TNLConsumer Cyclical · Travel ServicesThe 13 Wall Street analysts covering Travel + Leisure Co. hold a median 12-month price target of $90 — +42.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 18 Sept 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 (94): 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 (27): 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 +42.5% from it.
Of the 20 most recent actions, 5 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 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 | — |
| 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 | — |
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 18 Sept 2026, Travel + Leisure Co. returned +6.2% against +16.3% 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 42% of US stocks
Cheaper than 71% of US stocks
Cheaper than 96% of US stocks
Cheaper than 37% of US stocks
Higher than 37% of US stocks
Higher than 37% 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 74% 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 $3.9B and an enterprise value of $9.5B.
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: 17.1×; forward P/E: 7.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.80%, 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. (TNL) presented at the Goldman Sachs Global Consumer and Retail Conference. A transcript of the presentation was published by Seeking Alpha.
Why it matters — Investors following TNL can glean management's commentary and outlook from a major industry conference presentation transcript.
Travel + Leisure, a People Inc. brand, will host its first international World's Best Summit in London on October 27 and 28, 2026, highlighting the city's role in travel and hospitality over a two-day event.
Why it matters — This marks Travel + Leisure's expansion of its flagship summit to an international market, which could broaden the brand's global presence and engagement.
Travel + Leisure Co. released its 2025 Corporate Responsibility Report, detailing progress across its environmental, social, and governance priorities. The report comes as the company surpasses its decade-long goal to reduce greenhouse gas emissions intensity by 40% and outlines new 2030 environmental targets.
Why it matters — A TNL watcher would care because the company exceeded its decade-long carbon reduction goal and has committed to new 2030 environmental targets, signaling continued focus on its ESG agenda.
Travel + Leisure Co. announced it has been named to TIME's World's Best Companies 2026 list, which recognizes 1,000 companies worldwide for strong performance in employee satisfaction, revenue growth, and sustainability transparency. The ranking was developed by TIME in partnership with Statista.
Why it matters — This recognition highlights Travel + Leisure Co.'s standing in employee satisfaction, revenue growth, and sustainability transparency, which could be relevant to investors tracking the company's broader performance and reputation.
Travel + Leisure Co. announced that Chief Financial Officer Erik Hoag will participate in a fireside chat at the Goldman Sachs 33rd Annual Global Consumer and Retail Conference on September 14, 2026. A live audio webcast will be available in the investor relations section of the company's website, with a replay posted about 24 hours after the event.
Why it matters — TNL watchers can hear directly from the company's CFO about its business at a major industry conference, providing insight into the company's outlook and strategy.
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. 80 out of 100 across roughly 4,600 US stocks as at 18 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 18 Sept 2026, Travel + Leisure Co. ranks 80 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 (94 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +42.5% from the last close, and Ticker Nerd's factor model ranks Travel + Leisure Co. 80 out of 100 as at 18 Sept 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 +6.2% over the 12 months to 18 Sept 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 (Seeking Alpha, 14 Sept 2026): "Travel + Leisure Co. (TNL) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript". Travel + Leisure Co. (TNL) presented at the Goldman Sachs Global Consumer and Retail Conference. A transcript of the presentation was published by Seeking Alpha.
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
