Travel + Leisure (TNL) Aperçu de l'action
Travel + Leisure Co. et ses filiales proposent des services d'accueil et des produits de voyage aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 3/6 |
| Performances passées | 1/6 |
| Santé financière | 1/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
+ 1 plus de risques
TNL Community Fair Values
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Analyst Price Targets
Travel + Leisure Co. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$73.45 |
| Plus haut sur 52 semaines | US$81.00 |
| Plus bas sur 52 semaines | US$56.66 |
| Bêta | 1.18 |
| Variation sur 1 mois | -2.82% |
| Variation sur 3 mois | 9.11% |
| Variation sur 1 an | 19.04% |
| Variation sur 3 ans | 84.97% |
| Variation sur 5 ans | 37.78% |
| Évolution depuis l'introduction en bourse | 126.00% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 23
TNL: Capital Light Fees And Resort Acquisitions Will Shape A Measured Outlook
Analysts have raised the fair value estimate for Travel + Leisure to $77.00 from $74.00, reflecting updated views on its capital light, recurring fee model; adjusted expectations for profit margins and future P/E; and recent price target increases into the low to mid $80s from major research firms. Analyst Commentary Recent Street research on Travel + Leisure has included both higher price targets and a shift toward more positive ratings, with some firms pointing to the stock's capital light, recurring fee model as a key support for the updated views.Seeking Alpha • Jul 22
Travel + Leisure: Sales Momentum Supports Further Upside
Summary Travel + Leisure remains a 'Buy,' supported by robust recurring cash flows, margin expansion, and a healthy balance sheet. Q2 results showed 14% EPS growth, 8% EBITDA growth, and strong Vacation Ownership performance, despite mixed consumer trends and exchange unit headwinds. TNL raised full-year EBITDA guidance by $32.5 million and expects VOI sales to be about $100 million higher, reflecting stronger VPG and operational momentum. Capital returns are a key value driver, with $450+ million run-rate capacity and a fair value target above $85, underpinned by disciplined M&A and buybacks. Read the full article on Seeking AlphaMise à jour du récit • Jul 08
TNL: Capital Light Fees And Timeshare Expansion Will Shape A Balanced Outlook
The updated fair value estimate for Travel + Leisure has shifted from $78.00 to $74.00 as analysts factor in slightly lower revenue growth assumptions alongside firmer profit margin and P/E expectations. This reflects a blend of recent target cuts and a fresh Buy upgrade that highlights the stock’s capital light, recurring fee model and exposure to resilient U.S. travel demand.Recent updates
Mise à jour du récit • Jul 23
TNL: Capital Light Fees And Resort Acquisitions Will Shape A Measured Outlook
Analysts have raised the fair value estimate for Travel + Leisure to $77.00 from $74.00, reflecting updated views on its capital light, recurring fee model; adjusted expectations for profit margins and future P/E; and recent price target increases into the low to mid $80s from major research firms. Analyst Commentary Recent Street research on Travel + Leisure has included both higher price targets and a shift toward more positive ratings, with some firms pointing to the stock's capital light, recurring fee model as a key support for the updated views.Seeking Alpha • Jul 22
Travel + Leisure: Sales Momentum Supports Further Upside
Summary Travel + Leisure remains a 'Buy,' supported by robust recurring cash flows, margin expansion, and a healthy balance sheet. Q2 results showed 14% EPS growth, 8% EBITDA growth, and strong Vacation Ownership performance, despite mixed consumer trends and exchange unit headwinds. TNL raised full-year EBITDA guidance by $32.5 million and expects VOI sales to be about $100 million higher, reflecting stronger VPG and operational momentum. Capital returns are a key value driver, with $450+ million run-rate capacity and a fair value target above $85, underpinned by disciplined M&A and buybacks. Read the full article on Seeking AlphaMise à jour du récit • Jul 08
TNL: Capital Light Fees And Timeshare Expansion Will Shape A Balanced Outlook
The updated fair value estimate for Travel + Leisure has shifted from $78.00 to $74.00 as analysts factor in slightly lower revenue growth assumptions alongside firmer profit margin and P/E expectations. This reflects a blend of recent target cuts and a fresh Buy upgrade that highlights the stock’s capital light, recurring fee model and exposure to resilient U.S. travel demand.
Mise à jour du récit • Jun 24
TNL: Capital Light Fee Model Will Drive Future Earnings Reappraisal
Analysts modestly raised the Travel + Leisure price target by about $1 to reflect slightly higher fair value estimates, citing renewed optimism around its capital light, recurring fee model after a recent upgrade to Buy, along with a more constructive view on timeshare earnings potential. Analyst Commentary Recent commentary on Travel + Leisure reflects a mix of optimism around the business model and caution around execution and earnings, which helps explain the modest adjustment to fair value estimates and price targets.
Mise à jour du récit • Jun 09
TNL: Capital Light Recurring Fees And Travel Demand Will Support Earnings Conviction
The analyst price target for Travel + Leisure shifts to $85, with the change supported by insights from recent research that highlight what analysts describe as an underappreciated, capital-light, recurring fee model in timeshares, along with execution-driven earnings potential and firm U.S. travel demand. Analyst Commentary Recent research highlights a clear split between short term caution and longer term optimism, with the latest commentary pointing to specific factors that bullish analysts say could support Travel + Leisure's valuation if execution stays on track.Mise à jour du récit • May 25
TNL: Execution On New Hospitality Concepts Will Shape Future Earnings Power
Analysts have adjusted the Travel + Leisure fair value estimate higher, from about $78.33 to $86.08. This reflects updated price targets across the Street that incorporate refreshed long term models and revised assumptions on margins and earnings multiples.Mise à jour du récit • Apr 30
TNL: Resort Optimization And Buybacks Will Support Future Earnings Conviction
Analysts have trimmed the blended price target on Travel + Leisure by a small amount to reflect higher discount rates and recent $1 to $4 target cuts. Many still point to solid revenue growth, stable margins and lower forward P/E assumptions in their updated models.Mise à jour du récit • Apr 15
TNL: Resort Optimization And Capital Returns Will Shape A Balanced Outlook
Analysts have lifted their average price targets for Travel + Leisure by a wide margin, with recent moves such as from $71 to $88, $78 to $80, $71 to $81, $86 to $107, $70 to $78, $80 to $90, and $77 to $89, citing updated models through 2027, earnings revisions, and expected benefits from the company's resort optimization initiative and capital return plans. Analyst Commentary Recent research updates on Travel + Leisure cluster around higher price targets, but the reasoning behind those moves varies.Mise à jour du récit • Apr 01
TNL: Resort Optimization And Capital Returns Will Support A Constructive Outlook
Analysts have lifted their price targets on Travel + Leisure into a $78 to $107 range, citing refreshed 2026 and 2027 models, updated post-earnings estimates, and expectations tied to the resort optimization initiative and long-term earnings profile. This narrative update retains a fair value estimate of $78 with slightly adjusted growth, margin, and P/E assumptions.Mise à jour du récit • Mar 18
TNL: Resort Optimization And Share Repurchases Will Drive Future Upside
Analysts raised the fair value estimate for Travel + Leisure to about $104 from $89, citing a series of higher Street price targets and updated models that incorporate recent earnings, new longer term forecasts, and an improved profit margin outlook. Analyst Commentary Recent Street research points to a cluster of higher price targets for Travel + Leisure, with several bullish analysts updating models following the latest earnings release and new guidance.Mise à jour du récit • Mar 04
TNL: Resort Optimization And Capital Returns Will Shape A Balanced Outlook
The updated analyst price target for Travel + Leisure moves to $78, reflecting a recalibration by analysts who have recently lifted their own targets into a roughly $78 to $107 range as they roll models forward and incorporate the latest earnings, guidance, and resort optimization plans. Analyst Commentary Recent research updates on Travel + Leisure cluster in a higher price target range, with several firms revising their models out to 2026 and 2027 and updating estimates after the latest earnings and guidance.Mise à jour du récit • Feb 17
TNL: Refined Earnings Assumptions And New Headquarters Will Drive Future Upside
Analysts lifted their price target on Travel + Leisure by $12 to reflect updated views on discount rates, revenue growth, profit margins and future P/E assumptions, pointing to a more supportive outlook for the company’s earnings power and valuation inputs. Analyst Commentary Recent research points to a more constructive stance on Travel + Leisure, with bullish analysts highlighting the updated price target as a reflection of refined assumptions around discount rates, revenue trajectory, margins and future P/E multiples.Article d’analyse • Feb 13
Travel + Leisure Co. (NYSE:TNL) Shares Could Be 28% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Travel + Leisure fair value estimate is US$100 Current share...Mise à jour du récit • Feb 03
TNL: Execution And Offensive Initiatives Will Shape A Balanced Earnings Outlook
Analysts have lifted their valuation outlook for Travel + Leisure, with the updated fair value estimate rising by about US$3.42 per share to US$78.33. This increase points to refreshed assumptions around revenue growth, profit margins and a slightly higher future P/E multiple following recent research updates.Article d’analyse • Jan 24
Is Now The Time To Put Travel + Leisure (NYSE:TNL) On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Mise à jour du récit • Jan 20
TNL: Vacation Ownership Momentum And New Brands Will Drive Future Upside
Analysts nudged their fair value estimate for Travel + Leisure up by about $3 to $89, citing refreshed models that reflect slightly higher assumed revenue growth, profit margins, and future P/E multiples, supported by recent price target increases following Q3 results and vacation ownership momentum. Analyst Commentary Recent Street research on Travel + Leisure has centered on refreshed models following Q3 earnings, with several bullish analysts lifting their price targets and highlighting improving execution in key parts of the business.Article d’analyse • Jan 06
There Is A Reason Travel + Leisure Co.'s (NYSE:TNL) Price Is Undemanding
Travel + Leisure Co.'s ( NYSE:TNL ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a buy right now...Mise à jour du récit • Jan 05
TNL: Vacation Ownership Momentum Will Drive Future Upside Narrative
Analysts have lifted their price target for Travel + Leisure from about US$73 to roughly US$86. This reflects updated models that point to solid Q3 execution, improving vacation ownership trends, new brand contributions and a higher assumed future P/E multiple.Mise à jour du récit • Dec 20
TNL: Vacation Ownership And New Brands Will Shape A Balanced Earnings Outlook
Analysts have nudged their fair value estimate for Travel + Leisure slightly higher to approximately $74.92. This reflects a tighter discount rate, steady mid single digit revenue growth expectations, and improving conviction in the company’s vacation ownership momentum and new brand driven earnings power.Mise à jour du récit • Dec 06
TNL: Vacation Ownership Momentum And New Brand Expansion Will Shape Earnings Outlook
Analysts have modestly lifted their price target for Travel + Leisure by about $1 to align with stronger Q3 execution and improving momentum in vacation ownership and new brand initiatives, even as they temper long term growth and discount rate assumptions. Analyst Commentary Street research updates reflect a more constructive stance on Travel + Leisure, with multiple firms nudging price targets higher in response to a stronger than expected Q3, improving operational execution and expanding brand initiatives.Mise à jour du récit • Nov 22
TNL: Consistent Segment Momentum And New Market Expansion Will Drive Earnings Upside
Analysts have slightly increased their price target for Travel + Leisure, now projecting modest upside based on consistent operational improvements and encouraging trends in vacation ownership and segment growth. Analyst Commentary Industry analysts have recently reassessed Travel + Leisure, reflecting on both its strengths and challenges moving forward.Mise à jour du récit • Nov 07
TNL: Consistent Earnings Beats And Expanding Brands Will Drive Upside Momentum
Travel + Leisure's analyst price target has increased modestly, rising by just over $1 to $74.27. Analysts cite ongoing strength in core segments and newly expanding brands as key factors supporting the adjustment.Mise à jour du récit • Oct 24
Momentum In Core Segments And New Brands Will Drive Broader Expansion
Analysts have raised their average price target for Travel + Leisure from $67.45 to $73.18. They cite stronger segment momentum, improving sales efficiency, and a promising outlook for new brand initiatives as key reasons for the adjustment.Article d’analyse • Sep 19
Returns At Travel + Leisure (NYSE:TNL) Are On The Way Up
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Article d’analyse • Jul 24
Is There An Opportunity With Travel + Leisure Co.'s (NYSE:TNL) 47% Undervaluation?
Key Insights Travel + Leisure's estimated fair value is US$117 based on 2 Stage Free Cash Flow to Equity Current share...Article d’analyse • Jul 03
Travel + Leisure Co.'s (NYSE:TNL) Subdued P/E Might Signal An Opportunity
Travel + Leisure Co.'s ( NYSE:TNL ) price-to-earnings (or "P/E") ratio of 9.6x might make it look like a buy right now...Article d’analyse • Jun 11
Travel + Leisure (NYSE:TNL) Is Looking To Continue Growing Its Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Article d’analyse • May 15
Is There Now An Opportunity In Travel + Leisure Co. (NYSE:TNL)?
Travel + Leisure Co. ( NYSE:TNL ), is not the largest company out there, but it led the NYSE gainers with a relatively...Article d’analyse • Mar 31
Market Still Lacking Some Conviction On Travel + Leisure Co. (NYSE:TNL)
Travel + Leisure Co.'s ( NYSE:TNL ) price-to-earnings (or "P/E") ratio of 8.2x might make it look like a strong buy...Article d’analyse • Mar 10
Travel + Leisure's (NYSE:TNL) Shareholders Will Receive A Bigger Dividend Than Last Year
Travel + Leisure Co.'s ( NYSE:TNL ) dividend will be increasing from last year's payment of the same period to $0.56 on...Rendement pour les actionnaires
| TNL | US Hospitality | US Marché | |
|---|---|---|---|
| 7D | -2.7% | -4.4% | -2.0% |
| 1Y | 19.0% | -13.5% | 15.1% |
Rendement vs Industrie: TNL a dépassé le secteur US Hospitality qui a rapporté -13.5 % au cours de l'année écoulée.
Rendement vs marché: TNL a dépassé le marché US qui a rapporté 15.1 % au cours de l'année écoulée.
Volatilité des prix
| TNL volatility | |
|---|---|
| TNL Average Weekly Movement | 4.3% |
| Hospitality Industry Average Movement | 7.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: TNL n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de TNL ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1990 | 19,000 | Mike Brown | www.travelandleisureco.com |
Travel + Leisure Co. et ses filiales proposent des services d'accueil et des produits de voyage aux États-Unis et dans le monde entier. La société opère dans deux secteurs : Vacation Ownership (propriété de vacances) et Travel and Membership (voyages et adhésions). Le segment Vacation Ownership développe, commercialise et vend des droits de propriété de vacances (VOI) à des consommateurs individuels, et offre un financement à la consommation en rapport avec la vente de VOI ; et des services de gestion immobilière dans des centres de villégiature ; et Ce segment exerce également ses activités sous des marques d'accueil et de loisirs, notamment Club Wyndham, WorldMark, Margaritaville Vacation Club, Sports Illustrated Resorts, Eddie Bauer Adventure Club, et Accor Vacation Club.
Travel + Leisure Co. Résumé des fondamentaux
| TNL statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$4.63b |
| Bénéfices(TTM) | US$237.00m |
| Recettes(TTM) | US$4.09b |
19.0x
Ratio P/E1.1x
Ratio P/SLe site TNL est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TNL compte de résultat (TTM) | |
|---|---|
| Recettes | US$4.09b |
| Coût des recettes | US$1.86b |
| Marge brute | US$2.11b |
| Autres dépenses | US$1.87b |
| Les revenus | US$237.00m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.87 |
| Marge brute | 51.42% |
| Marge bénéficiaire nette | 5.79% |
| Ratio dettes/capitaux propres | -559.8% |
Quelles ont été les performances à long terme de TNL?
Voir les performances historiques et les comparaisonsDividendes
3.3%
Rendement actuel des dividendes62%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/23 17:53 |
| Cours de l'action en fin de journée | 2026/07/23 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Travel + Leisure Co. est couverte par 22 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brandt Montour | Barclays |
| Dany Asad | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |