Insider Trading February 25, 2026

Travel & Leisure CEO Sells $6.89M in Stock, Exercises Options in Same Window

Michael Dean Brown completed multi-day share disposals and option exercises as Travel + Leisure reported a quarter that beat analyst forecasts and drew higher price targets

By Avery Klein TNL
Travel & Leisure CEO Sells $6.89M in Stock, Exercises Options in Same Window
TNL

Michael Dean Brown, Director and President & CEO of Travel & Leisure Co. (NYSE: TNL), sold common stock on February 23-24, 2026, totaling $6.89 million and exercised options to acquire additional shares at an exercise price of $44.38 for a cumulative value of $4,118,375. After these moves, Brown directly holds 427,821 shares. Separately, Travel + Leisure posted fourth-quarter results that outpaced analyst estimates, prompting upward adjustments to price targets by Citizens and Oppenheimer. Wyndham Hotels & Resorts also announced a $650 million senior notes offering due 2033 to repay borrowings and for general corporate purposes.

Key Points

  • Michael Dean Brown sold common shares of Travel & Leisure Co. on February 23-24, 2026, for a total of $6.89 million at prices ranging from $73.15 to $75.08.
  • Brown exercised options on February 23 and 24 to acquire 66,860 and 25,938 shares respectively at an exercise price of $44.38, with the option exercises reported at a value of 4118375; his direct ownership after the transactions is 427,821 shares.
  • Travel + Leisure beat fourth-quarter analyst estimates on adjusted diluted EPS ($1.83), adjusted EBITDA ($272 million) and sales ($1,026 million); Citizens and Oppenheimer raised price targets and maintained Outperform ratings. Separately, Wyndham priced a $650 million senior notes offering due 2033.

Michael Dean Brown, who serves as a Director and as President & CEO of Travel & Leisure Co. (NYSE: TNL), sold shares of the company's common stock over two trading days, February 23 and 24, 2026, in transactions that amounted to $6.89 million in proceeds.

The sales occurred at prices between $73.15 and $75.08. On February 23, Brown disposed of 17,203 shares at a weighted average price of $73.15, 48,329 shares at a weighted average price of $74.32 and 1,328 shares at a weighted average price of $75.08. On February 24, he sold 25,738 shares at a weighted average price of $74.85 and 200 shares at a weighted average price of $74.63.

Concurrently with the share sales, Brown exercised stock options to acquire additional company shares. He exercised options to obtain 66,860 shares on February 23 and 25,938 shares on February 24 at an exercise price of $44.38. The aggregate value associated with those option exercises is reported as 4118375.

Following these transactions, Brown's direct ownership in Travel & Leisure stands at 427,821 shares.


Separately, Travel + Leisure Co. released fourth-quarter financial results that exceeded analyst expectations on multiple metrics. Adjusted diluted earnings per share for the quarter were $1.83, beating Citizens' estimate of $1.74 and the consensus estimate of $1.81.

The company's adjusted EBITDA for the period reached $272 million, ahead of Citizens' forecast of $256 million and the consensus figure of $258.6 million. Reported sales for the quarter were $1,026 million, surpassing Oppenheimer's projection of $983 million and the broader Street estimate of $998 million.

Following the quarterly results, two research firms revised their price targets upward while maintaining positive ratings. Citizens raised its price target on Travel + Leisure stock to $90 from $80, and Oppenheimer increased its target to $85 from $75; both firms kept an Outperform rating.


In related corporate finance activity noted in the same reporting period, Wyndham Hotels & Resorts announced the pricing of a $650 million senior notes offering due in 2033. Wyndham stated it intends to use the proceeds to repay outstanding borrowings and for general corporate purposes.

These items - executive-level stock transactions, option exercises, quarterly operating results that topped expectations, analyst target revisions and a sizeable debt offering by a lodging peer - are contemporaneous developments for companies operating in the travel, leisure and hospitality sectors. The public record supplied here documents the transactions and reported results without attributing motive or projecting subsequent market moves.

Risks

  • The public disclosures do not include an explanation for the timing or purpose of Brown's stock sales and option exercises, leaving the rationale for the transactions unspecified.
  • The available information does not show market reaction, changes in ownership percentage or any subsequent transactions that might affect investor interpretation.
  • Details on how Wyndham's $650 million notes offering will alter its capital structure beyond the stated intent to repay borrowings and fund general corporate purposes are not provided in the report.

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