Davis Selected Advisers Buys 111,944 Shares of Trip.com Group Limited Sponsored ADR $TCOM

Key Points

• Davis Selected Advisers bought an additional 111,944 shares in Q4, raising its stake to 5,053,389 shares (about 0.77% of Trip.com, valued at roughly $363.4 million) and making Trip.com its 20th-largest holding.
• Class action lawsuits and multiple plaintiff-firm solicitations allege Trip.com misled investors over AI-driven pricing and an antitrust probe, creating litigation, discovery, and settlement risk that could keep the stock volatile.
• Trip.com shows solid near-term fundamentals — market cap about $35.4 billion, PE ~8.1, Q4 EPS $0.71 and a 53.3% net margin — and an average analyst rating of "Moderate Buy" with a $77 average price target.

Davis Selected Advisers raised its stake in Trip.com Group Limited Sponsored ADR (NASDAQ:TCOM - Free Report) by 2.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,053,389 shares of the company's stock after purchasing an additional 111,944 shares during the period. Trip.com Group accounts for 1.6% of Davis Selected Advisers' holdings, making the stock its 20th biggest holding. Davis Selected Advisers owned 0.77% of Trip.com Group worth $363,389,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Allworth Financial LP increased its stake in Trip.com Group by 7.0% in the third quarter. Allworth Financial LP now owns 2,154 shares of the company's stock valued at $162,000 after purchasing an additional 140 shares in the last quarter. Park Avenue Securities LLC increased its stake in Trip.com Group by 5.2% in the fourth quarter. Park Avenue Securities LLC now owns 2,997 shares of the company's stock valued at $216,000 after purchasing an additional 148 shares in the last quarter. Advisory Services Network LLC increased its stake in Trip.com Group by 2.1% in the second quarter. Advisory Services Network LLC now owns 8,438 shares of the company's stock valued at $523,000 after purchasing an additional 176 shares in the last quarter. CWM LLC increased its stake in Trip.com Group by 8.0% in the fourth quarter. CWM LLC now owns 2,443 shares of the company's stock valued at $176,000 after purchasing an additional 181 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its stake in Trip.com Group by 44.2% in the second quarter. EverSource Wealth Advisors LLC now owns 701 shares of the company's stock valued at $41,000 after purchasing an additional 215 shares in the last quarter. 35.41% of the stock is owned by institutional investors.

Trip.com Group Trading Up 0.0%

NASDAQ:TCOM opened at $54.22 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.55 and a quick ratio of 1.48. The firm has a 50-day moving average of $52.19 and a 200-day moving average of $62.76. The company has a market cap of $35.42 billion, a PE ratio of 8.09, a PEG ratio of 3.76 and a beta of -0.03. Trip.com Group Limited Sponsored ADR has a one year low of $48.48 and a one year high of $78.99.

Trip.com Group (NASDAQ:TCOM - Get Free Report) last posted its earnings results on Saturday, February 14th. The company reported $0.71 EPS for the quarter. The company had revenue of $2.20 billion during the quarter. Trip.com Group had a net margin of 53.28% and a return on equity of 18.56%. As a group, equities research analysts expect that Trip.com Group Limited Sponsored ADR will post 3.61 EPS for the current fiscal year.

Trip.com Group News Summary

Here are the key news stories impacting Trip.com Group this week:

• Neutral Sentiment: Analyst/coverage note: A Zacks piece highlights recent outperformance vs. the market and summarizes recent price action, which may be used by some investors as a counterpoint to the legal headlines. Trip.com (TCOM) Surpasses Market Returns
• Negative Sentiment: Lawsuit filed after AI pricing controversy and antitrust probe: Hagens Berman says a securities class action was filed alleging Trip.com misled investors about AI‑driven pricing and antitrust risks; the filing cites the mid‑January ADS drop and seeks damages for purchasers during Apr 30, 2024–Jan 13, 2026. This is a direct legal claim that could lead to discovery, litigation expense and settlement risk. TCOM Lawsuit Filed After AI Pricing Controversy
• Negative Sentiment: Multiple law firms solicit lead plaintiffs and remind investors of a May 11 lead‑plaintiff deadline: Rosen, Pomerantz, Gross, Bragar, Schall, Faruqi and others have issued notices encouraging filings for the same class period, increasing the likelihood of coordinated litigation activity and media attention. That amplifies legal overhang and could keep volatility elevated. (Example reminder from Rosen.) Rosen Law Firm Reminder
• Negative Sentiment: Additional plaintiff‑firm announcements (Pomerantz, Gross, Bragar, Schall, ClaimsFiler, Faruqi): Multiple filings and press releases reiterate the alleged link between Trip.com’s disclosures and China’s State Administration for Market Regulation probe; these create duplication of legal claims and potential class consolidation in federal court. Pomerantz Investor Alert

Wall Street Analysts Forecast Growth

TCOM has been the subject of several research analyst reports. Morgan Stanley reaffirmed an "overweight" rating and issued a $75.00 price target on shares of Trip.com Group in a research note on Thursday, February 26th. Zacks Research downgraded shares of Trip.com Group from a "strong-buy" rating to a "hold" rating in a research report on Friday, February 20th. Benchmark decreased their target price on shares of Trip.com Group from $82.00 to $72.00 and set a "buy" rating for the company in a research report on Thursday, February 26th. Weiss Ratings downgraded shares of Trip.com Group from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Monday, March 2nd. Finally, Barclays reissued an "overweight" rating and set a $75.00 target price on shares of Trip.com Group in a research report on Thursday, February 26th. Nine research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $77.00.

About Trip.com Group

Trip.com Group NASDAQ: TCOM is a China-based online travel services company that provides a broad range of consumer and business travel products. The company operates consumer-facing travel platforms and mobile apps that enable users to search, book and manage hotel reservations, airline tickets, packaged tours, rail travel, car rentals, airport transfers and local activities. It also offers corporate travel management and B2B solutions that support travel suppliers and downstream distribution partners.

Headquartered in Shanghai, Trip.com Group serves customers across China and increasingly in international markets through a portfolio of brands and global distribution channels.

Want to see what other hedge funds are holding TCOM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Trip.com Group Limited Sponsored ADR (NASDAQ:TCOM - 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.