Travel + Leisure (TNL) Panoramica del titolo
Travel + Leisure Co. e le sue consociate forniscono servizi di ospitalità e prodotti di viaggio negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
+ 1 più rischio
TNL Community Fair Values
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Analyst Price Targets
Concorrenti di Travel + Leisure Co.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$76.70 |
| Massimo di 52 settimane | US$81.00 |
| Minimo di 52 settimane | US$57.79 |
| Beta | 1.19 |
| Variazione di 1 mese | 5.50% |
| Variazione a 3 mesi | 16.60% |
| Variazione di 1 anno | 30.26% |
| Variazione a 3 anni | 86.39% |
| Variazione a 5 anni | 44.23% |
| Variazione dall'IPO | 136.00% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 06
TNL: Capital Light Fee Model And Acquisitions Will Support Future Repricing
Analysts have raised the fair value estimate for Travel + Leisure to $91.00 per share, reflecting updated assumptions around revenue growth, profitability, and sector research. This includes recent price target increases from $77.00 to $107.00 across several firms.Articolo di analisi • Jul 30
Travel + Leisure's (NYSE:TNL) Conservative Accounting Might Explain Soft Earnings
The market was pleased with the recent earnings report from Travel + Leisure Co. ( NYSE:TNL ), despite the profit...Recent updates
Aggiornamento narrativa • Aug 06
TNL: Capital Light Fee Model And Acquisitions Will Support Future Repricing
Analysts have raised the fair value estimate for Travel + Leisure to $91.00 per share, reflecting updated assumptions around revenue growth, profitability, and sector research. This includes recent price target increases from $77.00 to $107.00 across several firms.Articolo di analisi • Jul 30
Travel + Leisure's (NYSE:TNL) Conservative Accounting Might Explain Soft Earnings
The market was pleased with the recent earnings report from Travel + Leisure Co. ( NYSE:TNL ), despite the profit...
Aggiornamento narrativa • 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 AlphaAggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Rendimenti per gli azionisti
| TNL | US Hospitality | US Mercato | |
|---|---|---|---|
| 7D | 0.9% | 0.04% | 3.5% |
| 1Y | 30.3% | -3.2% | 20.5% |
Ritorno vs Industria: TNL ha superato il US Hospitality che ha restituito -3.2 % nell'ultimo anno.
Rendimento vs Mercato: TNL ha superato il mercato US che ha restituito 20.5 % nell'ultimo anno.
Volatilità dei prezzi
| TNL volatility | |
|---|---|
| TNL Average Weekly Movement | 4.0% |
| Hospitality Industry Average Movement | 6.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: TNL non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di TNL è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1990 | 19,300 | Mike Brown | www.travelandleisureco.com |
Travel + Leisure Co. e le sue consociate forniscono servizi di ospitalità e prodotti di viaggio negli Stati Uniti e a livello internazionale. L'azienda opera in due segmenti: Proprietà per vacanze e Viaggi e iscrizioni. Il segmento Vacation Ownership sviluppa, commercializza e vende quote di proprietà per vacanze (VOI) a singoli consumatori, oltre a offrire finanziamenti per i consumatori in relazione alla vendita di VOI; e servizi di gestione di proprietà presso i resort; e questo segmento opera anche con marchi di ospitalità e tempo libero, tra cui Club Wyndham, WorldMark, Margaritaville Vacation Club, Sports Illustrated Resorts, Eddie Bauer Adventure Club e Accor Vacation Club.
Travel + Leisure Co. Riepilogo dei fondamenti
| TNL statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$4.74b |
| Utili (TTM) | US$237.00m |
| Ricavi(TTM) | US$4.09b |
19.8x
Rapporto P/E1.1x
Rapporto P/STNL è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| TNL Conto economico (TTM) | |
|---|---|
| Ricavi | US$4.09b |
| Costo del fatturato | US$1.89b |
| Profitto lordo | US$2.07b |
| Altre spese | US$1.84b |
| Utili | US$237.00m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.87 |
| Margine lordo | 50.61% |
| Margine di profitto netto | 5.79% |
| Rapporto debito/patrimonio netto | -560.5% |
Come si è comportato TNL nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.1%
Rendimento attuale del dividendo62%
Rapporto di remunerazioneTNL paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di TNL| Travel + Leisure date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Sep 16 2026 |
| Data di pagamento dei dividendi | Sep 30 2026 |
| Giorni fino al dividendo Ex | 39 days |
| Giorni prima della data di pagamento dei dividendi | 53 days |
TNL paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di TNLAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/07 02:33 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Travel + Leisure Co. è coperta da 22 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brandt Montour | Barclays |
| Dany Asad | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |