Expedia Group’s (EXPE) Buy Rating Reiterated at BTIG Research

BTIG Research reissued their buy rating on shares of Expedia Group (NASDAQ:EXPE) in a report published on Friday morning,Benzinga reports. The brokerage currently has a $330.00 target price on the online travel company’s stock.

EXPE has been the topic of a number of other research reports. BMO Capital Markets upped their target price on shares of Expedia Group from $205.00 to $250.00 in a research note on Friday, November 7th. KeyCorp assumed coverage on Expedia Group in a report on Wednesday, October 22nd. They set a “sector weight” rating on the stock. Robert W. Baird upped their price objective on Expedia Group from $240.00 to $280.00 and gave the company an “outperform” rating in a research note on Friday, November 7th. Wedbush cut their target price on Expedia Group from $290.00 to $260.00 and set a “neutral” rating for the company in a research report on Friday, February 6th. Finally, Sanford C. Bernstein boosted their price target on Expedia Group from $210.00 to $256.00 and gave the company a “market perform” rating in a research note on Tuesday, January 6th. Fourteen research analysts have rated the stock with a Buy rating and twenty-one have assigned a Hold rating to the company. According to MarketBeat.com, Expedia Group presently has an average rating of “Hold” and a consensus price target of $288.23.

Expedia Group Price Performance

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

Expedia Group (NASDAQ:EXPE) last issued its earnings results on Thursday, February 12th. The online travel company reported $3.78 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $3.41 billion. During the same period last year, the business earned $2.39 earnings per share. Expedia Group’s quarterly revenue was up 11.4% compared to the same quarter last year. Sell-side analysts predict that Expedia Group will post 12.28 earnings per share for the current year.

Expedia Group Increases Dividend

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

Insider Activity

In other news, Director Madhumita Moina Banerjee sold 1,000 shares of the company’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 transaction, the director directly owned 2,916 shares in the company, valued at approximately $752,328. This represents a 25.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Lance A. Soliday sold 849 shares of the stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $248.08, for a total transaction 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 ownership of the stock. The SEC filing for this sale provides additional information. 9.13% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Maverick Capital Ltd. bought a new position in Expedia Group in the 4th quarter valued at $5,085,000. Ontario Teachers Pension Plan Board lifted its stake in shares of Expedia Group by 43.3% during the fourth quarter. Ontario Teachers Pension Plan Board now owns 12,537 shares of the online travel company’s stock valued at $3,552,000 after acquiring an additional 3,786 shares during the period. Quinn Opportunity Partners LLC bought a new position in Expedia Group in the fourth quarter valued at about $283,000. Stifel Financial Corp increased its position in Expedia Group by 8.2% in the fourth quarter. Stifel Financial Corp now owns 25,950 shares of the online travel company’s stock worth $7,352,000 after purchasing an additional 1,970 shares during the period. Finally, Hudson Bay Capital Management LP increased its position in Expedia Group by 1,093.3% in the fourth quarter. Hudson Bay Capital Management LP now owns 19,450 shares of the online travel company’s stock worth $5,510,000 after purchasing an additional 17,820 shares during the period. Institutional investors own 90.76% of the company’s stock.

Expedia Group News Summary

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

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.