Travel + Leisure (TNL) 주식 개요
는 자회사와 함께 미국 및 전 세계에서 환대 서비스 및 여행 상품을 제공하고 있습니다. 자세히 보기
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Analyst Price Targets
Travel + Leisure Co. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$73.27 |
| 52주 최고가 | US$81.00 |
| 52주 최저가 | US$56.29 |
| 베타 | 1.18 |
| 1개월 변동 | -3.50% |
| 3개월 변동 | -6.46% |
| 1년 변동 | 28.45% |
| 3년 변동 | 73.50% |
| 5년 변동 | 29.82% |
| IPO 이후 변동 | 125.45% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • Apr 22
Travel + Leisure: Delinquency Fears Appear Overdone
Summary Travel + Leisure shares dropped 13% on mixed Q1 results despite beating EPS estimates and maintaining guidance. Early-stage delinquencies in recent loan vintages raised concerns, but strong underwriting and high FICO scores suggest losses should remain manageable. TNL continues robust capital returns, with a 3.5% dividend yield and aggressive buybacks reducing share count by 5.5% year-over-year. I view the sell-off as overdone; with solid fundamentals and prudent guidance, shares should recover to $75+ as investor sentiment rebuilds. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| TNL | US Hospitality | US 시장 | |
|---|---|---|---|
| 7D | -1.3% | 0.1% | -0.9% |
| 1Y | 28.5% | -10.3% | 19.1% |
수익률 대 산업: TNL은 지난 1년 동안 -10.3%의 수익을 기록한 US Hospitality 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: TNL은 지난 1년 동안 19.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| TNL volatility | |
|---|---|
| TNL Average Weekly Movement | 5.7% |
| Hospitality Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: TNL는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: TNL의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1990 | 19,300 | Mike Brown | www.travelandleisureco.com |
는 자회사와 함께 미국 및 해외에서 숙박 서비스 및 여행 상품을 제공합니다. 이 회사는 휴가 소유권 부문과 여행 및 멤버십 부문의 두 가지 부문으로 운영됩니다. 휴가 소유권 부문은 개인 소비자에게 휴가 소유권(VOI)을 개발, 마케팅 및 판매하고, VOI 판매와 관련하여 소비자 금융을 제공하며, 리조트의 자산 관리 서비스를 제공합니다.
Travel + Leisure Co. 기초 지표 요약
| TNL 기초 통계 | |
|---|---|
| 시가총액 | US$4.71b |
| 순이익 (TTM) | US$236.00m |
| 매출 (TTM) | US$4.05b |
19.4x
주가수익비율(P/E)1.1x
주가매출비율(P/S)TNL는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TNL 손익계산서 (TTM) | |
|---|---|
| 매출 | US$4.05b |
| 매출원가 | US$1.86b |
| 총이익 | US$2.05b |
| 기타 비용 | US$1.82b |
| 순이익 | US$236.00m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 22, 2026
| 주당순이익(EPS) | 3.78 |
| 총이익률 | 50.74% |
| 순이익률 | 5.83% |
| 부채/자본 비율 | -563.5% |
TNL의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
3.3%
현재 배당 수익률62%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/17 23:13 |
| 종가 | 2026/07/17 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Travel + Leisure Co.는 22명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brandt Montour | Barclays |
| Dany Asad | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |