Cookson Peirce & Co. Inc. Buys 25,821 Shares of Expedia Group, Inc. $EXPE

Cookson Peirce & Co. Inc. increased its position in Expedia Group, Inc. (NASDAQ:EXPE) by 21.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 147,869 shares of the online travel company’s stock after purchasing an additional 25,821 shares during the quarter. Expedia Group makes up about 1.3% of Cookson Peirce & Co. Inc.’s portfolio, making the stock its 25th biggest position. Cookson Peirce & Co. Inc. owned approximately 0.12% of Expedia Group worth $31,607,000 at the end of the most recent reporting period.

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

Expedia Group News Roundup

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 Trading Down 2.7%

Shares of NASDAQ:EXPE opened at $227.24 on Friday. The business’s 50-day moving average is $274.41 and its 200 day moving average is $239.82. The company has a debt-to-equity ratio of 1.72, a current ratio of 0.74 and a quick ratio of 0.74. Expedia Group, Inc. has a 1 year low of $130.01 and a 1 year high of $303.80. The firm has a market capitalization of $27.84 billion, a P/E ratio of 21.75, a P/E/G ratio of 0.72 and a beta of 1.41.

Expedia Group (NASDAQ:EXPE) last issued its quarterly earnings results on Thursday, February 12th. The online travel company reported $3.78 earnings per share for the quarter, topping the consensus estimate of $3.32 by $0.46. Expedia Group had a return on equity of 64.15% and a net margin of 9.66%.The business had revenue of $3.55 billion during the quarter, compared to the consensus estimate of $3.41 billion. During the same quarter last year, the company earned $2.39 earnings per share. The company’s quarterly revenue was up 11.4% on a year-over-year basis. On average, research analysts predict that Expedia Group, Inc. will post 12.28 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on EXPE shares. BNP Paribas Exane started coverage on shares of Expedia Group in a research report on Monday, November 24th. They issued a “hold” rating for the company. BTIG Research boosted their price objective on shares of Expedia Group from $275.00 to $330.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. DA Davidson reaffirmed a “neutral” rating and set a $294.00 target price on shares of Expedia Group in a research report on Thursday, December 11th. Cantor Fitzgerald lifted their price target on Expedia Group from $220.00 to $285.00 and gave the company a “neutral” rating in a report on Friday, November 7th. Finally, JPMorgan Chase & Co. upped their price objective on Expedia Group from $225.00 to $260.00 and gave the stock a “neutral” rating in a research note on Friday, November 7th. Fourteen analysts have rated the stock with a Buy rating and twenty have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $292.23.

Insider Buying and Selling

In other Expedia Group news, CAO Lance A. Soliday sold 849 shares of the business’s 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 sale, the chief accounting officer 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Madhumita Moina Banerjee sold 1,000 shares of the firm’s stock in a transaction on Monday, December 1st. The stock was 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 of the company’s stock, valued at approximately $752,328. This represents a 25.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 9.13% of the stock is owned by company insiders.

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.