Citizens Business Bank lowered its holdings in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 24.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,095 shares of the online travel company’s stock after selling 6,994 shares during the period. Expedia Group comprises 1.0% of Citizens Business Bank’s portfolio, making the stock its 29th largest holding. Citizens Business Bank’s holdings in Expedia Group were worth $6,260,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Windacre Partnership LLC raised its position in Expedia Group by 9.2% during the third quarter. Windacre Partnership LLC now owns 3,682,100 shares of the online travel company’s stock worth $787,049,000 after acquiring an additional 309,900 shares during the last quarter. AQR Capital Management LLC raised its position in shares of Expedia Group by 25.0% in the third quarter. AQR Capital Management LLC now owns 3,645,732 shares of the online travel company’s stock valued at $779,275,000 after buying an additional 728,063 shares during the last quarter. Invesco Ltd. raised its position in shares of Expedia Group by 8.0% in the third quarter. Invesco Ltd. now owns 3,122,842 shares of the online travel company’s stock valued at $667,507,000 after buying an additional 230,176 shares during the last quarter. Wellington Management Group LLP raised its position in shares of Expedia Group by 24,899.5% in the third 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 during the last quarter. Finally, Legal & General Group Plc raised its position in shares of Expedia Group by 3.1% in the third 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. Institutional investors and hedge funds own 90.76% of the company’s stock.
Insider Transactions at Expedia Group
In related news, insider Robert J. Dzielak sold 8,225 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $220.82, for a total value of $1,816,244.50. Following the completion of the sale, the insider directly owned 102,480 shares in the company, valued at approximately $22,629,633.60. The trade was a 7.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 9.13% of the company’s stock.
Trending Headlines about Expedia Group
- Positive Sentiment: Major distribution deal — Expedia will supply hotel inventory and booking capability to Uber’s app, opening a large new customer channel (700,000+ properties) and promotional tie‑ins for Uber One members. This expands Expedia’s distribution, marketing reach and potential incremental bookings. Uber Expands to Hotel Bookings With Expedia Partnership
- Positive Sentiment: Multiple outlets highlight the Uber tie‑up as a growth catalyst and part of broader travel platform integrations (including Travel Mode / One Search) that could boost bookings and cross‑sell opportunities. Analysts and media point to this partnership as a structural revenue opportunity rather than a one‑off. Uber Will Let You Book Hotels, Too, in Deal With Expedia
- Positive Sentiment: Marketing & demographic reach — Expedia announced a global, multi‑phase partnership with high‑reach creator IShowSpeed to drive Gen‑Z discovery and bookings, supportive of longer‑term user acquisition and brand relevance. Expedia Teams Up with IShowSpeed
- Neutral Sentiment: Analyst coverage and estimates remain generally constructive but cautious — aggregated analyst pages note strong recent performance and earnings momentum, but also show mixed ratings/targets. These items reinforce interest but don’t materially change fundamentals unless guidance/earnings beat. Expedia Group Stock: Analyst Estimates & Ratings
- Neutral Sentiment: Earnings setup looks favorable — previews from Zacks and others say Expedia has the ingredients for an earnings beat (revenue/AD growth tailwinds), which could support the stock into the report if results/guide are strong. Expedia (EXPE) Earnings Expected to Grow
- Negative Sentiment: Profit‑taking / valuation concerns — several pieces urge caution after EXPE’s strong multi‑year run; some investors may be rotating out after gains. Valuation (PE ~25) and leverage (debt/equity ~1.75) are cited as reasons to reassess upside vs. risk. Those views can weigh on the stock in the near term. Is It Time To Reassess Expedia Group (EXPE)
Wall Street Analysts Forecast Growth
A number of research firms have recently weighed in on EXPE. Susquehanna reissued a “neutral” rating and issued a $240.00 price objective on shares of Expedia Group in a research report on Tuesday, February 17th. Bank of America boosted their price objective on shares of Expedia Group from $303.00 to $306.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Morgan Stanley boosted their price objective on shares of Expedia Group from $270.00 to $290.00 and gave the company an “equal weight” rating in a research report on Tuesday. Truist Financial cut their price objective on shares of Expedia Group from $252.00 to $246.00 and set a “hold” rating for the company in a research report on Monday, April 6th. Finally, Wall Street Zen raised shares of Expedia Group from a “buy” rating to a “strong-buy” rating in a research report on Saturday, April 4th. Fourteen investment analysts have rated the stock with a Buy rating and twenty-two have given a Hold rating to the stock. According to MarketBeat, Expedia Group currently has a consensus rating of “Hold” and a consensus price target of $282.74.
View Our Latest Stock Report on Expedia Group
Expedia Group Price Performance
Expedia Group stock opened at $248.37 on Friday. Expedia Group, Inc. has a 1 year low of $148.55 and a 1 year high of $303.80. The firm has a 50 day moving average price of $234.89 and a 200 day moving average price of $248.47. The company has a market cap of $30.43 billion, a price-to-earnings ratio of 25.22, a PEG ratio of 0.77 and a beta of 1.33. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.73 and a current ratio of 0.73.
Expedia Group (NASDAQ:EXPE – Get Free Report) last released its earnings results 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 firm had revenue of $3.55 billion during the quarter, compared to the consensus estimate of $3.41 billion. During the same period in the previous year, the firm earned $2.39 earnings per share. Expedia Group’s revenue was up 11.4% compared to the same quarter last year. Sell-side analysts predict that Expedia Group, Inc. will post 16.64 earnings per share for the current year.
Expedia Group Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Thursday, March 5th were issued a $0.48 dividend. The ex-dividend date was Thursday, March 5th. This is a positive change from Expedia Group’s previous quarterly dividend of $0.40. This represents a $1.92 dividend on an annualized basis and a yield of 0.8%. Expedia Group’s payout ratio is presently 19.49%.
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.
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