Travel + Leisure price target raised to $70 from $66 at Stifel on owner mix

Published 23/07/2025, 18:56
Travel + Leisure price target raised to $70 from $66 at Stifel on owner mix

Investing.com - Stifel raised its price target on Travel + Leisure (NYSE:TNL) to $70.00 from $66.00 on Tuesday, maintaining a Buy rating on the stock. The stock, currently trading at $61.78, has shown strong momentum with a 17.33% gain year-to-date and is trading near its 52-week high. According to InvestingPro, analysts maintain a bullish consensus with price targets ranging from $39 to $71.

The firm cited management’s focus on growing the new owner portion of its business to 35%, though it noted this metric naturally fluctuates quarter-to-quarter. According to Stifel, the company is prioritizing attracting the right type of owners and maintaining strong fundamentals rather than solely targeting a specific percentage. The strategy appears to be working, as InvestingPro data shows the company maintains a GREAT financial health score and trades at an attractive P/E ratio of 11.05, while offering a solid 3.87% dividend yield.

Stifel highlighted that second-quarter strength in existing owners naturally reduced the new owner portion of sales. The company believes new partnerships with SI and Margaritaville will help drive growth in new owner acquisition.

The research note mentioned that close rates have increased approximately 11% compared to pre-COVID levels, indicating improved sales conversion efficiency.

Stifel also reported that through the first three weeks of July, Travel + Leisure’s marketing teams focused on new owner acquisition have been performing well.

In other recent news, Travel + Leisure Co. released its second-quarter earnings for 2025, revealing mixed results. The company reported earnings per share (EPS) of $1.65, which slightly missed the forecasted $1.66. Despite this, Travel + Leisure’s revenue reached $1.02 billion, surpassing expectations of $1.01 billion. These figures indicate that while the company fell short on EPS, it managed to exceed revenue projections. The earnings report reflects a nuanced financial performance, with revenue growth being a positive highlight. Analysts and investors often pay close attention to such earnings results as they provide insight into the company’s financial health. The slight miss in EPS did not deter some investor optimism, as evidenced by the premarket trading activity. These developments are part of the ongoing financial narrative surrounding Travel + Leisure Co.

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