Travel + Leisure (NYSE:TNL) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Key Points

• JPMorgan raised Travel + Leisure’s price target from $70 to $72 while maintaining a neutral rating, implying about 6.1% upside. Analysts overall rate the stock “Moderate Buy,” with an average target of $85.25.
• Travel + Leisure’s latest quarterly results beat expectations, with EPS of $2.21 versus $2.05 expected and revenue of $1.10 billion versus $1.08 billion. Revenue increased 5.5% year over year.
• Shares traded near $67.86, while investors also noted risks including negative return on equity and financial leverage; institutional investors own approximately 87.5% of the stock.

Travel + Leisure (NYSE:TNL - Get Free Report) had its price target hoisted by analysts at JPMorgan Chase & Co. from $70.00 to $72.00 in a report released on Wednesday, Benzinga reports. The brokerage presently has a "neutral" rating on the stock. JPMorgan Chase & Co.'s price objective indicates a potential upside of 6.10% from the stock's current price.

Several other research analysts have also commented on the company. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Travel + Leisure in a research report on Monday, October 19th. Zacks Research downgraded Travel + Leisure from a "hold" rating to a "strong sell" rating in a report on Thursday, October 22nd. The Goldman Sachs Group decreased their price objective on Travel + Leisure from $87.00 to $78.00 and set a "buy" rating for the company in a report on Thursday, October 15th. Truist Financial lowered their target price on shares of Travel + Leisure from $88.00 to $86.00 and set a "buy" rating on the stock in a research report on Thursday, September 10th. Finally, Morgan Stanley reaffirmed an "overweight" rating and issued a $86.00 target price on shares of Travel + Leisure in a report on Thursday, October 22nd. Eleven research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $85.25.

Travel + Leisure Stock Performance

Shares of TNL stock traded up $0.63 during mid-day trading on Wednesday, hitting $67.86. 599,258 shares of the stock were exchanged, compared to its average volume of 749,813. The stock's fifty day simple moving average is $65.91 and its two-hundred day simple moving average is $70.55. The stock has a market capitalization of $4.15 billion, a price-to-earnings ratio of 18.58, a P/E/G ratio of 0.66 and a beta of 1.19. Travel + Leisure has a 12-month low of $60.34 and a 12-month high of $81.00.

Travel + Leisure (NYSE:TNL - Get Free Report) last posted its earnings results on Tuesday, October 27th. The company reported $2.21 earnings per share for the quarter, beating the consensus estimate of $2.05 by $0.16. The business had revenue of $1.10 billion during the quarter, compared to the consensus estimate of $1.08 billion. Travel + Leisure had a negative return on equity of 46.91% and a net margin of 5.81%. The business's quarterly revenue was up 5.5% on a year-over-year basis. During the same period in the previous year, the business earned $1.80 EPS. On average, research analysts expect that Travel + Leisure will post 7.47 earnings per share for the current fiscal year.

Insider Activity at Travel + Leisure

In related news, CAO Thomas Michael Duncan sold 20,000 shares of Travel + Leisure stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $74.16, for a total value of $1,483,200.00. Following the transaction, the chief accounting officer directly owned 5,307 shares in the company, valued at $393,567.12. This trade represents a 79.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 4.01% of the stock is owned by company insiders.

Institutional Trading of Travel + Leisure

Hedge funds have recently made changes to their positions in the company. BlackRock Inc. purchased a new stake in shares of Travel + Leisure in the second quarter valued at about $543,957,000. State Street Corp lifted its position in Travel + Leisure by 0.4% in the second quarter. State Street Corp now owns 2,157,772 shares of the company's stock valued at $164,919,000 after purchasing an additional 7,641 shares during the period. Quantinno Capital Management LP boosted its holdings in Travel + Leisure by 21.7% in the 1st quarter. Quantinno Capital Management LP now owns 1,305,515 shares of the company's stock valued at $90,329,000 after purchasing an additional 232,711 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in Travel + Leisure by 5.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 802,110 shares of the company's stock valued at $61,305,000 after purchasing an additional 40,573 shares in the last quarter. Finally, Bank of New York Mellon Corp purchased a new stake in Travel + Leisure in the 2nd quarter valued at approximately $55,087,000. Institutional investors and hedge funds own 87.54% of the company's stock.

Travel + Leisure News Summary

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

• Positive Sentiment: Q3 earnings and revenue exceeded expectations. Travel + Leisure reported adjusted EPS of $2.21, ahead of the roughly $2.05 consensus, while revenue reached $1.10 billion versus estimates of about $1.08 billion. EPS increased from $1.80 a year earlier, and revenue rose 5.5% year over year. Travel + Leisure Co. Reports Third Quarter 2026 Results
• Positive Sentiment: Core vacation-ownership indicators were solid. Gross vacation-ownership interest (VOI) sales rose 6% to $720 million, supported by 7% tour growth. Adjusted EBITDA also increased 6% to $283 million, suggesting continued operating momentum. Travel + Leisure Q3 2026: EPS Beats by 7.5% as VOI Sales Surge
• Positive Sentiment: Management raised its 2026 earnings guidance. The higher outlook following the quarterly beat gives investors greater confidence in the company’s ability to deliver its full-year targets. Travel + Leisure Lifts Guidance on an Earnings Beat
• Positive Sentiment: Stifel raised its price target to $91, adding analyst support to the undervaluation argument and implying meaningful potential upside from recent trading levels. Travel + Leisure Price Target Raised to $91 at Stifel
• Neutral Sentiment: Investors should continue to monitor Travel + Leisure’s negative reported return on equity and balance-sheet-related financial leverage, which could limit valuation expansion despite the stronger earnings outlook.

About Travel + Leisure

Travel + Leisure Co NYSE: TNL is a hospitality and leisure travel company that operates vacation ownership, exchange, and membership businesses. The company provides travelers with access to resort accommodations, vacation experiences, travel services, and related lifestyle offerings through a portfolio of consumer brands.

Its vacation ownership business includes brands such as Club Wyndham, WorldMark by Wyndham, and Margaritaville Vacation Club, offering members interests in vacation properties and access to resort destinations.

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