PFA Pension Forsikringsaktieselskab Invests $41.79 Million in Expedia Group, Inc. $EXPE

PFA Pension Forsikringsaktieselskab acquired a new position in Expedia Group, Inc. (NASDAQ:EXPE) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 146,615 shares of the online travel company’s stock, valued at approximately $41,785,000.

Several other large investors have also recently bought and sold shares of the stock. Horizon Investments LLC raised its stake in Expedia Group by 14.6% during the 4th quarter. Horizon Investments LLC now owns 12,786 shares of the online travel company’s stock valued at $3,622,000 after purchasing an additional 1,632 shares during the last quarter. Fifth Third Bancorp raised its stake in Expedia Group by 2.9% during the 4th quarter. Fifth Third Bancorp now owns 6,608 shares of the online travel company’s stock valued at $1,872,000 after purchasing an additional 188 shares during the last quarter. Danske Bank A S raised its stake in Expedia Group by 20.8% during the 4th quarter. Danske Bank A S now owns 79,756 shares of the online travel company’s stock valued at $22,596,000 after purchasing an additional 13,731 shares during the last quarter. GenTrust LLC raised its stake in Expedia Group by 39.6% during the 4th quarter. GenTrust LLC now owns 2,041 shares of the online travel company’s stock valued at $578,000 after purchasing an additional 579 shares during the last quarter. Finally, Oppenheimer & Co. Inc. acquired a new position in Expedia Group during the 4th quarter valued at $375,000. 90.76% of the stock is currently owned by institutional investors and hedge funds.

Key Expedia Group News

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

• Positive Sentiment: Major distribution boost — Uber will surface hotel bookings powered by Expedia inside its app (Newsbytes reports ~700,000 in‑app hotel bookings tied to the deal), which should drive incremental demand and broaden Expedia’s partner channels. Uber partners with Expedia Group for 700,000 in-app hotel bookings
• Positive Sentiment: Higher conversion potential from loyalty tie‑ins — coverage notes Uber One members can earn 10% back in credits on bookings via the partnership, likely improving take rates and repeat customers. Uber adds hotel bookings through new Expedia partnership
• Positive Sentiment: Strategic signal — analysis (Skift) frames the Uber deal as evidence Expedia is leaning into distribution partnerships and platform integration, which could expand reach without commensurate marketing spend. Uber’s Hotel Deal Tells You More About Expedia’s Future Than Uber’s
• Positive Sentiment: Earnings momentum — Zacks highlights that Expedia appears positioned for earnings growth and a likely beat in the upcoming report, supporting upside to shares if results and guidance stay strong. Expedia (EXPE) Earnings Expected to Grow: Should You Buy?
• Positive Sentiment: Marketing reach — Expedia is experimenting with creator‑led marketing (IShowSpeed partnership) to reach younger audiences, which could help demand recovery in key cohorts at relatively low cost. Expedia bets on creator-led marketing with IShowSpeed partnership
• Neutral Sentiment: Institutional/analyst snapshot — aggregated analyst estimates and ratings are being updated across services but show no single, market‑moving revision yet; watch for formal changes after earnings. Expedia Group Stock: Analyst Estimates & Ratings
• Neutral Sentiment: Broader market mentions — Barron’s lists Expedia among names that “look good in a rally,” which can attract momentum flows but is not a direct operational catalyst. Don’t Jump at the High-Flying Stocks. Expedia and 8 More That Look Good in a Rally.
• Negative Sentiment: Valuation caution — at least one piece (Yahoo) asks whether investors should reassess EXPE after a strong multi‑year run, flagging upside may be limited and making the stock more sensitive to any guidance miss. Is It Time To Reassess Expedia Group (EXPE) After Its Strong Multi Year Share Price Run

Expedia Group Trading Up 1.4%

Shares of EXPE stock opened at $251.84 on Friday. Expedia Group, Inc. has a 52-week low of $148.55 and a 52-week high of $303.80. The stock has a market cap of $30.86 billion, a price-to-earnings ratio of 25.57, a P/E/G ratio of 0.77 and a beta of 1.30. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.73 and a current ratio of 0.73. The firm has a fifty day moving average of $234.89 and a 200-day moving average of $248.70.

Expedia Group (NASDAQ:EXPE) last announced its quarterly earnings data 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 net margin of 8.78% and a return on equity of 72.23%. The company had revenue of $3.55 billion during the quarter, compared to analysts’ expectations of $3.41 billion. During the same quarter in the prior year, the company posted $2.39 EPS. The business’s revenue was up 11.4% on a year-over-year basis. On average, equities research analysts forecast that Expedia Group, Inc. will post 16.64 earnings per share for the current fiscal year.

Expedia Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th were paid a $0.48 dividend. The ex-dividend date was Thursday, March 5th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 0.8%. This is a positive change from Expedia Group’s previous quarterly dividend of $0.40. Expedia Group’s dividend payout ratio is currently 19.49%.

Insider Activity

In other news, insider Robert J. Dzielak sold 8,225 shares of the 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 transaction, the insider owned 102,480 shares in the company, valued at approximately $22,629,633.60. This represents a 7.43% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 9.13% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on EXPE shares. BMO Capital Markets upped their target price on shares of Expedia Group from $250.00 to $255.00 and gave the company a “market perform” rating in a research note on Friday, February 13th. Evercore reiterated an “outperform” rating on shares of Expedia Group in a research note on Monday, February 9th. Robert W. Baird upped their target price on shares of Expedia Group from $280.00 to $282.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. Jefferies Financial Group upgraded shares of Expedia Group from a “hold” rating to a “buy” rating and upped their target price for the company from $240.00 to $300.00 in a research note on Monday, March 30th. Finally, Wedbush reiterated a “neutral” rating and set a $260.00 target price on shares of Expedia Group in a research note on Tuesday, February 17th. Fourteen analysts have rated the stock with a Buy rating and twenty-two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $282.74.

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.