Expedia Group, Inc. $EXPE Stock: Milestone Asset Management LLC Raises Holdings

Key Points

• Milestone Asset Management increased its Expedia Group stake by 180.1% in the third quarter, bringing its holdings to 33,734 shares valued at $8.884 million. Institutional investors and hedge funds collectively own 90.76% of EXPE.
• Expedia reported quarterly revenue of $4.32 billion and adjusted earnings of $5.76 per share, beating analyst estimates, while revenue rose 14% year over year. The company also pays a quarterly dividend of $0.48 per share, representing a 0.7% annual yield.
• Analyst sentiment is mixed, with an overall “Hold” rating and an average price target of $315.24; recent targets range from $235 to $430. Insiders have sold 11,950 shares worth about $3.88 million over the past 90 days.

Milestone Asset Management LLC lifted its holdings in Expedia Group, Inc. (NASDAQ:EXPE - Free Report) by 180.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,734 shares of the online travel company's stock after acquiring an additional 21,689 shares during the period. Expedia Group makes up approximately 1.4% of Milestone Asset Management LLC's portfolio, making the stock its 15th biggest position. Milestone Asset Management LLC's holdings in Expedia Group were worth $8,884,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in EXPE. First Bancorp Inc ME acquired a new stake in Expedia Group during the second quarter worth approximately $28,000. Elevation Wealth Partners LLC increased its holdings in Expedia Group by 272.9% in the second quarter. Elevation Wealth Partners LLC now owns 179 shares of the online travel company's stock worth $46,000 after purchasing an additional 131 shares in the last quarter. Cache Advisors LLC bought a new stake in Expedia Group in the first quarter worth approximately $48,000. CENTRAL TRUST Co lifted its stake in Expedia Group by 1,147.1% in the first quarter. CENTRAL TRUST Co now owns 212 shares of the online travel company's stock valued at $49,000 after buying an additional 195 shares during the period. Finally, Sankala Group LLC acquired a new position in Expedia Group in the fourth quarter valued at approximately $72,000. 90.76% of the stock is owned by institutional investors and hedge funds.

More Expedia Group News

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

• Positive Sentiment: Expedia Group’s Unpack ’27 report highlights expected growth in shorter trips, hobby-focused travel, emerging destinations, and “set-jetting.” The report gives investors evidence of ongoing consumer engagement with leisure travel and may support future bookings across Expedia, Hotels.com, and Vrbo. Expedia Unpack ’27 report
• Positive Sentiment: Investors are also responding to Expedia’s broader advertising strategy, including Travel Audience Marketing, which is designed to help brands reach travelers before, during, and after booking. The initiative could diversify revenue beyond transactions and improve monetization of Expedia’s customer and search data. Expedia product news and earnings analysis
• Positive Sentiment: Expedia was named the official travel partner of the NHL in the United States and Canada, potentially increasing brand visibility and customer acquisition through a high-profile sports relationship. Expedia NHL partnership
• Neutral Sentiment: Morgan Stanley assigned Expedia a $235 price target. The target is below the stock’s recent trading level, potentially signaling valuation caution even as the firm’s broader recommendation details were not provided. Morgan Stanley Expedia price target
• Negative Sentiment: Recent open-market insider activity reported six sales and no purchases, which may modestly weigh on sentiment, although insider transactions can reflect personal financial planning rather than a change in business outlook. Expedia insider activity
• Negative Sentiment: A lawsuit alleges Expedia contributed to higher hotel prices, creating a potential legal and reputational risk. The claims remain allegations, and the financial impact is not yet clear. Lawsuit alleging Expedia affected hotel prices

Insiders Place Their Bets

In other Expedia Group news, CAO Lance Soliday sold 2,810 shares of the business's stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $323.65, for a total transaction of $909,456.50. Following the completion of the sale, the chief accounting officer directly owned 12,006 shares of the company's stock, valued at approximately $3,885,741.90. The trade was a 18.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Craig Jacobson sold 3,133 shares of the stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $328.52, for a total value of $1,029,253.16. Following the completion of the sale, the director directly owned 29,832 shares of the company's stock, valued at approximately $9,800,408.64. This trade represents a 9.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 11,950 shares of company stock valued at $3,881,995. Corporate insiders own 5.20% of the company's stock.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Barclays raised their price objective on shares of Expedia Group from $264.00 to $320.00 and gave the stock an "equal weight" rating in a research report on Thursday, August 6th. Weiss Ratings upgraded shares of Expedia Group from a "hold (c)" rating to a "buy (b-)" rating in a research report on Friday, August 21st. Benchmark boosted their target price on shares of Expedia Group from $290.00 to $360.00 and gave the company a "buy" rating in a research report on Thursday, August 6th. B. Riley Financial increased their target price on shares of Expedia Group from $350.00 to $390.00 and gave the stock a "buy" rating in a research note on Thursday, August 6th. Finally, Evercore set a $430.00 target price on shares of Expedia Group in a research note on Monday, August 24th. Eighteen investment analysts have rated the stock with a Buy rating, twenty-one have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Hold" and an average target price of $315.24.

Expedia Group Stock Up 6.3%

Shares of NASDAQ EXPE opened at $291.87 on Friday. The stock has a market capitalization of $35.03 billion, a P/E ratio of 18.20, a P/E/G ratio of 0.67 and a beta of 1.36. The company has a 50-day moving average price of $293.37 and a 200-day moving average price of $264.24. Expedia Group, Inc. has a 1 year low of $185.34 and a 1 year high of $342.00. The company has a debt-to-equity ratio of 2.21, a current ratio of 0.80 and a quick ratio of 0.80.

Expedia Group (NASDAQ:EXPE - Get Free Report) last posted its earnings results on Wednesday, August 5th. The online travel company reported $5.76 EPS for the quarter, topping the consensus estimate of $5.22 by $0.54. Expedia Group had a net margin of 12.97% and a return on equity of 87.32%. The company had revenue of $4.32 billion during the quarter, compared to the consensus estimate of $4.17 billion. During the same period in the previous year, the firm posted $4.24 earnings per share. The firm's revenue for the quarter was up 14.0% on a year-over-year basis. On average, equities research analysts forecast that Expedia Group, Inc. will post 17.16 EPS for the current fiscal year.

Expedia Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 17th. Shareholders of record on Thursday, August 27th were paid a dividend of $0.48 per share. The ex-dividend date was Thursday, August 27th. This represents a $1.92 dividend on an annualized basis and a yield of 0.7%. Expedia Group's payout ratio is 11.97%.

About Expedia Group

Expedia Group, Inc is an online travel company that connects travelers with a broad range of travel products and services. Its platforms support the search, comparison and booking of lodging, air travel, car rentals, cruises, vacation packages, activities and other travel-related offerings.

The company operates a portfolio of consumer brands that includes Expedia, Hotels.com, Vrbo, Travelocity, Orbitz, Wotif and ebookers. Through these brands, Expedia Group serves individual travelers, property owners, travel suppliers and business partners across markets in North America, Europe, Asia-Pacific and other international regions.

Expedia Group traces its origins to Expedia, which was established within Microsoft in 1996 and became an independent public company in 1999.

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