Travel + Leisure (NYSE:TNL) Given New $105.00 Price Target at Mizuho

Travel + Leisure (NYSE:TNL) had its price target lowered by Mizuho from $107.00 to $105.00 in a report published on Thursday,Benzinga reports. The firm currently has an outperform rating on the stock.

Other equities analysts also recently issued research reports about the stock. The Goldman Sachs Group increased their price target on shares of Travel + Leisure from $71.00 to $81.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Weiss Ratings downgraded shares of Travel + Leisure from a “buy (b)” rating to a “hold (c+)” rating in a report on Friday, February 20th. Oppenheimer reiterated an “outperform” rating and issued a $85.00 price target on shares of Travel + Leisure in a report on Wednesday, February 18th. Citigroup reiterated an “outperform” rating on shares of Travel + Leisure in a report on Thursday, February 19th. Finally, Barclays cut their price target on shares of Travel + Leisure from $78.00 to $74.00 and set an “equal weight” rating on the stock in a report on Thursday. Eight investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Travel + Leisure has a consensus rating of “Moderate Buy” and an average price target of $85.20.

Travel + Leisure Trading Down 0.9%

Shares of NYSE:TNL opened at $65.21 on Thursday. Travel + Leisure has a twelve month low of $42.40 and a twelve month high of $81.00. The company’s 50 day moving average is $72.64 and its 200 day moving average is $69.58. The company has a market cap of $4.07 billion, a PE ratio of 18.32, a price-to-earnings-growth ratio of 0.50 and a beta of 1.32.

Travel + Leisure (NYSE:TNL) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.45 earnings per share for the quarter, topping the consensus estimate of $1.31 by $0.14. Travel + Leisure had a net margin of 5.85% and a negative return on equity of 48.06%. The company had revenue of $961.00 million for the quarter, compared to the consensus estimate of $954.81 million. During the same quarter in the prior year, the company earned $1.11 EPS. Travel + Leisure’s quarterly revenue was up 2.9% on a year-over-year basis. Equities research analysts predict that Travel + Leisure will post 7.41 earnings per share for the current fiscal year.

Travel + Leisure Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, March 20th were given a dividend of $0.60 per share. This is a positive change 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 payout ratio is 67.42%.

Insiders Place Their Bets

In other news, insider Amandine Robin-Caplan sold 3,904 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $74.61, for a total transaction of $291,277.44. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Michael Dean Brown sold 66,860 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $74.03, for a total value of $4,949,645.80. Following the transaction, the insider owned 427,821 shares in the company, valued at $31,671,588.63. This trade represents a 13.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 121,738 shares of company stock worth $9,136,054. Corporate insiders own 4.01% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in TNL. Danske Bank A S purchased a new position in Travel + Leisure in the 3rd quarter valued at $30,000. CNB Bank purchased a new position in Travel + Leisure in the 3rd quarter valued at $32,000. N.E.W. Advisory Services LLC purchased a new position in Travel + Leisure in the 4th quarter valued at $43,000. Geneos Wealth Management Inc. lifted its holdings in Travel + Leisure by 293.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 959 shares of the company’s stock valued at $44,000 after purchasing an additional 715 shares in the last quarter. Finally, CENTRAL TRUST Co lifted its holdings in Travel + Leisure by 181.5% in the 3rd quarter. CENTRAL TRUST Co now owns 791 shares of the company’s stock valued at $47,000 after purchasing an additional 510 shares in the last quarter. Hedge funds and other institutional investors own 87.54% of the company’s stock.

Key Stories Impacting Travel + Leisure

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

• Positive Sentiment: Q1 beat — TNL reported $1.45 EPS versus ~$1.31 consensus and ~$961M revenue, showing modest top- and bottom-line outperformance and year-over-year improvement; the print and prepared remarks were cited as generally upbeat. Travel + Leisure Co. Reports First Quarter 2026 Results
• Positive Sentiment: Earnings call tone — Management signaled confidence on the conference call, reiterating guidance and emphasizing capital returns (dividend + buybacks) and underwriting strength, which supports longer-term cash flow visibility. Travel + Leisure Co. Signals Confident Earnings Outlook
• Positive Sentiment: Insider buy — CFO Erik D. Hoag purchased 1,000 shares at about $65.67, a small but timely insider purchase that can be interpreted as management confidence in the stock at current levels. SEC Form 4: Erik D. Hoag
• Neutral Sentiment: Analyst update — Mizuho trimmed its price target slightly from $107 to $105 but maintained an “outperform” rating, leaving a sizeable upside vs. current trading — a mixed signal (downgrade in target magnitude but continued bullish stance). Benzinga
• Negative Sentiment: Delinquency concerns driving sell-off — Media coverage flagged early-stage delinquencies in recent loan vintages; even though analysts point to strong underwriting and high FICO scores, the delinquency headlines appear to have prompted the bulk of today’s downside and higher volume. Travel + Leisure: Delinquency Fears Appear Overdone

Travel + Leisure Company Profile

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.