Travel + Leisure (NYSE:TNL) Price Target Raised to $90.00

Travel + Leisure (NYSE:TNL) had its price target raised by analysts at Citizens Jmp from $80.00 to $90.00 in a research report issued on Thursday,Benzinga reports. The firm currently has a “market outperform” rating on the stock. Citizens Jmp’s price target would indicate a potential upside of 19.05% from the stock’s previous close.

Several other research analysts also recently commented on TNL. Mizuho set a $86.00 target price on Travel + Leisure in a research note on Wednesday, October 22nd. Truist Financial lifted their target price on shares of Travel + Leisure from $70.00 to $71.00 and gave the stock a “buy” rating in a report on Friday, November 14th. Morgan Stanley increased their price target on shares of Travel + Leisure from $68.00 to $80.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Wall Street Zen cut Travel + Leisure from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Finally, Stifel Nicolaus set a $89.00 target price on Travel + Leisure in a research report on Wednesday. Nine investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $82.90.

Travel + Leisure Trading Up 3.8%

Travel + Leisure stock opened at $75.60 on Thursday. Travel + Leisure has a 1-year low of $37.77 and a 1-year high of $81.00. The company has a fifty day simple moving average of $72.04 and a 200 day simple moving average of $65.91. The company has a market cap of $4.86 billion, a P/E ratio of 12.43, a price-to-earnings-growth ratio of 0.64 and a beta of 1.38.

Travel + Leisure (NYSE:TNL) last announced its quarterly earnings data on Wednesday, February 18th. The company reported $1.83 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.83. Travel + Leisure had a negative return on equity of 49.06% and a net margin of 10.36%.The company had revenue of $1.03 billion for the quarter, compared to analysts’ expectations of $1 billion. During the same quarter in the prior year, the business posted $1.72 EPS. The business’s revenue was up 5.7% compared to the same quarter last year. On average, equities research analysts forecast that Travel + Leisure will post 6.46 EPS for the current year.

Insider Activity at Travel + Leisure

In related news, Director George Herrera sold 559 shares of the stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $68.18, for a total transaction of $38,112.62. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Geoffrey Richards sold 62,525 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $65.17, for a total value of $4,074,754.25. Following the transaction, the insider owned 39,604 shares in the company, valued at approximately $2,580,992.68. This trade represents a 61.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.75% of the stock is currently owned by company insiders.

Institutional Trading of Travel + Leisure

Large investors have recently modified their holdings of the stock. Hillsdale Investment Management Inc. acquired a new position in Travel + Leisure in the second quarter valued at about $27,000. Danske Bank A S bought a new position in Travel + Leisure in the 3rd quarter valued at about $30,000. Parkside Financial Bank & Trust raised its position in shares of Travel + Leisure by 155.3% in the 2nd quarter. Parkside Financial Bank & Trust now owns 628 shares of the company’s stock valued at $32,000 after buying an additional 382 shares in the last quarter. CNB Bank bought a new stake in shares of Travel + Leisure during the 3rd quarter worth approximately $32,000. Finally, N.E.W. Advisory Services LLC acquired a new stake in shares of Travel + Leisure during the 4th quarter worth approximately $43,000. 87.54% of the stock is owned by institutional investors and hedge funds.

More Travel + Leisure News

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

• Positive Sentiment: Management set 2026 EBITDA guidance of $1.03–$1.055 billion and announced an expanded capital-return program including a $750 million buyback and a higher dividend — signals of stronger cash returns to shareholders. Travel + Leisure: Positive Momentum Continues
• Positive Sentiment: Revenue and VOI (vacation ownership) metrics beat expectations: net revenue ≈ $1.03B and gross VOI sales up ~8% YoY, driven by recurring vacation-ownership earnings that support margin stability. Business Wire: Q4 and full-year 2025 results
• Positive Sentiment: Analysts and commentators are bullish: firms reiterating Buy views and noting strong one‑year performance and durable recurring revenue, which supports continued upside potential. TipRanks: Signals steady growth ahead
• Neutral Sentiment: Reported EPS of $1.83 matched consensus, so profitability met expectations but did not provide an upside earnings surprise. Zacks: Meets Q4 earnings estimates
• Neutral Sentiment: The company outlined a resort-optimization plan and other operational actions on the earnings call — strategic levers that could lift margins over time but require execution. Investing.com: Resort optimization plan
• Negative Sentiment: Q4 showed a GAAP net loss of $61M driven by a $210M inventory write-down — a material one-time charge that pressures near-term earnings and some quality-of-earnings metrics. Business Wire: Q4 results and write-down

Travel + Leisure Company Profile

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.