BNC Wealth Management LLC acquired a new stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 13,134 shares of the online travel company’s stock, valued at approximately $2,807,000.
Several other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC purchased a new stake in shares of Expedia Group in the 4th quarter worth approximately $408,000. Price T Rowe Associates Inc. MD lifted its holdings in Expedia Group by 131.7% during the first quarter. Price T Rowe Associates Inc. MD now owns 409,041 shares of the online travel company’s stock worth $68,760,000 after buying an additional 232,480 shares during the period. CW Advisors LLC boosted its position in Expedia Group by 48.1% during the 1st quarter. CW Advisors LLC now owns 4,525 shares of the online travel company’s stock valued at $761,000 after acquiring an additional 1,470 shares in the last quarter. Norinchukin Bank The raised its position in shares of Expedia Group by 17.9% in the 1st quarter. Norinchukin Bank The now owns 7,640 shares of the online travel company’s stock worth $1,284,000 after acquiring an additional 1,161 shares in the last quarter. Finally, Compound Planning Inc. boosted its position in Expedia Group by 22.5% during the first quarter. Compound Planning Inc. now owns 1,505 shares of the online travel company’s stock valued at $253,000 after purchasing an additional 276 shares in the last quarter. Hedge funds and other institutional investors own 90.76% of the company’s stock.
Expedia Group News Roundup
Here are the key news stories impacting Expedia Group this week:
- Positive Sentiment: Bank of America raised its price target on EXPE from $285 to $326 and kept a “buy” rating, giving the stock fresh analyst support and signaling a meaningful upside to the street consensus. This is a clear near-term catalyst for buying interest. Read More.
- Positive Sentiment: McDonald’s Canada launched a partnership with Expedia to give diners travel perks — a promotional/loyalty tie-up that could modestly boost bookings and broaden Expedia’s customer acquisition channels in Canada. Partnership signals incremental marketing reach and potential revenue lift. Read More.
- Positive Sentiment: Federal policy could help international inbound travel: the proposed VISIT USA Act would transfer $160M to Brand USA to promote tourism. More international visitors would directly benefit online travel agencies like Expedia through higher bookings and ticketing volumes. Read More.
- Positive Sentiment: Analyst/industry coverage highlights Expedia as a leading partner for AI-driven hotel booking tools. Continued AI adoption could improve booking efficiency, margins and distribution advantages for OTAs that secure direct integrations. This positions EXPE as a beneficiary of tech-driven share gains. Read More.
- Positive Sentiment: Multiple investment write-ups (Zacks) and screeners are listing EXPE as a GARP and travel-demand play for 2026, reinforcing investor interest in the stock as a growth-at-a-reasonable-price pick amid a resilient travel cycle. Such coverage can attract fund flows. Read More.
- Neutral Sentiment: Market commentary noting EXPE’s recent outperformance vs. the S&P 500 provides context for gains but is not a direct catalyst — useful for framing momentum-driven flows. Read More.
- Neutral Sentiment: Broader press pieces and sector notes (Kalkine, additional Zacks articles) reiterate the strong 2025 travel environment and Expedia’s market position; these are supportive background items that help sentiment but are not standalone catalysts. Read More.
Insider Transactions at Expedia Group
Expedia Group Stock Up 1.3%
Shares of EXPE opened at $289.25 on Friday. The stock’s 50-day moving average price is $246.59 and its 200-day moving average price is $213.37. 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 company has a market capitalization of $35.44 billion, a price-to-earnings ratio of 27.68, a PEG ratio of 1.31 and a beta of 1.44. Expedia Group, Inc. has a 52 week low of $130.01 and a 52 week high of $292.42.
Expedia Group (NASDAQ:EXPE – Get Free Report) last released its quarterly earnings data on Thursday, November 6th. The online travel company reported $7.57 EPS for the quarter, topping the consensus estimate of $7.10 by $0.47. Expedia Group had a return on equity of 64.15% and a net margin of 9.66%.The business had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.28 billion. During the same quarter in the prior year, the firm posted $6.13 EPS. The business’s quarterly revenue was up 8.7% compared to the same quarter last year. On average, sell-side analysts predict that Expedia Group, Inc. will post 12.28 EPS for the current year.
Expedia Group Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 11th. Stockholders of record on Wednesday, November 19th were given a $0.40 dividend. The ex-dividend date was Wednesday, November 19th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.6%. Expedia Group’s payout ratio is 15.31%.
Analyst Upgrades and Downgrades
Several analysts have commented on EXPE shares. Wells Fargo & Company increased their price target on shares of Expedia Group from $212.00 to $272.00 and gave the company an “equal weight” rating in a research report on Friday, November 7th. B. Riley upped their price target on Expedia Group from $260.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. BNP Paribas Exane began coverage on shares of Expedia Group in a report on Monday, November 24th. They set a “neutral” rating on the stock. UBS Group boosted their target price on shares of Expedia Group from $209.00 to $234.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. Finally, Wall Street Zen downgraded Expedia Group from a “strong-buy” rating to a “buy” rating in a report on Saturday, December 13th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twenty-four have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $270.66.
Read Our Latest Stock Analysis on EXPE
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.
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