Expedia Group, Inc. $EXPE Shares Sold by Teacher Retirement System of Texas

Teacher Retirement System of Texas cut its holdings in shares of Expedia Group, Inc. (NASDAQ:EXPE - Free Report) by 18.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 162,805 shares of the online travel company's stock after selling 38,014 shares during the period. Teacher Retirement System of Texas owned 0.13% of Expedia Group worth $46,124,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. CI Investments Inc. grew its holdings in shares of Expedia Group by 1,735.0% during the third quarter. CI Investments Inc. now owns 42,223 shares of the online travel company's stock worth $9,025,000 after buying an additional 39,922 shares during the last quarter. Rakuten Investment Management Inc. purchased a new stake in Expedia Group during the 3rd quarter valued at approximately $1,063,000. Convergence Investment Partners LLC acquired a new stake in Expedia Group during the 3rd quarter worth approximately $1,001,000. Railway Pension Investments Ltd lifted its position in Expedia Group by 19.6% during the 3rd quarter. Railway Pension Investments Ltd now owns 115,200 shares of the online travel company's stock worth $24,624,000 after acquiring an additional 18,900 shares during the period. Finally, Savant Capital LLC lifted its position in Expedia Group by 13.9% during the 3rd quarter. Savant Capital LLC now owns 39,700 shares of the online travel company's stock worth $8,486,000 after acquiring an additional 4,853 shares during the period. 90.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Expedia Group

In related news, insider Robert J. Dzielak sold 8,225 shares of the company's stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $220.82, for a total value of $1,816,244.50. Following the sale, the insider owned 102,480 shares in the company, valued at $22,629,633.60. This represents a 7.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 9.13% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on EXPE. BTIG Research reissued a "buy" rating and issued a $330.00 target price on shares of Expedia Group in a report on Monday. UBS Group set a $266.00 price target on Expedia Group in a report on Friday, February 13th. TD Cowen boosted their price objective on shares of Expedia Group from $260.00 to $285.00 and gave the company a "hold" rating in a research note on Wednesday. Morgan Stanley upped their price objective on shares of Expedia Group from $270.00 to $290.00 and gave the stock an "equal weight" rating in a research report on Friday, March 27th. Finally, Piper Sandler restated a "neutral" rating and issued a $225.00 target price (down from $250.00) 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 company. Based on data from MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus target price of $283.23.

Key Headlines Impacting Expedia Group

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

• Positive Sentiment: Analysts expect a strong Q1: Street previews call for a large year-over-year EPS increase and the company has a recent track record of beating estimates, which supports upside into the print. What to Expect From Expedia Group’s Q1 2026 Earnings Report
• Positive Sentiment: Analyst support: TD Cowen raised its price target to $285 (from $260) and BTIG recently reiterated a Buy — both are supportive signals for medium-term upside. TD Cowen Adjusts Expedia Group Price Target to $285 BTIG Research Reiterates Buy Rating for Expedia Group
• Neutral Sentiment: New CFO hire — Derek Andersen, a former Snap finance executive — brings large-platform finance experience; this could be positive strategically but is neutral near-term until Andersen outlines priorities. Expedia names former Snap executive as new CFO
• Negative Sentiment: CFO transition timing and abruptness are weighing on the stock: Expedia disclosed Scott Schenkel will step down in mid‑May with Andersen taking over, and the market is selling off on the perceived near-term uncertainty just ahead of earnings. Expedia shares slide after CFO transition announcement
• Negative Sentiment: Reported insider selling and large institutional position reductions remain pressure points for the share price and can magnify downside on negative headlines. Insider & institutional activity discussed in QuiverQuant piece

Expedia Group Stock Down 5.4%

Expedia Group stock opened at $250.37 on Friday. The stock's 50 day moving average price is $230.73 and its 200 day moving average price is $247.37. Expedia Group, Inc. has a 1-year low of $144.69 and a 1-year high of $303.80. The company has a market cap of $30.68 billion, a PE ratio of 25.42, a price-to-earnings-growth ratio of 0.81 and a beta of 1.33. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.73 and a quick ratio of 0.73.

Expedia Group (NASDAQ:EXPE - Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The online travel company reported $3.78 earnings per share (EPS) for the quarter, topping 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 return on equity of 72.23% and a net margin of 8.78%.Expedia Group's revenue was up 11.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.39 earnings per share. On average, sell-side analysts predict that Expedia Group, Inc. will post 16.69 EPS for the current fiscal year.

Expedia Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th were given a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Thursday, March 5th. This is a positive change from Expedia Group's previous quarterly dividend of $0.40. Expedia Group's payout ratio is 19.49%.

Expedia Group 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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