Ethic Inc. increased its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 10.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 26,983 shares of the online travel company’s stock after acquiring an additional 2,446 shares during the quarter. Ethic Inc.’s holdings in Expedia Group were worth $7,644,000 at the end of the most recent reporting period.
Other hedge funds have also modified their holdings of the company. JFS Wealth Advisors LLC grew its stake in shares of Expedia Group by 78.6% during the fourth quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company’s stock valued at $28,000 after purchasing an additional 44 shares during the last quarter. Lodestone Wealth Management LLC bought a new stake in shares of Expedia Group during the fourth quarter valued at approximately $29,000. Grey Fox Wealth Advisors LLC bought a new stake in shares of Expedia Group during the third quarter valued at approximately $30,000. Rossby Financial LCC grew its stake in shares of Expedia Group by 103.8% during the third quarter. Rossby Financial LCC now owns 161 shares of the online travel company’s stock valued at $35,000 after purchasing an additional 82 shares during the last quarter. Finally, Sunbelt Securities Inc. grew its stake in shares of Expedia Group by 970.6% during the third quarter. Sunbelt Securities Inc. now owns 182 shares of the online travel company’s stock valued at $39,000 after purchasing an additional 165 shares during the last quarter. 90.76% of the stock is owned by institutional investors.
Key Headlines Impacting Expedia Group
Here are the key news stories impacting Expedia Group this week:
- Positive Sentiment: Expedia reported stronger-than-expected Q1 results, with EPS of $1.96 beating estimates and revenue of $3.43 billion also topping forecasts. Bookings rose 13%, revenue climbed 15%, and B2B gross bookings jumped 22%, showing the company’s higher-margin business continues to drive growth. Expedia Group Reports First Quarter 2026 Results
- Positive Sentiment: Analysts remained constructive after the report, with BTIG and Bank of America reiterating bullish views and raising price targets, suggesting Wall Street still sees upside if Expedia can sustain its growth and margin improvement. Justin Post Reiterates Buy on Expedia, Lifts Price Target to $310
- Neutral Sentiment: Expedia is leaning harder into AI, including integrations with ChatGPT and Claude and AI-powered customer support. Investors may view this as a long-term competitive advantage, though higher compute costs could offset near-term benefits. Expedia Group sees reward and risk in the rise of AI-powered travel
- Neutral Sentiment: The company also announced a quarterly dividend, which is a modest shareholder-return positive but unlikely to be a major stock driver on its own.
- Negative Sentiment: Guidance and external travel concerns are weighing on the stock. Reports cited weaker outlook language and geopolitical/travel advisory headwinds, including the Middle East conflict and a Mexico travel advisory, which trimmed bookings and room-night growth. Expedia tumbles as Middle East conflict, Mexico travel advisory hit bookings
Expedia Group Trading Down 9.0%
Expedia Group (NASDAQ:EXPE – Get Free Report) last posted its earnings results on Thursday, May 7th. The online travel company reported $1.96 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.55. The company had revenue of $3.43 billion for the quarter, compared to analyst estimates of $3.35 billion. Expedia Group had a net margin of 9.81% and a return on equity of 79.32%. The business’s revenue for the quarter was up 14.7% compared to the same quarter last year. During the same period last year, the business posted $0.40 earnings per share. Equities research analysts anticipate that Expedia Group, Inc. will post 16.64 EPS for the current year.
Expedia Group Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Shareholders of record on Thursday, May 28th will be issued a $0.48 dividend. The ex-dividend date is Thursday, May 28th. This represents a $1.92 annualized dividend and a yield of 0.8%. Expedia Group’s dividend payout ratio (DPR) is 16.90%.
Analysts Set New Price Targets
Several analysts have recently commented on the stock. BMO Capital Markets increased their price target 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. Zacks Research lowered shares of Expedia Group from a “strong-buy” rating to a “hold” rating in a report on Monday, March 23rd. TD Cowen increased their price objective on shares of Expedia Group from $260.00 to $285.00 and gave the company a “hold” rating in a report on Wednesday, April 22nd. Sanford C. Bernstein cut their price objective on shares of Expedia Group from $256.00 to $253.00 and set a “market perform” rating on the stock in a report on Wednesday, March 11th. Finally, B. Riley Financial cut their price objective on shares of Expedia Group from $360.00 to $350.00 and set a “buy” rating on the stock in a report on Monday, April 27th. Fourteen investment analysts have rated the stock with a Buy rating and twenty-two have given a Hold rating to the stock. Based on data from MarketBeat, Expedia Group currently has an average rating of “Hold” and an average price target of $283.42.
View Our Latest Stock Analysis on Expedia Group
Insiders Place Their Bets
In other Expedia Group 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 sale, the insider directly owned 102,480 shares in the company, valued at approximately $22,629,633.60. This trade represents a 7.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 9.13% of the company’s stock.
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.
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