AUG 27·SEC EDGARLow
Duncan Thomas Michael sold $1.5M of TNL
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.
StockNYSE · US · USDConsumer Cyclical · Travel Services
$TNL
Travel & Leisure Co.
Price · $TNLvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $TNL in the last 7 days.
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $8.6M 5 txs
Brown Michael Dean2× · $345K
10b5-1 share of filings40%
Top stories · $TNLMore →
AUG 18·yahoo.com
Norwegian Cruise downgrade, Duolingo upgraded: Wall Street's top analyst calls
Analyst 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.
AUG 18·investing.com
Top Lodging Stocks After Second Quarter Earnings, Per Morgan Stanley
Morgan 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.
TNL sentiment & insider activity
Recent TNL coverage spans insider activity, financial news and sector analysis.
In the last 30 days, TNL insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($8.6M). The most active reporter was Brown Michael Dean, See Remarks, with 2 filings. 40% of those filings were made under pre-arranged Rule 10b5-1 plans.
What's driving TNL
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.
FCF yield and balance-sheet framing suggest downside may be limited if guidance holds, but the piece is still primarily valuation/analyst sentiment.
The article signals improving Street valuation assumptions for TNL, driven by higher revenue growth, margin, and a lower P/E assumption in the fair-value model.
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.
News on $TNL
Score
Duncan Thomas Michael sold $1.5M of TNL
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.
1 min read
Norwegian Cruise downgrade, Duolingo upgraded: Wall Street's top analyst calls
Analyst 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 readTop Lodging Stocks After Second Quarter Earnings, Per Morgan Stanley
Morgan 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 read
Vacation Ownership Stocks Sink in July, But Analysts See Contrarian Value in TNL, VAC
Barchart 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 readTravel + Leisure (TNL) Stock Fair Value Edges Higher After Analyst Target Increases
Simply 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 readShould You Worry That a Travel + Leisure Insider Sold After a 30% Run?
Travel + 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 sold $4.1M of TNL
ESFAHANI 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 sold $2.6M of TNL
MYERS JEFFREY (See Remarks) sold 34,000 shares of Travel & Leisure Co. (TNL) at $77.76 ($2.64M total) on 2026-08-04.
2 min readConsumer Discretionary Stocks Q2 Teardown: Scholastic (NASDAQ:SCHL) Vs The Rest
A Q2 earnings teardown of 55 consumer discretionary stocks says group revenues beat consensus by 1.5%, but next-quarter guidance is 2.3% below, and shares are down 1.2% on average. Scholastic (SCHL) revenue was $476.1M (-6.3% YoY), missing estimates; AMC (AMC) revenue $1.60B (+14.2%) beat; Hilton Grand Vacations (HGV) revenue $1.36B (+7.3%) missed.
6 min readRICHARDS GEOFFREY sold $2.6M of TNL (indirect holdings)
RICHARDS GEOFFREY (See Remarks) sold 33,744 indirectly-held shares of Travel & Leisure Co. (TNL) at $75.65 ($2.55M total) on 2026-07-27.
2 min read