Travel & Leisure Co.
Frontier (ULCC) reported Q2 revenue of $1.28B, up 37.7% YoY, beating estimates. Despite strong results, its stock fell 10.4%. Other travel and vacation providers showed mixed Q2 results, with Target Hospitality (TH) up 9.4% and Hilton Grand Vacations (HGV) down 19.9% post-earnings. The sector's stocks are down 10.5% on average since earnings.
Choice Hotels (CHH) stock fell 4.8% post-earnings, trading at $103.38. Target Hospitality (TH) reported $85.46M revenue, up 38.7% YoY, beating estimates, and stock rose 10.5% to $18.25. Hilton Grand Vacations (HGV) missed expectations with $1.36B revenue, down 17.5% to $42.40. Travel + Leisure (TNL) reported $1.06B revenue, up 4.4%, stock down 6.3% to $68.76. Lindblad Expeditions (LIND) reported $199.2M revenue, up 18.6%, but stock fell 11.3% to $26.25.
Duncan Thomas Michael (SVP, Chief Accounting Officer) sold 20,000 shares of Travel & Leisure Co. (TNL) at $74.16 ($1.48M total) on 2026-08-26.
Over the past 7 days, alphai's AI scored 2 news stories mentioning TNL (Travel & Leisure Co.). Coverage has skewed bearish: 0 bullish, 1 neutral, and 1 bearish.
Recent TNL coverage spans insider activity, financial news and earnings.
In the last 30 days, TNL insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.5M). The most active reporter was Duncan Thomas Michael, SVP, Chief Accounting Officer, with 1 filing.
Mixed results produced a modest decline.
Mixed results create modest bearish pressure.
Insider sale may signal lack of confidence, potentially pressuring the stock short-term.
Initiation with a Positive rating can attract incremental institutional interest, especially if the recurring revenue thesis resonates.
Operational and customer-quality narrative is mildly bullish for TNL’s owner growth and credit costs.
alphai scores every news story that mentions TNL with an AI model for sentiment and relevance, and aggregates insider trades from Travel & Leisure Co.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Frontier (ULCC) reported Q2 revenue of $1.28B, up 37.7% YoY, beating estimates. Despite strong results, its stock fell 10.4%. Other travel and vacation providers showed mixed Q2 results, with Target Hospitality (TH) up 9.4% and Hilton Grand Vacations (HGV) down 19.9% post-earnings. The sector's stocks are down 10.5% on average since earnings.
3 min readChoice Hotels (CHH) stock fell 4.8% post-earnings, trading at $103.38. Target Hospitality (TH) reported $85.46M revenue, up 38.7% YoY, beating estimates, and stock rose 10.5% to $18.25. Hilton Grand Vacations (HGV) missed expectations with $1.36B revenue, down 17.5% to $42.40. Travel + Leisure (TNL) reported $1.06B revenue, up 4.4%, stock down 6.3% to $68.76. Lindblad Expeditions (LIND) reported $199.2M revenue, up 18.6%, but stock fell 11.3% to $26.25.
3 min readDuncan Thomas Michael (SVP, Chief Accounting Officer) sold 20,000 shares of Travel & Leisure Co. (TNL) at $74.16 ($1.48M total) on 2026-08-26.
1 min readAnalyst actions: DA Davidson upgraded Duolingo (DUOL) to Buy, PT $160 (from $130). Citi upgraded Bath & Body Works (BBWI) to Buy, PT $25. KeyBanc upgraded Acadia Realty Trust (AKR) to Overweight, PT $25. Mizuho downgraded Norwegian Cruise Line (NCLH) to Neutral, PT $17 (from $22). Multiple other upgrades/downgrades and initiations were issued across retail, real estate, telecom, and healthcare.
4 min readMorgan Stanley said lodging stocks lagged the broader market despite strong Q2 results and higher 2026 guidance, with valuations now reflecting more reasonable RevPAR growth assumptions. It highlighted Hilton (HLT), Marriott (MAR), Hyatt (H), Travel + Leisure (TNL) and Wyndham, citing RevPAR, unit growth, and fee or cash flow outlooks. Examples include Hilton’s raised RevPAR outlook and Hyatt’s $1.12 EPS.
6 min readBarchart said vacation ownership and hotel stocks fell in July, citing a 1.5% drop in CoStar’s Baird Hotel Stock Index. Hilton Grand Vacations (HGV) fell about 12% in July and is down 4% YTD. Marriott Vacations (VAC) and Travel + Leisure (TNL) also lagged. The article highlights Q2 2026 results and raised guidance, with 2026 contract sales, adjusted EBITDA, and FCF estimates plus analyst Buy ratings and targets.
6 min readSimply Wall St reports Travel + Leisure (TNL) fair value rose to $91.00 per share from $87.08 after analysts updated targets. Price targets cited range about $77 to $107, including Goldman Sachs upgrading to Buy with an $85 target. Assumptions were revised, including revenue growth to 3.88% and net margin to 22.15%.
2 min readTravel + Leisure Co. (TNL) CTO Sy Esfahani sold 52,617 shares on Aug. 4 for about $4.1 million, per an SEC Form 4. The weighted-average sale price was $78.00. He retained 30,545 shares, worth about $2.38 million at the Aug. 4 close. TNL shares were up about 30% over the prior 12 months.
4 min readESFAHANI SY (Chief Technology Officer) sold 52,617 shares of Travel & Leisure Co. (TNL) at $78.00 ($4.10M total) on 2026-08-04.
2 min readMYERS JEFFREY (See Remarks) sold 34,000 shares of Travel & Leisure Co. (TNL) at $77.76 ($2.64M total) on 2026-08-04.
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