Expedia Group (NASDAQ:EXPE) Price Target Raised to $306.00

Expedia Group (NASDAQ:EXPE) had its target price upped by Bank of America from $303.00 to $306.00 in a report released on Friday morning,MarketScreener reports. Bank of America currently has a buy rating on the online travel company’s stock.

Other research analysts also recently issued reports about the stock. Susquehanna boosted their price objective on shares of Expedia Group from $200.00 to $265.00 and gave the company a “neutral” rating in a research report on Monday, November 10th. The Goldman Sachs Group lifted their target price on shares of Expedia Group from $325.00 to $355.00 and gave the company a “buy” rating in a research note on Friday. KeyCorp initiated coverage on shares of Expedia Group in a research note on Wednesday, October 22nd. They issued a “sector weight” rating on the stock. Evercore ISI reissued an “outperform” rating on shares of Expedia Group in a research report on Monday, February 9th. Finally, B. Riley Financial upped their target price on Expedia Group from $300.00 to $360.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Fourteen research analysts have rated the stock with a Buy rating and twenty-one have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $288.23.

Expedia Group Stock Performance

Shares of Expedia Group stock opened at $212.67 on Friday. Expedia Group has a 12 month low of $130.01 and a 12 month high of $303.80. The company has a quick ratio of 0.74, a current ratio of 0.73 and a debt-to-equity ratio of 1.75. The stock has a market cap of $26.06 billion, a PE ratio of 21.59, a price-to-earnings-growth ratio of 0.66 and a beta of 1.42. The business has a fifty day simple moving average of $273.40 and a 200-day simple moving average of $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 (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 the consensus estimate of $3.41 billion. During the same period in the prior year, the business earned $2.39 EPS. The business’s revenue for the quarter was up 11.4% on a year-over-year basis. On average, sell-side analysts anticipate that Expedia Group will post 12.28 EPS for the current fiscal year.

Expedia Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be paid a $0.48 dividend. The ex-dividend date is Thursday, March 5th. This is a boost 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%. Expedia Group’s dividend payout ratio is presently 16.24%.

Insider Activity

In related news, Director Madhumita Moina Banerjee sold 1,000 shares of the stock in a transaction that occurred on 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 owned 2,916 shares in the company, valued at $752,328. This represents a 25.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CAO Lance A. Soliday sold 849 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was 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. The trade was a 6.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 9.13% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Expedia Group

Several hedge funds have recently made changes to their positions in EXPE. Vanguard Group Inc. lifted its position in shares of Expedia Group by 0.7% in the 2nd quarter. Vanguard Group Inc. now owns 15,304,305 shares of the online travel company’s stock worth $2,581,530,000 after acquiring an additional 102,494 shares during the period. Norges Bank acquired a new position in shares of Expedia Group in the second quarter valued at $663,882,000. Windacre Partnership LLC lifted its position in Expedia Group by 9.2% in the third quarter. Windacre Partnership LLC now owns 3,682,100 shares of the online travel company’s stock worth $787,049,000 after purchasing an additional 309,900 shares during the period. AQR Capital Management LLC boosted its stake in Expedia Group by 25.0% during the third quarter. AQR Capital Management LLC now owns 3,645,732 shares of the online travel company’s stock worth $779,275,000 after buying an additional 728,063 shares in the last quarter. Finally, Geode Capital Management LLC increased its holdings in Expedia Group by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 3,414,935 shares of the online travel company’s stock valued at $574,364,000 after buying an additional 58,244 shares during the period. Institutional investors own 90.76% of the company’s stock.

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

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.