Expedia Group (NASDAQ:EXPE – Free Report) had its target price boosted by Bank of America from $303.00 to $306.00 in a report published on Friday,MarketScreener reports. They currently have a buy rating on the online travel company’s stock.
Other analysts also recently issued reports about the stock. Sanford C. Bernstein boosted their target price on shares of Expedia Group from $210.00 to $256.00 and gave the company a “market perform” rating in a research note on Tuesday, January 6th. Benchmark dropped their price target on Expedia Group from $310.00 to $290.00 and set a “buy” rating on the stock in a research report on Friday. Deutsche Bank Aktiengesellschaft set a $244.00 price objective on Expedia Group in a research report on Friday. CICC Research upgraded Expedia Group from a “market perform” rating to an “outperform” rating and set a $271.00 target price on the stock in a report on Monday, November 10th. Finally, BMO Capital Markets increased their price target on shares of Expedia Group from $250.00 to $255.00 and gave the stock a “market perform” rating in a research report on Friday. Fourteen 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, the company currently has an average rating of “Hold” and a consensus target price of $288.23.
Check Out Our Latest Research Report on Expedia Group
Expedia Group Trading Down 6.4%
Expedia Group (NASDAQ:EXPE – Get Free Report) last issued 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. The firm had revenue of $3.55 billion for the quarter, compared to analysts’ expectations of $3.41 billion. Expedia Group had a return on equity of 73.89% and a net margin of 8.78%.Expedia Group’s revenue was up 11.4% on a year-over-year basis. During the same quarter last year, the business posted $2.39 EPS. On average, sell-side analysts predict that Expedia Group will post 12.28 EPS for the current year.
Expedia Group Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be given a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 0.9%. This is a boost from Expedia Group’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Thursday, March 5th. Expedia Group’s dividend payout ratio (DPR) is 16.24%.
Insider Buying and Selling
In other Expedia Group news, Director Madhumita Moina Banerjee sold 1,000 shares of the business’s stock in a transaction 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 sale, the director owned 2,916 shares of the company’s stock, valued at $752,328. The trade was a 25.54% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CAO Lance A. Soliday sold 849 shares of Expedia Group stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $248.08, for a total value of $210,619.92. Following the sale, the chief accounting officer directly owned 11,662 shares in the company, 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. 9.13% of the stock is currently owned by company insiders.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently modified their holdings of EXPE. Brighton Jones LLC acquired a new position in Expedia Group in the fourth quarter worth $408,000. NewEdge Advisors LLC increased its holdings in shares of Expedia Group by 5.0% in the first quarter. NewEdge Advisors LLC now owns 5,455 shares of the online travel company’s stock valued at $917,000 after purchasing an additional 259 shares in the last quarter. Sivia Capital Partners LLC bought a new position in Expedia Group in the 2nd quarter worth approximately $596,000. Concurrent Investment Advisors LLC bought a new position in Expedia Group in the 2nd quarter worth approximately $312,000. Finally, Sequoia Financial Advisors LLC lifted its holdings in Expedia Group by 45.7% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 3,653 shares of the online travel company’s stock worth $616,000 after buying an additional 1,145 shares in the last quarter. 90.76% of the stock is owned by institutional investors and hedge funds.
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
Expedia Group Company Profile
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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