Stifel Nicolaus analyst Simon Yarmak has maintained their bullish stance on TNL stock, giving a Buy rating today.
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Simon Yarmak has given his Buy rating due to a combination of factors that highlight Travel + Leisure Co’s potential for growth and profitability. The company has maintained most of its guidance assumptions for the fiscal year 2025, with an optimistic outlook for the third quarter. Notably, the company has raised its Volume Per Guest (VPG) guidance, reflecting strong performance in the first half of 2025, and expects Gross Vacation Ownership Interest (VOI) sales to reach the higher end of their projected range.
Despite a decline in the Travel & Membership segment, the company has shown resilience with a significant increase in VOI sales and tour flow, contributing to a year-over-year growth in adjusted EBITDA. Management’s focus on expanding the new owner segment, alongside strategic partnerships, suggests a promising trajectory for future growth. Additionally, the company’s efforts to improve close rates and marketing strategies further support the positive outlook, making TNL an attractive investment opportunity.
According to TipRanks, Yarmak is a 5-star analyst with an average return of 8.6% and a 56.57% success rate. Yarmak covers the Real Estate sector, focusing on stocks such as EPR Properties, Realty Income, and Gaming and Leisure.
In another report released today, TR | OpenAI – 4o also upgraded the stock to a Buy with a $65.00 price target.