Travel+Leisure Co Stock Price, News & Analysis

Travel + Leisure Co. (NYSE:TNL) has released its 2024 Corporate Responsibility Report, highlighting the company's achievements in responsible tourism and sustainable business practices. The report showcases significant environmental accomplishments, including saving over 200 million gallons of water and diverting 1.6 million pounds of resort furniture from landfills.

The company reported strong social metrics with a 94% retention rate among learning program graduates and $2.6 million USD in community donations. In governance, TNL maintained 100% workforce ethics training and diversity resource group sponsorship by executive management. The report aligns with global frameworks including GRI, SASB, and TCFD.

Travel + Leisure Co. (NYSE:TNL) has announced plans for its third Sports Illustrated Resorts location in Chicago, Illinois, joining previously announced locations in Tuscaloosa and Nashville. The project involves converting an existing hotel in Chicago's Loop district into a sports-themed resort featuring approximately 250 units.

The property, situated along the river near Michigan Avenue, will remain operational during its transformation. The renovation will preserve the building's historic financial institution features while incorporating Sports Illustrated's brand elements. New amenities will include an owner's lounge, fitness center, coffee shop, restaurant, and sports bar. The resort will offer points-based ownership options, with sales starting in early 2026 and full completion expected in late 2026.

Travel + Leisure Co. (NYSE:TNL) has announced a regular cash dividend of $0.56 per share for its shareholders. The dividend will be payable on September 30, 2025, to shareholders of record as of September 12, 2025.

The company is a major player in the leisure travel industry, serving over six million vacationers annually through its portfolio of vacation ownership, travel club, and lifestyle travel brands. With a workforce of nearly 19,000 dedicated associates globally, Travel + Leisure Co. focuses on hospitality and responsible tourism to fulfill its mission of putting the world on vacation.

Travel + Leisure Co. (NYSE:TNL) has announced the pricing of $500 million senior secured notes due 2033 in a private offering. The notes will bear interest at 6.125% per year, payable semi-annually starting March 1, 2026. The offering is expected to close on August 19, 2025.

The company plans to use the proceeds to redeem all outstanding 6.60% secured notes due October 2025, repay revolving credit facility borrowings, cover offering expenses, and potentially for general corporate purposes including future debt paydowns. The notes include optional redemption provisions, with different terms before and after August 15, 2028, and the ability to redeem at par after August 15, 2030.

The notes are being offered exclusively to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S of the Securities Act.

Travel + Leisure Co. (NYSE:TNL) has announced a private offering of $500 million senior secured notes due 2033. The company plans to use the proceeds to redeem all outstanding 6.60% secured notes due October 2025, repay revolving credit facility borrowings, cover offering expenses, and potentially for general corporate purposes including future debt paydowns.

The notes will be offered exclusively to qualified institutional buyers under Rule 144A of the Securities Act and non-U.S. persons in offshore transactions under Regulation S. As a leading leisure travel company, TNL serves over six million vacationers annually through its portfolio of vacation ownership, travel club, and lifestyle travel brands, supported by nearly 19,000 associates globally.

Travel + Leisure Co. (NYSE:TNL) reported strong Q2 2025 financial results with net income of $108 million and diluted EPS of $1.62. The company achieved net revenue of $1.02 billion and Adjusted EBITDA of $250 million.

Key highlights include a 6% increase in Vacation Ownership revenue to $853 million, driven by a 7% increase in VPG to $3,251 and a 3% increase in tours. The Travel and Membership segment saw a 6% revenue decline to $166 million.

The company returned $107 million to shareholders through $37 million in dividends and $70 million in share repurchases. Management reaffirmed full-year 2025 Adjusted EBITDA guidance of $955-985 million and expects Q3 Adjusted EBITDA of $250-260 million.

Travel + Leisure Co. (NYSE:TNL) has successfully completed a $300 million term securitization transaction through its subsidiary Sierra Timeshare 2025-2 Receivables Funding LLC. The transaction achieved an overall weighted average coupon of 5.10% and a 98.00% advance rate.

The securitization included multiple note classes: $143 million Class A Notes at 4.72%, $67 million Class B Notes at 4.93%, $59 million Class C Notes at 5.32%, and $31 million Class D Notes at 6.79%. According to CFO Erik Hoag, this represents the tightest pricing level since early 2022, demonstrating strong investor demand and the company's robust business model.

Travel + Leisure Co. (NYSE:TNL) has announced plans to expand its Sports Illustrated Resorts portfolio with a new vacation ownership destination in Nashville, Tennessee. Set to open in Spring 2026, the resort will be located on Music Row in Midtown, offering studio, one-bedroom, and two-bedroom suites with full kitchens and in-unit laundry.

The property will feature amenities including a resort-style outdoor pool, quick-service dining, an exclusive owners' lounge, and a signature fitness center. This expansion follows the previously announced Tuscaloosa resort and aligns with TNL's multi-brand strategy to develop new vacation experiences. The Nashville location was chosen for its strong sports presence, hosting professional football and hockey teams, as well as competitive college conferences.

Travel + Leisure Co. (NYSE:TNL) has scheduled its second quarter 2025 financial results announcement for July 23, 2025, before market opening. The company will host a conference call at 8:00 a.m. EDT featuring CEO Michael D. Brown and CFO Erik Hoag to discuss business outlook and performance.

Investors can access the call via webcast through the company's website or by phone. An archive of the webcast will be available for 90 days following the call. Travel + Leisure Co. is a prominent leisure travel company serving over six million vacationers annually, operating through various vacation ownership, travel club, and lifestyle travel brands with approximately 19,000 associates globally.