Expedia Group (NASDAQ:EXPE) Price Target Cut to $260.00 by Analysts at TD Cowen

Expedia Group (NASDAQ:EXPE) had its target price cut by TD Cowen from $300.00 to $260.00 in a research report sent to investors on Friday morning, MarketBeat Ratings reports. They currently have a hold rating on the online travel company’s stock.

EXPE has been the subject of several other research reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Expedia Group in a research note on Monday, December 29th. Piper Sandler reiterated a “neutral” rating and issued a $225.00 target price (down from $250.00) on shares of Expedia Group in a report on Friday. Royal Bank Of Canada increased their target price on shares of Expedia Group from $260.00 to $290.00 and gave the company a “sector perform” rating in a research report on Wednesday, December 17th. Wells Fargo & Company dropped their price target on shares of Expedia Group from $329.00 to $315.00 and set an “equal weight” rating on the stock in a research report on Friday. Finally, 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. Fourteen research analysts have rated the stock with a Buy rating and twenty-one have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $288.87.

Expedia Group Price Performance

EXPE stock opened at $212.67 on Friday. The company has a market capitalization of $26.06 billion, a P/E ratio of 21.59, a PEG ratio of 0.70 and a beta of 1.41. The company has a fifty day moving average price of $273.40 and a 200-day moving average price of $240.00. The company has a debt-to-equity ratio of 1.72, a quick ratio of 0.74 and a current ratio of 0.74. Expedia Group has a 52-week low of $130.01 and a 52-week high of $303.80.

Expedia Group (NASDAQ:EXPE) last posted its quarterly earnings data on Thursday, February 12th. The online travel company reported $3.78 earnings per share for the quarter, beating analysts’ consensus estimates of $3.32 by $0.46. The business had revenue of $3.55 billion during the quarter, compared to the consensus estimate of $3.41 billion. Expedia Group had a return on equity of 73.89% and a net margin of 8.78%.Expedia Group’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period in the prior year, the business posted $2.39 earnings per share. As a group, equities analysts expect that Expedia Group will post 12.28 EPS for the current year.

Expedia Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors 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 dividend yield of 0.9%. The ex-dividend date is Thursday, March 5th. This is a boost from Expedia Group’s previous quarterly dividend of $0.40. Expedia Group’s dividend payout ratio is presently 16.24%.

Insider Buying and Selling at Expedia Group

In other Expedia Group news, 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 completion of the sale, 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 can be accessed through this hyperlink. Also, CAO Lance A. Soliday sold 849 shares of Expedia Group stock in a transaction on Friday, November 21st. The shares were 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 directly owned 11,662 shares of the company’s stock, valued at approximately $2,893,108.96. This trade represents a 6.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 9.13% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in Expedia Group in the second quarter valued at approximately $663,882,000. Wellington Management Group LLP raised its position in shares of Expedia Group by 24,899.5% during the third quarter. Wellington Management Group LLP now owns 1,808,466 shares of the online travel company’s stock worth $386,560,000 after purchasing an additional 1,801,232 shares during the period. AQR Capital Management LLC lifted its holdings in shares of Expedia Group by 102.0% in the 2nd quarter. AQR Capital Management LLC now owns 2,917,669 shares of the online travel company’s stock worth $492,152,000 after purchasing an additional 1,473,386 shares in the last quarter. LSV Asset Management grew its position in Expedia Group by 497.0% in the 2nd quarter. LSV Asset Management now owns 871,837 shares of the online travel company’s stock valued at $147,061,000 after purchasing an additional 725,797 shares during the period. Finally, First Trust Advisors LP grew its position in Expedia Group by 594.0% in the 4th quarter. First Trust Advisors LP now owns 583,830 shares of the online travel company’s stock valued at $165,405,000 after purchasing an additional 499,706 shares during the period. 90.76% of the stock is owned by institutional investors and hedge funds.

More Expedia Group News

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

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.