Travel + Leisure (TNL) Aandelenoverzicht
Travel + Leisure Co. biedt samen met haar dochterondernemingen horecadiensten en reisproducten aan in de Verenigde Staten en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 1/6 |
| Dividenden | 4/6 |
Beloningen
Risicoanalyse
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TNL Community Fair Values
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Analyst Price Targets
Travel + Leisure Co. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$76.71 |
| 52 Week Hoogtepunt | US$81.00 |
| 52 Week Laag | US$47.74 |
| Bèta | 1.2 |
| 1 maand verandering | 17.80% |
| 3 maanden verandering | 8.49% |
| 1 Jaar Verandering | 55.06% |
| 3 jaar verandering | 100.08% |
| 5 jaar verandering | 30.68% |
| Verandering sinds IPO | 136.03% |
Recent nieuws en updates
Narratiefupdate • 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.
Narratiefupdate • 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.Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 Alpha
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • Feb 06
Why Travel + Leisure Co. (NYSE:TNL) Could Be Worth Watching
While Travel + Leisure Co. ( NYSE:TNL ) might not have the largest market cap around , it saw a decent share price...Analyseartikel • Jan 03
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...Analyseartikel • Dec 12
There Is A Reason Travel + Leisure Co.'s (NYSE:TNL) Price Is Undemanding
With a price-to-earnings (or "P/E") ratio of 9.5x Travel + Leisure Co. ( NYSE:TNL ) may be sending very bullish signals...Rendement voor aandeelhouders
| TNL | US Hospitality | US Markt | |
|---|---|---|---|
| 7D | 3.2% | 3.0% | 1.4% |
| 1Y | 55.1% | -1.1% | 25.7% |
Rendement versus industrie: TNL overtrof de US Hospitality industrie, die het afgelopen jaar een rendement -1.1 % opleverde.
Rendement versus markt: TNL overtrof de US markt, die het afgelopen jaar een rendement opleverde van 25.7 %.
Prijsvolatiliteit
| TNL volatility | |
|---|---|
| TNL Average Weekly Movement | 6.0% |
| Hospitality Industry Average Movement | 7.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: TNL heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van TNL is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1990 | 19,300 | Mike Brown | www.travelandleisureco.com |
Travel + Leisure Co. levert, samen met haar dochterondernemingen, diensten op het gebied van gastvrijheid en reisproducten in de Verenigde Staten en internationaal. Het bedrijf opereert in twee segmenten, Vacation Ownership; en Travel and Membership. Het segment Vacation Ownership ontwikkelt, verkoopt en verhandelt belangen in vakantie-eigendom (VOI's) aan individuele consumenten, en biedt consumenten financiering in verband met de verkoop van VOI's; en diensten op het gebied van vastgoedbeheer in resorts; en Dit segment is ook actief onder horeca- en vrijetijdsmerken, waaronder Club Wyndham, WorldMark, Margaritaville Vacation Club, Sports Illustrated Resorts, Eddie Bauer Adventure Club, en Accor Vacation Club.
Travel + Leisure Co. Samenvatting
| TNL fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$4.79b |
| Inkomsten(TTM) | US$236.00m |
| Inkomsten(TTM) | US$4.05b |
20.3x
Koers/Winstverhouding1.2x
P/S-verhoudingIs TNL overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| TNL resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$4.05b |
| Kosten van inkomsten | US$1.86b |
| Brutowinst | US$2.05b |
| Overige uitgaven | US$1.82b |
| Inkomsten | US$236.00m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 3.78 |
| Brutomarge | 50.74% |
| Nettowinstmarge | 5.83% |
| Schuld/Eigen Vermogen Verhouding | -563.5% |
Hoe presteerde TNL op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.1%
Huidig dividendrendement62%
UitbetalingsratioBetaalt TNL een betrouwbaar dividend?
Zie TNL dividendgeschiedenis en benchmarks| Travel + Leisure dividenddata | |
|---|---|
| Ex Dividend Datum | Jun 12 2026 |
| Betaaldatum dividend | Jun 30 2026 |
| Dagen tot Ex-dividend | 11 days |
| Dagen tot dividendbetaaldatum | 7 days |
Betaalt TNL een betrouwbaar dividend?
Zie TNL dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/22 19:40 |
| Aandelenkoers aan het einde van de dag | 2026/06/18 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Travel + Leisure Co. wordt gevolgd door 22 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Brandt Montour | Barclays |
| Dany Asad | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |