TNLConsumer Cyclical · Travel ServicesThe 13 Wall Street analysts covering Travel + Leisure Co. hold a median 12-month price target of $90 — +23.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 22 Aug 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 (95): 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 (27): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (26): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +23.1% from it.
Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 18 Aug 2026 | Morgan Stanley | Maintains | Overweight | $83 → $85 |
| 23 July 2026 | Barclays | Maintains | Equal-Weight | $74 → $77 |
| 23 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 23 July 2026 | Mizuho | Maintains | Outperform | — |
| 23 July 2026 | Mizuho | Maintains | Outperform | $105 → $107 |
| 23 July 2026 | Wells Fargo | Maintains | Overweight | $87 → $92 |
| 23 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 17 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 17 July 2026 | Morgan Stanley | Maintains | Overweight | $78 → $83 |
| 12 May 2026 | Morgan Stanley | Maintains | Overweight | — |
| 23 Apr 2026 | Barclays | Maintains | Equal-Weight | — |
| 23 Apr 2026 | Mizuho | Maintains | Outperform | — |
| 23 Apr 2026 | Wells Fargo | Maintains | Overweight | — |
| 19 Feb 2026 | Citizens | Maintains | Market Outperform | — |
| 19 Feb 2026 | Goldman Sachs | Maintains | Neutral | — |
| 19 Feb 2026 | Wells Fargo | Maintains | Overweight | — |
| 16 Jan 2026 | Morgan Stanley | Maintains | Overweight | — |
| 17 Dec 2025 | Barclays | Upgrade | Equal-Weight | — |
| 18 Nov 2025 | Wells Fargo | Initiates | Overweight | — |
| 14 Nov 2025 | Truist Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TNL appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 24 Aug 2026, Travel + Leisure Co. returned +21.0% against +19.6% 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 40% of US stocks
Cheaper than 69% of US stocks
Cheaper than 97% of US stocks
Cheaper than 36% of US stocks
Higher than 37% of US stocks
Higher than 36% of US stocks
Higher than 98% of US stocks
Higher than 79% of US stocks
Higher than 62% of US stocks
Higher than 30% of US stocks
Higher than 86% of US stocks
Higher than 70% 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 $4.4B and an enterprise value of $10.0B.
Revenue in the twelve months to 30 June 2026: $4.1B. The latest quarter grew 4.4% 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: 19.4×; forward P/E: 8.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.35%, paying out 63% 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 share on common stock, payable September 30, 2026, to shareholders of record as of September 16, 2026.
Why it matters — This dividend declaration signals the company's continued commitment to returning capital to shareholders.
The 13 Wall Street analysts covering Travel + Leisure Co. have a median 12-month price target of $90, with estimates ranging from $77 to $107. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering Travel + Leisure Co., 12 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Travel + Leisure Co. 85 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Travel + Leisure Co. ranks 85 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 (95 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +23.1% from the last close, and Ticker Nerd's factor model ranks Travel + Leisure Co. 85 out of 100 as at 22 Aug 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: $77 to $107 over the next 12 months.
Travel + Leisure Co. returned +21.0% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Travel + Leisure Co. is an integrated company that plays a significant role in the hospitality and travel industry.
The most recent item we track (Business Wire, 4 Aug 2026): "Travel + Leisure Co. Declares Cash Dividend". Travel + Leisure Co.'s board declared a regular cash dividend of $0.60 per share on common stock, payable September 30, 2026, to shareholders of record as of September 16, 2026.
Travel + Leisure Co. is an integrated company that plays a significant role in the hospitality and travel industry. The company primarily functions as a global provider of hospitality services and experiences, ranging from vacation ownership to travel and leisure activities. Travel + Leisure Co. operates various brands that offer vacation club memberships, timeshare exchange programs, and travel planning services, catering to a diverse clientele interested in personalized holiday experiences. Notable features include its expansive portfolio of resorts, hotels, and vacation destinations, which span numerous regions and cater to a wide array of customer preferences. The company also leverages digital platforms to enhance customer engagement and streamline access to its services. Within the financial market, Travel + Leisure Co. is noteworthy for its influence on tourism trends and consumer travel behavior. It is an essential part of the travel and leisure sector, contributing to the economic vitality by driving demand in the hospitality market, supporting local economies, and influencing trends in sustainable tourism and experiential travel. Headquartered in Orlando, Florida, the company continues to play a pivotal role in shaping how people plan and enjoy their leisure time worldwide.
CEO Mr. Michael D. Brown · 19,000 employees · United States · https://www.travelandleisureco.com
