Travel + Leisure（TNL）株式概要
トラベル・アンド・レジャー社はその子会社とともに、米国内外でホスピタリティ・サービスと旅行商品を提供している。 詳細
TNL Community Fair Values
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Analyst Price Targets
Travel + Leisure Co. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$75.60 |
| 52週高値 | US$81.00 |
| 52週安値 | US$56.66 |
| ベータ | 1.18 |
| 1ヶ月の変化 | 1.20% |
| 3ヶ月変化 | 16.06% |
| 1年変化 | 22.19% |
| 3年間の変化 | 93.50% |
| 5年間の変化 | 41.71% |
| IPOからの変化 | 132.62% |
最新ニュース
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 Alpha
ナラティブ更新 • 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
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 Alphaナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| TNL | US Hospitality | US 市場 | |
|---|---|---|---|
| 7D | 0.9% | -3.0% | -1.4% |
| 1Y | 22.2% | -14.3% | 16.4% |
業界別リターン: TNL過去 1 年間で-14.3 % の収益を上げたUS Hospitality業界を上回りました。
リターン対市場: TNL過去 1 年間で16.4 % の収益を上げたUS市場を上回りました。
価格変動
| TNL volatility | |
|---|---|
| TNL Average Weekly Movement | 4.2% |
| Hospitality Industry Average Movement | 7.4% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: TNL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TNLの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1990 | 19,000 | Mike Brown | www.travelandleisureco.com |
株式会社トラベル＋レジャーは、その子会社とともに、米国内外でホスピタリティ・サービスと旅行商品を提供している。同社はバケーション・オーナーシップ事業とトラベル＆メンバーシップ事業の2つのセグメントで事業を展開している。バケーション・オーナーシップ事業では、バケーション・オーナーシップ権（VOI）の開発、マーケティング、個人消費者への販売、VOI販売に伴う消費者金融の提供、リゾート施設のプロパティ・マネジメント・サービス、クラブ・ウィンダム、ワールドマーク、マルガリータビル・バケーション・クラブ、スポーツ・イラストレイテッド・リゾーツ、エディー・バウアー・アドベンチャー・クラブ、アコー・バケーション・クラブなどのホスピタリティおよびレジャー・ブランドを展開している。トラベル＆メンバーシップ部門は、バケーション・エクスチェンジ・ブランド、トラベル・テクノロジー・プラットフォーム、トラベル・メンバーシップ、ダイレクト・トゥ・コンシューマー・レンタルなど、様々なトラベル事業を展開している。この部門はまた、企業間プライベートブランド旅行クラブ・ソリューションも提供し、予約を促進している。トラベル+レジャー社はホーンブロワー・グループ社と戦略的提携を結んでいる。同社は以前はウィンダム・デスティネーションズ社として知られていたが、2021年2月に社名をトラベル+レジャー社に変更した。株式会社トラベル＋レジャーは1990年に設立され、フロリダ州オーランドに本社を置いている。
Travel + Leisure Co. 基礎のまとめ
| TNL 基礎統計学 | |
|---|---|
| 時価総額 | US$4.58b |
| 収益（TTM） | US$237.00m |
| 売上高(TTM) | US$4.09b |
19.9x
PER（株価収益率1.2x
P/SレシオTNL は割高か？
公正価値と評価分析を参照収益と収入
| TNL 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.09b |
| 売上原価 | US$1.86b |
| 売上総利益 | US$2.11b |
| その他の費用 | US$1.87b |
| 収益 | US$237.00m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.80 |
| グロス・マージン | 51.42% |
| 純利益率 | 5.79% |
| 有利子負債／自己資本比率 | -559.8% |
TNL の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.2%
現在の配当利回り62%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/22 18:19 |
| 終値 | 2026/07/22 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Travel + Leisure Co. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Brandt Montour | Barclays |
| Dany Asad | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |