Travel + Leisure (NYSE:TNL) CFO Erik Hoag Purchases 1,000 Shares

Travel + Leisure Co. (NYSE:TNL) CFO Erik Hoag bought 1,000 shares of the business’s stock in a transaction on Thursday, April 23rd. The shares were acquired at an average cost of $65.67 per share, with a total value of $65,670.00. Following the purchase, the chief financial officer owned 1,000 shares of the company’s stock, valued at $65,670. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Travel + Leisure Stock Down 0.9%

Shares of Travel + Leisure stock opened at $65.21 on Friday. The firm 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 Co. has a 52 week low of $42.40 and a 52 week high of $81.00. The business’s fifty day simple moving average is $72.64 and its 200-day simple moving average is $69.58.

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

Travel + Leisure Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 20th were paid a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a yield of 3.7%. This is a positive change from Travel + Leisure’s previous quarterly dividend of $0.56. The ex-dividend date was Friday, March 20th. Travel + Leisure’s payout ratio is currently 67.42%.

Analysts Set New Price Targets

Several analysts have recently issued reports on TNL shares. Stifel Nicolaus set a $89.00 price target on shares of Travel + Leisure in a research report on Wednesday, February 18th. Citigroup reaffirmed an “outperform” rating on shares of Travel + Leisure in a research note on Thursday, February 19th. Oppenheimer reiterated an “outperform” rating and set a $85.00 target price on shares of Travel + Leisure in a report on Wednesday, February 18th. The Goldman Sachs Group raised their price target on shares of Travel + Leisure from $71.00 to $81.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Finally, Weiss Ratings downgraded shares of Travel + Leisure from a “buy (b)” rating to a “hold (c+)” rating in a research note on Friday, February 20th. Eight analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Travel + Leisure currently has a consensus rating of “Moderate Buy” and an average price target of $85.20.

Trending Headlines about 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

Hedge Funds Weigh In On Travel + Leisure

Institutional investors and hedge funds have recently made changes to their positions in the stock. Danske Bank A S purchased a new stake in shares of Travel + Leisure in the 3rd quarter valued at approximately $30,000. CNB Bank purchased a new stake in shares of Travel + Leisure during the 3rd quarter worth $32,000. N.E.W. Advisory Services LLC acquired a new position in shares of Travel + Leisure during the fourth quarter worth $43,000. Geneos Wealth Management Inc. grew its stake in shares of Travel + Leisure by 293.0% during the first quarter. Geneos Wealth Management Inc. now owns 959 shares of the company’s stock worth $44,000 after purchasing an additional 715 shares in the last quarter. Finally, CENTRAL TRUST Co increased its holdings in Travel + Leisure by 181.5% in the third quarter. CENTRAL TRUST Co now owns 791 shares of the company’s stock valued at $47,000 after buying an additional 510 shares during the last quarter. 87.54% of the stock is owned by institutional investors and hedge funds.

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.