TNLConsumer Cyclical · Travel ServicesThe 13 Wall Street analysts covering Travel + Leisure Co. hold a median 12-month price target of $86 — +10.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 4 Nov 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Travel + Leisure Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (92): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Growth (29): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (24): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on TNL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +10.8% from it.
Of the 20 most recent actions, 5 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Oct 2026 | Barclays | Maintains | Equal-Weight | $77 → $72 |
| 28 Oct 2026 | JP Morgan | Maintains | Neutral | $70 → $72 |
| 19 Oct 2026 | Wells Fargo | Maintains | Overweight | — |
| 19 Oct 2026 | Wells Fargo | Maintains | Overweight | $92 → $90 |
| 16 Oct 2026 | Goldman Sachs | Maintains | Buy | $87 → $78 |
| 16 Oct 2026 | Goldman Sachs | Maintains | Buy | — |
| 15 Oct 2026 | Susquehanna | Maintains | Positive | — |
| 15 Oct 2026 | Susquehanna | Maintains | Positive | $95 → $75 |
| 8 Oct 2026 | JP Morgan | Initiates | Neutral | $70 |
| 8 Oct 2026 | JP Morgan | Initiates | Neutral | — |
| 10 Sept 2026 | Truist Securities | Maintains | Buy | — |
| 10 Sept 2026 | Truist Securities | Maintains | Buy | $88 → $86 |
| 18 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 18 Aug 2026 | Morgan Stanley | Maintains | Overweight | $83 → $85 |
| 23 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 23 July 2026 | Barclays | Maintains | Equal-Weight | $74 → $77 |
| 23 July 2026 | Mizuho | Maintains | Outperform | $105 → $107 |
| 23 July 2026 | Mizuho | Maintains | Outperform | — |
| 23 July 2026 | Wells Fargo | Maintains | Overweight | $87 → $92 |
| 23 July 2026 | Wells Fargo | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
TNL appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Travel + Leisure Co. returned +28.0% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 36% of US stocks
Cheaper than 66% of US stocks
Cheaper than 97% of US stocks
Cheaper than 34% of US stocks
Higher than 41% of US stocks
Higher than 34% of US stocks
Higher than 98% of US stocks
Higher than 78% of US stocks
Higher than 61% of US stocks
Higher than 30% of US stocks
Higher than 86% of US stocks
Higher than 87% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Travel + Leisure Co. has a market value of $4.7B and an enterprise value of $10.6B.
Revenue in the twelve months to 30 June 2026: $4.1B. The latest quarter grew 5.5% year on year.
Net income over the same four quarters: $238.0M, a 5.8% net margin.
Diluted earnings per share, trailing twelve months: $3.66.
Free cash flow in the twelve months to 30 June 2026: $442.0M, after $103.0M of capital spending.
Travel + Leisure Co. spent $336.0M on share buybacks and $149.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 20.9×; forward P/E: 8.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.09%, paying out 64% of earnings.
Travel + Leisure Co. employs 19,000 people — $215K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Travel + Leisure Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Travel + Leisure Co.’s board declared a regular cash dividend of $0.60 per common share, payable December 31, 2026, to shareholders of record on December 11, 2026.
Why it matters — TNL watchers may note the declared dividend amount and the payment and record dates.
Zacks Investment Research asks whether Travel + Leisure Co. (TNL) may be a top stock pick for momentum investors. The excerpt introduces the question but provides no analysis or conclusion.
Why it matters — TNL watchers may be interested in the article’s focus on the stock’s potential appeal to momentum investors.
Travel + Leisure Co. announced that its Club Wyndham and WorldMark by Wyndham brands earned 11 placements in the 2026 Newsweek Readers’ Choice Awards. Club Wyndham Ocean Walk placed first in the Best Vacation Ownership Resort for Families category.
Why it matters — The awards provide recognition for TNL’s vacation ownership resort brands, including a top family-resort ranking for Club Wyndham Ocean Walk.
Zacks Investment Research describes its approach as centering on the Zacks Rank, which uses earnings estimates and estimate revisions, while also monitoring value, growth, and momentum trends. The headline frames these factors in a question about TNL.
Why it matters — TNL watchers may note the article’s focus on earnings estimates and investment-style trends, though the excerpt gives no TNL-specific assessment.
Travel + Leisure reported third-quarter revenue of $1.1 billion, up 5% year over year. Its acquisition of Spinnaker Resorts and Yes& Vacations added more than 100,000 owners to its customer base.
Why it matters — The revenue growth and expanded owner base provide TNL watchers with updates on the company’s recent performance and customer reach.
The 13 Wall Street analysts covering Travel + Leisure Co. have a median 12-month price target of $86, with estimates ranging from $72 to $108. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering Travel + Leisure Co., 11 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Travel + Leisure Co. 82 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Travel + Leisure Co. ranks 82 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (92 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +10.8% from the last close, and Ticker Nerd's factor model ranks Travel + Leisure Co. 82 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Travel + Leisure Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TNL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $72 to $108 over the next 12 months.
Travel + Leisure Co. returned +28.0% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Travel + Leisure Co. is a leisure travel and hospitality company that provides vacation ownership, membership, and travel services.
The most recent item we track (Business Wire, 4 Nov 2026): "Travel + Leisure Co. Declares Cash Dividend". Travel + Leisure Co.’s board declared a regular cash dividend of $0.60 per common share, payable December 31, 2026, to shareholders of record on December 11, 2026.
Travel + Leisure Co. is a leisure travel and hospitality company that provides vacation ownership, membership, and travel services. Travel + Leisure Co. operates through two core segments: Vacation Ownership and Travel and Membership. Its Vacation Ownership business develops, markets, and sells vacation ownership interests, offers consumer financing tied to those sales, and provides resort property management services. The Travel and Membership segment supports a range of travel businesses, including vacation exchange brands, travel technology platforms, travel memberships, and direct-to-consumer rentals. The company serves individual consumers through a portfolio of branded vacation clubs and travel experiences, including Club Wyndham, WorldMark, Margaritaville Vacation Club, Sports Illustrated Resorts, Eddie Bauer Adventure Club, Accor Vacation Club, and Travel + Leisure GO. Headquartered in Orlando, Florida, Travel + Leisure Co. plays a notable role in the global vacation ownership and membership travel market.
CEO Mr. Michael D. Brown · 19,000 employees · United States · https://www.travelandleisureco.com
