New insider activity at Travel + Leisure Co ( (TNL) ) has taken place on March 18, 2026.
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Director George Herrera of Travel + Leisure Co has recently sold 2,962 shares of the company’s stock in a transaction valued at $208,464, signaling a notable insider move at the travel and leisure giant.
Recent Updates on TNL stock
Travel + Leisure Co. shares reacted to its upbeat Q4 call, as investors weighed strong vacation ownership growth, margin expansion, and robust cash generation against headwinds in Travel & Membership and a large non-cash impairment. Analysts’ price target revisions largely reflected confidence in recurring cash flows, resort optimization savings, and capital returns, tempered by concerns about softer exchange revenue, elevated credit provisions, and near-term revenue drag from closing aging, low-occupancy resorts.
Targets also incorporated management’s 2026 outlook for mid-single-digit EBITDA growth and teens EPS expansion, supported by disciplined pruning of underperforming assets and investments in new brands and digital tools to deepen owner engagement. The sizable write-down and restructuring created modeling complexity, leading analysts to adjust expectations to focus on underlying earnings power post-optimization rather than headline results distorted by one-time charges.
Spark’s Take on TNL Stock
According to Spark, TipRanks’ AI Analyst, TNL is a Neutral.
The score is held back mainly by balance-sheet risk (negative equity) and 2025 margin/net income compression, despite solid cash generation. Technicals are supportive with the stock trading above key moving averages, and the latest earnings call/guidance is broadly constructive with ongoing buybacks/dividend support. Valuation appears reasonable but not cheap at ~21x earnings.
To see Spark’s full report on TNL stock, click here.
More about Travel + Leisure Co
YTD Price Performance: -0.10%
Average Trading Volume: 615,013
Technical Sentiment Signal: Buy
Current Market Cap: $4.4B