Aberdeen Group plc Sells 7,871 Shares of Expedia Group, Inc. $EXPE

Aberdeen Group plc lowered its holdings in Expedia Group, Inc. (NASDAQ:EXPE) by 7.5% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 96,678 shares of the online travel company’s stock after selling 7,871 shares during the quarter. Aberdeen Group plc owned 0.08% of Expedia Group worth $20,665,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in EXPE. Cookson Peirce & Co. Inc. increased its stake in Expedia Group by 21.2% during the third quarter. Cookson Peirce & Co. Inc. now owns 147,869 shares of the online travel company’s stock valued at $31,607,000 after acquiring an additional 25,821 shares during the period. Insight 2811 Inc. acquired a new position in Expedia Group during the third quarter worth $235,000. Abich Financial Wealth Management LLC bought a new position in Expedia Group during the 3rd quarter valued at about $98,000. Assetmark Inc. raised its stake in shares of Expedia Group by 7.0% in the third quarter. Assetmark Inc. now owns 27,754 shares of the online travel company’s stock valued at $5,932,000 after acquiring an additional 1,821 shares during the last quarter. Finally, Public Sector Pension Investment Board boosted its stake in Expedia Group by 8.4% in the third quarter. Public Sector Pension Investment Board now owns 9,752 shares of the online travel company’s stock worth $2,084,000 after purchasing an additional 757 shares in the last quarter. Institutional investors own 90.76% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the stock. Wells Fargo & Company reduced their target price on shares of Expedia Group from $329.00 to $315.00 and set an “equal weight” rating on the stock in a research report on Friday. BNP Paribas Exane assumed coverage on Expedia Group in a report on Monday, November 24th. They issued a “hold” rating for the company. Citigroup increased their target price on shares of Expedia Group from $206.00 to $281.00 and gave the stock a “neutral” rating in a report on Tuesday, November 11th. Rothschild & Co Redburn lifted their price objective on Expedia Group from $290.00 to $350.00 and gave the company a “buy” rating in a report on Friday, November 7th. Finally, CICC Research raised shares of Expedia Group from a “market perform” rating to an “outperform” rating and set a $271.00 target price for the company in a research note on Monday, November 10th. Thirteen equities research analysts have rated the stock with a Buy rating and twenty-two have issued a Hold rating to the company. According to MarketBeat, Expedia Group has an average rating of “Hold” and a consensus target price of $287.42.

Expedia Group Stock Performance

Shares of NASDAQ EXPE opened at $200.42 on Wednesday. Expedia Group, Inc. has a 12 month low of $130.01 and a 12 month high of $303.80. The company has a market capitalization of $24.56 billion, a P/E ratio of 20.35, a P/E/G ratio of 0.66 and a beta of 1.41. The stock has a 50 day moving average of $271.15 and a 200-day moving average of $241.21. 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 (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, topping analysts’ consensus estimates of $3.32 by $0.46. The company had revenue of $3.55 billion during the quarter, compared to analysts’ expectations of $3.41 billion. Expedia Group had a net margin of 8.78% and a return on equity of 72.23%. Expedia Group’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same quarter last year, the company posted $2.39 EPS. As a group, equities research analysts predict that Expedia Group, Inc. will post 12.28 EPS for the current year.

Expedia Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be paid a $0.48 dividend. This is a positive change from Expedia Group’s previous quarterly dividend of $0.40. The ex-dividend date is Thursday, March 5th. This represents a $1.92 annualized dividend and a yield of 1.0%. Expedia Group’s dividend payout ratio is presently 16.24%.

Key Stories Impacting Expedia Group

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

• Positive Sentiment: Q4 beat and revenue/gross‑bookings growth: Expedia reported an earnings beat led by strong B2B bookings (+24%) and advertising, helping revenue grow ~11% Y/Y — confirms near‑term demand strength and supports earnings durability. EXPE Q4 Earnings Beat
• Positive Sentiment: AI-driven revenue lift and product experimentation: Management is pushing AI across product, marketing and internal operations; TravelWeekly and GeekWire highlight double‑digit growth tied to AI initiatives — a potential long‑term margin and traffic benefit if experiments scale. Expedia Group sees double-digit growth We’re experimenting aggressively (GeekWire)
• Positive Sentiment: Technical/contrarian view: Some outlets (Zacks) call EXPE oversold after a sharp multi‑week drop and highlight analyst upward revisions to earnings — a buy‑the‑dip thesis for value/momentum traders. Down 25.4% in 4 Weeks (Zacks)
• Neutral Sentiment: Consumer pricing trend: Data on cheapest departure days (e.g., “Air Hacks” story) is marketing‑oriented and may nudge short‑term bookings but is unlikely to materially change fundamentals. EXPEDIA 2026 AIR HACKS
• Neutral Sentiment: Analyst/market posture: Several firms reaffirmed market‑perform/neutral ratings (Wedbush, Citizens/JMP) with price targets above today’s levels, implying mixed near‑term sentiment but continued conviction in longer‑term upside. Analyst rating notes (Benzinga)
• Negative Sentiment: Post‑earnings margin caution: Market reaction appears focused on Expedia’s modest full‑year 2026 adjusted‑EBITDA margin expansion guidance — investors expected more after the stock’s run, prompting de‑risking and momentum unwind. Expedia slides on 2026 margin outlook (QuiverQuant)
• Negative Sentiment: Market volatility and recent heavy selling: Coverage pieces note a ~25% monthly share decline and insider selling activity; momentum/position‑sizing moves by institutions likely amplify short‑term downside. Assessing EXPE after 25% drop (Yahoo)

Insider Buying and Selling

In other Expedia Group news, CAO Lance A. Soliday sold 849 shares of the firm’s stock in a transaction dated Friday, November 21st. The shares were 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 $2,893,108.96. This trade represents a 6.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 transaction, the director owned 2,916 shares of the company’s stock, valued at approximately $752,328. This represents a 25.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 9.13% of the company’s stock.

Expedia Group 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.