TNL

Travel & Leisure Co.

NYSE · Hotels & Motels · Inc. DE · CIK 0001361658
$74.13 +0.72% $4.6B
Insider Selling Cluster (3 insiders)9 New Institutional Positions13 Institutional Exits
Vol
Market Cap$4.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$2.6B
Inst. Activity9 buys / 13 sells
Insider Activity1B / 9S
Insider Net $-$6.2M
SEC Reports5
Exchange NYSE·Sector Hotels & Motels·Inc. DE·CIK 0001361658·Prev Close $73.60

Recent Activity

Jun 4, 2026 Insider
MARSHALL KIMBERLY sold 28,000 shares
Chief Human Resources Officer @ $70.17 ($2.0M)
Jun 2, 2026 short_volume
Short Volume: TNL — 74.0% short (0.4M / 0.5M)
Short: 401,556 | Exempt: 897 | TRF Vol: 542,585 | Short Ratio: 74.0% | Off-exchange volume (dark poo
May 25, 2026 Insider
Hoag Erik D was granted 24,541 shares
Chief Financial Officer
May 25, 2026 Insider
Hoag Erik D surrendered for taxes 9,658 shares
Chief Financial Officer @ $65.12 ($628.9K)
May 20, 2026 SEC
Travel + Leisure Co. issued $900M of 6.250% Senior Secured Notes due 2031, using proceeds to redeem its 6.625% 2026 Note
8-K — Impact 3/10
May 14, 2026 SEC
Director Denny Post filed a Form 144 notifying intent to sell 2,500 shares of Travel & Leisure Co. common stock, valued
144 — Impact 2/10
May 11, 2026 SEC
Travel + Leisure Co. priced a $900 million private offering of 6.250% senior secured notes due 2031, with net proceeds u
8-K — Impact 4/10
Inst.
Invesco Ltd. — TRIM
2,359,266 shares ($163.2M)

Price Targets

$87.08 +17.5% upside Buy
Current $74.13 Low $74.00 Median $87.00 High $105.00 12 analysts
$74.00 $105.00

Analyst Ratings

Strong Buy82% buy · 17 analysts
5Strong Buy
9Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 12, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Apr 23, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Apr 23, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 23, 2026 Mizuho MAINTAIN Outperform → Outperform
Feb 19, 2026 Goldman Sachs MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.89 ▲ +1.1% $1.83 — $2.06 15% YoY 11
Next Q $2.03 ▲ +1.8% $1.94 — $2.32 13% YoY 11
Current FY $7.36 $7.13 — $7.82 16% YoY 11
Next FY $8.48 $7.61 — $9.60 15% YoY 11

Latest Reports

NEUTRAL 8-K 3/10
Travel + Leisure Co. issued $900M of 6.250% Senior Secured Notes due 2031, using proceeds to redeem its 6.625% 2026 Note
May 20, 2026
NEUTRAL 144 2/10
Director Denny Post filed a Form 144 notifying intent to sell 2,500 shares of Travel & Leisure Co. common stock, valued
May 14, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$494.6M—
VANGUARD PORTFOLIO MANAGEMENT LLC$415.6M—
VANGUARD CAPITAL MANAGEMENT LLC$186.7M—
Invesco Ltd.$163.2MTRIM
STATE STREET CORP$148.8M—

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026MARSHALL KIMBERLYSELL$2.0M
May 25, 2026Hoag ErikA$0.00
May 25, 2026Hoag ErikF$628.9K
May 14, 2026Post DennySELL$159.6K
Apr 23, 2026Hoag ErikBUY$65.7K
50 institutional holders with $2.6B total value (37,360,177 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 13 institutions trimmed/exited vs 9 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.7,147,737$494.6M19.1%—
2VANGUARD PORTFOLIO MANAGEMENT LLC6,006,016$415.6M16.1%—
3VANGUARD CAPITAL MANAGEMENT LLC2,698,509$186.7M7.2%—
4Invesco Ltd.2,359,266$163.2M6.3%TRIM -35.1%
5STATE STREET CORP2,150,131$148.8M5.8%—
6Nuveen, LLC1,319,054$91.3M3.5%ADD +58.2%
7DIMENSIONAL FUND ADVISORS LP1,280,114$88.6M3.4%—
8CITADEL ADVISORS LLC1,053,076$72.9M2.8%—
9MORGAN STANLEY975,625$67.5M2.6%—
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC823,450$57.0M2.2%—
11Swedbank AB774,499$53.6M2.1%—
12ENVESTNET ASSET MANAGEMENT INC761,537$52.7M2.0%DOUBLED +231.1%
13Gotham Asset Management, LLC682,896$47.2M1.8%DOUBLED +139.2%
14DRIEHAUS CAPITAL MANAGEMENT LLC638,965$44.2M1.7%ADD +52.2%
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP633,486$43.8M1.7%—
16GOLDMAN SACHS GROUP INC502,696$34.8M1.3%—
17JUPITER ASSET MANAGEMENT LTD473,281$32.7M1.3%DOUBLED +13198.4%
18AMERIPRISE FINANCIAL INC430,871$29.8M1.2%—
19VANGUARD FIDUCIARY TRUST CO399,334$27.6M1.1%—
20FIRST TRUST ADVISORS LP395,478$27.4M1.1%ADD +60.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM3,632,6572,359,266-35.1%$163.2M2026-Q1
SEI INVESTMENTS COADD278,759389,506+39.7%$27.0M2026-Q1
FRANKLIN RESOURCES INCDOUBLED44,873303,194+575.7%$21.0M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED3,287240,353+7212.2%$16.6M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM183,836116,989-36.4%$8.1M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM211,01377,460-63.3%$5.4M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM163,16448,044-70.6%$3.3M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTDOUBLED5,14347,875+830.9%$3.3M2026-Q1
NISA INVESTMENT ADVISORS, LLCTRIM107,09527,624-74.2%$1.9M2026-Q1
LOOMIS SAYLES & CO L PNEAR_EXIT215,16227,482-87.2%$1.9M2026-Q1
GREAT LAKES ADVISORS, LLCTRIM35,37422,408-36.7%$1.6M2026-Q1
AmundiDOUBLED9,35822,158+136.8%$1.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,47520,433+1285.3%$1.4M2026-Q1
QRG CAPITAL MANAGEMENT, INC.TRIM16,7489,732-41.9%$673.4K2026-Q1
MACKENZIE FINANCIAL CORPTRIM5,9244,019-32.2%$278.1K2026-Q1
Swiss Life Asset Management LtdADD2,9933,988+33.2%$275.9K2026-Q1
M&T BANK CORPNEAR_EXIT40,1173,731-90.7%$258.1K2026-Q1
Brevan Howard Capital Management LPTRIM5,8803,282-44.2%$227.1K2026-Q1
ASSETMARK, INCADD436627+43.8%$43.4K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/TRIM885,105572,654-35.3%$39.6K2026-Q1
BROWN BROTHERS HARRIMAN & COADD338442+30.8%$30.6K2026-Q1
NORGES BANKEXIT881,3590-100.0%$0.002026-Q1
NORGES BANKNEW—881,359—$62.2M2025-Q4
DRIEHAUS CAPITAL MANAGEMENT LLCADD556,866847,346+52.2%$59.8M2025-Q4
Gotham Asset Management, LLCDOUBLED263,980631,336+139.2%$44.5M2025-Q4
17 unique insiders with 50 transactions. Net insider value: -$6.2M ($65.7K bought, $6.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026MARSHALL KIMBERLYChief Human Resources OfficerSELL28,000$70.17$2.0M
May 25, 2026Hoag Erik DChief Financial OfficerAWARD24,541——
May 25, 2026Hoag Erik DChief Financial OfficerTAX W/H9,658$65.12$628.9K
May 14, 2026Post Denny MarieDirectorSELL2,500$63.83$159.6K
Apr 23, 2026Hoag Erik DChief Financial OfficerBUY1,000$65.67$65.7K
Apr 17, 2026Brown Michael DeanSee RemarksEXERCISE9,443$44.38$419.1K
Apr 17, 2026Brown Michael DeanSee RemarksSELL9,443$79.11$747.0K
Apr 16, 2026Brown Michael DeanSee RemarksEXERCISE1,109$44.38$49.2K
Apr 16, 2026Brown Michael DeanSee RemarksSELL1,109$79.13$87.8K
Apr 15, 2026Brown Michael DeanSee RemarksEXERCISE2,612$44.38$115.9K
Apr 15, 2026Brown Michael DeanSee RemarksSELL2,612$79.00$206.3K
Apr 14, 2026Brown Michael DeanSee RemarksEXERCISE8,910$44.38$395.4K
Apr 14, 2026Brown Michael DeanSee RemarksSELL8,910$79.02$704.1K
Mar 31, 2026Brady Louise F.DirectorAWARD802——
Mar 31, 2026Wargotz Michael HDirectorAWARD1,193——
Mar 31, 2026RICKLES RONALD LDirectorAWARD488——
Mar 31, 2026MARTINEZ LUCINDADirectorAWARD40——
Mar 31, 2026HOLMES STEPHEN PDirectorAWARD494——
Mar 31, 2026HERRERA GEORGEDirectorAWARD402——
Mar 31, 2026BUCKMAN JAMES EDirectorAWARD1,188——
Mar 31, 2026Post Denny MarieDirectorAWARD399——
Mar 18, 2026HERRERA GEORGEDirectorSELL1,748$70.31$122.9K
Mar 17, 2026HERRERA GEORGEDirectorSELL1,214$70.48$85.6K
Mar 17, 2026Savina James JSee RemarksSELL31,596$70.38$2.2M
Mar 15, 2026ESFAHANI SYChief Technology OfficerAWARD4,979——
Mar 15, 2026ROBIN-CAPLAN AMANDINESee RemarksTAX W/H1,143$68.53$78.3K
Mar 15, 2026ROBIN-CAPLAN AMANDINESee RemarksAWARD2,904——
Mar 15, 2026MARSHALL KIMBERLYChief Human Resources OfficerAWARD5,757——
Mar 15, 2026ESFAHANI SYChief Technology OfficerTAX W/H1,960$68.53$134.3K
Mar 15, 2026MARSHALL KIMBERLYChief Human Resources OfficerTAX W/H2,266$68.53$155.3K
Mar 15, 2026Savina James JSee RemarksAWARD7,468——
Mar 15, 2026Duncan Thomas MichaelSVP, Chief Accounting OfficerAWARD1,037——
Mar 15, 2026RICHARDS GEOFFREYSee RemarksTAX W/H5,225$68.53$358.1K
Mar 15, 2026Brown Michael DeanSee RemarksTAX W/H11,429$68.53$783.2K
Mar 15, 2026Savina James JSee RemarksTAX W/H2,939$68.53$201.4K
Mar 15, 2026MYERS JEFFREYSee RemarksTAX W/H5,225$68.53$358.1K
Mar 15, 2026RICHARDS GEOFFREYSee RemarksAWARD13,277——
Mar 15, 2026MYERS JEFFREYSee RemarksAWARD13,277——
Mar 15, 2026Brown Michael DeanSee RemarksAWARD29,044——
Mar 15, 2026Duncan Thomas MichaelSVP, Chief Accounting OfficerTAX W/H253$68.53$17.3K
Mar 11, 2026Duncan Thomas MichaelSVP, Chief Accounting OfficerAWARD2,622——
Mar 11, 2026MYERS JEFFREYSee RemarksAWARD33,566——
Mar 11, 2026Wargotz Michael HDirectorAWARD3,671——
Mar 11, 2026Savina James JSee RemarksAWARD20,979——
Mar 11, 2026HERRERA GEORGEDirectorAWARD3,601——
Mar 11, 2026Brown Michael DeanSee RemarksAWARD129,720——
Mar 11, 2026RICHARDS GEOFFREYSee RemarksAWARD33,566——
Mar 11, 2026HOLMES STEPHEN PDirectorAWARD4,125——
Mar 11, 2026RICKLES RONALD LDirectorAWARD3,653——
Mar 11, 2026MARSHALL KIMBERLYChief Human Resources OfficerAWARD20,979——
5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 4 neutral. Avg impact: 3.4/10.
NEUTRAL 8-K 3/10
Travel + Leisure Co. issued $900M of 6.250% Senior Secured Notes due 2031, using proceeds to redeem
May 20, 2026
NEUTRAL 144 2/10
Director Denny Post filed a Form 144 notifying intent to sell 2,500 shares of Travel & Leisure Co. c
May 14, 2026
NEUTRAL 8-K 4/10
Travel + Leisure Co. priced a $900 million private offering of 6.250% senior secured notes due 2031,
May 11, 2026
MIXED CLUSTER 5/10
Travel + Leisure Co. insiders showed mixed activity: CEO Michael Brown sold $747K in shares after ex
Apr 23, 2026
NEUTRAL DEFA14A 3/10
Travel & Leisure Co. filed a definitive proxy statement for its annual shareholder meeting, disclosi
Apr 10, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (82% buy). Based on 17 analysts: 5 strong buy, 9 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$87.08 mean target +17.5% upside Buy (1.33)
$74.00 Low $105.00 High
MetricValue
Current Price$74.13
Target Low$74.00
Target Mean$87.08
Target Median$87.00
Target High$105.00
# Analysts12
RecommendationBuy (1.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.89 $1.83 $2.06 14.6% +1.1% 0↑ 2↓ $1.0B 2.2% 11
Next Q
2026-09-30
 $2.03 $1.94 $2.32 12.6% +1.8% 0↑ 2↓ $1.1B 1.3% 11
Current FY
2026-12-31
 $7.36 $7.13 $7.82 16.1% +0.5% 2↑ 0↓ $4.1B 1.9% 11
Next FY
2027-12-31
 $8.48 $7.61 $9.60 15.2% -0.4% 1↑ 3↓ $4.2B 3.2% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.892
7d ago$1.892-0.001
30d ago$1.871+0.021
60d ago$1.930-0.039
90d ago$1.913-0.022
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Apr 23, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 23, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 23, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 19, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Feb 19, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Feb 19, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 16, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Dec 17, 2025 Barclays UPGRADE Underweight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265930082%
May 1, 20265830081%
Apr 1, 20265830081%
Mar 1, 20265830081%
Feb 1, 20265821081%
Jan 1, 20265821081%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 2, 2026
short_volume
Short Volume: TNL — 74.0% short (0.4M / 0.5M)
Short: 401,556 | Exempt: 897 | TRF Vol: 542,585 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: TNL — 1.1M shares, 32,925 trades
Week starting 2026-05-18. Total ATS volume: 1,128,873 shares across 32,925 trades.
May 11, 2026
dark_pool
Dark Pool: TNL — 1.1M shares, 32,119 trades
Week starting 2026-05-11. Total ATS volume: 1,109,196 shares across 32,119 trades.
May 4, 2026
dark_pool
Dark Pool: TNL — 1.4M shares, 35,668 trades
Week starting 2026-05-04. Total ATS volume: 1,405,482 shares across 35,668 trades.
Apr 27, 2026
dark_pool
Dark Pool: TNL — 1.4M shares, 38,381 trades
Week starting 2026-04-27. Total ATS volume: 1,430,467 shares across 38,381 trades.
Apr 23, 2026
short_volume
Short Volume: TNL — 61.2% short (0.4M / 0.7M)
Short: 412,292 | Exempt: 13,172 | TRF Vol: 673,927 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: TNL — 62.2% short (0.7M / 1.2M)
Short: 742,978 | Exempt: 20,895 | TRF Vol: 1,194,464 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
earnings_calendar
TNL Q1 2026 Earnings Scheduled — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: TNL — 2.3M shares, 48,774 trades
Week starting 2026-04-20. Total ATS volume: 2,288,372 shares across 48,774 trades.
Apr 13, 2026
dark_pool
Dark Pool: TNL — 1.1M shares, 29,702 trades
Week starting 2026-04-13. Total ATS volume: 1,129,733 shares across 29,702 trades.
Apr 6, 2026
dark_pool
Dark Pool: TNL — 1.0M shares, 31,993 trades
Week starting 2026-04-06. Total ATS volume: 1,037,211 shares across 31,993 trades.
Mar 30, 2026
dark_pool
Dark Pool: TNL — 0.7M shares, 22,348 trades
Week starting 2026-03-30. Total ATS volume: 749,449 shares across 22,348 trades.
Mar 23, 2026
dark_pool
Dark Pool: TNL — 0.7M shares, 26,727 trades
Week starting 2026-03-23. Total ATS volume: 711,780 shares across 26,727 trades.
Mar 16, 2026
dark_pool
Dark Pool: TNL — 0.8M shares, 25,530 trades
Week starting 2026-03-16. Total ATS volume: 778,839 shares across 25,530 trades.
Mar 10, 2026
short_interest
FTD: TNL — 7,863 shares ($0.6M) failed to deliver
Settlement: 20260310, Price: $71.47, FTD Value: $561,968.61, TRAVEL + LEISURE CO COM