Cumberland Partners Ltd Sells 22,310 Shares of Expedia Group, Inc. $EXPE

Cumberland Partners Ltd lessened its holdings in Expedia Group, Inc. (NASDAQ:EXPE) by 54.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,850 shares of the online travel company’s stock after selling 22,310 shares during the quarter. Cumberland Partners Ltd’s holdings in Expedia Group were worth $4,029,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in EXPE. Vanguard Group Inc. grew its stake in shares of Expedia Group by 0.7% in the second quarter. Vanguard Group Inc. now owns 15,304,305 shares of the online travel company’s stock worth $2,581,530,000 after purchasing an additional 102,494 shares during the last quarter. Norges Bank acquired a new position in Expedia Group during the 2nd quarter worth about $663,882,000. Geode Capital Management LLC grew its position 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 buying an additional 58,244 shares during the last quarter. AQR Capital Management LLC increased its stake in shares of Expedia Group by 102.0% in the second quarter. AQR Capital Management LLC now owns 2,917,669 shares of the online travel company’s stock valued at $492,152,000 after buying an additional 1,473,386 shares during the period. Finally, Alkeon Capital Management LLC raised its position in shares of Expedia Group by 4.2% during the second quarter. Alkeon Capital Management LLC now owns 2,475,276 shares of the online travel company’s stock worth $417,530,000 after acquiring an additional 100,000 shares during the last quarter. 90.76% of the stock is currently owned by institutional investors and hedge funds.

Expedia Group Price Performance

Shares of NASDAQ EXPE opened at $203.79 on Thursday. The firm has a market capitalization of $24.97 billion, a P/E ratio of 20.69, a P/E/G ratio of 0.63 and a beta of 1.41. The firm’s 50-day moving average price is $269.74 and its 200-day moving average price is $240.95. The company has a current ratio of 0.73, a quick ratio of 0.74 and a debt-to-equity ratio of 1.75. Expedia Group, Inc. has a 1-year low of $130.01 and a 1-year high of $303.80.

Expedia Group (NASDAQ:EXPE) last issued 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 business had revenue of $3.55 billion during the quarter, compared to analyst estimates of $3.41 billion. Expedia Group had a return on equity of 72.23% and a net margin of 8.78%.The firm’s revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the company posted $2.39 EPS. Equities research analysts anticipate that Expedia Group, Inc. will post 12.28 earnings per share for the current fiscal year.

Expedia Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be given a dividend of $0.48 per share. The ex-dividend date of this dividend is 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 payout ratio is currently 16.24%.

Expedia Group News Summary

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

• Positive Sentiment: Company reports and strategy — Expedia is highlighting double‑digit revenue and gross‑bookings growth and continuing to push AI initiatives that management says are driving bookings and efficiency, which supports longer‑term upside. Expedia Group sees double-digit growth as AI push continues
• Positive Sentiment: Value/oversold arguments — Several outlets (Zacks) argue EXPE is technically oversold after the recent drop and that analyst estimate revisions and valuation metrics make a buy‑the‑dip case. This can attract bargain hunters and short‑term buyers. Down 25.4% in 4 Weeks, Buy the Dip
• Positive Sentiment: Fundamental/value checks — Zacks also ran a valuation/estimate‑revision piece suggesting EXPE could be undervalued based on its earnings momentum and the Zacks Rank framework. Is EXPEDIA GROUP (EXPE) Stock Undervalued Right Now?
• Neutral Sentiment: Analyst ratings mix — Some firms reaffirmed neutral/market‑perform ratings (Wedbush, Citizens/JMP) while others keep buy/outperform views; price targets vary widely, indicating no consensus near‑term direction. Analyst rating notes via Benzinga
• Neutral Sentiment: Argus adjustment — Argus cut its price target from $345 to $250 but maintained a “buy” rating, trimming upside expectations while still signaling conviction in the business. Argus adjusts price target on Expedia Group
• Neutral Sentiment: Market content pieces & trends — Coverage comparing Expedia to Booking/Airbnb and reporting on airfare/city trends (e.g., San Juan) is driving discussion about competitive positioning and demand seasonality rather than an immediate catalyst. Expedia Vs. Peers San Juan airfare trends
• Negative Sentiment: Post‑earnings reset and margin guidance — Several analyses link the recent selloff to investor disappointment with Expedia’s modest 2026 margin‑expansion outlook despite strong top‑line growth; that cautious margin guidance is the primary near‑term negative catalyst. Expedia slides as investors focus on 2026 margin outlook after earnings
• Negative Sentiment: Recent share weakness & sentiment — Coverage highlighting a ~25% monthly share price drop and notable insider selling has increased caution among investors and likely contributed to short‑term volatility. Assessing Expedia After A 25% Monthly Drop

Wall Street Analysts Forecast Growth

EXPE has been the topic of several analyst reports. Sanford C. Bernstein upped their target price on Expedia Group from $210.00 to $256.00 and gave the company a “market perform” rating in a report on Tuesday, January 6th. Jefferies Financial Group increased their price objective on shares of Expedia Group from $270.00 to $285.00 and gave the stock a “hold” rating in a research report on Thursday, December 11th. Robert W. Baird boosted their target price on shares of Expedia Group from $280.00 to $282.00 and gave the company an “outperform” rating in a report on Friday, February 13th. JPMorgan Chase & Co. increased their price target on Expedia Group from $225.00 to $260.00 and gave the stock a “neutral” rating in a report on Friday, November 7th. Finally, Deutsche Bank Aktiengesellschaft set a $244.00 price objective on Expedia Group in a research note on Friday, February 13th. Twelve investment analysts have rated the stock with a Buy rating and twenty-three have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $284.35.

Insiders Place Their Bets

In related news, Director Madhumita Moina Banerjee sold 1,000 shares of Expedia Group 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 owned 2,916 shares of the company’s stock, valued at approximately $752,328. This trade represents a 25.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Lance A. Soliday sold 849 shares of the business’s 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 sale, the chief accounting officer owned 11,662 shares of the company’s stock, valued at $2,893,108.96. This trade represents a 6.79% decrease in their position. The SEC filing for this sale provides additional information. 9.13% of the stock is owned by company insiders.

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.