BayBridge Capital Group LLC Sells 2,275 Shares of Expedia Group, Inc. $EXPE

BayBridge Capital Group LLC reduced its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE) by 28.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 5,747 shares of the online travel company’s stock after selling 2,275 shares during the period. BayBridge Capital Group LLC’s holdings in Expedia Group were worth $1,628,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC bought a new stake in Expedia Group during the fourth quarter worth about $408,000. NewEdge Advisors LLC increased its position in shares of Expedia Group by 5.0% during the 1st quarter. NewEdge Advisors LLC now owns 5,455 shares of the online travel company’s stock valued at $917,000 after purchasing an additional 259 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Expedia Group during the 2nd quarter valued at about $596,000. Schroder Investment Management Group raised its holdings in shares of Expedia Group by 0.5% during the 2nd quarter. Schroder Investment Management Group now owns 38,828 shares of the online travel company’s stock valued at $6,550,000 after buying an additional 195 shares in the last quarter. Finally, Quantbot Technologies LP bought a new stake in Expedia Group in the 2nd quarter worth approximately $4,001,000. 90.76% of the stock is currently owned by hedge funds and other institutional investors.

Expedia Group News Roundup

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

• Positive Sentiment: Jefferies sees Expedia as a top beneficiary of the AI wave — the firm argues Expedia’s data, personalization and scale position it to capture outsized gains from AI-driven travel product improvements. Looking for the Next AI Winner? Expedia Stock Could Take the Cake.
• Positive Sentiment: Jefferies’ positive stance also shows up in coverage actions: at least one outlet reports a Jefferies upgrade/raise to “Buy,” which can spur buying interest from growth/momentum investors. Expedia Group (NASDAQ:EXPE) Raised to “Buy” at Jefferies Financial Group
• Positive Sentiment: Zacks highlights Expedia as a strong momentum stock based on its Style Scores — this type of quant/score-driven coverage can attract momentum and ETF flows. Here’s Why Expedia (EXPE) is a Strong Momentum Stock
• Positive Sentiment: Zacks also flags Expedia among consumer discretionary names with upside to beat earnings expectations, which supports a bullish near‑term narrative around upcoming results. These 2 Consumer Discretionary Stocks Could Beat Earnings
• Positive Sentiment: Institutional backing — Artisan’s Mid Cap Value Fund named Expedia a top contributor in its Q4 2025 letter, indicating conviction from a value-oriented manager and potential steadying demand from long-only funds. Expedia Group (EXPE): Artisan Mid Cap Value Fund’s Top Overall Contributor
• Neutral Sentiment: Marketing/brand work: Expedia is reinforcing distinct branding across its portfolio — a strategic but longer‑horizon initiative that supports marketing effectiveness rather than immediate revenues. Expedia Group on reinforcing ‘uniqueness’ across its portfolio
• Negative Sentiment: Wells Fargo trimmed its price target slightly (from $315 to $311) and kept an equal‑weight rating — a small downward revision that may weigh on momentum investors even though the rating remains neutral. Wells Fargo Lowers Price Target on Expedia
• Neutral Sentiment: Recent trading notes: coverage pieces point out short‑term underperformance versus the market despite occasional intraday gains — a reminder that sentiment is mixed and moves may be amplified by macro/interest‑rate dynamics for travel stocks. Expedia Group Inc. stock rises Tuesday, still underperforms market

Wall Street Analysts Forecast Growth

Several analysts have issued reports on EXPE shares. Argus cut their target price on Expedia Group from $345.00 to $250.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Zacks Research lowered shares of Expedia Group from a “strong-buy” rating to a “hold” rating in a report on Monday, March 23rd. Sanford C. Bernstein cut their price objective on shares of Expedia Group from $256.00 to $253.00 and set a “market perform” rating for the company in a research note on Wednesday, March 11th. Truist Financial lifted their target price on shares of Expedia Group from $210.00 to $252.00 and gave the stock a “hold” rating in a research report on Tuesday, February 10th. Finally, Morgan Stanley boosted their price target on shares of Expedia Group from $270.00 to $290.00 and gave the stock an “equal weight” rating in a research note on Friday, March 27th. Fourteen research analysts have rated the stock with a Buy rating and twenty-two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $282.65.

Expedia Group Stock Performance

NASDAQ:EXPE opened at $225.30 on Friday. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.73 and a current ratio of 0.73. Expedia Group, Inc. has a fifty-two week low of $130.01 and a fifty-two week high of $303.80. The firm has a market cap of $27.61 billion, a PE ratio of 22.87, a price-to-earnings-growth ratio of 0.70 and a beta of 1.33. The business has a 50 day moving average price of $231.98 and a 200-day moving average price of $244.66.

Expedia Group (NASDAQ:EXPE) last issued its earnings results on Thursday, February 12th. The online travel company reported $3.78 EPS for the quarter, topping the consensus estimate of $3.32 by $0.46. Expedia Group had a net margin of 8.78% and a return on equity of 72.23%. The company had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.41 billion. During the same period in the previous year, the firm earned $2.39 earnings per share. The firm’s revenue for the quarter was up 11.4% on a year-over-year basis. Equities research analysts predict 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 was paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th were given a $0.48 dividend. The ex-dividend date was Thursday, March 5th. This is a positive change 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 19.49%.

Insider Activity at Expedia Group

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

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.