Cookson Peirce & Co. Inc. Raises Stake in Expedia Group, Inc. $EXPE

Cookson Peirce & Co. Inc. increased its holdings in Expedia Group, Inc. (NASDAQ:EXPE) by 21.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 147,869 shares of the online travel company’s stock after buying an additional 25,821 shares during the quarter. Expedia Group comprises approximately 1.3% of Cookson Peirce & Co. Inc.’s investment portfolio, making the stock its 25th largest holding. Cookson Peirce & Co. Inc.’s holdings in Expedia Group were worth $31,607,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Spire Wealth Management increased its stake in shares of Expedia Group by 114.3% in the second quarter. Spire Wealth Management now owns 150 shares of the online travel company’s stock worth $25,000 after acquiring an additional 80 shares during the period. Grey Fox Wealth Advisors LLC purchased a new stake in Expedia Group in the third quarter valued at $30,000. SOA Wealth Advisors LLC. acquired a new stake in Expedia Group during the 3rd quarter worth about $36,000. Armstrong Advisory Group Inc. raised its stake in shares of Expedia Group by 212.7% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 172 shares of the online travel company’s stock valued at $37,000 after buying an additional 117 shares during the last quarter. Finally, Westside Investment Management Inc. lifted its holdings in shares of Expedia Group by 43.2% in the 3rd quarter. Westside Investment Management Inc. now owns 189 shares of the online travel company’s stock valued at $41,000 after buying an additional 57 shares during the period. 90.76% of the stock is currently owned by institutional investors and hedge funds.

More Expedia Group News

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

• Positive Sentiment: Q4 earnings beat one estimate — Zacks reports adjusted Q4 EPS of $3.78 vs. a $3.46 consensus, showing solid year‑over‑year improvement. Read More.
• Positive Sentiment: Company forecasts 2026 gross bookings and revenue above Street expectations, citing strong demand from business clients — a driver for durable B2B revenue growth. Read More.
• Positive Sentiment: Management highlighted B2B strength — WSJ notes the B2B segment drove ~11% sales growth in Q4, supporting higher‑margin, recurring revenue opportunities. Read More.
• Positive Sentiment: Company raised its dividend and touted strong full‑year results in its earnings release, which can support investor confidence and income investors’ interest. Read More.
• Positive Sentiment: FY‑2026 revenue guidance was raised to $15.6B–$16.0B versus a ~$15.3B consensus, implying revenue upside for the year (management forecasted higher full‑year top line).
• Neutral Sentiment: Q1 revenue guidance was given at ~$3.3B–$3.4B versus a ~$3.4B consensus — essentially in line to slightly below expectations; EPS guidance was not clearly specified in releases, leaving near‑term profit expectations uncertain.
• Neutral Sentiment: Company released the conference call materials and slide deck for investors to review the details behind results and guidance. Read More.
• Neutral Sentiment: Analyst commentary ahead of/after the print is mixed — some bullish takes (Truist), while comparative writeups and previews debate AI risks versus B2B strength. Read More.
• Negative Sentiment: Another headline source reported a Q4 EPS miss (MarketBeat showing $3.10 vs. $3.32 consensus), creating conflicting headlines and investor confusion over which measure to use — that ambiguity likely pressured the stock. Read More.
• Negative Sentiment: Missing/unclear EPS guidance for Q1 and FY left investors with uncertainty on margins and near‑term profitability, amplifying volatility despite the stronger B2B story.

Expedia Group Price Performance

Shares of NASDAQ EXPE opened at $227.24 on Friday. The company has a debt-to-equity ratio of 1.72, a quick ratio of 0.74 and a current ratio of 0.74. The firm has a fifty day moving average of $274.41 and a 200 day moving average of $239.82. The firm has a market cap of $27.84 billion, a PE ratio of 21.75, a PEG ratio of 0.72 and a beta of 1.41. Expedia Group, Inc. has a one year low of $130.01 and a one year high of $303.80.

Expedia Group (NASDAQ:EXPE) last posted 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 business had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.41 billion. Expedia Group had a net margin of 9.66% and a return on equity of 64.15%. The company’s revenue was up 11.4% compared to the same quarter last year. During the same period last year, the firm posted $2.39 earnings per share. As a group, research analysts predict that Expedia Group, Inc. will post 12.28 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms recently commented on EXPE. Morgan Stanley raised their target price on Expedia Group from $180.00 to $270.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 13th. KeyCorp began coverage on shares of Expedia Group in a report on Wednesday, October 22nd. They set a “sector weight” rating for the company. Mizuho boosted their target price on shares of Expedia Group from $240.00 to $270.00 and gave the company a “neutral” rating in a research note on Friday, November 14th. Argus increased their price target on shares of Expedia Group from $340.00 to $345.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Finally, Barclays lifted their price objective on shares of Expedia Group from $220.00 to $245.00 and gave the company an “equal weight” rating in a report on Wednesday, January 21st. Fourteen research analysts have rated the stock with a Buy rating and twenty have issued a Hold rating to the company. According to MarketBeat.com, Expedia Group has an average rating of “Hold” and an average price target of $292.23.

Insider Activity

In other news, Director Madhumita Moina Banerjee sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $258.00, for a total value of $258,000.00. Following the transaction, the director owned 2,916 shares in the company, valued at $752,328. This trade represents a 25.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Lance A. Soliday sold 849 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $248.08, for a total value 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. The trade was a 6.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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.