Polianta Ltd Purchases New Position in Expedia Group, Inc. $EXPE

Polianta Ltd purchased a new stake in Expedia Group, Inc. (NASDAQ:EXPE) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 7,600 shares of the online travel company’s stock, valued at approximately $1,944,000.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC bought a new position in shares of Expedia Group during the fourth quarter valued at $408,000. NewEdge Advisors LLC grew its holdings in shares of Expedia Group by 5.0% in the 1st quarter. NewEdge Advisors LLC now owns 5,455 shares of the online travel company’s stock worth $917,000 after purchasing an additional 259 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Expedia Group in the 2nd quarter worth about $596,000. Daiwa Securities Group Inc. increased its position in shares of Expedia Group by 6.5% during the 2nd quarter. Daiwa Securities Group Inc. now owns 21,265 shares of the online travel company’s stock worth $3,587,000 after purchasing an additional 1,290 shares in the last quarter. Finally, AXA S.A. increased its position in shares of Expedia Group by 5.9% during the 2nd quarter. AXA S.A. now owns 11,042 shares of the online travel company’s stock worth $1,863,000 after purchasing an additional 615 shares in the last quarter. 90.76% of the stock is currently owned by institutional investors and hedge funds.

Expedia Group Stock Up 1.3%

Shares of NASDAQ EXPE opened at $310.68 on Friday. Expedia Group, Inc. has a 12-month low of $185.34 and a 12-month high of $331.31. The firm’s 50-day simple moving average is $260.84 and its 200 day simple moving average is $244.48. The company has a quick ratio of 0.73, a current ratio of 0.80 and a debt-to-equity ratio of 2.21. The company has a market cap of $38.07 billion, a price-to-earnings ratio of 19.37, a price-to-earnings-growth ratio of 0.81 and a beta of 1.22.

Expedia Group (NASDAQ:EXPE) last posted its quarterly earnings data on Wednesday, August 5th. The online travel company reported $5.76 earnings per share for the quarter, beating the consensus estimate of $5.22 by $0.54. Expedia Group had a net margin of 12.97% and a return on equity of 87.32%. The firm had revenue of $4.32 billion during the quarter, compared to analysts’ expectations of $4.17 billion. During the same quarter last year, the company posted $4.24 EPS. The company’s quarterly revenue was up 14.0% compared to the same quarter last year. On average, research analysts expect that Expedia Group, Inc. will post 17.18 earnings per share for the current fiscal year.

Expedia Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Thursday, August 27th will be paid a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Thursday, August 27th. Expedia Group’s dividend payout ratio is 11.97%.

Insider Buying and Selling

In related news, CAO Lance A. Soliday sold 940 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $221.86, for a total value of $208,548.40. Following the completion of the sale, the chief accounting officer owned 14,083 shares of the company’s stock, valued at $3,124,454.38. This trade represents a 6.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Robert J. Dzielak sold 4,702 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $233.00, for a total transaction of $1,095,566.00. Following the completion of the transaction, the insider owned 105,448 shares of the company’s stock, valued at $24,569,384. This trade represents a 4.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 5.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the stock. Citic Securities cut their price target on shares of Expedia Group from $337.00 to $320.00 and set a “buy” rating for the company in a report on Friday, May 15th. Robert W. Baird set a $335.00 price objective on shares of Expedia Group in a report on Thursday. Dbs Bank upgraded shares of Expedia Group from a “hold” rating to a “moderate buy” rating in a research note on Monday, May 11th. Evercore reiterated an “outperform” rating on shares of Expedia Group in a research note on Thursday. Finally, Bank of America reissued a “buy” rating on shares of Expedia Group in a report on Thursday. Seventeen research analysts have rated the stock with a Buy rating and twenty-two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $310.88.

Key Headlines Impacting Expedia Group

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

• Positive Sentiment: Q2 results exceeded expectations. Expedia reported adjusted earnings of $5.76 per share versus the $5.22 consensus estimate, while revenue increased 14% year over year to $4.32 billion, topping forecasts of $4.17 billion. Stronger brands, B2B momentum and cost discipline supported the performance. Expedia Group Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised its outlook. Expedia increased its annual revenue forecast and expects fiscal 2026 gross bookings of approximately $129.5 billion to $130.8 billion. It also raised its expected adjusted EBITDA margin expansion to 150–175 basis points, citing resilient domestic travel demand. Expedia raises annual forecast on resilient domestic travel demand
• Positive Sentiment: Analyst sentiment remains broadly favorable. B. Riley raised its price target to $390 and kept a Buy rating, BTIG lifted its target to $350 and maintained Buy, and Wedbush reaffirmed Outperform with a $334 target. RBC also increased its target to $330, although it retained a Sector Perform rating.
• Positive Sentiment: AI and B2B investments are viewed as additional growth engines. Expedia highlighted artificial-intelligence initiatives and the expansion of its B2B business as supports for longer-term growth following the strong quarter. Expedia Leans on AI and B2B Growth to Lift Outlook
• Neutral Sentiment: Wells Fargo raised its target modestly to $307 but maintained an Equal Weight rating, implying limited upside at recent trading levels. Cantor Fitzgerald also kept a Neutral rating after raising its target to $310.
• Neutral Sentiment: Expedia declared a quarterly dividend of $0.48 per share, with payment scheduled for September 17, offering a relatively small annualized yield of about 0.6%.
• Negative Sentiment: Some European markets remain soft, creating a regional demand risk despite stronger domestic travel and the upgraded companywide outlook.

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.