Insider Selling: Travel + Leisure (NYSE:TNL) Insider Sells $747,035.73 in Stock

Travel + Leisure Co. (NYSE:TNL) insider Michael Dean Brown sold 9,443 shares of the business’s stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $79.11, for a total transaction of $747,035.73. Following the completion of the sale, the insider directly owned 487,303 shares of the company’s stock, valued at $38,550,540.33. The trade was a 1.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Michael Dean Brown also recently made the following trade(s):

• On Thursday, April 16th, Michael Dean Brown sold 1,109 shares of Travel + Leisure stock. The stock was sold at an average price of $79.13, for a total transaction of $87,755.17.
• On Wednesday, April 15th, Michael Dean Brown sold 2,612 shares of Travel + Leisure stock. The stock was sold at an average price of $79.00, for a total transaction of $206,348.00.
• On Tuesday, April 14th, Michael Dean Brown sold 8,910 shares of Travel + Leisure stock. The stock was sold at an average price of $79.02, for a total transaction of $704,068.20.
• On Tuesday, February 24th, Michael Dean Brown sold 25,938 shares of Travel + Leisure stock. The stock was sold at an average price of $74.85, for a total transaction of $1,941,459.30.
• On Monday, February 23rd, Michael Dean Brown sold 66,860 shares of Travel + Leisure stock. The stock was sold at an average price of $74.03, for a total transaction of $4,949,645.80.

Travel + Leisure Stock Performance

NYSE TNL opened at $65.71 on Thursday. Travel + Leisure Co. has a one year low of $42.40 and a one year high of $81.00. The company has a 50-day simple moving average of $72.78 and a 200-day simple moving average of $69.61. The firm has a market capitalization of $4.10 billion, a PE ratio of 19.27, a price-to-earnings-growth ratio of 0.58 and a beta of 1.32.

Travel + Leisure (NYSE:TNL) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $1.45 EPS for the quarter, beating the consensus estimate of $1.31 by $0.14. Travel + Leisure had a net margin of 5.74% and a negative return on equity of 47.77%. The business had revenue of $961.00 million during the quarter, compared to analyst estimates of $954.81 million. During the same period in the previous year, the business posted $1.11 EPS. The company’s quarterly revenue was up 2.9% on a year-over-year basis. Equities analysts forecast that Travel + Leisure Co. will post 7.41 earnings per share for the current year.

Travel + Leisure Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 20th were paid a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a yield of 3.7%. The ex-dividend date of this dividend was Friday, March 20th. This is a positive change from Travel + Leisure’s previous quarterly dividend of $0.56. Travel + Leisure’s dividend payout ratio (DPR) is presently 70.38%.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Danske Bank A S acquired a new position in Travel + Leisure in the third quarter worth approximately $30,000. CNB Bank acquired a new stake in shares of Travel + Leisure during the third quarter valued at approximately $32,000. N.E.W. Advisory Services LLC acquired a new stake in shares of Travel + Leisure during the fourth quarter valued at approximately $43,000. Geneos Wealth Management Inc. raised its holdings in shares of Travel + Leisure by 293.0% during the first quarter. Geneos Wealth Management Inc. now owns 959 shares of the company’s stock valued at $44,000 after acquiring an additional 715 shares during the period. Finally, CENTRAL TRUST Co raised its holdings in shares of Travel + Leisure by 181.5% during the third quarter. CENTRAL TRUST Co now owns 791 shares of the company’s stock valued at $47,000 after acquiring an additional 510 shares during the period. Institutional investors and hedge funds own 87.54% of the company’s stock.

Travel + Leisure News Roundup

Here are the key news stories impacting Travel + Leisure this week:

• Positive Sentiment: Q1 beat on both EPS and revenue (EPS $1.45 vs. $1.31 est.; revenue ~$961M). The results show year-over-year EPS improvement and give some fundamental support for valuation. Business Wire: Q1 Results
• Positive Sentiment: Strong capital-return profile: management continues aggressive buybacks (share count down roughly 5.5% YoY) and a meaningful dividend yield, which supports cash-return-driven valuation support. Seeking Alpha: Delinquency Fears Overdone
• Positive Sentiment: Several sell-side analysts have raised targets or maintain constructive views (consensus remains a Moderate Buy with elevated price targets), offering potential upside if fundamentals hold. MarketBeat: Analyst Coverage & Targets
• Neutral Sentiment: Management largely maintained guidance in the quarter — that reduces downside from surprise cuts but leaves stock sensitive to credit metrics and travel demand. Press Release: Q1 2026 Results
• Neutral Sentiment: Full earnings-call transcript is available for details on credit trends, underwriting commentary and guidance — useful for parsing whether delinquencies are transient or signal deeper stress. Seeking Alpha: Q1 Earnings Call Transcript
• Negative Sentiment: Investor concern about early-stage delinquencies in newer loan vintages drove the sharp sell-off; although management points to strong underwriting and high FICO scores, credit trends are the key near-term risk. Seeking Alpha: Delinquency Fears Overdone
• Negative Sentiment: Insider selling (Rule 10b5-1) has been active in recent weeks — while disclosed as pre-arranged plans, the volume of sales can weigh on sentiment. InsiderTrades: Insider Selling

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on TNL shares. Wells Fargo & Company upped their price target on shares of Travel + Leisure from $81.00 to $88.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Citizens Jmp upped their price target on shares of Travel + Leisure from $80.00 to $90.00 and gave the stock a “market outperform” rating in a research note on Thursday, February 19th. Morgan Stanley upped their price target on shares of Travel + Leisure from $68.00 to $80.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Oppenheimer reaffirmed an “outperform” rating and issued a $85.00 price target on shares of Travel + Leisure in a research note on Wednesday, February 18th. Finally, Stifel Nicolaus set a $89.00 price target on shares of Travel + Leisure in a research note on Wednesday, February 18th. Eight equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $85.90.

About Travel + Leisure

Travel + Leisure Co (NYSE: TNL) is a leisure travel company headquartered in Orlando, Florida, that specializes in vacation ownership, membership programs and branded travel experiences. The company operates an extensive portfolio of vacation clubs and destination services, offering members access to resorts, hotels, cruises and guided tours in markets around the world. Through its flagship membership brands, Travel + Leisure Co provides curated vacation packages, exchange services and unique travel itineraries that cater to both individual and family travelers.

In addition to its membership offerings, Travel + Leisure Co manages a network of resort properties and hospitality assets across North America, the Caribbean, Europe and Asia-Pacific.