Expedia Group (NASDAQ:EXPE) Given “Buy” Rating at BTIG Research

BTIG Research restated their buy rating on shares of Expedia Group (NASDAQ:EXPE) in a research report released on Friday,Benzinga reports. BTIG Research currently has a $330.00 price objective on the online travel company’s stock.

Several other brokerages also recently issued reports on EXPE. UBS Group increased their price target on Expedia Group from $257.00 to $270.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. Morgan Stanley boosted their price objective on Expedia Group from $180.00 to $270.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 13th. Susquehanna raised their target price on shares of Expedia Group from $200.00 to $265.00 and gave the stock a “neutral” rating in a report on Monday, November 10th. TD Cowen lifted their price target on shares of Expedia Group from $256.00 to $300.00 in a research note on Tuesday, February 3rd. Finally, Evercore ISI reissued an “outperform” rating on shares of Expedia Group in a research report on Monday. Fourteen investment analysts have rated the stock with a Buy rating and twenty-one have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $288.87.

Expedia Group Stock Down 6.4%

Shares of NASDAQ:EXPE opened at $212.67 on Friday. The company has a 50 day moving average price of $273.40 and a two-hundred day moving average price of $240.00. 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 company has a market capitalization of $26.06 billion, a PE ratio of 21.59, a PEG ratio of 0.70 and a beta of 1.41. Expedia Group has a 52 week low of $130.01 and a 52 week high of $303.80.

Expedia Group (NASDAQ:EXPE) last announced its quarterly earnings results on Thursday, February 12th. The online travel company reported $3.78 earnings per share for the quarter, topping analysts’ consensus estimates of $3.32 by $0.46. Expedia Group had a net margin of 8.78% and a return on equity of 73.89%. The company had revenue of $3.55 billion for the quarter, compared to analysts’ expectations of $3.41 billion. During the same period last year, the firm posted $2.39 earnings per share. The business’s quarterly revenue was up 11.4% compared to the same quarter last year. Analysts forecast that Expedia Group will post 12.28 earnings per share for the current year.

Expedia Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be given a $0.48 dividend. This is a boost from Expedia Group’s previous quarterly dividend of $0.40. This represents a $1.92 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, March 5th. Expedia Group’s payout ratio is presently 16.24%.

Insider Transactions at Expedia Group

In related news, CAO Lance A. Soliday sold 849 shares of the stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $248.08, for a total transaction of $210,619.92. Following the completion of the transaction, the chief accounting officer directly owned 11,662 shares of the company’s stock, valued at approximately $2,893,108.96. This represents a 6.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Madhumita Moina Banerjee sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $258.00, for a total value of $258,000.00. Following the completion of the transaction, the director owned 2,916 shares of the company’s stock, valued at approximately $752,328. This represents a 25.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 9.13% of the company’s stock.

Institutional Investors Weigh In On Expedia Group

Several large investors have recently made changes to their positions in EXPE. Maverick Capital Ltd. bought a new position in shares of Expedia Group in the fourth quarter valued at $5,085,000. Ontario Teachers Pension Plan Board lifted its stake in Expedia Group by 43.3% in the fourth quarter. Ontario Teachers Pension Plan Board now owns 12,537 shares of the online travel company’s stock valued at $3,552,000 after acquiring an additional 3,786 shares during the last quarter. Quinn Opportunity Partners LLC acquired a new stake in Expedia Group in the fourth quarter valued at $283,000. Stifel Financial Corp grew its position in shares of Expedia Group by 8.2% in the 4th quarter. Stifel Financial Corp now owns 25,950 shares of the online travel company’s stock valued at $7,352,000 after acquiring an additional 1,970 shares during the period. Finally, Hudson Bay Capital Management LP increased its stake in shares of Expedia Group by 1,093.3% during the 4th quarter. Hudson Bay Capital Management LP now owns 19,450 shares of the online travel company’s stock worth $5,510,000 after purchasing an additional 17,820 shares during the last quarter. Institutional investors and hedge funds own 90.76% of the company’s stock.

Key Expedia Group News

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

• Positive Sentiment: Q4 results beat expectations — Expedia reported stronger-than-expected revenue and EPS (bookings +11%, EBITDA +32%), showing B2B momentum that supports growth ahead. Expedia Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Company raised FY‑2026 revenue/booking outlook and flagged strong demand from business clients — an upside to medium‑term revenue trajectory driven by B2B contracts. Expedia forecasts upbeat 2026 bookings
• Positive Sentiment: Dividend increase — Expedia boosted its quarterly payout (20% increase), returning more cash and signaling confidence in cash flow. (Company release)
• Positive Sentiment: Several analysts raised price targets (Goldman Sachs, HSBC, Robert W. Baird, BMO, BTIG), reinforcing buy-side upside thesis for EXPE. Goldman Sachs target raise
• Neutral Sentiment: Strategic commentary on AI/“agentic commerce” — management plans to integrate AI-driven discovery and tools to keep travelers on Expedia’s platforms; long-term relevance play but execution risk remains. Expedia embraces agentic commerce
• Negative Sentiment: CFO cautioned on margins and described the economy as “dynamic,” dialing down margin expectations — comments amplified investor concern that near‑term profitability could be lower than the headline beat implied. CFO flags dynamic economy
• Negative Sentiment: Some analysts trimmed targets/turned cautious (DA Davidson lowered to $260, TD Cowen cut to $260; Citi kept a Hold) — mixed analyst reactions increased short‑term uncertainty and selling pressure. Analyst downgrades/target cuts
• Negative Sentiment: Market commentary highlighted that soft margin guidance makes 2026 a tougher year for online travel stocks, driving relative underperformance despite the earnings beat. Why online travel stocks face a tough year

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.