Expedia Group, Inc. $EXPE Position Reduced by Vanguard Group Inc.

Vanguard Group Inc. decreased its position in Expedia Group, Inc. (NASDAQ:EXPE) by 0.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,194,937 shares of the online travel company’s stock after selling 109,368 shares during the quarter. Vanguard Group Inc. owned 0.12% of Expedia Group worth $3,247,918,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in EXPE. Norges Bank acquired a new stake in Expedia Group in the second quarter worth about $663,882,000. Geode Capital Management LLC raised its holdings in shares of 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 acquiring an additional 58,244 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of Expedia Group by 102.0% during the 2nd quarter. AQR Capital Management LLC now owns 2,917,669 shares of the online travel company’s stock valued at $492,152,000 after buying an additional 1,473,386 shares during the last quarter. Alkeon Capital Management LLC grew its position in Expedia Group by 4.2% in the second quarter. Alkeon Capital Management LLC now owns 2,475,276 shares of the online travel company’s stock worth $417,530,000 after acquiring an additional 100,000 shares in the last quarter. Finally, LSV Asset Management boosted its holdings in Expedia Group by 6.3% in the third quarter. LSV Asset Management now owns 926,955 shares of the online travel company’s stock worth $198,137,000 after purchasing an additional 55,118 shares in the last quarter. 90.76% of the stock is owned by institutional investors and hedge funds.

Expedia Group Trading Up 1.7%

Shares of EXPE stock opened at $203.79 on Thursday. The firm has a fifty day moving average of $269.74 and a 200-day moving average of $240.95. The stock has a market cap of $24.97 billion, a price-to-earnings ratio of 20.69, a P/E/G ratio of 0.63 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. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.74 and a current ratio of 0.73.

Expedia Group (NASDAQ:EXPE) last announced its quarterly earnings results on Thursday, February 12th. The online travel company reported $3.78 earnings per share for the quarter, beating analysts’ consensus estimates of $3.32 by $0.46. Expedia Group had a return on equity of 72.23% and a net margin of 8.78%.The firm had revenue of $3.55 billion for the quarter, compared to analysts’ expectations of $3.41 billion. During the same period in the prior year, the business posted $2.39 earnings per share. The business’s revenue was up 11.4% compared to the same quarter last year. On average, equities research analysts forecast that Expedia Group, Inc. will post 12.28 earnings per share for the current fiscal year.

Expedia Group Increases Dividend

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

Analyst Ratings Changes

EXPE has been the subject of a number of recent analyst reports. Wall Street Zen raised Expedia Group from a “buy” rating to a “strong-buy” rating in a research report on Saturday, February 7th. KeyCorp assumed coverage on shares of Expedia Group in a report on Wednesday, October 22nd. They set a “sector weight” rating for the company. Susquehanna reiterated a “neutral” rating and issued a $240.00 target price on shares of Expedia Group in a report on Tuesday. Piper Sandler reissued a “neutral” rating and set a $225.00 target price (down previously from $250.00) on shares of Expedia Group in a research report on Friday, February 13th. Finally, BNP Paribas Exane began coverage on Expedia Group in a research report on Monday, November 24th. They issued a “hold” rating on the stock. Twelve research analysts have rated the stock with a Buy rating and twenty-three have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $284.35.

Expedia Group News Roundup

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

• Positive Sentiment: Company reports and strategy — Expedia is highlighting double‑digit revenue and gross‑bookings growth and continuing to push AI initiatives that management says are driving bookings and efficiency, which supports longer‑term upside. Expedia Group sees double-digit growth as AI push continues
• Positive Sentiment: Value/oversold arguments — Several outlets (Zacks) argue EXPE is technically oversold after the recent drop and that analyst estimate revisions and valuation metrics make a buy‑the‑dip case. This can attract bargain hunters and short‑term buyers. Down 25.4% in 4 Weeks, Buy the Dip
• Positive Sentiment: Fundamental/value checks — Zacks also ran a valuation/estimate‑revision piece suggesting EXPE could be undervalued based on its earnings momentum and the Zacks Rank framework. Is EXPEDIA GROUP (EXPE) Stock Undervalued Right Now?
• Neutral Sentiment: Analyst ratings mix — Some firms reaffirmed neutral/market‑perform ratings (Wedbush, Citizens/JMP) while others keep buy/outperform views; price targets vary widely, indicating no consensus near‑term direction. Analyst rating notes via Benzinga
• Neutral Sentiment: Argus adjustment — Argus cut its price target from $345 to $250 but maintained a “buy” rating, trimming upside expectations while still signaling conviction in the business. Argus adjusts price target on Expedia Group
• Neutral Sentiment: Market content pieces & trends — Coverage comparing Expedia to Booking/Airbnb and reporting on airfare/city trends (e.g., San Juan) is driving discussion about competitive positioning and demand seasonality rather than an immediate catalyst. Expedia Vs. Peers San Juan airfare trends
• Negative Sentiment: Post‑earnings reset and margin guidance — Several analyses link the recent selloff to investor disappointment with Expedia’s modest 2026 margin‑expansion outlook despite strong top‑line growth; that cautious margin guidance is the primary near‑term negative catalyst. Expedia slides as investors focus on 2026 margin outlook after earnings
• Negative Sentiment: Recent share weakness & sentiment — Coverage highlighting a ~25% monthly share price drop and notable insider selling has increased caution among investors and likely contributed to short‑term volatility. Assessing Expedia After A 25% Monthly Drop

Insiders Place Their Bets

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 transaction of $258,000.00. Following the completion of the sale, the director directly 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 transaction was disclosed in a filing with the SEC, which is available at this link. 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 completion of the transaction, the chief accounting officer directly owned 11,662 shares in the company, valued at approximately $2,893,108.96. This trade represents a 6.79% decrease in their position. The SEC filing for this sale provides additional information. 9.13% of the stock is currently owned by company insiders.

Expedia Group Company Profile

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.