Expedia Group, Inc. $EXPE Shares Sold by Citizens Business Bank

Key Points

• Citizens Business Bank cut its stake in Expedia by 24.0% in Q4, selling 6,994 shares and finishing the period with 22,095 shares worth $6.26 million (the stock was its 29th largest holding).
• Expedia beat Q4 estimates with $3.78 EPS versus $3.32 expected and $3.55 billion in revenue (up 11.4% year‑over‑year), and the company raised its quarterly dividend to $0.48 (annualized $1.92, ~0.8% yield).
• Major institutions materially increased positions (e.g., Wellington, AQR, Voloridge, Tidal, Windacre) with institutional ownership around 90.8%, and Expedia announced a strategic Uber distribution deal to enable hotel bookings in Uber’s app, cited as a potential structural growth catalyst.

Citizens Business Bank lessened its position in Expedia Group, Inc. (NASDAQ:EXPE - Free Report) by 24.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 22,095 shares of the online travel company's stock after selling 6,994 shares during the period. Expedia Group makes up 1.0% of Citizens Business Bank's investment portfolio, making the stock its 29th largest holding. Citizens Business Bank's holdings in Expedia Group were worth $6,260,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in EXPE. Wellington Management Group LLP lifted its stake in shares of Expedia Group by 24,899.5% in the 3rd quarter. Wellington Management Group LLP now owns 1,808,466 shares of the online travel company's stock worth $386,560,000 after acquiring an additional 1,801,232 shares during the period. AQR Capital Management LLC lifted its stake in shares of 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 acquiring an additional 728,063 shares during the period. Voloridge Investment Management LLC lifted its stake in shares of Expedia Group by 465.6% in the 3rd quarter. Voloridge Investment Management LLC now owns 452,867 shares of the online travel company's stock worth $96,800,000 after acquiring an additional 372,798 shares during the period. Tidal Investments LLC lifted its stake in shares of Expedia Group by 1,933.8% in the 3rd quarter. Tidal Investments LLC now owns 357,635 shares of the online travel company's stock worth $76,444,000 after acquiring an additional 340,050 shares during the period. Finally, Windacre Partnership LLC lifted its stake in shares of Expedia Group by 9.2% in the 3rd 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 period. Institutional investors and hedge funds own 90.76% of the company's stock.

Expedia Group Stock Down 0.9%

Shares of NASDAQ EXPE opened at $248.37 on Friday. The company has a quick ratio of 0.73, a current ratio of 0.73 and a debt-to-equity ratio of 1.75. Expedia Group, Inc. has a 52 week low of $148.55 and a 52 week 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 stock has a market capitalization of $30.43 billion, a price-to-earnings ratio of 25.22, a price-to-earnings-growth ratio of 0.77 and a beta of 1.33.

Expedia Group (NASDAQ:EXPE - Get Free Report) last announced its quarterly earnings data on Thursday, February 12th. The online travel company reported $3.78 EPS for the quarter, beating the consensus estimate of $3.32 by $0.46. The firm had revenue of $3.55 billion during the quarter, compared to analysts' expectations of $3.41 billion. Expedia Group had a net margin of 8.78% and a return on equity of 72.23%. The business's revenue for the quarter was up 11.4% compared to the same quarter last year. During the same quarter last year, the business earned $2.39 earnings per share. Equities research analysts anticipate that Expedia Group, Inc. will post 16.64 EPS for the current fiscal year.

Expedia Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th were given a dividend of $0.48 per share. The ex-dividend date was Thursday, March 5th. This is an increase 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 dividend payout ratio (DPR) is presently 19.49%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on EXPE. Citigroup reduced their target price on shares of Expedia Group from $281.00 to $225.00 and set a "buy" rating for the company in a research note on Friday, February 20th. Truist Financial reduced 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 note on Monday, April 6th. Piper Sandler reiterated a "neutral" rating and issued a $225.00 price objective (down from $250.00) on shares of Expedia Group in a research note on Friday, February 13th. Zacks Research cut shares of Expedia Group from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 23rd. Finally, Deutsche Bank Aktiengesellschaft set a $244.00 price objective on shares of Expedia Group in a research note on Friday, February 13th. Fourteen equities research analysts have rated the stock with a Buy rating and twenty-two have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus target price of $282.74.

Key Stories Impacting Expedia Group

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

• 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)

Insider Transactions at Expedia Group

In other Expedia Group news, insider Robert J. Dzielak sold 8,225 shares of Expedia Group stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $220.82, for a total transaction of $1,816,244.50. Following the completion of the transaction, the insider 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 sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 9.13% 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.

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