Market Cap
$3.8B
TNL
Travel & Leisure Co.
$62.92 ▼ -0.06%
Prev close $62.96Market cap$3.8B
ConsensusStrong Buy
12-mo target$91.17 (+44.9%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (5 insiders)28 New Institutional Positions22 Institutional Exits Services
Snapshot
The big-picture read on TNL right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (88%)
Inst. Holders
50 funds
Inst. Value
$3.7B
Inst. Activity
28 buys / 22 sells
Insider Activity
$65.7K buy / $19.9M sell
Insider Net $
-$19.9M
Social Sentiment
31° Cool
SEC Reports
10
Price chart 30d -5.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: TNL — 0.6M shares, 23,731 trades
Week starting 2026-09-07. Total ATS volume: 648,748 shares across 23,731 trades.
Aug 26, 2026 Insider
Duncan Thomas Michael sold 20,000 shares
SVP, Chief Accounting Officer @ $74.16 ($1.5M)
Aug 25, 2026 Insider
ROBIN-CAPLAN AMANDINE was granted 4,291 shares
See remarks
Aug 25, 2026 Insider
Aug 10, 2026 SEC ROBIN-CAPLAN AMANDINE surrendered for taxes 1,689 shares
See remarks @ $73.67 ($124.4K)
Three Travel & Leisure Co. insiders sold a total of $6.76M in open-market sales over a 3-day window, led by the CTO ($4.
CLUSTER — Impact 4/10
Two senior TNL insiders—CTO Sy Esfahani and an officer (Myers)—collectively sold ~$6.75M in open-market shares on August
CLUSTER — Impact 4/10
Two senior insiders at Travel + Leisure Co. (CHRO Kimberly Marshall and executive Geoffrey Richards) sold a combined $5.
CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — ADD
1,525,786 shares ($116.6M)
Analyst ratings buy % +8.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
88% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 23, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 23, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 17, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 12, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Apr 23, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 23, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Apr 23, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| Aug 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| Jul 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| Jun 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| May 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Apr 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Mar 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Feb 1, 2026 | 5 | 8 | 2 | 1 | 0 | 81% |
Price targets
Where 12 covering analysts think TNL trades over the next 12 months.
$91.17 +44.9% upside Strong Buy
Current$62.92 Low$77.00 Median$90.00 High$107.00 12 analysts
$77.00$107.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +25.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
31°
Cool
BearishNeutralBullish
Recent posts
$RICK (RCI Hospitality) passes $TNL (RCI Exchange Division) in annual revenue for the first time ever.
▲ 1 · 💬 0· ⚡ 0.5
Why TNMG popped then round-tripped today, a 1.9M float on a delisting-risk sub-dollar name
▲ 1 · 💬 1· ⚡ 0.5
Why TNMG popped then round-tripped today, a 1.9M float on a delisting-risk sub-dollar name
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 8 neutral · avg impact 3.6/10.
NEUTRALCLUSTER4/10
Three Travel & Leisure Co. insiders sold a total of $6.76M in open-market sales over a 3-day window,
Aug 10, 2026
NEUTRALCLUSTER4/10
Two senior TNL insiders—CTO Sy Esfahani and an officer (Myers)—collectively sold ~$6.75M in open-mar
Aug 7, 2026
NEUTRALCLUSTER4/10
Two senior insiders at Travel + Leisure Co. (CHRO Kimberly Marshall and executive Geoffrey Richards)
Jul 29, 2026
BULLISH8-K6/10
Travel + Leisure Co. reported Q2 2026 revenue of $1.06B (+4% YoY), beating consensus of $1.04B, whil
Jul 22, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: TNL — 0.6M shares, 23,731 trades
Week starting 2026-09-07. Total ATS volume: 648,748 shares across 23,731 trades.
Aug 31, 2026
dark_pool
Dark Pool: TNL — 0.8M shares, 31,367 trades
Week starting 2026-08-31. Total ATS volume: 781,152 shares across 31,367 trades.
Aug 24, 2026
dark_pool
Dark Pool: TNL — 0.6M shares, 27,787 trades
Week starting 2026-08-24. Total ATS volume: 611,795 shares across 27,787 trades.
Aug 17, 2026
dark_pool
Dark Pool: TNL — 1.1M shares, 33,877 trades
Week starting 2026-08-17. Total ATS volume: 1,141,722 shares across 33,877 trades.
Aug 10, 2026
dark_pool
Dark Pool: TNL — 0.7M shares, 28,429 trades
Week starting 2026-08-10. Total ATS volume: 709,487 shares across 28,429 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.05 | $1.98–$2.17 | 14.1% | -0.4% | 7↑ 1↓ | $1.1B | 11 |
| Next Q | $2.23 | $2.13–$2.63 | 21.6% | -1.3% | 8↑ 1↓ | $1.1B | 11 |
| Current FY | $7.57 | $7.44–$7.81 | 19.4% | -0.5% | 8↑ 1↓ | $4.2B | 11 |
| Next FY | $8.82 | $8.27–$10.20 | 16.5% | -1.6% | 8↑ 1↓ | $4.4B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.053 | — |
| 7d ago | $2.066 | -0.013 |
| 30d ago | $2.061 | -0.008 |
| 60d ago | $2.036 | +0.016 |
| 90d ago | $2.027 | +0.026 |
Institutional ownership
Which big funds own TNL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.7B total value (48,189,913 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 7,117,065 | $544.0M | 14.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,062,734 | $463.4M | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,702,459 | $206.5M | 5.6% | — |
| Invesco Ltd. | 2,467,886 | $188.6M | 5.1% | — |
| STATE STREET CORP | 2,157,772 | $164.9M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,674,667 | $128.0M | 3.5% | — |
| CITADEL ADVISORS LLC | 1,525,786 | $116.6M | 3.2% | ADD +44.9% |
| Quantinno Capital Management LP | 1,407,293 | $107.6M | 2.9% | — |
| MORGAN STANLEY | 1,358,752 | $103.8M | 2.8% | ADD +39.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | ADD | 1,053,076 | 1,525,786 | +44.9% | $116.6M |
| MORGAN STANLEY | ADD | 975,625 | 1,358,752 | +39.3% | $103.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 242,916 | 1,347,554 | +454.7% | $103.0M |
| NORGES BANK | NEW | — | 1,184,463 | — | $90.5M |
| Gotham Asset Management, LLC | ADD | 682,896 | 954,387 | +39.8% | $72.9M |
| UBS Group AG | DOUBLED | 218,016 | 778,707 | +257.2% | $59.5M |
| Nuveen, LLC | TRIM | 1,319,054 | 695,179 | -47.3% | $53.1M |
| GOLDMAN SACHS GROUP INC | ADD | 502,696 | 666,519 | +32.6% | $50.9M |
| D. E. Shaw & Co., Inc. | DOUBLED | 67,870 | 574,369 | +746.3% | $43.9M |
| Alyeska Investment Group, L.P. | NEW | — | 470,940 | — | $36.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$19.9M — $65.7K bought, $19.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Duncan Thomas Michael | SVP, Chief Accounting Officer | SELL | 20,000 | $74.16 | $1.5M |
| Aug 25, 2026 | ROBIN-CAPLAN AMANDINE | See remarks | AWARD | 4,291 | — | — |
| Aug 25, 2026 | ROBIN-CAPLAN AMANDINE | See remarks | TAX W/H | 1,689 | $73.67 | $124.4K |
| Aug 6, 2026 | Brown Michael Dean | See Remarks | EXERCISE | 200 | $44.38 | $8.9K |
| Aug 6, 2026 | Brown Michael Dean | See Remarks | SELL | 200 | $79.00 | $15.8K |
| Aug 5, 2026 | Brown Michael Dean | See Remarks | EXERCISE | 4,150 | $44.38 | $184.2K |
| Aug 5, 2026 | Brown Michael Dean | See Remarks | SELL | 4,150 | $79.24 | $328.8K |
| Aug 4, 2026 | MYERS JEFFREY | See Remarks | SELL | 34,000 | $77.76 | $2.6M |
| Aug 4, 2026 | ESFAHANI SY | Chief Technology Officer | SELL | 52,617 | $78.00 | $4.1M |
| Jul 27, 2026 | RICHARDS GEOFFREY | See Remarks | SELL | 33,744 | $75.65 | $2.6M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TNL.
Shares short
7,382,341
Settlement Sep 15, 2026
Change vs prior
+1.1%
Semi-monthly cycle
Days to cover
10.7
At avg daily volume
Of shares outstanding
≈12.1%
Estimate — not % of float
All TNL filing & press-release reports (10)
- CLUSTER reportAug 10, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportJul 29, 2026
- 8-K reportJul 22, 2026
- 144 reportJun 16, 2026
- 8-K reportMay 20, 2026
- 144 reportMay 14, 2026
- 8-K reportMay 11, 2026
- CLUSTER reportApr 23, 2026
- DEFA14A reportApr 10, 2026