Compass Wealth Management LLC Makes New Investment in Travel + Leisure Co. $TNL
Compass Wealth Management LLC has acquired a new stake in Travel + Leisure Co. (NYSE:TNL), purchasing 28,701 shares valued at approximately $1.707 million during the third quarter. This new investment is part of broader institutional interest, with other hedge funds also adjusting their holdings in the company. The article details positive and negative sentiments surrounding Travel + Leisure, including analyst upgrades and a GAAP net loss due to an inventory write-down, alongside insider selling activity.
Travel + Leisure (NYSE:TNL) Price Target Raised to $88.00
Wells Fargo raised its price target for Travel + Leisure (NYSE:TNL) to $88.00 from $81.00, maintaining an "overweight" rating and suggesting a 16.4% upside. This comes after the company reported Q4 EPS in line with estimates and revenue above expectations, despite a GAAP net loss due to an inventory write-down. Travel + Leisure also announced an expanded capital-return program including a $750 million share buyback and increased dividends, reinforcing a generally positive analyst outlook.
Travel + Leisure Co. (NYSE:TNL) Q4 2025 Earnings Call Transcript
Travel + Leisure Co. (TNL) reported Q4 2025 earnings, missing EPS expectations but exceeding full-year EBITDA outlook. The company highlighted strong performance in its core vacation ownership business, achieved significant revenue and EBITDA growth in 2025, and provided an optimistic outlook for 2026 with projected EBITDA growth and continued shareholder returns. Strategic initiatives include brand expansion, resort portfolio optimization, and technology investments to enhance owner experience and long-term profitable growth.
Travel + Leisure Co. Reports Q4 2025 Results with Revenue and Earnings Growth
Travel + Leisure Co. reported Q4 2025 results showing revenue of $971 million, up from $936 million in Q4 2024, and net income increasing to $115 million. Adjusted EBITDA also rose to $262 million, with diluted EPS at $1.60. The company reiterated its financial outlook for 2026, expecting continued revenue growth and adjusted EBITDA performance.
Travel+Leisure Q4 results, guidance, and dividend hike fuels record high (TNL:NYSE)
Travel + Leisure (TNL) shares surged to a record high, gaining as much as 11% on Wednesday after reporting better-than-expected Q4 results. The positive performance was further boosted by new share repurchase agreement and an increased dividend, signaling strong financial health and investor confidence.
Why Travel + Leisure (TNL) Stock Is Trading Up Today
Travel + Leisure (TNL) shares jumped 7.8% after the company reported better-than-expected fourth-quarter 2025 results and issued a strong outlook for 2026. The hospitality company's revenue and adjusted earnings per share exceeded analyst forecasts, and its full-year 2026 adjusted EBITDA guidance was higher than projected. Investors appear to be focusing on the positive results and outlook despite a negative operating margin for the quarter.
Travel & Leisure Co. SEC 10-K Report
Travel & Leisure Co. has released its 2025 10-K report, detailing financial performance, business operations, and strategic initiatives. The company reported net revenues of $4,021 million but experienced a decrease in operating income and net income attributable to shareholders due to increased expenses. Key highlights include growth in the Vacation Ownership segment, a focus on resort optimization, and strategic capital management, while also addressing market, operational, regulatory, emerging, and financial risks.
Travel + Leisure Co. Reports Q4 2025 Results with Revenue and Earnings Growth
Travel + Leisure Co. announced its fourth-quarter and full-year 2025 financial results, showing year-over-year revenue and earnings growth. The company reported $971 million in revenue and $115 million in net income for Q4 2025, with adjusted EBITDA reaching $262 million. Diluted earnings per share increased to $1.60, demonstrating steady performance in the leisure sector.
Travel + Leisure (NYSE:TNL) Surprises With Q4 CY2025 Sales
Travel + Leisure (NYSE:TNL) exceeded Q4 CY2025 revenue and adjusted EPS expectations, reporting $1.03 billion in sales and $1.83 per share. The company also provided an optimistic EBITDA guidance for FY2026, surpassing analyst estimates. Despite a decrease in operating margin, the company highlighted strong leisure travel demand and resilience in its Vacation Ownership business.
Travel + Leisure posts 2025 results, boosts 2026 outlook
Travel + Leisure Co. announced its fourth-quarter and full-year 2025 results, reporting $4.02 billion in net revenue despite significant inventory write-downs. The company exceeded its 2025 outlook, strengthening liquidity, refinancing debt, and enacting share repurchases and dividends. Looking ahead, Travel + Leisure provided 2026 guidance anticipating higher Adjusted EBITDA, continued vacation ownership sales growth, and benefits from its Resort Optimization Initiative, alongside a new $750 million share buyback and a planned dividend increase.
Travel + Leisure (TNL) Reports Strong Q4 Revenue, Surpassing Exp
Travel + Leisure Co. (TNL) reported robust fourth-quarter revenue of $1.03 billion, exceeding expectations and demonstrating strong performance in its Vacation Ownership segment. The company highlighted significant revenue growth, improved profit margins, and shareholder returns in 2025, with solid prospects for 2026 driven by resilient leisure travel demand. Despite efficient operational management and strong liquidity, investors are cautioned about the company's high leverage and recent insider selling activity.
Travel + Leisure Co. Reports Fourth Quarter and Full-Year 2025 Results and Provides 2026 Outlook
Travel + Leisure Co. reported robust financial results for the fourth quarter and full-year 2025, with net revenue reaching $4.02 billion for the full year and adjusted EBITDA of $990 million. The company announced a 2026 outlook expecting adjusted EBITDA between $1,030 million and $1,055 million, a new $750 million share repurchase authorization, and a recommended increase in the first-quarter 2026 dividend to $0.60 per share, demonstrating confidence in continued growth in leisure travel demand.
Travel + Leisure Q4 results: $210M charge & 2026 outlook
Travel + Leisure Company (NYSE:TNL) reported Q4 2025 net revenue of $1.03 billion, but a net loss of $61 million primarily due to a $210 million charge related to its Resort Optimization Initiative. Despite the loss, gross VOI sales increased, driven by growth in tours and volume per guest. For the full year 2025, net revenue reached $4.02 billion, and the company issued a 2026 adjusted EBITDA guidance of $1.03 billion to $1.055 billion.
Travel + Leisure Co. pursues global growth
Travel + Leisure Co. is strategically expanding into the Middle East, viewing it as a core growth market for global vacation clubs. The company highlights the region's robust tourism growth, strong private wealth, and demand for premium leisure experiences, particularly from GCC travelers who value flexibility and intergenerational travel. Travel + Leisure Co. aims to work with governments on regulatory frameworks and leverage its vacation club model to meet the specific needs of the Middle Eastern market.
Earnings To Watch: Travel + Leisure (TNL) Reports Q4 Results Tomorrow
Travel + Leisure (TNL) is set to report its Q4 earnings, with analysts expecting revenue growth of 2.6% year-on-year to $996.2 million and adjusted earnings of $1.82 per share. The company beat revenue expectations last quarter, and its stock is up 1.4% over the last month, heading into earnings with an average analyst price target higher than its current share price. Investors will be watching how the hospitality company performs, especially in comparison to competitors like Frontier and Hilton.
Travel + Leisure Earnings Forecast: Revenue Growth Slows to 2.6% for Q4 2025 - News and Statistics
Travel + Leisure is projected to report Q4 2025 revenue of $996.2 million, a 2.6% year-over-year increase, marking a slowdown from the previous year's 3.9% growth. Analysts anticipate adjusted earnings of $1.82 per share. Despite missing revenue estimates three times in the last two years, the company's stock price saw a 1.4% increase over the past month, contrasting with a general decline in the travel and vacation provider segment.
Caprock Group LLC Acquires Shares of 28,099 Travel + Leisure Co. $TNL
Caprock Group LLC recently acquired 28,099 shares of Travel + Leisure Co. (NYSE:TNL), valued at about $1.78 million, during the third quarter, contributing to institutional investors now owning approximately 87.54% of the stock. Analysts generally maintain a "Moderate Buy" rating with an average price target of $75.25. Despite positive institutional activity, recent insider selling by Director George Herrera and Geoffrey Richards has been noted, decreasing insider ownership to about 3.75%.
Travel + Leisure Co. $TNL Shares Purchased by ING Groep NV
ING Groep NV significantly increased its stake in Travel + Leisure Co. (NYSE:TNL) by 115% in Q3, now owning 63,000 shares, as institutional investors collectively hold over 87% of the company's stock. Wall Street analysts maintain a "Moderate Buy" rating with a consensus target price of $75.25. The article also notes recent insider sales by Geoffrey Richards and George Herrera, while providing company profile and stock performance details for Travel + Leisure Co.
LSV Asset Management Sells 20,122 Shares of Travel + Leisure Co. $TNL
LSV Asset Management recently decreased its stake in Travel + Leisure Co. (NYSE:TNL) by 1.2%, selling 20,122 shares and retaining 1,595,280 shares valued at approximately $94.9 million. Analysts maintain a "Moderate Buy" consensus rating for TNL with an average price target of $75.25. Insider selling has also occurred, with corporate insiders now owning 3.75% of the stock, while institutional investors hold roughly 87.54%.
Travel + Leisure Co. (NYSE:TNL): A Methodical Pick for Dividend Investors
Travel + Leisure Co. (NYSE:TNL) is presented as a strong candidate for dividend-focused portfolios, identified through a methodical screening process. The company offers a competitive dividend yield, a stable payout history of over ten years, and a durable payout ratio of 36% of earnings. Its financial health is supported by consistent profitability, strong liquidity, and a fair valuation, making it an attractive prospect for income investors.
Travel + Leisure Co. (TNL) Earnings Expected to Grow: Should You Buy?
Travel + Leisure Co. (TNL) is expected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025. While the company has a Zacks Rank #3, its Earnings ESP is -2.64%, making it difficult to conclusively predict an earnings beat. Investors are advised to consider other factors alongside the earnings report when evaluating the stock.
Travel + Leisure Co. (TNL) Earnings Expected to Grow: Should You Buy?
Travel + Leisure Co. (TNL) is expected to report increased earnings and revenue for the quarter ending December 2025, with an earnings announcement anticipated on February 18. While the consensus estimate predicts a 6.4% year-over-year EPS growth, the company's Zacks Earnings ESP is negative, suggesting potential bearish revisions by analysts, making a definitive earnings beat difficult to predict despite a Zacks Rank of #3. Investors should consider other factors along with the Earnings ESP and Zacks Rank when evaluating the stock.
Travel + Leisure (TNL) to Release Earnings on Wednesday
Travel + Leisure (TNL) is scheduled to release its Q4 2025 earnings before market open on Wednesday, February 18th. Analysts forecast earnings of $1.83 per share and $1.0004 billion in revenue for the quarter. The company's stock currently trades around $73.96, with insiders having sold a net of 68,076 shares in the last quarter.
Travel + Leisure Co. Named to Forbes America’s Best Large Employers List
Travel + Leisure Co. has been recognized by Forbes as one of America's Best Large Employers for the fourth time, highlighting its strong workplace culture and employee satisfaction. This acknowledgment underscores the company's commitment to its 19,000 global associates, emphasizing a supportive, inclusive, and people-first environment. The recognition coincides with significant business growth driven by sustained leisure demand, a robust multi-brand strategy, and continuous innovation within the travel industry.
An Intrinsic Calculation For Travel + Leisure Co. (NYSE:TNL) Suggests It's 27% Undervalued
Travel + Leisure Co. (NYSE:TNL) appears to be undervalued by 27% according to a Discounted Cash Flow (DCF) model, with a projected fair value of US$99.99 against a current share price of US$73.45. While analysts have a lower price target of US$78.33, the intrinsic value calculation considers future cash flows and discounts them to present value using a two-stage growth model. The valuation is highly dependent on assumptions like the discount rate and future cash flow estimates, highlighting that it's one of several factors for an investment thesis.
Travel + Leisure opens downtown Orlando headquarters
Travel + Leisure Co. has officially opened its new global headquarters in downtown Orlando at 501 W. Church St., bringing 900 jobs to the area. The move from near SeaWorld to the Parramore neighborhood aims to deepen the company's community connection and provide long-term growth opportunities, with employees working on-site Mondays through Wednesdays and enjoying benefits like commuter programs. The company plans to add about 100 more positions to this new location.
Travel + Leisure (NYSE:TNL) Cut to Hold at Wall Street Zen
Equities research analysts at Wall Street Zen have downgraded Travel + Leisure (NYSE:TNL) from a "buy" to a "hold" rating. Despite this downgrade, the consensus among analysts still rates TNL as a "Moderate Buy" with an average price target of $75.25. The company's stock is currently trading near its 52-week high, and institutional investors hold a significant majority of shares, while insiders have recently sold shares worth approximately $4.73 million.
Travel + Leisure Co. (NYSE:TNL) Given Average Rating of "Moderate Buy" by Brokerages
Travel + Leisure Co. (NYSE:TNL) has received a "Moderate Buy" consensus rating from ten brokerages, with an average 12-month price target of $75.25. Insider selling activity was noted, with executives selling 72,632 shares worth approximately $4.73 million in the last quarter, though institutional ownership remains high at about 87.5%. The company's stock opened at $71.05, holds a market cap of $4.57 billion, and has a P/E ratio of 11.69.
Why is Travel + Leisure Co. (TNL) One of the Most Undervalued Travel Stocks to Buy According to Hedge Funds?
Travel + Leisure Co. (TNL) is considered one of the most undervalued travel stocks by hedge funds, especially after renewing a significant collaboration with Cognizant for digital transformation and AI integration. This partnership aims to enhance the member experience and modernize TNL's technology infrastructure. Additionally, TNL recently celebrated the opening of its new global headquarters in Orlando, reinforcing its commitment to growth and service in the vacation ownership and travel services sector.
Why is Travel + Leisure Co. (TNL) One of the Most Undervalued Travel Stocks to Buy According to Hedge Funds?
Travel + Leisure Co. (TNL) is considered an undervalued travel stock by hedge funds, especially after renewing a strategic collaboration with Cognizant to accelerate its digital transformation and enhance member experiences through AI. The company also recently celebrated the opening of its new global headquarters in Downtown Orlando. TNL offers various vacation ownership, rental, and exchange services, including a wide range of cruise options.
Why is Travel + Leisure Co. (TNL) One of the Most Undervalued Travel Stocks to Buy According to Hedge Funds?
Travel + Leisure Co. (TNL) is considered one of the most undervalued travel stocks by hedge funds, following a strategic collaboration with Cognizant to enhance its digital transformation and technological infrastructure using AI. The company also recently opened its new global headquarters in Orlando. Despite its growth potential, the article suggests that some AI stocks may offer higher returns and lower downside risk.
Great Lakes Advisors LLC Trims Holdings in Travel + Leisure Co. $TNL
Great Lakes Advisors LLC has significantly reduced its stake in Travel + Leisure Co. (NYSE:TNL) by 72.5% in the third quarter, selling 193,984 shares and retaining 73,538 shares worth $4.38 million. Meanwhile, insiders have sold a total of 72,632 shares, and institutional investors now own 87.54% of the stock. Analysts currently rate Travel + Leisure Co. as a "Moderate Buy" with an average target price of $75.25.
654,890 Shares in Travel + Leisure Co. $TNL Acquired by Truist Financial Corp
Truist Financial Corp recently acquired 654,890 shares of Travel + Leisure Co. (TNL) worth approximately $38.96 million, now holding 1.02% of the company. Institutional investors collectively own 87.54% of the stock, with other major firms like Millennium Management and Goldman Sachs also increasing their stakes. Travel + Leisure offers a quarterly dividend of $0.56, and analysts maintain a "Moderate Buy" rating with a target price of $75.25.
How Travel + Leisure’s New Orlando HQ Investment At Travel + Leisure (TNL) Has Changed Its Investment Story
Travel + Leisure Co. has invested over US$36 million in a new global headquarters in Downtown Orlando, relocating 900 associates to a hybrid-friendly workspace. While this move strengthens community ties and may improve culture and productivity, it is seen as an incremental positive rather than a thesis-changing event for investors. The company's investment narrative still revolves around its valuation, balance sheet risk, and upcoming financial results.
Ruffer LLP Purchases New Holdings in Travel + Leisure Co. $TNL
Ruffer LLP has acquired a new position in Travel + Leisure Co. (NYSE:TNL), purchasing 63,583 shares valued at approximately $3.78 million in the third quarter. This move is part of broader institutional interest, with several other large investors also modifying their holdings, bringing the total institutional ownership to about 87.54%. Analysts maintain a "Moderate Buy" rating for Travel + Leisure, with an average price target of $75.25.
Travel + Leisure Co. (NYSE:TNL) Presents a Compelling Value Investment Case
Travel + Leisure Co. (NYSE:TNL) has been identified as a compelling value investment due to its strong valuation, particularly its low P/E and Price-to-Free-Cash-Flow ratios compared to the market and industry averages. Despite a "decent" rather than outstanding financial condition and profitability, the company exhibits steady returns, good liquidity, and a reliable dividend yield of 3.11%. Analysts also predict significant future EPS growth, making TNL an attractive prospect for value-focused investors.
Cognizant and Travel + Leisure Co. Renew Strategic Collaboration to Accelerate Digital Transformation
Cognizant and Travel + Leisure Co. have renewed their multi-million-dollar strategic collaboration to accelerate Travel + Leisure Co.'s digital transformation. The partnership will focus on modernizing technology infrastructure and integrating AI to enhance member and owner experiences. Cognizant will leverage its hospitality expertise to optimize the technology ecosystem and improve digital service for over 800,000 owner families.
Compass Wealth Management LLC Makes New $1.71 Million Investment in Travel + Leisure Co. $TNL
Compass Wealth Management LLC has acquired a new stake in Travel + Leisure Co. (NYSE:TNL), purchasing 28,701 shares valued at approximately $1.71 million. This comes amidst other institutional investor activity and recent insider selling. Travel + Leisure Co. maintains a "Moderate Buy" consensus rating from analysts, with a market cap of about $4.51 billion and a P/E ratio of 11.52.
Travel Leisure Company Earns Spot On Fortune’s Most Admired Companies List
Travel and Leisure Company has been named one of Fortune's World's Most Admired Companies for the fourth consecutive year, recognized for its commitment to exceptional travel experiences and strong industry reputation. The company is lauded for its innovation in flexible vacation ownership, its diversified brand portfolio including Sports Illustrated Resorts and Margaritaville Vacation Club, and its focus on digital innovation. It also prioritizes sustainable travel and responsible practices, aligning with modern travelers' demands for ethical and environmentally conscious options.
Travel And Leisure Company Strengthens Orlando’s Tourism Industry With New HQ
Travel + Leisure Co. has inaugurated its new global headquarters in Downtown Orlando, a $36 million investment strengthening the city's tourism industry and economy. The relocation brings over 900 associates to a modern, collaborative workspace designed to foster innovation. This strategic move highlights Orlando's growing importance as a hub for corporate leadership and reinforces its status as a premier global travel destination.
Universal Beteiligungs und Servicegesellschaft mbH Has $9.69 Million Holdings in Travel + Leisure Co. $TNL
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Travel + Leisure Co. by 65.4%, bringing its total holdings to $9.69 million. Other institutional investors also added to their positions, resulting in 87.54% institutional ownership, despite recent insider share sales totalling $9.9 million. Analysts maintain a "Moderate Buy" rating for Travel + Leisure, with an average price target of $73.56.
Tourism Growth Drives Travel And Leisure Company 2025 Results Announcement
Travel + Leisure Co. is set to announce its fourth-quarter and full-year 2025 financial results on February 18, 2026, anticipating that strong tourism growth, strategic investments, and a focus on sustainability will highlight its continued success. The company, a major player in global leisure travel, plans to discuss its performance and future projections during a conference call, which will also be webcast for investors. These results are expected to showcase Travel + Leisure Co.'s resilience and adaptability in meeting the evolving demands of post-pandemic travelers.
Is Now The Time To Put Travel + Leisure (NYSE:TNL) On Your Watchlist?
Travel + Leisure (NYSE:TNL) shows promising growth in earnings per share, with a 13% annual increase over the last three years, and revenue growth of 3.6% to US$4.0 billion. The company also demonstrates strong insider ownership, with insiders holding US$86 million worth of shares, aligning their interests with shareholders. These factors suggest that TNL could be a worthwhile addition to an investor's watchlist.
CEO and CFO to break down Travel + Leisure 2025 results Feb. 18
Travel + Leisure Co. (NYSE: TNL) announced that it will release its fourth quarter and full-year 2025 financial results on Wednesday, February 18, 2026, before the market opens. Following the release, President and CEO Michael D. Brown and CFO Erik Hoag will host a conference call at 8:30 a.m. EST to discuss the company's financial performance and business outlook. A webcast of the call will be available on the company's investor relations website, with an archive accessible for 90 days.
Travel + Leisure Co. to Report Fourth Quarter and Full-Year 2025 Financial Results on February 18, 2026
Travel + Leisure Co. (NYSE: TNL) announced it will release its fourth quarter and full-year 2025 financial results on Wednesday, February 18, 2026, before the market opens. Following the release, a conference call will be held at 8:30 a.m. EST with President and CEO Michael D. Brown and CFO Erik Hoag to discuss the company's performance and business outlook. A webcast of the call will be accessible on the company's website for 90 days.
Travel + Leisure Co. Again Recognized by Fortune as One of the World’s Most Admired Companies
Travel + Leisure Co. has been named to Fortune's World's Most Admired Companies list for the fourth consecutive year. This recognition highlights the company's commitment to customer satisfaction, operational excellence, and a purpose-driven culture, as evaluated by industry peers on criteria such as management quality, innovation, and social responsibility. The company's President and CEO, Michael D. Brown, emphasizes that this achievement reflects the trust earned daily by their global team and their dedication to providing exceptional travel experiences.
This New Travel eSIM Works in 190+ Destinations—and Costs Less Than Daily Carrier Fees
Holafly, an international eSIM provider, has launched its first global eSIM data subscription service, "Holafly Plans," offering monthly plans for travelers to seamlessly connect in over 170 countries without roaming fees or SIM card swaps. The service automatically connects devices to the best available network and provides options like a "Light" plan with 25 GB data for $49.90/month and an "Unlimited" plan for $64.90/month, both including a hotspot and an "Always On" feature. Holafly emphasizes its extensive coverage, rigorously tested across more than 190 destinations, and positions its new offering as an end to traditional, geography-bound carrier models.
Travel + Leisure Co. Celebrates Official Opening of Global Headquarters in Downtown Orlando
Travel + Leisure Co. officially opened its new global headquarters in Downtown Orlando with a ribbon-cutting ceremony. The new headquarters, which brings over 900 associates to the City of Orlando, represents a capital investment exceeding $34 million and aims to foster connection, innovation, and growth by supporting a modern, hybrid-friendly workforce. This relocation reinforces Orlando's emergence as a hub for corporate leadership and talent, contributing to the city's economic vitality.
Travel + Leisure Co. Celebrates Official Opening of Global Headquarters in Downtown Orlando
Travel + Leisure Co. officially opened its new global headquarters at 501 W. Church St. in Downtown Orlando, marking a significant investment in the city and an enhanced environment for its over 900 associates. The new headquarters, designed for collaboration and wellness, will foster innovation and support the company's growth in the leisure travel industry. This move reinforces Orlando's role as a corporate hub and strengthens Travel + Leisure Co.'s community engagement.
Travel + Leisure Co. opens new global headquarters in downtown Orlando
Travel + Leisure Co. has officially opened its new global headquarters in downtown Orlando, bringing over 900 associates and a capital investment exceeding $36 million to the city center. This move reinforces the company's commitment to Orlando and its growth as a corporate hub, with Mayor Buddy Dyer highlighting its significant contribution to downtown revitalization and economic growth. The headquarters is designed to support collaboration, innovation, wellness, and a modern hybrid workforce.
