Trades

HERRERA GEORGEdirector
Sell2026-06-17
MARSHALL KIMBERLYofficer: Chief Human Resources Officer
Sell2026-06-08
Hoag Erik Dofficer: Chief Financial Officer
Sell2026-05-27
Hoag Erik Dofficer: Chief Financial Officer
Sell2026-05-27
Post Denny Mariedirector
Sell2026-05-15

Company Info

Sector

Consumer Cyclical

Industry

Travel Services

Country

US

Exchange

Beta

1.20

Travel + Leisure Co. functions as a global hospitality enterprise, delivering a diverse range of services and products through its two primary divisions: Vacation Ownership and Travel & Membership. The Vacation Ownership segment focuses on the development, marketing, and sale of fractional vacation ownership interests (VOIs) directly to individual consumers. This division also provides consumer financing for these purchases and manages properties, overseeing approximately 245 vacation ownership resorts as of January 26, 2022. The Travel & Membership division encompasses a variety of ventures, including the operation of three distinct vacation exchange brands, a home exchange network, advanced travel technology platforms, exclusive travel memberships, and direct-to-consumer rental services. Beyond its core segments, the company also offers private-label travel booking technology solutions. Originally founded in 1990 and headquartered in Orlando, Florida, the company adopted its current name, Travel + Leisure Co., in February 2021, having previously operated as Wyndham Destinations, Inc.