Travel + Leisure Co. (TNL)

Over the past six months, Travel + Leisure Co. (TNL) stock has experienced positive momentum. Key events impacting the stock include Q3 2025 earnings beat, increased guidance, shareholder returns, analyst sentiment, and insider selling. The company reported strong third-quarter financial results, exceeding analyst expectations, and raised its full-year Adjusted EBITDA guidance. The company returned $106 million to shareholders in Q3 2025 through dividends and share repurchases. Wall Street analysts generally hold a "Moderate Buy" consensus rating for TNL shares. There has been some insider selling activity, with a director selling shares on November 25, 2025.

Travel + Leisure Co.'s businesses experience seasonality, which can lead to fluctuations in its operating results. Leisure travel remained strong throughout Q1 2025, with demand peaking in March. Management anticipated strong summer travel in 2025. A significant portion (75%) of the company's revenue comes from owner upgrades, management fees, and financing activities, which are considered reliable and predictable. The timeshare market is projected to grow, and the global travel market showed positive momentum in early 2024.

Travel + Leisure Co. (TNL) is a global leader in the leisure travel and hospitality sector, operating as a membership and leisure travel company. The company operates through Vacation Ownership and Travel and Membership segments. It develops, markets, and sells timeshare properties under various vacation ownership clubs and provides consumer financing and property management services. The company also encompasses vacation exchange brands, notably RCI, travel technology platforms, travel memberships, direct-to-consumer rentals, subscription travel clubs, private-label travel booking technology solutions, and branded consumer products.

Travel + Leisure Co. has a significant global presence with over 270 vacation ownership resorts located across North America, the Caribbean, and the South Pacific. The acquisition of Accor Vacation Club in 2024 expanded its footprint to include Australia, New Zealand, and Indonesia. The RCI exchange network extends its reach to approximately 104 countries and territories worldwide.

Travel + Leisure Co. has received significant positive recognition for its brand reputation and corporate responsibility. The company was listed among America's Best Large Employers by Forbes and recognized on Fortune's World's Most Admired Companies List. U.S. News & World Report named Travel + Leisure Co. among its 2024-2025 list of Best Companies to Work For, and Fair360 ranked it 48th on its 2024 Top 50 Companies list. TIME Magazine recognized the company as one of America's Best Mid-Size Companies. Newsweek also named Travel + Leisure Co. among America's Most Responsible Companies in 2025. The company emphasizes its model as "branded hospitality" and focuses on providing flexibility through points-based ownership.

Travel + Leisure Co. (TNL) is predominantly owned by institutional shareholders, who hold approximately 81.00% to 91.13% of the company's stock. Insiders own around 4.19% to 20.68% of the company, while retail investors hold approximately 0.00% to 14.82%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Invesco Ltd. Marian F. Sabety is the largest individual shareholder, owning 6.77 million shares representing 10.53% of the company.