Insider Selling: Travel + Leisure (NYSE:TNL) Insider Sells $87,755.17 in Stock

Travel + Leisure Co. (NYSE:TNL) insider Michael Dean Brown sold 1,109 shares of the stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $79.13, for a total transaction of $87,755.17. Following the completion of the transaction, the insider owned 487,303 shares of the company’s stock, valued at approximately $38,560,286.39. This represents a 0.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Michael Dean Brown also recently made the following trade(s):

• On Friday, April 17th, Michael Dean Brown sold 9,443 shares of Travel + Leisure stock. The stock was sold at an average price of $79.11, for a total transaction of $747,035.73.
• On Wednesday, April 15th, Michael Dean Brown sold 2,612 shares of Travel + Leisure stock. The stock was sold at an average price of $79.00, for a total transaction of $206,348.00.
• On Tuesday, April 14th, Michael Dean Brown sold 8,910 shares of Travel + Leisure stock. The stock was sold at an average price of $79.02, for a total transaction of $704,068.20.
• On Tuesday, February 24th, Michael Dean Brown sold 25,938 shares of Travel + Leisure stock. The stock was sold at an average price of $74.85, for a total transaction of $1,941,459.30.
• On Monday, February 23rd, Michael Dean Brown sold 66,860 shares of Travel + Leisure stock. The stock was sold at an average price of $74.03, for a total transaction of $4,949,645.80.

Travel + Leisure Stock Down 13.7%

Shares of Travel + Leisure stock opened at $65.71 on Thursday. The stock has a market capitalization of $4.10 billion, a P/E ratio of 19.27, a price-to-earnings-growth ratio of 0.58 and a beta of 1.32. The company has a 50-day simple moving average of $72.78 and a 200 day simple moving average of $69.61. Travel + Leisure Co. has a 12-month low of $42.40 and a 12-month high of $81.00.

Travel + Leisure (NYSE:TNL) last announced its earnings results on Wednesday, April 22nd. The company reported $1.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.31 by $0.14. The business had revenue of $961.00 million during the quarter, compared to analysts’ expectations of $954.81 million. Travel + Leisure had a net margin of 5.74% and a negative return on equity of 47.77%. The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same quarter last year, the company posted $1.11 EPS. On average, equities analysts anticipate that Travel + Leisure Co. will post 7.41 earnings per share for the current year.

Travel + Leisure Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 20th were given a dividend of $0.60 per share. This is an increase from Travel + Leisure’s previous quarterly dividend of $0.56. The ex-dividend date was Friday, March 20th. This represents a $2.40 dividend on an annualized basis and a dividend yield of 3.7%. Travel + Leisure’s dividend payout ratio is 70.38%.

Analysts Set New Price Targets

Several research firms have weighed in on TNL. Citizens Jmp raised their price objective on shares of Travel + Leisure from $80.00 to $90.00 and gave the company a “market outperform” rating in a research report on Thursday, February 19th. Weiss Ratings cut shares of Travel + Leisure from a “buy (b)” rating to a “hold (c+)” rating in a research report on Friday, February 20th. Barclays set a $78.00 price objective on shares of Travel + Leisure in a research report on Thursday, February 19th. Wall Street Zen upgraded shares of Travel + Leisure from a “hold” rating to a “buy” rating in a research report on Saturday, April 11th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $90.00 price objective on shares of Travel + Leisure in a research report on Friday, February 20th. Eight investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Travel + Leisure has a consensus rating of “Moderate Buy” and a consensus price target of $85.90.

Key Headlines Impacting Travel + Leisure

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

• Positive Sentiment: Q1 beat on both EPS and revenue (EPS $1.45 vs. $1.31 est.; revenue ~$961M). The results show year-over-year EPS improvement and give some fundamental support for valuation. Business Wire: Q1 Results
• Positive Sentiment: Strong capital-return profile: management continues aggressive buybacks (share count down roughly 5.5% YoY) and a meaningful dividend yield, which supports cash-return-driven valuation support. Seeking Alpha: Delinquency Fears Overdone
• Positive Sentiment: Several sell-side analysts have raised targets or maintain constructive views (consensus remains a Moderate Buy with elevated price targets), offering potential upside if fundamentals hold. MarketBeat: Analyst Coverage & Targets
• Neutral Sentiment: Management largely maintained guidance in the quarter — that reduces downside from surprise cuts but leaves stock sensitive to credit metrics and travel demand. Press Release: Q1 2026 Results
• Neutral Sentiment: Full earnings-call transcript is available for details on credit trends, underwriting commentary and guidance — useful for parsing whether delinquencies are transient or signal deeper stress. Seeking Alpha: Q1 Earnings Call Transcript
• Negative Sentiment: Investor concern about early-stage delinquencies in newer loan vintages drove the sharp sell-off; although management points to strong underwriting and high FICO scores, credit trends are the key near-term risk. Seeking Alpha: Delinquency Fears Overdone
• Negative Sentiment: Insider selling (Rule 10b5-1) has been active in recent weeks — while disclosed as pre-arranged plans, the volume of sales can weigh on sentiment. InsiderTrades: Insider Selling

Institutional Investors Weigh In On Travel + Leisure

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TNL. Envestnet Asset Management Inc. boosted its stake in shares of Travel + Leisure by 231.1% in the 3rd quarter. Envestnet Asset Management Inc. now owns 691,599 shares of the company’s stock valued at $41,143,000 after purchasing an additional 482,731 shares during the last quarter. Compass Wealth Management LLC bought a new position in shares of Travel + Leisure in the 3rd quarter valued at about $1,707,000. JPMorgan Chase & Co. boosted its stake in shares of Travel + Leisure by 15.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 354,598 shares of the company’s stock valued at $21,096,000 after purchasing an additional 47,170 shares during the last quarter. ING Groep NV boosted its stake in shares of Travel + Leisure by 115.0% in the 3rd quarter. ING Groep NV now owns 63,000 shares of the company’s stock valued at $3,748,000 after purchasing an additional 33,700 shares during the last quarter. Finally, SG Americas Securities LLC bought a new position in shares of Travel + Leisure in the 4th quarter valued at about $11,657,000. Institutional investors and hedge funds own 87.54% of the company’s stock.

About Travel + Leisure

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.