Expedia Group, Inc. $EXPE Shares Sold by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. lessened its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE) by 36.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 94,725 shares of the online travel company’s stock after selling 53,792 shares during the quarter. Assenagon Asset Management S.A. owned about 0.08% of Expedia Group worth $26,837,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Norges Bank purchased a new position in shares of Expedia Group during the second quarter worth about $663,882,000. Windacre Partnership LLC lifted its holdings in shares of Expedia Group by 9.2% in the 3rd quarter. Windacre Partnership LLC now owns 3,682,100 shares of the online travel company’s stock valued at $787,049,000 after purchasing an additional 309,900 shares during the last quarter. AQR Capital Management LLC lifted its holdings in shares of Expedia Group by 25.0% in 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 purchasing an additional 728,063 shares during the last quarter. Invesco Ltd. boosted its position in shares of Expedia Group by 8.0% in the 3rd quarter. Invesco Ltd. now owns 3,122,842 shares of the online travel company’s stock valued at $667,507,000 after purchasing an additional 230,176 shares during the period. Finally, Alkeon Capital Management LLC boosted its position in shares of Expedia Group by 4.2% in the 2nd quarter. Alkeon Capital Management LLC now owns 2,475,276 shares of the online travel company’s stock valued at $417,530,000 after purchasing an additional 100,000 shares during the period. Institutional investors and hedge funds 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: Reported short interest dropped ~18% to ~6.71M shares (about 6.0% of shares sold short) with a days-to-cover of ~2.4 — lower short exposure can reduce downward pressure and the risk of coordinated selling.
• Positive Sentiment: Zacks published a comparative piece arguing EXPE looks stronger than Booking Holdings on growth, bookings and valuation, which may support investor interest. Expedia vs. Booking: Which Travel Stock Is a Stronger Pick?
• Neutral Sentiment: Street consensus remains around a “Hold” rating, reflecting mixed conviction among analysts rather than a clear buy/sell signal. Expedia Group, Inc. (NASDAQ:EXPE) Receives Average Rating of “Hold” from Analysts
• Neutral Sentiment: Several media pieces (MSN, Kalkine) are running investor guides and sector commentary on EXPE — useful for context but unlikely to be an immediate catalyst. Should You Invest in Expedia Group (EXPE)? Expedia Group (NASDAQ:EXPE) Tracks Sector Movement In Nasdaq Index
• Neutral Sentiment: Multiple short-interest feed entries show “large increase” but list 0 shares / NaN changes — likely reporting artifacts in the data feed rather than real market moves; treat those items with caution.
• Negative Sentiment: Zacks Research downgraded EXPE from “strong-buy” to “hold,” removing a bullish analyst endorsement and likely contributing to near-term selling pressure. Zacks Downgrades EXPE

Insider Activity at Expedia Group

In other news, insider Robert J. Dzielak sold 8,225 shares of the firm’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $220.82, for a total value of $1,816,244.50. Following the completion of the sale, the insider owned 102,480 shares in the company, valued at approximately $22,629,633.60. This trade represents a 7.43% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 9.13% of the company’s stock.

Analysts Set New Price Targets

EXPE has been the topic of several research analyst reports. UBS Group set a $266.00 price target on Expedia Group in a research report on Friday, February 13th. Benchmark decreased their price objective on Expedia Group from $310.00 to $290.00 and set a “buy” rating for the company in a report on Friday, February 13th. Cantor Fitzgerald set a $245.00 target price on shares of Expedia Group in a research report on Friday, February 13th. Susquehanna reaffirmed a “neutral” rating and issued a $240.00 target price on shares of Expedia Group in a report on Tuesday, February 17th. Finally, Piper Sandler reiterated a “neutral” rating and issued a $225.00 price target (down from $250.00) on shares of Expedia Group in a research report on Friday, February 13th. Thirteen investment analysts have rated the stock with a Buy rating and twenty-three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $281.65.

Expedia Group Stock Down 0.3%

Expedia Group stock opened at $236.26 on Thursday. The stock has a 50 day moving average of $238.36 and a two-hundred day moving average of $244.45. Expedia Group, Inc. has a twelve month low of $130.01 and a twelve month high of $303.80. The stock has a market capitalization of $28.95 billion, a price-to-earnings ratio of 23.99, a PEG ratio of 0.74 and a beta of 1.41. The company has a current ratio of 0.73, a quick ratio of 0.73 and a debt-to-equity ratio of 1.75.

Expedia Group (NASDAQ:EXPE) last released 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. Expedia Group had a return on equity of 72.23% and a net margin of 8.78%.The business had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.41 billion. During the same quarter in the previous year, the company posted $2.39 earnings per share. The company’s revenue for the quarter was up 11.4% compared to the same quarter last year. As a group, research analysts expect that Expedia Group, Inc. 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. Shareholders of record on Thursday, March 5th will be given a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, March 5th. This is an increase from Expedia Group’s previous quarterly dividend of $0.40. Expedia Group’s payout ratio is currently 19.49%.

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.