Ruffer LLP Has $6.38 Million Stake in Travel + Leisure Co. $TNL

Posted by Brian Himes on Aug 14th, 2026

Ruffer LLP boosted its stake in Travel + Leisure Co. (NYSE:TNL – Free Report) by 1,014.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 83,502 shares of the company’s stock after acquiring an additional 76,006 shares during the quarter. Ruffer LLP’s holdings in Travel + Leisure were worth $6,375,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in TNL. Baron Wealth Management LLC increased its holdings in Travel + Leisure by 2.8% during the 1st quarter. Baron Wealth Management LLC now owns 4,953 shares of the company’s stock worth $343,000 after purchasing an additional 133 shares in the last quarter. Diversified Trust Co lifted its holdings in shares of Travel + Leisure by 0.7% in the first quarter. Diversified Trust Co now owns 19,393 shares of the company’s stock valued at $1,342,000 after purchasing an additional 137 shares in the last quarter. PNC Financial Services Group Inc. boosted its position in shares of Travel + Leisure by 2.6% during the fourth quarter. PNC Financial Services Group Inc. now owns 5,790 shares of the company’s stock worth $408,000 after buying an additional 148 shares during the period. Evolve Private Wealth LLC boosted its position in shares of Travel + Leisure by 1.7% during the first quarter. Evolve Private Wealth LLC now owns 9,270 shares of the company’s stock worth $641,000 after buying an additional 156 shares during the period. Finally, Geneos Wealth Management Inc. boosted its position in shares of Travel + Leisure by 19.7% during the second quarter. Geneos Wealth Management Inc. now owns 1,148 shares of the company’s stock worth $59,000 after buying an additional 189 shares during the period. 87.54% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on TNL shares. Wall Street Zen lowered Travel + Leisure from a “buy” rating to a “hold” rating in a research report on Saturday, April 25th. Wells Fargo & Company upped their price target on Travel + Leisure from $87.00 to $92.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Mizuho upped their price target on Travel + Leisure from $105.00 to $107.00 and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Zacks Research raised shares of Travel + Leisure from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 21st. Finally, Morgan Stanley lifted their price objective on shares of Travel + Leisure from $78.00 to $83.00 and gave the company an “overweight” rating in a report on Friday, July 17th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $86.90.

Check Out Our Latest Analysis on TNL

Travel + Leisure Price Performance

Travel + Leisure stock opened at $74.70 on Friday. The company has a market cap of $4.57 billion, a price-to-earnings ratio of 20.41, a P/E/G ratio of 0.51 and a beta of 1.17. The firm has a 50-day moving average of $75.10 and a 200-day moving average of $72.00. Travel + Leisure Co. has a one year low of $57.86 and a one year high of $81.00.

Travel + Leisure (NYSE:TNL – Get Free Report) last released its earnings results on Wednesday, July 22nd. The company reported $1.88 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.88. Travel + Leisure had a negative return on equity of 46.91% and a net margin of 5.81%.The business had revenue of $1.06 billion for the quarter, compared to the consensus estimate of $1.04 billion. During the same quarter in the previous year, the business earned $1.65 earnings per share. Travel + Leisure’s quarterly revenue was up 4.4% on a year-over-year basis. As a group, sell-side analysts expect that Travel + Leisure Co. will post 7.68 earnings per share for the current year.

Travel + Leisure Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th will be paid a $0.60 dividend. This represents a $2.40 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date is Wednesday, September 16th. Travel + Leisure’s dividend payout ratio (DPR) is currently 65.57%.

Insiders Place Their Bets

In other news, Director George Herrera sold 500 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $75.16, for a total value of $37,580.00. Following the completion of the sale, the director owned 1,353 shares of the company’s stock, valued at approximately $101,691.48. This represents a 26.98% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Geoffrey Richards sold 33,744 shares of the stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $75.65, for a total value of $2,552,733.60. Following the completion of the sale, the insider directly owned 1,600 shares of the company’s stock, valued at approximately $121,040. The trade was a 95.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 95,135 shares of company stock valued at $7,022,699 in the last 90 days. 4.01% of the stock is currently owned by insiders.

Travel + Leisure Profile

(Free Report)

Travel + Leisure Co (NYSE: TNL) is a leisure travel company headquartered in Orlando, Florida, that specializes in vacation ownership, membership programs and branded travel experiences. The company operates an extensive portfolio of vacation clubs and destination services, offering members access to resorts, hotels, cruises and guided tours in markets around the world. Through its flagship membership brands, Travel + Leisure Co provides curated vacation packages, exchange services and unique travel itineraries that cater to both individual and family travelers.

In addition to its membership offerings, Travel + Leisure Co manages a network of resort properties and hospitality assets across North America, the Caribbean, Europe and Asia-Pacific.