Expedia Group, Inc. $EXPE Shares Sold by Teacher Retirement System of Texas

Teacher Retirement System of Texas reduced its holdings in shares of Expedia Group, Inc. (NASDAQ:EXPE) by 18.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 162,805 shares of the online travel company’s stock after selling 38,014 shares during the period. Teacher Retirement System of Texas’ holdings in Expedia Group were worth $46,124,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Windacre Partnership LLC grew its position in shares of Expedia Group by 9.2% in the third quarter. Windacre Partnership LLC now owns 3,682,100 shares of the online travel company’s stock valued at $787,049,000 after purchasing an additional 309,900 shares during the last quarter. AQR Capital Management LLC raised its position in shares of Expedia Group by 25.0% during the 3rd quarter. AQR Capital Management LLC now owns 3,645,732 shares of the online travel company’s stock worth $779,275,000 after purchasing an additional 728,063 shares during the last quarter. Invesco Ltd. raised its position in shares of Expedia Group by 8.0% during the 3rd quarter. Invesco Ltd. now owns 3,122,842 shares of the online travel company’s stock worth $667,507,000 after purchasing an additional 230,176 shares during the last quarter. Wellington Management Group LLP lifted its stake in Expedia Group by 24,899.5% in the 3rd quarter. Wellington Management Group LLP now owns 1,808,466 shares of the online travel company’s stock valued at $386,560,000 after buying an additional 1,801,232 shares in the last quarter. Finally, Legal & General Group Plc grew its holdings in Expedia Group by 3.1% during the 3rd quarter. Legal & General Group Plc now owns 952,038 shares of the online travel company’s stock valued at $203,498,000 after buying an additional 28,412 shares during the last quarter. Hedge funds and other institutional investors own 90.76% of the company’s stock.

Wall Street Analysts Forecast Growth

EXPE has been the subject of several recent research reports. BMO Capital Markets raised their price target on Expedia Group from $250.00 to $255.00 and gave the stock a “market perform” rating in a research report on Friday, February 13th. HSBC increased their price objective on Expedia Group from $365.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Evercore reissued an “outperform” rating on shares of Expedia Group in a research report on Monday, February 9th. Piper Sandler reiterated a “neutral” rating and issued a $225.00 price target (down from $250.00) on shares of Expedia Group in a report on Friday, February 13th. Finally, Wedbush reaffirmed a “neutral” rating and issued a $260.00 price objective on shares of Expedia Group in a research report on Tuesday, February 17th. Fourteen investment analysts have rated the stock with a Buy rating and twenty-two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $283.23.

Expedia Group Stock Performance

Shares of EXPE stock opened at $250.37 on Friday. 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 market capitalization of $30.68 billion, a price-to-earnings ratio of 25.42, a price-to-earnings-growth ratio of 0.81 and a beta of 1.33. Expedia Group, Inc. has a one year low of $144.69 and a one year high of $303.80. The company has a 50 day moving average price of $230.73 and a 200 day moving average price of $247.37.

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 the consensus estimate of $3.32 by $0.46. The company had revenue of $3.55 billion during the quarter, compared to analysts’ expectations of $3.41 billion. Expedia Group had a net margin of 8.78% and a return on equity of 72.23%. The business’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period in the previous year, the company earned $2.39 EPS. Sell-side analysts anticipate that Expedia Group, Inc. will post 16.69 EPS for the current year.

Expedia Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th were paid a dividend of $0.48 per share. This is a boost from Expedia Group’s previous quarterly dividend of $0.40. This represents a $1.92 annualized dividend and a yield of 0.8%. The ex-dividend date was Thursday, March 5th. Expedia Group’s payout ratio is currently 19.49%.

Insider Activity at Expedia Group

In other news, insider Robert J. Dzielak sold 8,225 shares of Expedia Group stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $220.82, for a total value of $1,816,244.50. Following the transaction, the insider directly owned 102,480 shares of the company’s stock, valued at $22,629,633.60. The trade was a 7.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. 9.13% of the stock is currently owned by company insiders.

Trending Headlines about Expedia Group

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

• Positive Sentiment: Analysts expect a strong Q1: Street previews call for a large year-over-year EPS increase and the company has a recent track record of beating estimates, which supports upside into the print. What to Expect From Expedia Group’s Q1 2026 Earnings Report
• Positive Sentiment: Analyst support: TD Cowen raised its price target to $285 (from $260) and BTIG recently reiterated a Buy — both are supportive signals for medium-term upside. TD Cowen Adjusts Expedia Group Price Target to $285 BTIG Research Reiterates Buy Rating for Expedia Group
• Neutral Sentiment: New CFO hire — Derek Andersen, a former Snap finance executive — brings large-platform finance experience; this could be positive strategically but is neutral near-term until Andersen outlines priorities. Expedia names former Snap executive as new CFO
• Negative Sentiment: CFO transition timing and abruptness are weighing on the stock: Expedia disclosed Scott Schenkel will step down in mid‑May with Andersen taking over, and the market is selling off on the perceived near-term uncertainty just ahead of earnings. Expedia shares slide after CFO transition announcement
• Negative Sentiment: Reported insider selling and large institutional position reductions remain pressure points for the share price and can magnify downside on negative headlines. Insider & institutional activity discussed in QuiverQuant piece

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.