DA Davidson Cuts Expedia Group (NASDAQ:EXPE) Price Target to $260.00

Expedia Group (NASDAQ:EXPE) had its price objective lowered by DA Davidson from $294.00 to $260.00 in a research report report published on Friday morning,Benzinga reports. The brokerage currently has a neutral rating on the online travel company’s stock.

Several other equities analysts also recently weighed in on EXPE. Rothschild & Co Redburn raised their price target on shares of Expedia Group from $290.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. BNP Paribas Exane started coverage on shares of Expedia Group in a report on Monday, November 24th. They issued a “hold” rating for the company. Bank of America boosted their target price on Expedia Group from $285.00 to $326.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Evercore upped their price target on Expedia Group from $280.00 to $350.00 and gave the company an “outperform” rating in a research report on Tuesday, November 25th. Finally, Royal Bank Of Canada lifted their price objective on Expedia Group from $260.00 to $290.00 and gave the stock a “sector perform” rating in a research report on Wednesday, December 17th. Fourteen research analysts have rated the stock with a Buy rating and twenty-one have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $288.23.

Expedia Group Stock Performance

Shares of NASDAQ:EXPE opened at $212.67 on Friday. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.73 and a quick ratio of 0.74. Expedia Group has a 1 year low of $130.01 and a 1 year high of $303.80. The firm has a market capitalization of $26.06 billion, a PE ratio of 21.59, a P/E/G ratio of 0.66 and a beta of 1.42. The business’s 50 day moving average price is $273.40 and its 200-day moving average price is $240.83.

Expedia Group (NASDAQ:EXPE) last announced its quarterly earnings data 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 company had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.41 billion. During the same quarter last year, the firm posted $2.39 EPS. The firm’s revenue for the quarter was up 11.4% on a year-over-year basis. As a group, equities research analysts expect that Expedia Group will post 12.28 earnings per share for the current fiscal 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 paid a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a yield of 0.9%. 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. Expedia Group’s payout ratio is 16.24%.

Insiders Place Their Bets

In related news, Director Madhumita Moina Banerjee sold 1,000 shares of the firm’s stock in a transaction dated Monday, December 1st. The stock was 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 approximately $752,328. This trade represents a 25.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Lance A. Soliday sold 849 shares of the business’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $248.08, for a total transaction of $210,619.92. Following the completion of the sale, the chief accounting officer owned 11,662 shares in the company, valued at approximately $2,893,108.96. This trade represents a 6.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 9.13% of the stock is owned by insiders.

Hedge Funds Weigh In On Expedia Group

Large investors have recently made changes to their positions in the stock. Spire Wealth Management raised its position in Expedia Group by 114.3% in the second quarter. Spire Wealth Management now owns 150 shares of the online travel company’s stock valued at $25,000 after purchasing an additional 80 shares during the period. Entrust Financial LLC acquired a new stake in shares of Expedia Group in the fourth quarter valued at $26,000. JFS Wealth Advisors LLC raised its holdings in shares of Expedia Group by 78.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock valued at $28,000 after buying an additional 44 shares during the period. Lodestone Wealth Management LLC acquired a new position in Expedia Group during the 4th quarter worth about $29,000. Finally, Grey Fox Wealth Advisors LLC acquired a new position in Expedia Group during the 3rd quarter worth about $30,000. 90.76% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting 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

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.