Wedbush restated their neutral rating on shares of Expedia Group (NASDAQ:EXPE – Free Report) in a report published on Tuesday morning,Benzinga reports. Wedbush currently has a $260.00 price objective on the online travel company’s stock.
A number of other research firms have also recently commented on EXPE. Rothschild & Co Redburn upped their target price on shares of Expedia Group from $290.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Wall Street Zen raised shares of Expedia Group from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 7th. Truist Financial upped their price objective on shares of Expedia Group from $210.00 to $252.00 and gave the stock a “hold” rating in a report on Tuesday, February 10th. Robert W. Baird increased their price objective on shares of Expedia Group from $280.00 to $282.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. Finally, Susquehanna reissued a “neutral” rating and issued a $240.00 target price on shares of Expedia Group in a research report on Tuesday. Thirteen research analysts have rated the stock with a Buy rating and twenty-two have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $287.42.
View Our Latest Analysis on Expedia Group
Expedia Group Trading Down 5.8%
Expedia Group (NASDAQ:EXPE – Get Free Report) last posted its earnings results on Thursday, February 12th. The online travel company reported $3.78 EPS for the quarter, beating analysts’ consensus estimates of $3.32 by $0.46. The company had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.41 billion. Expedia Group had a return on equity of 72.23% and a net margin of 8.78%.The company’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.39 earnings per share. As a group, equities research analysts expect that Expedia Group will post 12.28 EPS for the current year.
Expedia Group Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be given a $0.48 dividend. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $1.92 annualized dividend and a yield of 1.0%. This is a boost from Expedia Group’s previous quarterly dividend of $0.40. Expedia Group’s dividend payout ratio is 16.24%.
Insider Buying and Selling at Expedia Group
In related news, Director Madhumita Moina Banerjee sold 1,000 shares of Expedia Group stock in a transaction on Monday, December 1st. The stock was sold at an average price of $258.00, for a total value of $258,000.00. Following the completion of the transaction, the director directly owned 2,916 shares in the company, valued at approximately $752,328. This trade represents a 25.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Lance A. Soliday sold 849 shares of the business’s 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 $2,893,108.96. The trade was a 6.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 9.13% of the company’s stock.
Hedge Funds Weigh In On Expedia Group
Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Orion Porfolio Solutions LLC increased its stake in shares of Expedia Group by 0.4% during the third quarter. Orion Porfolio Solutions LLC now owns 9,814 shares of the online travel company’s stock worth $2,098,000 after buying an additional 38 shares during the period. RHS Financial LLC grew its holdings in Expedia Group by 4.0% during the 4th quarter. RHS Financial LLC now owns 1,030 shares of the online travel company’s stock worth $292,000 after acquiring an additional 40 shares in the last quarter. Geneos Wealth Management Inc. grew its holdings in Expedia Group by 8.2% during the 4th quarter. Geneos Wealth Management Inc. now owns 567 shares of the online travel company’s stock worth $161,000 after acquiring an additional 43 shares in the last quarter. Harbor Investment Advisory LLC increased its position in shares of Expedia Group by 16.0% in the 4th quarter. Harbor Investment Advisory LLC now owns 319 shares of the online travel company’s stock valued at $90,000 after purchasing an additional 44 shares during the last quarter. Finally, JFS Wealth Advisors LLC raised its holdings in shares of Expedia Group by 78.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock valued at $28,000 after purchasing an additional 44 shares in the last quarter. Hedge funds and other 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 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.
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