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TNL Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
66.605
Open
65.710
VWAP
65.88
Vol
1.20M
Mkt Cap
4.06B
Low
65.120
Amount
79.05M
EV/EBITDA(TTM)
13.13
Total Shares
62.42M
EV
9.55B
EV/OCF(TTM)
17.15
P/S(TTM)
1.05
Travel + Leisure Co. is a vacation ownership and membership travel company. The Company’s segments include Vacation Ownership and Travel and Membership. The Vacation Ownership 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. This segment includes its Vacation Ownership business line. It provides day-to-day property management services, including oversight of housekeeping services, maintenance, and certain accounting and administrative services for property owners’ associations and clubs. These services may also include reservation and resort renovation activities. Travel and Membership segment operates a variety of travel businesses, including vacation exchange brands, travel technology platforms, travel memberships, and direct-to-consumer rentals. This segment is comprised of its Exchange and Travel Club business lines.
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Events Timeline

(ET)
2026-04-22
06:40:00
Sees Q2 Gross VOI Sales of $660M-$690M
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2026-04-22
06:40:00
Q1 Revenue Reaches $961M, Exceeds Expectations
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2026-04-22
06:40:00
Reaffirms FY26 Gross Sales View of $2.5B-$2.6B
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2026-04-15 (ET)
2026-04-15
09:10:00
Travel + Leisure Announces New Sports Illustrated Resorts Location in Baton Rouge, Louisiana
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2026-03-26 (ET)
2026-03-26
13:10:00
Travel + Leisure Co. Completes $325M Asset-Backed Securitization
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2026-03-12 (ET)
2026-03-12
16:40:00
Travel + Leisure Declares Quarterly Dividend Increased to 60 Cents
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News

Newsfilter
8.5
05-01Newsfilter
Armed Forces Vacation Club Launches Special Promotion for Military Appreciation Month
  • Special Promotion: Armed Forces Vacation Club (AFVC) kicks off Military Appreciation Month with a limited-time offer, providing members with $275 vacation certificates redeemable for a seven-night stay at thousands of resorts worldwide, aimed at enhancing travel experiences for military families.
  • Enhanced Member Benefits: This promotion allows members to purchase vacation certificates at $275 each (regularly priced at $499) with a minimum purchase of two, thereby encouraging family travel and strengthening bonds among military families.
  • Diverse Accommodation Options: Each certificate can be redeemed within 12 months of purchase for spacious one-, two-, and three-bedroom accommodations featuring homestyle amenities like separate bathrooms and full-sized kitchens, catering to various family needs and enhancing comfort during vacations.
  • Membership Upgrade Discounts: Throughout May, standard members can save 50% on a three-year premium membership (priced at $124.50) or 30% on a one-year premium membership (priced at $83.30), further enhancing travel benefits and discounts available to members.
seekingalpha
9.5
04-23seekingalpha
Mizuho Securities Defends Travel + Leisure Amid Post-Earnings Decline
  • Earnings Beat: Travel + Leisure (TNL) reported a Q1 Non-GAAP EPS of $1.45, exceeding expectations by $0.14, with revenue of $961 million beating forecasts by $6.17 million, indicating resilience in core operations.
  • Overstated Market Reaction: Despite TNL's shares dropping over 15% since the earnings report, analyst Ben Chaiken believes that concerns regarding a “wobble” in loans are overstated, presenting a unique buying opportunity as core operations trend positively.
  • Guidance Unchanged: Although TNL's Q1 performance was strong, the company did not raise its full-year guidance, maintaining an EBITDA forecast of $1.03 billion to $1.055 billion, suggesting potential deceleration in the second half that warrants close monitoring.
  • Multi-Brand Strategy Expansion: TNL is expanding its multi-brand Vacation Ownership Interest (VOI) mix towards 10%, a strategy that is expected to enhance market competitiveness and customer appeal, further driving future growth.
NASDAQ.COM
8.0
04-22NASDAQ.COM
Lam Research and Chemed Options Trading Activity
  • Lam Research Options Volume: Today, Lam Research Corp's options volume reached 55,809 contracts, representing approximately 5.6 million shares, which accounts for 62.6% of its average daily trading volume over the past month, indicating strong market interest in the stock.
  • High Call Option Activity: Within Lam Research, the $320 strike call option has shown particularly high volume, with 3,579 contracts traded today, equating to about 357,900 underlying shares, suggesting investor expectations for future price increases.
  • Chemed Options Trading: Chemed Corp saw options trading volume of 1,513 contracts, representing approximately 151,300 shares, or 61.7% of its average daily trading volume over the past month, reflecting the stock's active market engagement.
  • Chemed Call Option Performance: For Chemed, the $350 strike call option has traded 1,201 contracts today, representing approximately 120,100 shares, indicating optimistic sentiment among investors regarding the stock's future performance.
seekingalpha
9.5
04-22seekingalpha
Travel + Leisure Co. Reports Strong Q1 2026 Earnings with Positive Outlook
  • Strong Financial Performance: Travel + Leisure Co. reported Q1 revenue of $961 million and EBITDA of $225 million, with net income up 22% and EPS increasing by 31%, demonstrating robust execution in the Vacation Ownership segment and resilient market demand.
  • Significant Shareholder Returns: The company returned $128 million to shareholders through dividends and share repurchases in Q1, reflecting strong cash flow and a commitment to shareholder value while providing capital for future investments and expansions.
  • Multi-Brand Expansion Strategy: Margaritaville is approaching $150 million in annual VOI sales, and the Accor Vacation Club brand is expected to nearly double its VOI sales in 2026, indicating success in the multi-brand strategy, with these brands projected to account for 10% of sales mix this year.
  • Optimistic Outlook: The company reaffirmed its 2026 guidance of $2.5 billion to $2.6 billion in total VOI sales and $1.03 billion to $1.055 billion in EBITDA, with expected volume per guest of $3,175 to $3,275, showcasing management's confidence in future performance despite macroeconomic and geopolitical uncertainties.
seekingalpha
9.5
04-22seekingalpha
Travel+Leisure Q1 Earnings Exceed Expectations
  • Earnings Beat: Travel+Leisure reported a Q1 Non-GAAP EPS of $1.45, exceeding expectations by $0.14, which reflects strong profitability and boosts investor confidence in the company's financial health.
  • Revenue Growth: The company achieved Q1 revenue of $961 million, a 2.9% year-over-year increase, surpassing market expectations by $6.17 million, indicating robust performance in the recovering travel market and solidifying its market position.
  • Sales Increase: Gross VOI sales reached $549 million, up 7% year-over-year, with a volume per guest (VPG) of $3,321, a 3% increase, demonstrating sustained customer demand and the attractiveness of the company's offerings.
  • Future Guidance: The company expects second-quarter Adjusted EBITDA between $260 million and $270 million, reaffirming its full-year EBITDA guidance of $1.03 billion to $1.055 billion, showcasing confidence in future profitability.
NASDAQ.COM
9.5
04-22NASDAQ.COM
Travel + Leisure Co. Reports Increased Q1 Profit
  • Profit Growth: Travel + Leisure Co. reported a first-quarter profit of $79 million, translating to earnings per share of $1.22, which marks a significant increase from last year's $73 million and $1.07 per share, indicating strong performance amid travel recovery.
  • Adjusted Earnings: Excluding certain items, the company reported adjusted earnings of $93 million or $1.45 per share, reflecting the robustness of its core business and an enhancement in profitability.
  • Revenue Increase: The company's revenue rose by 2.9% year-over-year to $961 million, compared to $934 million last year, demonstrating sustained market demand and business expansion.
  • Market Outlook: With the recovery of the travel industry, Travel + Leisure Co.'s profit and revenue growth lays a solid foundation for future market expansion, which is expected to further enhance its competitiveness in the industry.
Wall Street analysts forecast TNL stock price to rise
9 Analyst Rating
Wall Street analysts forecast TNL stock price to rise
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
65.14
Averages
72.68
High
80.00
Current: 0.000
sliders
Low
65.14
Averages
72.68
High
80.00
Barclays
Equal Weight
downgrade
$78 -> $74
AI Analysis
2026-04-23
Reason
Barclays
Price Target
$78 -> $74
AI Analysis
2026-04-23
downgrade
Equal Weight
Reason
Barclays lowered the firm's price target on Travel + Leisure to $74 from $78 and keeps an Equal Weight rating on the shares post the Q1 report. The company's delinquencies, with no stabilization in sight, could become a near-term overhang on the shares, the analyst tells investors in a research note.
Wells Fargo
Trey Bowers
Overweight
downgrade
$88 -> $87
2026-04-23
Reason
Wells Fargo
Trey Bowers
Price Target
$88 -> $87
2026-04-23
downgrade
Overweight
Reason
Wells Fargo analyst Trey Bowers lowered the firm's price target on Travel + Leisure to $87 from $88 and keeps an Overweight rating on the shares. The firm notes Q1 results were slightly ahead and full-year guidance was reiterated with management citing conservatism given the Iran conflict. Share price reaction around softness in new owner sales and delinquencies looks overdone, Wells argues.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for TNL
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Valuation Metrics

The current forward P/E ratio for Travel + Leisure Co (TNL.N) is 8.84, compared to its 5-year average forward P/E of 9.11. For a more detailed relative valuation and DCF analysis to assess Travel + Leisure Co's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
9.11
Current PE
8.84
Overvalued PE
11.44
Undervalued PE
6.79

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
9.89
Current EV/EBITDA
9.59
Overvalued EV/EBITDA
11.20
Undervalued EV/EBITDA
8.58

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.98
Current PS
0.93
Overvalued PS
1.22
Undervalued PS
0.73

Financials

AI Analysis
Annual
Quarterly

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Intellectia · 19 candidates
Analyst Consensus: Strong Buy, Moderate BuyMoving Average Relationship: PriceAboveMA20, PriceAboveMA200One Month Rise Prob: >= 65One Month Predict Return: >= 15.0%
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Whales Holding TNL

M
Mubadala Investment Company PJSC
Holding
TNL
+65.67%
3M Return
C
Capital at Work Int'l SA
Holding
TNL
+12.42%
3M Return
C
Cambria Investment Management, L.P.
Holding
TNL
+5.98%
3M Return
C
Copeland Capital Management, LLC
Holding
TNL
+2.78%
3M Return
G
GMT Capital Corp.
Holding
TNL
-2.04%
3M Return

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Frequently Asked Questions

What is Travel + Leisure Co (TNL) stock price today?

The current price of TNL is 65.91 USD — it has increased 1.43

What is Travel + Leisure Co (TNL)'s business?

Travel + Leisure Co. is a vacation ownership and membership travel company. The Company’s segments include Vacation Ownership and Travel and Membership. The Vacation Ownership 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. This segment includes its Vacation Ownership business line. It provides day-to-day property management services, including oversight of housekeeping services, maintenance, and certain accounting and administrative services for property owners’ associations and clubs. These services may also include reservation and resort renovation activities. Travel and Membership segment operates a variety of travel businesses, including vacation exchange brands, travel technology platforms, travel memberships, and direct-to-consumer rentals. This segment is comprised of its Exchange and Travel Club business lines.

What is the price predicton of TNL Stock?

Wall Street analysts forecast TNL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TNL is72.68 USD with a low forecast of 65.14 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Travel + Leisure Co (TNL)'s revenue for the last quarter?

Travel + Leisure Co revenue for the last quarter amounts to 961.00M USD, increased 2.89

What is Travel + Leisure Co (TNL)'s earnings per share (EPS) for the last quarter?

Travel + Leisure Co. EPS for the last quarter amounts to 1.23 USD, increased 14.95

How many employees does Travel + Leisure Co (TNL). have?

Travel + Leisure Co (TNL) has 19300 emplpoyees as of May 07 2026.

What is Travel + Leisure Co (TNL) market cap?

Today TNL has the market capitalization of 4.06B USD.