7,600 Shares in Expedia Group, Inc. $EXPE Bought by Polianta Ltd

Key Points

• Polianta Ltd. acquired 7,600 Expedia shares during the second quarter, valued at approximately $1.94 million. Institutional investors collectively own 90.76% of the company.
• Expedia reported better-than-expected quarterly results, with earnings of $5.76 per share and revenue of $4.32 billion, up 14% year over year. Management also raised its outlook, supported by resilient domestic travel demand, B2B expansion and AI investments.
• Expedia declared a quarterly dividend of $0.48 per share, equivalent to an annualized $1.92 dividend and a 0.6% yield. Despite several analysts raising price targets, the stock carries a consensus “Hold” rating with an average target of $310.88.

Polianta Ltd bought a new position in shares of Expedia Group, Inc. (NASDAQ:EXPE - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 7,600 shares of the online travel company's stock, valued at approximately $1,944,000.

A number of other hedge funds also recently bought and sold shares of the company. Windacre Partnership LLC boosted its stake in Expedia Group by 9.2% during the 3rd quarter. Windacre Partnership LLC now owns 3,682,100 shares of the online travel company's stock valued at $787,049,000 after purchasing an additional 309,900 shares during the period. AQR Capital Management LLC increased its position in Expedia Group by 25.0% in the 3rd quarter. AQR Capital Management LLC now owns 3,645,732 shares of the online travel company's stock worth $779,275,000 after buying an additional 728,063 shares during the period. Invesco Ltd. increased its position in Expedia Group by 8.0% in the 3rd quarter. Invesco Ltd. now owns 3,122,842 shares of the online travel company's stock worth $667,507,000 after buying an additional 230,176 shares during the period. Norges Bank acquired a new position in shares of Expedia Group during the fourth quarter worth approximately $861,979,000. Finally, Wellington Management Group LLP lifted its holdings in shares of Expedia Group by 24,899.5% during the third quarter. Wellington Management Group LLP now owns 1,808,466 shares of the online travel company's stock worth $386,560,000 after buying an additional 1,801,232 shares during the last quarter. 90.76% of the stock is currently owned by institutional investors.

Expedia Group Price Performance

Shares of NASDAQ:EXPE opened at $310.68 on Friday. The firm has a market capitalization of $38.07 billion, a PE ratio of 19.37, a PEG ratio of 0.81 and a beta of 1.22. The company has a current ratio of 0.80, a quick ratio of 0.73 and a debt-to-equity ratio of 2.21. Expedia Group, Inc. has a 1-year low of $185.34 and a 1-year high of $331.31. The business's 50 day moving average is $260.84 and its 200-day moving average is $244.48.

Expedia Group (NASDAQ:EXPE - Get Free Report) last issued its earnings results on Wednesday, August 5th. The online travel company reported $5.76 EPS for the quarter, beating analysts' consensus estimates of $5.22 by $0.54. The business had revenue of $4.32 billion during the quarter, compared to analyst estimates of $4.17 billion. Expedia Group had a return on equity of 87.32% and a net margin of 12.97%.Expedia Group's revenue was up 14.0% on a year-over-year basis. During the same period in the prior year, the company posted $4.24 earnings per share. Sell-side analysts predict that Expedia Group, Inc. will post 17.18 earnings per share for the current year.

Expedia Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Thursday, August 27th will be issued a $0.48 dividend. This represents a $1.92 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, August 27th. Expedia Group's payout ratio is 11.97%.

Key Headlines Impacting Expedia Group

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

• Positive Sentiment: Q2 results exceeded expectations. Expedia reported adjusted earnings of $5.76 per share versus the $5.22 consensus estimate, while revenue increased 14% year over year to $4.32 billion, topping forecasts of $4.17 billion. Stronger brands, B2B momentum and cost discipline supported the performance. Expedia Group Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised its outlook. Expedia increased its annual revenue forecast and expects fiscal 2026 gross bookings of approximately $129.5 billion to $130.8 billion. It also raised its expected adjusted EBITDA margin expansion to 150–175 basis points, citing resilient domestic travel demand. Expedia raises annual forecast on resilient domestic travel demand
• Positive Sentiment: Analyst sentiment remains broadly favorable. B. Riley raised its price target to $390 and kept a Buy rating, BTIG lifted its target to $350 and maintained Buy, and Wedbush reaffirmed Outperform with a $334 target. RBC also increased its target to $330, although it retained a Sector Perform rating.
• Positive Sentiment: AI and B2B investments are viewed as additional growth engines. Expedia highlighted artificial-intelligence initiatives and the expansion of its B2B business as supports for longer-term growth following the strong quarter. Expedia Leans on AI and B2B Growth to Lift Outlook
• Neutral Sentiment: Wells Fargo raised its target modestly to $307 but maintained an Equal Weight rating, implying limited upside at recent trading levels. Cantor Fitzgerald also kept a Neutral rating after raising its target to $310.
• Neutral Sentiment: Expedia declared a quarterly dividend of $0.48 per share, with payment scheduled for September 17, offering a relatively small annualized yield of about 0.6%.
• Negative Sentiment: Some European markets remain soft, creating a regional demand risk despite stronger domestic travel and the upgraded companywide outlook.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on EXPE shares. Susquehanna raised their price objective on shares of Expedia Group from $250.00 to $315.00 and gave the stock a "neutral" rating in a research note on Friday. Morgan Stanley upped their target price on shares of Expedia Group from $290.00 to $300.00 and gave the company an "equal weight" rating in a research note on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Expedia Group from $244.00 to $230.00 and set a "hold" rating for the company in a report on Monday, May 18th. Dbs Bank upgraded shares of Expedia Group from a "hold" rating to a "moderate buy" rating in a research report on Monday, May 11th. Finally, TD Cowen boosted their price objective on shares of Expedia Group from $285.00 to $320.00 and gave the stock a "hold" rating in a report on Friday. Seventeen investment analysts have rated the stock with a Buy rating and twenty-two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $310.88.

Insiders Place Their Bets

In other news, insider Robert J. Dzielak sold 4,702 shares of the stock in a transaction on Friday, June 5th. The shares were sold at an average price of $233.00, for a total value of $1,095,566.00. Following the completion of the transaction, the insider owned 105,448 shares in the company, valued at approximately $24,569,384. This represents a 4.27% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Lance A. Soliday sold 940 shares of the firm's stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $221.86, for a total transaction of $208,548.40. Following the transaction, the chief accounting officer directly owned 14,083 shares of the company's stock, valued at $3,124,454.38. The trade was a 6.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 5.20% of the company's stock.

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.

Want to see what other hedge funds are holding EXPE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Expedia Group, Inc. (NASDAQ:EXPE - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source