ING Groep NV Decreases Holdings in Expedia Group, Inc. $EXPE

ING Groep NV lowered its stake in Expedia Group, Inc. (NASDAQ:EXPE) by 47.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,279 shares of the online travel company’s stock after selling 14,021 shares during the period. ING Groep NV’s holdings in Expedia Group were worth $3,266,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of Expedia Group by 0.7% in the 2nd quarter. Vanguard Group Inc. now owns 15,304,305 shares of the online travel company’s stock worth $2,581,530,000 after purchasing an additional 102,494 shares during the period. Norges Bank bought a new stake in Expedia Group in the second quarter worth $663,882,000. Geode Capital Management LLC boosted its stake in Expedia Group by 1.7% during the second quarter. Geode Capital Management LLC now owns 3,414,935 shares of the online travel company’s stock worth $574,364,000 after buying an additional 58,244 shares during the period. AQR Capital Management LLC boosted its stake in Expedia Group by 102.0% during the second quarter. AQR Capital Management LLC now owns 2,917,669 shares of the online travel company’s stock worth $492,152,000 after buying an additional 1,473,386 shares during the period. Finally, Alkeon Capital Management LLC increased its position in Expedia Group by 4.2% during the second quarter. Alkeon Capital Management LLC now owns 2,475,276 shares of the online travel company’s stock valued at $417,530,000 after acquiring an additional 100,000 shares during the last quarter. 90.76% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

EXPE has been the subject of a number of recent analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Expedia Group in a research note on Monday, December 29th. Morgan Stanley boosted their target price on Expedia Group from $180.00 to $270.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 13th. Wells Fargo & Company reduced their price target on Expedia Group from $329.00 to $315.00 and set an “equal weight” rating on the stock in a report on Friday. UBS Group set a $266.00 price target on Expedia Group in a research note on Friday. Finally, CICC Research upgraded Expedia Group from a “market perform” rating to an “outperform” rating and set a $271.00 price objective for the company in a report on Monday, November 10th. Fourteen research analysts have rated the stock with a Buy rating and twenty-one have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $288.87.

Expedia Group Trading Down 6.4%

EXPE opened at $212.67 on Friday. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 1.72. The stock’s fifty day moving average is $273.40 and its two-hundred day moving average is $240.00. The company has a market capitalization of $26.06 billion, a P/E ratio of 21.59, a PEG ratio of 0.70 and a beta of 1.41. Expedia Group, Inc. has a 52 week low of $130.01 and a 52 week high of $303.80.

Expedia Group (NASDAQ:EXPE) last posted its quarterly earnings results on Thursday, February 12th. The online travel company reported $3.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.32 by $0.46. The business had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.41 billion. Expedia Group had a return on equity of 73.89% and a net margin of 8.78%.The business’s revenue was up 11.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.39 EPS. Analysts forecast that Expedia Group, Inc. will post 12.28 earnings per share for the current year.

Expedia Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be given a dividend of $0.48 per share. This is a positive change from Expedia Group’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $1.92 dividend on an annualized basis and a yield of 0.9%. Expedia Group’s payout ratio is 16.24%.

Trending Headlines about Expedia Group

Here are the key news stories impacting Expedia Group this week:

• Positive Sentiment: Q4 results beat expectations — Expedia reported stronger-than-expected revenue and EPS (bookings +11%, EBITDA +32%), showing B2B momentum that supports growth ahead. Expedia Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Company raised FY‑2026 revenue/booking outlook and flagged strong demand from business clients — an upside to medium‑term revenue trajectory driven by B2B contracts. Expedia forecasts upbeat 2026 bookings
• Positive Sentiment: Dividend increase — Expedia boosted its quarterly payout (20% increase), returning more cash and signaling confidence in cash flow. (Company release)
• Positive Sentiment: Several analysts raised price targets (Goldman Sachs, HSBC, Robert W. Baird, BMO, BTIG), reinforcing buy-side upside thesis for EXPE. Goldman Sachs target raise
• Neutral Sentiment: Strategic commentary on AI/“agentic commerce” — management plans to integrate AI-driven discovery and tools to keep travelers on Expedia’s platforms; long-term relevance play but execution risk remains. Expedia embraces agentic commerce
• Negative Sentiment: CFO cautioned on margins and described the economy as “dynamic,” dialing down margin expectations — comments amplified investor concern that near‑term profitability could be lower than the headline beat implied. CFO flags dynamic economy
• Negative Sentiment: Some analysts trimmed targets/turned cautious (DA Davidson lowered to $260, TD Cowen cut to $260; Citi kept a Hold) — mixed analyst reactions increased short‑term uncertainty and selling pressure. Analyst downgrades/target cuts
• Negative Sentiment: Market commentary highlighted that soft margin guidance makes 2026 a tougher year for online travel stocks, driving relative underperformance despite the earnings beat. Why online travel stocks face a tough year

Insider Buying and Selling

In related news, Director Madhumita Moina Banerjee sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $258.00, for a total value of $258,000.00. Following the completion of the transaction, the director owned 2,916 shares of the company’s stock, valued at $752,328. The trade was a 25.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CAO Lance A. Soliday sold 849 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $248.08, for a total value of $210,619.92. Following the sale, the chief accounting officer directly owned 11,662 shares in the company, valued at $2,893,108.96. This trade represents a 6.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 9.13% of the company’s stock.

About Expedia Group

Expedia Group (NASDAQ: EXPE) is a global travel technology company that operates an online marketplace connecting consumers, travel suppliers and third‑party partners. The company’s platform enables search, comparison and booking of travel products and services, including hotels, airline tickets, vacation rentals, car rentals, cruises and packaged travel. Its portfolio comprises consumer-facing travel brands as well as corporate travel solutions and technology services that serve both leisure and business travelers.

Key offerings include consumer booking platforms and mobile apps that aggregate inventory from hotels, vacation rental managers, airlines and car rental companies, alongside ancillary travel services such as trip insurance and activities.