Travel + Leisure (NYSE:TNL) Price Target Raised to $88.00

Travel + Leisure (NYSE:TNL) had its target price raised by Wells Fargo & Company from $81.00 to $88.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective points to a potential upside of 16.41% from the stock’s current price.

Other analysts have also recently issued reports about the company. Truist Financial upped their price target on Travel + Leisure from $70.00 to $71.00 and gave the company a “buy” rating in a research report on Friday, November 14th. Weiss Ratings restated a “buy (b)” rating on shares of Travel + Leisure in a report on Wednesday, January 21st. Oppenheimer reiterated an “outperform” rating and set a $85.00 price objective on shares of Travel + Leisure in a report on Wednesday. Wall Street Zen downgraded Travel + Leisure from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, Citigroup reaffirmed an “outperform” rating on shares of Travel + Leisure in a research report on Thursday. Nine analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $82.90.

Travel + Leisure Stock Up 3.8%

Shares of NYSE:TNL opened at $75.60 on Thursday. The company has a market cap of $4.86 billion, a P/E ratio of 12.43, a price-to-earnings-growth ratio of 0.64 and a beta of 1.38. The company’s fifty day moving average is $72.04 and its two-hundred day moving average is $65.91. Travel + Leisure has a 12-month low of $37.77 and a 12-month high of $81.00.

Travel + Leisure (NYSE:TNL) last announced its quarterly earnings data on Wednesday, February 18th. The company reported $1.83 EPS for the quarter, hitting analysts’ consensus estimates of $1.83. Travel + Leisure had a negative return on equity of 49.06% and a net margin of 10.36%.The firm had revenue of $1.03 billion during the quarter, compared to analyst estimates of $1 billion. During the same period last year, the company posted $1.72 EPS. The business’s quarterly revenue was up 5.7% compared to the same quarter last year. Equities research analysts anticipate that Travel + Leisure will post 6.46 earnings per share for the current year.

Insider Buying and Selling at Travel + Leisure

In other news, Director George Herrera sold 559 shares of the stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $68.18, for a total value of $38,112.62. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Geoffrey Richards sold 62,525 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $65.17, for a total value of $4,074,754.25. Following the completion of the transaction, the insider owned 39,604 shares in the company, valued at $2,580,992.68. The trade was a 61.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 3.75% of the company’s stock.

Institutional Investors Weigh In On Travel + Leisure

A number of hedge funds have recently made changes to their positions in the business. Hillsdale Investment Management Inc. bought a new position in Travel + Leisure during the second quarter valued at about $27,000. Danske Bank A S bought a new stake in Travel + Leisure in the third quarter worth about $30,000. Parkside Financial Bank & Trust boosted its stake in Travel + Leisure by 155.3% in the second quarter. Parkside Financial Bank & Trust now owns 628 shares of the company’s stock valued at $32,000 after acquiring an additional 382 shares during the last quarter. CNB Bank bought a new position in shares of Travel + Leisure during the 3rd quarter valued at approximately $32,000. Finally, N.E.W. Advisory Services LLC bought a new position in shares of Travel + Leisure during the 4th quarter valued at approximately $43,000. 87.54% of the stock is currently owned by institutional investors.

Trending Headlines about Travel + Leisure

Here are the key news stories impacting Travel + Leisure this week:

• Positive Sentiment: Management set 2026 EBITDA guidance of $1.03–$1.055 billion and announced an expanded capital-return program including a $750 million buyback and a higher dividend — signals of stronger cash returns to shareholders. Travel + Leisure: Positive Momentum Continues
• Positive Sentiment: Revenue and VOI (vacation ownership) metrics beat expectations: net revenue ≈ $1.03B and gross VOI sales up ~8% YoY, driven by recurring vacation-ownership earnings that support margin stability. Business Wire: Q4 and full-year 2025 results
• Positive Sentiment: Analysts and commentators are bullish: firms reiterating Buy views and noting strong one‑year performance and durable recurring revenue, which supports continued upside potential. TipRanks: Signals steady growth ahead
• Neutral Sentiment: Reported EPS of $1.83 matched consensus, so profitability met expectations but did not provide an upside earnings surprise. Zacks: Meets Q4 earnings estimates
• Neutral Sentiment: The company outlined a resort-optimization plan and other operational actions on the earnings call — strategic levers that could lift margins over time but require execution. Investing.com: Resort optimization plan
• Negative Sentiment: Q4 showed a GAAP net loss of $61M driven by a $210M inventory write-down — a material one-time charge that pressures near-term earnings and some quality-of-earnings metrics. Business Wire: Q4 results and write-down

Travel + Leisure Company Profile

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.