Travel + Leisure (TNL) Aktievy
Travel + Leisure Co, tillsammans med sina dotterbolag, tillhandahåller hotell- och restaurangtjänster och reseprodukter i USA och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 1/6 |
| Finansiell hälsa | 1/6 |
| Utdelningar | 4/6 |
Belöningar
Riskanalys
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TNL Community Fair Values
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Analyst Price Targets
Travel + Leisure Co. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$73.27 |
| 52 veckors högsta | US$81.00 |
| 52 veckors lägsta | US$56.66 |
| Beta | 1.18 |
| 1 månads förändring | -4.48% |
| 3 månaders förändring | -5.27% |
| 1 års förändring | 28.45% |
| 3 års förändring | 73.50% |
| 5 års förändring | 29.82% |
| Förändring sedan börsintroduktionen | 125.45% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Aktieägarnas avkastning
| TNL | US Hospitality | US Marknad | |
|---|---|---|---|
| 7D | -1.3% | -1.5% | -2.0% |
| 1Y | 28.5% | -11.3% | 17.4% |
Avkastning vs industri: TNL översteg US Hospitality branschen som gav -11.3 % under det senaste året.
Avkastning vs Marknaden: TNL översteg US marknaden som gav 17.4 % under det senaste året.
Prisvolatilitet
| 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 | 16.5% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: TNL har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: TNL s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1990 | 19,300 | Mike Brown | www.travelandleisureco.com |
Travel + Leisure Co, tillsammans med sina dotterbolag, tillhandahåller hotell- och restaurangtjänster och reseprodukter i USA och internationellt. Bolaget är verksamt inom två segment, Vacation Ownership samt Travel and Membership. Segmentet Vacation Ownership utvecklar, marknadsför och säljer semesterlägenheter (VOIs) till enskilda konsumenter, samt erbjuder konsumentfinansiering i samband med försäljning av VOIs; och fastighetsförvaltningstjänster på resorts; och Detta segment upplever också under varumärken för gästfrihet och fritid, inklusive Club Wyndham, WorldMark, Margaritaville Vacation Club, Sports Illustrated Resorts, Eddie Bauer Adventure Club och Accor Vacation Club.
Travel + Leisure Co. Sammanfattning av grunderna
| TNL grundläggande statistik | |
|---|---|
| Börsvärde | US$4.57b |
| Vinst(TTM) | US$236.00m |
| Intäkter(TTM) | US$4.05b |
19.4x
P/E-förhållande1.1x
P/S-förhållandeÄr TNL övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| TNL resultaträkning (TTM) | |
|---|---|
| Intäkter | US$4.05b |
| Kostnad för intäkter | US$1.86b |
| Bruttovinst | US$2.05b |
| Övriga kostnader | US$1.82b |
| Intäkter | US$236.00m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Jul 22, 2026
| Vinst per aktie (EPS) | 3.78 |
| Bruttomarginal | 50.74% |
| Nettovinstmarginal | 5.83% |
| Skuld/egenkapitalförhållande | -563.5% |
Hur har TNL utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
3.3%
Aktuell utdelningsavkastning62%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/19 19:08 |
| Aktiekurs vid dagens slut | 2026/07/17 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Travel + Leisure Co. bevakas av 22 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Brandt Montour | Barclays |
| Dany Asad | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |