TD Cowen Cuts Expedia Group (NASDAQ:EXPE) Price Target to $260.00

Expedia Group (NASDAQ:EXPE) had its target price lowered by TD Cowen from $300.00 to $260.00 in a research note published on Friday, MarketBeat.com reports. The brokerage currently has a hold rating on the online travel company’s stock.

Other analysts also recently issued reports about the company. Wall Street Zen upgraded Expedia Group from a “buy” rating to a “strong-buy” rating in a research report on Saturday, February 7th. DA Davidson reissued a “neutral” rating and issued a $294.00 target price on shares of Expedia Group in a research note on Thursday, December 11th. Benchmark decreased their price target on shares of Expedia Group from $310.00 to $290.00 and set a “buy” rating on the stock in a research note on Friday. Bank of America boosted their price objective on shares of Expedia Group from $285.00 to $326.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Finally, Wedbush decreased their target price on shares of Expedia Group from $290.00 to $260.00 and set a “neutral” rating on the stock in a research report on Friday, February 6th. Fourteen analysts have rated the stock with a Buy rating and twenty-one have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $288.23.

Expedia Group Stock Performance

NASDAQ:EXPE opened at $212.67 on Friday. The company has a current ratio of 0.73, a quick ratio of 0.74 and a debt-to-equity ratio of 1.75. The company has a market capitalization of $26.06 billion, a P/E ratio of 21.59, a price-to-earnings-growth ratio of 0.66 and a beta of 1.42. The firm has a 50-day moving average price of $273.40 and a two-hundred day moving average price of $240.83. Expedia Group has a twelve month low of $130.01 and a twelve month high of $303.80.

Expedia Group (NASDAQ:EXPE) last posted its earnings results on Thursday, February 12th. The online travel company reported $3.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.32 by $0.46. The firm had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.41 billion. Expedia Group had a return on equity of 72.23% and a net margin of 8.78%.Expedia Group’s revenue was up 11.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.39 EPS. As a group, research analysts expect that Expedia Group will post 12.28 earnings per share for the current fiscal year.

Expedia Group Increases Dividend

The business also recently announced 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. The ex-dividend date is Thursday, March 5th. 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 yield of 0.9%. Expedia Group’s payout ratio is presently 16.24%.

Insider Activity at Expedia Group

In related news, CAO Lance A. Soliday sold 849 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $248.08, for a total value of $210,619.92. Following the transaction, the chief accounting officer directly owned 11,662 shares of the company’s stock, valued at approximately $2,893,108.96. This trade represents a 6.79% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Madhumita Moina Banerjee sold 1,000 shares of Expedia Group stock in a transaction 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 in the company, valued at $752,328. The trade was a 25.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 9.13% of the company’s stock.

Institutional Investors Weigh In On Expedia Group

Several institutional investors and hedge funds have recently added to or reduced their stakes in EXPE. Entrust Financial LLC acquired a new position in shares of Expedia Group in the 4th quarter valued at about $26,000. JFS Wealth Advisors LLC increased its position in Expedia Group by 78.6% during the 4th quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock worth $28,000 after purchasing an additional 44 shares in the last quarter. Lodestone Wealth Management LLC purchased a new position in Expedia Group in the fourth quarter valued at approximately $29,000. Grey Fox Wealth Advisors LLC purchased a new position in Expedia Group in the third quarter valued at approximately $30,000. Finally, Spire Wealth Management lifted its position in Expedia Group by 114.3% during the second quarter. Spire Wealth Management now owns 150 shares of the online travel company’s stock valued at $25,000 after buying an additional 80 shares in the last quarter. 90.76% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines 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

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.