TNL Travel + Leisure Co.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Travel + Leisure has delivered a 95.8% gain over the past 3 years, yet the stock has pulled back recently, which brings a sharper focus to what investors are really paying for in terms of its cash flows. With the share price at US$65.40 after a softer few months, the key issue is whether the current tag lines up with what the business can generate in hard cash over time. The 95.8% return over 3 years means anyone looking at Travel + Leisure today is effectively being asked whether that past...

This article first appeared on GuruFocus. Travel+Leisure Co (NYSE:TNL) recently announced a total dividend of $0.60 per share, with the ex-dividend date set for Sept. 16, 2026. For investors, the ex-dividend date is a key marker: shareholders must own the stock before this date to qualify for the payment.

Over the past six months, Travel + Leisure’s stock price fell to $66.37. Shareholders have lost 11.4% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This might have investors contemplating their next move.

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

Travel + Leisure posted strong Q2 revenue and earnings growth, raised guidance after acquiring resorts in Maui and Hilton Head, though its Travel and Membership segment remains weak.

Let’s dig into the relative performance of Travel + Leisure (NYSE:TNL) and its peers as we unravel the now-completed Q2 consumer discretionary - travel and vacation providers earnings season.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Norwegian Cruise downgrade, Duolingo upgraded: Wall Street's top analyst calls

Consumer discretionary businesses are levered to the highs and lows of economic cycles. Over the past six months, it seems like demand may be facing some headwinds as the industry’s 4.4% return has lagged the S&P 500 by 6.6 percentage points.

HGV, VAC, and TNL all underperformed over five years despite 2026 sector gains. VAC raised guidance after strong Q2 results; HGV and TNL offer higher FCF yields. Analysts favor TNL for its balance sheet and brand strength, though VAC shows stronger near-term momentum.

Travel + Leisure has delivered a strong share price run over the past few years, yet valuation checks still indicate the stock trades at a discount to an intrinsic value estimate built on a Discounted Cash Flow (DCF) approach. That sets up a clear question for investors who have watched the rally but are now wondering whether the current price still represents value. Travel + Leisure has returned 110.8% over the past 3 years, which puts recent gains front and center when thinking about what...

Travel + Leisure now carries a refreshed fair value estimate of US$91.00 per share, up from US$87.08, as analysts adjust their views on the stock. Recent research, including price targets that span roughly US$77 to US$107 and an upgrade to Buy from Goldman Sachs with an US$85 target, shows how opinions are shifting as new earnings and acquisition details come through. As you read on, you will see how these changing targets fit into the evolving Travel + Leisure story and what that can mean...

Jeffrey Myers reduced his direct equity stake following a strong 30% one-year stock run.

Michael Dean Brown exercised vested options from 2019 and liquidated stock as part of a pre-arranged trading plan.

CTO Sy Esfahani retains $2.38 million in holdings after the August 4 transaction.

Moby summary of Travel + Leisure Co.'s Q2 2026 earnings call

Travel+Leisure Co (TNL) reports robust Q2 results with significant EBITDA growth, strategic acquisitions, and increased shareholder returns.

Travel + Leisure (NYSE:TNL) raised its full-year 2026 outlook after reporting stronger second-quarter results and announcing two acquisitions that management said will expand its resort network and owner base. President and Chief Executive Officer Michael Brown said the company’s second-quarter and

The headline numbers for Travel Leisure Co. (TNL) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Travel Leisure Co. (TNL) delivered earnings and revenue surprises of -2.59% and +0.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Revenue growth supports improved annual guidanceTravel + Leisure Co. (NYSE:TNL) reported second-quarter 2026 results on Wednesday that exceeded revenue expectations and prompted management to raise its full-year outlook, although adjusted earnings per share came in just below Wall Street forecasts.

Hospitality company Travel + Leisure (NYSE:TNL) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 4.4% year on year to $1.06 billion. Its non-GAAP profit of $1.88 per share was 1.3% below analysts’ consensus estimates.

Hospitality company Travel + Leisure (NYSE:TNL) will be reporting earnings this Wednesday before the bell. Here’s what to look for.

Travel + Leisure (TNL) is back in focus after agreeing to acquire 23 resorts from Yes& Vacations and Spinnaker Resorts, with management expecting the combined portfolio to contribute about $50 million in annual adjusted EBITDA. See our latest analysis for Travel + Leisure. The acquisition headlines come as Travel + Leisure’s share price has eased in the short term, with 1-day, 7-day, 30-day and 90-day share price returns all in decline. At the same time, 1-year and multi year total...

Analysts also report on Mattel, Cadence Design Systems, DraftKings, Travel + Leisure, and CrowdStrike.

Most lodging companies are poised to report second-quarter results above Wall Street's projections,

NFLX beats Q2 EPS but misses revenue estimates as shares slide on a lower 2026 outlook. See what drives results and the company's updated guidance.

Wyndham Hotels & Resorts (WH), Hyatt Hotels (H) and Travel + Leisure (TNL) are among top picks as an

Travel + Leisure is set to acquire 23 resorts across Maui and Hilton Head, boosting its portfolio and US resort footprint for $343M.

Plus Spire Hospitality appoints a new CEO to drive operational and data initiatives.

NEXTTRIP INC (NTRP) delivered earnings and revenue surprises of 0.00% and +9.98%, respectively, for the quarter ended May 2026. Do the numbers hold clues to what lies ahead for the stock?

Travel Leisure Co. (TNL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.