Todd Asset Management LLC Decreases Stock Holdings in Expedia Group, Inc. $EXPE

Todd Asset Management LLC trimmed its position in Expedia Group, Inc. (NASDAQ:EXPE) by 9.8% during the 3rd quarter, Holdings Channel.com reports. The firm owned 137,215 shares of the online travel company’s stock after selling 14,862 shares during the period. Todd Asset Management LLC’s holdings in Expedia Group were worth $29,330,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in EXPE. HighTower Advisors LLC grew its position in Expedia Group by 47.1% during the 3rd quarter. HighTower Advisors LLC now owns 87,057 shares of the online travel company’s stock valued at $18,608,000 after purchasing an additional 27,890 shares during the last quarter. GenTrust LLC bought a new position in Expedia Group in the 3rd quarter valued at approximately $313,000. Cookson Peirce & Co. Inc. boosted its stake in Expedia Group by 21.2% during the 3rd quarter. Cookson Peirce & Co. Inc. now owns 147,869 shares of the online travel company’s stock valued at $31,607,000 after purchasing an additional 25,821 shares during the last quarter. Insight 2811 Inc. purchased a new stake in Expedia Group during the 3rd quarter valued at $235,000. Finally, Abich Financial Wealth Management LLC bought a new stake in shares of Expedia Group in the 3rd quarter worth $98,000. Hedge funds and other institutional investors own 90.76% of the company’s stock.

Insider Activity at Expedia Group

In other 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 transaction, the director owned 2,916 shares of the company’s stock, valued at approximately $752,328. The trade was a 25.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Lance A. Soliday sold 849 shares of the firm’s stock in a transaction 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 transaction, the chief accounting officer directly owned 11,662 shares of the company’s stock, valued at $2,893,108.96. The trade was a 6.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 9.13% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on EXPE. BNP Paribas Exane initiated coverage on Expedia Group in a report on Monday, November 24th. They set a “hold” rating on the stock. B. Riley Financial raised their price target on shares of Expedia Group from $300.00 to $360.00 and gave the company a “buy” rating in a report on Monday, January 12th. Jefferies Financial Group boosted their price objective on shares of Expedia Group from $270.00 to $285.00 and gave the company a “hold” rating in a report on Thursday, December 11th. BMO Capital Markets raised their target price on shares of Expedia Group from $250.00 to $255.00 and gave the stock a “market perform” rating in a report on Friday. Finally, Evercore increased their target price on Expedia Group from $280.00 to $350.00 and gave the company an “outperform” rating in a report on Tuesday, November 25th. Fourteen analysts have rated the stock with a Buy rating and twenty-one have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $288.23.

Expedia Group News Roundup

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 Stock Down 6.4%

EXPE opened at $212.67 on Monday. The stock has a market cap of $26.06 billion, a price-to-earnings ratio of 21.59, a price-to-earnings-growth ratio of 0.66 and a beta of 1.42. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.74 and a current ratio of 0.73. The firm’s fifty day moving average is $273.40 and its 200 day moving average is $240.83. Expedia Group, Inc. has a fifty-two week low of $130.01 and a fifty-two week high of $303.80.

Expedia Group (NASDAQ:EXPE) last posted its quarterly earnings results on Thursday, February 12th. The online travel company reported $3.78 EPS for the quarter, beating analysts’ consensus estimates of $3.32 by $0.46. The business 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 72.23% and a net margin of 8.78%.The business’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period last year, the firm earned $2.39 earnings per share. On average, sell-side analysts forecast that Expedia Group, Inc. will post 12.28 earnings per share for the current fiscal year.

Expedia Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be issued a $0.48 dividend. The ex-dividend date of this dividend is Thursday, March 5th. 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. Expedia Group’s payout ratio is presently 16.24%.

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.