Cumberland Partners Ltd Has $4.03 Million Stock Position in Expedia Group, Inc. $EXPE

Cumberland Partners Ltd lessened its position in shares of Expedia Group, Inc. (NASDAQ:EXPE) by 54.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,850 shares of the online travel company’s stock after selling 22,310 shares during the quarter. Cumberland Partners Ltd’s holdings in Expedia Group were worth $4,029,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Leith Wheeler Investment Counsel Ltd. raised its holdings in shares of Expedia Group by 2.6% during the second quarter. Leith Wheeler Investment Counsel Ltd. now owns 107,973 shares of the online travel company’s stock worth $18,213,000 after acquiring an additional 2,767 shares during the period. Rakuten Investment Management Inc. acquired a new stake in shares of Expedia Group in the 3rd quarter valued at about $1,063,000. Railway Pension Investments Ltd lifted its holdings in shares of Expedia Group by 19.6% in the third quarter. Railway Pension Investments Ltd now owns 115,200 shares of the online travel company’s stock valued at $24,624,000 after purchasing an additional 18,900 shares in the last quarter. Convergence Investment Partners LLC acquired a new position in shares of Expedia Group during the third quarter worth about $1,001,000. Finally, National Pension Service grew its holdings in shares of Expedia Group by 6.7% during the third quarter. National Pension Service now owns 248,328 shares of the online travel company’s stock worth $53,080,000 after buying an additional 15,611 shares in the last quarter. 90.76% of the stock is currently owned by institutional investors and hedge funds.

Expedia Group Trading Up 1.7%

EXPE opened at $203.79 on Thursday. The stock has a market capitalization of $24.97 billion, a price-to-earnings ratio of 20.69, a P/E/G ratio of 0.63 and a beta of 1.41. The company has a quick ratio of 0.74, a current ratio of 0.73 and a debt-to-equity ratio of 1.75. Expedia Group, Inc. has a twelve month low of $130.01 and a twelve month high of $303.80. The company has a 50-day simple moving average of $269.74 and a 200 day simple moving average of $240.95.

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 analysts’ consensus estimates of $3.32 by $0.46. Expedia Group had a net margin of 8.78% and a return on equity of 72.23%. The business 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 firm’s quarterly revenue was up 11.4% compared to the same quarter last year. Analysts predict that Expedia Group, Inc. will post 12.28 EPS for the current fiscal year.

Expedia Group Increases Dividend

The firm also recently disclosed 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. The ex-dividend date is Thursday, March 5th. This represents a $1.92 annualized dividend and a dividend yield of 0.9%. This is an increase from Expedia Group’s previous quarterly dividend of $0.40. Expedia Group’s dividend payout ratio is currently 16.24%.

Wall Street Analyst Weigh In

EXPE has been the topic of several analyst reports. CICC Research raised shares of Expedia Group from a “market perform” rating to an “outperform” rating and set a $271.00 price target on the stock in a research report on Monday, November 10th. The Goldman Sachs Group upped their target price on Expedia Group from $325.00 to $355.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Morgan Stanley increased their price target 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. Sanford C. Bernstein boosted their price target on Expedia Group from $210.00 to $256.00 and gave the stock a “market perform” rating in a research report on Tuesday, January 6th. Finally, Susquehanna reissued a “neutral” rating and issued a $240.00 price objective on shares of Expedia Group in a report on Tuesday. Twelve equities research analysts have rated the stock with a Buy rating and twenty-three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $284.35.

Insider Activity

In related news, Director Madhumita Moina Banerjee sold 1,000 shares of the company’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 transaction of $258,000.00. Following the completion of the transaction, the director directly owned 2,916 shares in the company, valued at $752,328. This represents a 25.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Lance A. Soliday sold 849 shares of the stock in a transaction that occurred on Friday, November 21st. The shares were 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. The trade was a 6.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 9.13% of the company’s stock.

Expedia Group News Roundup

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

• Positive Sentiment: Company reports and strategy — Expedia is highlighting double‑digit revenue and gross‑bookings growth and continuing to push AI initiatives that management says are driving bookings and efficiency, which supports longer‑term upside. Expedia Group sees double-digit growth as AI push continues
• Positive Sentiment: Value/oversold arguments — Several outlets (Zacks) argue EXPE is technically oversold after the recent drop and that analyst estimate revisions and valuation metrics make a buy‑the‑dip case. This can attract bargain hunters and short‑term buyers. Down 25.4% in 4 Weeks, Buy the Dip
• Positive Sentiment: Fundamental/value checks — Zacks also ran a valuation/estimate‑revision piece suggesting EXPE could be undervalued based on its earnings momentum and the Zacks Rank framework. Is EXPEDIA GROUP (EXPE) Stock Undervalued Right Now?
• Neutral Sentiment: Analyst ratings mix — Some firms reaffirmed neutral/market‑perform ratings (Wedbush, Citizens/JMP) while others keep buy/outperform views; price targets vary widely, indicating no consensus near‑term direction. Analyst rating notes via Benzinga
• Neutral Sentiment: Argus adjustment — Argus cut its price target from $345 to $250 but maintained a “buy” rating, trimming upside expectations while still signaling conviction in the business. Argus adjusts price target on Expedia Group
• Neutral Sentiment: Market content pieces & trends — Coverage comparing Expedia to Booking/Airbnb and reporting on airfare/city trends (e.g., San Juan) is driving discussion about competitive positioning and demand seasonality rather than an immediate catalyst. Expedia Vs. Peers San Juan airfare trends
• Negative Sentiment: Post‑earnings reset and margin guidance — Several analyses link the recent selloff to investor disappointment with Expedia’s modest 2026 margin‑expansion outlook despite strong top‑line growth; that cautious margin guidance is the primary near‑term negative catalyst. Expedia slides as investors focus on 2026 margin outlook after earnings
• Negative Sentiment: Recent share weakness & sentiment — Coverage highlighting a ~25% monthly share price drop and notable insider selling has increased caution among investors and likely contributed to short‑term volatility. Assessing Expedia After A 25% Monthly Drop

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.