Travel + Leisure Co. (NYSE:TNL) Insider Sale and Q2 2025 Earnings Overview
- Senior Vice President and Chief Accounting Officer, Duncan Thomas Michael, sold 8,201 shares at $62.24 each, indicating potential insights into the company's future prospects or personal financial strategy.
- Q2 2025 earnings revealed a net income of $108 million and diluted earnings per share of $1.62, with net revenue reaching $1.02 billion.
- Financial metrics highlight a P/E ratio of 10.62, a price-to-sales ratio of 1.05, and an earnings yield of 9.42%, offering insights into market valuation and shareholder returns.
Travel + Leisure Co. (NYSE:TNL) is a key player in the leisure travel industry, offering a range of travel-related services and products. The company is known for its Vacation Ownership segment, which has shown significant growth. TNL competes with other major travel companies, striving to maintain its position in a competitive market.
On July 24, 2025, Duncan Thomas Michael, the Senior Vice President and Chief Accounting Officer of TNL, sold 8,201 shares of the company's common stock at $62.24 each. This transaction left him with 20,000 shares. Such insider transactions can sometimes provide insights into the company's future prospects or the insider's personal financial strategy.
TNL recently held its Q2 2025 earnings conference call, featuring key executives like Erik Hoag and Michael Brown. Analysts from major financial institutions attended, highlighting the company's importance in the industry. The call provided insights into TNL's financial performance and strategic direction.
In Q2 2025, TNL reported a net income of $108 million, with diluted earnings per share of $1.62. The company's net revenue reached $1.02 billion, with the Vacation Ownership segment contributing $853 million, a 6% increase from the previous year. This growth underscores the segment's importance to TNL's overall performance.
TNL's financial metrics reveal a P/E ratio of 10.62, indicating how the market values its earnings. The price-to-sales ratio is 1.05, showing investor willingness to pay per dollar of sales. With an enterprise value to sales ratio of 0.99, TNL's valuation is slightly lower when considering debt and cash. The company's earnings yield of 9.42% offers insight into shareholder returns.
| Symbol | Price | %chg |
|---|---|---|
| SONA.JK | 4460 | -0.9 |
| 032350.KS | 19390 | 4.59 |
| PANR.JK | 715 | 2.1 |
| PGJO.JK | 1105 | 9.05 |
Travel + Leisure Co. (NYSE:TNL) Earnings Overview and Financial Analysis
- Earnings per Share (EPS) of $1.65, slightly below the estimated $1.66, with revenue exceeding expectations at approximately $1.018 billion.
- The Vacation Ownership segment generated $853 million in revenue, a 6% increase from the previous year, highlighting its significance to TNL's overall performance.
- Financial metrics indicate a favorable market valuation with a P/E ratio of approximately 10.06 and a potentially undervalued stock with a price-to-sales ratio of about 0.99.
Travel + Leisure Co. (NYSE:TNL) is a key player in the leisure travel industry, offering a range of vacation ownership and travel-related services. On July 23, 2025, TNL reported earnings per share (EPS) of $1.65, slightly below the estimated $1.66. However, the company exceeded revenue expectations, generating approximately $1.018 billion compared to the estimated $1.009 billion.
In the second quarter of 2025, TNL's net income reached $108 million, translating to $1.62 in diluted EPS. The company's net revenue was $1.02 billion, aligning closely with the reported figures. The adjusted EBITDA was $250 million, and the adjusted diluted EPS matched the reported $1.65, highlighting the company's financial stability.
The Vacation Ownership segment, a significant part of TNL's operations, generated $853 million in revenue, marking a 6% increase from the previous year. This growth underscores the segment's importance to TNL's overall performance and its ability to drive revenue.
TNL's financial metrics provide insight into its market valuation. With a price-to-earnings (P/E) ratio of approximately 10.06, the market values TNL's earnings favorably. The price-to-sales ratio of about 0.99 indicates that investors pay less than one dollar for every dollar of sales, suggesting a potentially undervalued stock.
The company's enterprise value to sales ratio is around 2.40, reflecting its total valuation relative to sales. The enterprise value to operating cash flow ratio is approximately 17.31, offering insight into cash flow generation. TNL's earnings yield of about 9.94% provides a perspective on investment returns, while a negative debt-to-equity ratio of -6.27 indicates a unique capital structure. TNL's strong liquidity is evident with a current ratio of approximately 3.63.
Travel + Leisure Co. (NYSE:TNL) Sees Optimistic Price Target from Jefferies
- David Katz from Jefferies sets a price target of $62 for Travel + Leisure Co. (NYSE:TNL), indicating a potential increase of 31.16%.
- TNL reports Q3 2024 revenue of $993 million, a slight miss against the Zacks Consensus Estimate but showcases a 0.7% year-over-year increase.
- The company's earnings per share (EPS) of $1.57 beat the consensus estimate, marking a positive surprise of 5.37%.
Travel + Leisure Co. (NYSE:TNL) is a prominent player in the travel and leisure industry, offering a range of services and products that cater to vacation enthusiasts. The company is known for its timeshare and vacation ownership programs, which are popular among travelers seeking flexible vacation options. TNL competes with other major players in the industry, such as Marriott Vacations Worldwide and Hilton Grand Vacations.
On October 23, 2024, David Katz from Jefferies set a price target of $62 for TNL, suggesting a potential price increase of approximately 31.16% from its current price of $47.27. This optimistic outlook comes on the heels of TNL's Q3 2024 earnings conference call, where key company figures, including CEO Michael Brown, discussed the company's financial performance and strategic initiatives with analysts from top financial institutions.
During the earnings call, TNL reported a revenue of $993 million for the quarter ending September 2024, marking a 0.7% increase from the previous year. However, this figure fell short of the Zacks Consensus Estimate of $1.01 billion, resulting in a negative surprise of 1.85%. Despite this revenue miss, TNL's earnings per share (EPS) of $1.57 exceeded expectations, surpassing the consensus estimate of $1.49 and reflecting a positive surprise of 5.37%.
TNL's consistent ability to outperform consensus EPS estimates over the past four quarters highlights its strong financial management. In the previous quarter, the company reported earnings of $1.52 per share, exceeding the anticipated $1.39, resulting in a 9.35% surprise. This trend of surpassing earnings expectations underscores the company's resilience and potential for future growth, as highlighted by David Katz's price target.
The stock's current price of $47.27 reflects a recent increase of 4.03%, with a trading range between $46.71 and $49.08 for the day. Over the past year, TNL has seen a high of $49.91 and a low of $32.10, indicating some volatility. With a market capitalization of approximately $3.3 billion and a trading volume of 1,379,549 shares, TNL remains a significant player in the market, attracting attention from investors and analysts alike.
Travel + Leisure Co. (NYSE:TNL) Sees Optimistic Price Target from Jefferies
- David Katz from Jefferies sets a price target of $62 for Travel + Leisure Co. (NYSE:TNL), indicating a potential increase of 31.16%.
- TNL reports Q3 2024 revenue of $993 million, a slight miss against the Zacks Consensus Estimate but showcases a 0.7% year-over-year increase.
- The company's earnings per share (EPS) of $1.57 beat the consensus estimate, marking a positive surprise of 5.37%.
Travel + Leisure Co. (NYSE:TNL) is a prominent player in the travel and leisure industry, offering a range of services and products that cater to vacation enthusiasts. The company is known for its timeshare and vacation ownership programs, which are popular among travelers seeking flexible vacation options. TNL competes with other major players in the industry, such as Marriott Vacations Worldwide and Hilton Grand Vacations.
On October 23, 2024, David Katz from Jefferies set a price target of $62 for TNL, suggesting a potential price increase of approximately 31.16% from its current price of $47.27. This optimistic outlook comes on the heels of TNL's Q3 2024 earnings conference call, where key company figures, including CEO Michael Brown, discussed the company's financial performance and strategic initiatives with analysts from top financial institutions.
During the earnings call, TNL reported a revenue of $993 million for the quarter ending September 2024, marking a 0.7% increase from the previous year. However, this figure fell short of the Zacks Consensus Estimate of $1.01 billion, resulting in a negative surprise of 1.85%. Despite this revenue miss, TNL's earnings per share (EPS) of $1.57 exceeded expectations, surpassing the consensus estimate of $1.49 and reflecting a positive surprise of 5.37%.
TNL's consistent ability to outperform consensus EPS estimates over the past four quarters highlights its strong financial management. In the previous quarter, the company reported earnings of $1.52 per share, exceeding the anticipated $1.39, resulting in a 9.35% surprise. This trend of surpassing earnings expectations underscores the company's resilience and potential for future growth, as highlighted by David Katz's price target.
The stock's current price of $47.27 reflects a recent increase of 4.03%, with a trading range between $46.71 and $49.08 for the day. Over the past year, TNL has seen a high of $49.91 and a low of $32.10, indicating some volatility. With a market capitalization of approximately $3.3 billion and a trading volume of 1,379,549 shares, TNL remains a significant player in the market, attracting attention from investors and analysts alike.
Travel+Leisure Co. (NYSE:TNL) - A Promising Investment in the Leisure and Hospitality Sector
- Strong growth forecast of 41.45% highlights TNL's potential in the competitive leisure and hospitality industry.
- The Piotroski score of 8 signals Travel+Leisure Co.'s financial health and operational strength, making it a less risky investment.
- With a target price of $60.4, analysts indicate a significant upside potential, suggesting TNL is currently undervalued.
Travel+Leisure Co. (NYSE:TNL) stands out in the leisure and hospitality sector, a competitive industry that includes giants like Marriott International and Hilton Worldwide. TNL, with its focus on vacation ownership, exchanges, and rentals, offers a unique value proposition by providing high-quality vacation experiences across a broad portfolio of brands. This distinct market positioning, coupled with strategic growth initiatives, likely contributes to the company's strong growth forecast of 41.45%.
The recent performance of TNL's stock reflects a dynamic market environment. The modest gain of approximately 3.02% over the last 30 days, despite a slight decline of about 2.98% in the past 10 days, suggests that TNL is navigating through market fluctuations effectively. This short-term decline could indeed represent a buying opportunity for investors, especially considering the stock's strong growth potential and the recent touch on a local minimum, hinting at a potentially undervalued status.
The Piotroski score of 8 is particularly noteworthy. This high score indicates that Travel+Leisure Co. is financially healthy, with strong operational metrics. For investors, a high Piotroski score is often a green flag, signaling that the company has solid fundamentals, which could reduce the risk of investment and increase the likelihood of stock performance outpacing the market.
Furthermore, the target price of $60.4 suggests that analysts see considerable upside potential for TNL. This target, combined with the company's current undervalued position, presents a compelling case for investment. The potential for significant returns, alongside the company's financial strength and growth prospects, makes TNL an attractive option for those looking to invest in the leisure and hospitality sector.
In essence, Travel+Leisure Co. (NYSE:TNL) embodies a promising investment opportunity, balancing short-term market movements with robust growth forecasts and financial health. Its unique position in the leisure and hospitality industry, coupled with strategic initiatives and a strong market outlook, positions TNL as a noteworthy stock for investors' consideration.
Travel+Leisure Co. (NYSE:TNL) - A Promising Investment in the Leisure and Hospitality Sector
- Strong growth forecast of 41.45% highlights TNL's potential in the competitive leisure and hospitality industry.
- The Piotroski score of 8 signals Travel+Leisure Co.'s financial health and operational strength, making it a less risky investment.
- With a target price of $60.4, analysts indicate a significant upside potential, suggesting TNL is currently undervalued.
Travel+Leisure Co. (NYSE:TNL) stands out in the leisure and hospitality sector, a competitive industry that includes giants like Marriott International and Hilton Worldwide. TNL, with its focus on vacation ownership, exchanges, and rentals, offers a unique value proposition by providing high-quality vacation experiences across a broad portfolio of brands. This distinct market positioning, coupled with strategic growth initiatives, likely contributes to the company's strong growth forecast of 41.45%.
The recent performance of TNL's stock reflects a dynamic market environment. The modest gain of approximately 3.02% over the last 30 days, despite a slight decline of about 2.98% in the past 10 days, suggests that TNL is navigating through market fluctuations effectively. This short-term decline could indeed represent a buying opportunity for investors, especially considering the stock's strong growth potential and the recent touch on a local minimum, hinting at a potentially undervalued status.
The Piotroski score of 8 is particularly noteworthy. This high score indicates that Travel+Leisure Co. is financially healthy, with strong operational metrics. For investors, a high Piotroski score is often a green flag, signaling that the company has solid fundamentals, which could reduce the risk of investment and increase the likelihood of stock performance outpacing the market.
Furthermore, the target price of $60.4 suggests that analysts see considerable upside potential for TNL. This target, combined with the company's current undervalued position, presents a compelling case for investment. The potential for significant returns, alongside the company's financial strength and growth prospects, makes TNL an attractive option for those looking to invest in the leisure and hospitality sector.
In essence, Travel+Leisure Co. (NYSE:TNL) embodies a promising investment opportunity, balancing short-term market movements with robust growth forecasts and financial health. Its unique position in the leisure and hospitality industry, coupled with strategic initiatives and a strong market outlook, positions TNL as a noteworthy stock for investors' consideration.
