Expedia Group’s (EXPE) Market Perform Rating Reaffirmed at Citizens Jmp

Citizens Jmp reaffirmed their market perform rating on shares of Expedia Group (NASDAQ:EXPE) in a report issued on Tuesday,Benzinga reports.

Other research analysts have also issued reports about the stock. UBS Group set a $266.00 price objective on shares of Expedia Group in a research note on Friday. Morgan Stanley lifted their price target on shares of Expedia Group from $180.00 to $270.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 13th. TD Cowen cut their price target on shares of Expedia Group from $300.00 to $260.00 and set a “hold” rating on the stock in a report on Friday, February 13th. Cantor Fitzgerald set a $245.00 price objective on shares of Expedia Group in a research note on Friday. Finally, Piper Sandler restated a “neutral” rating and set a $225.00 target price (down previously from $250.00) on shares of Expedia Group in a research report on Friday. Thirteen investment analysts have rated the stock with a Buy rating and twenty-two have given a Hold rating to the stock. Based on data from MarketBeat, Expedia Group presently has a consensus rating of “Hold” and a consensus target price of $287.42.

Expedia Group Trading Down 5.8%

Shares of EXPE stock opened at $200.42 on Tuesday. The company has a market cap of $24.56 billion, a PE ratio of 20.35, a price-to-earnings-growth ratio of 0.66 and a beta of 1.41. Expedia Group has a 1 year low of $130.01 and a 1 year high of $303.80. The stock’s 50 day simple moving average is $271.15 and its two-hundred day simple moving average is $241.21. 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 (NASDAQ:EXPE) last announced its earnings results on Thursday, February 12th. The online travel company reported $3.78 EPS for the quarter, topping analysts’ consensus estimates of $3.32 by $0.46. The firm had revenue of $3.55 billion during the quarter, compared to analysts’ expectations of $3.41 billion. Expedia Group had a return on equity of 72.23% and a net margin of 8.78%.The company’s quarterly revenue was up 11.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.39 EPS. Research analysts predict that Expedia Group will post 12.28 earnings per share for the current year.

Expedia Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be paid a $0.48 dividend. This represents a $1.92 annualized dividend and a yield of 1.0%. This is an increase 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 currently 16.24%.

Insiders Place Their Bets

In other 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 transaction of $210,619.92. Following the transaction, the chief accounting officer owned 11,662 shares of the company’s stock, valued at approximately $2,893,108.96. This 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 this link. Also, Director Madhumita Moina Banerjee sold 1,000 shares of the firm’s 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 transaction, the director owned 2,916 shares in the company, valued at approximately $752,328. This represents a 25.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 9.13% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in EXPE. Vanguard Group Inc. boosted its stake in shares of Expedia Group by 0.7% during the second quarter. Vanguard Group Inc. now owns 15,304,305 shares of the online travel company’s stock valued at $2,581,530,000 after purchasing an additional 102,494 shares in the last quarter. Norges Bank purchased a new stake in Expedia Group during the second quarter worth $663,882,000. Windacre Partnership LLC lifted its holdings in Expedia Group by 9.2% during the third quarter. Windacre Partnership LLC now owns 3,682,100 shares of the online travel company’s stock worth $787,049,000 after buying an additional 309,900 shares during the period. AQR Capital Management LLC boosted its position in Expedia Group by 25.0% during the 3rd quarter. AQR Capital Management LLC now owns 3,645,732 shares of the online travel company’s stock valued at $779,275,000 after acquiring an additional 728,063 shares in the last quarter. Finally, Geode Capital Management LLC increased its holdings in shares of 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 acquiring an additional 58,244 shares during the period. Hedge funds and other institutional investors own 90.76% of the company’s stock.

Trending Headlines about 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)

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.