Mitsubishi UFJ Asset Management Co. Ltd. Has $69.54 Million Holdings in Expedia Group, Inc. $EXPE

Key Points

• Mitsubishi UFJ Asset Management raised its stake in Expedia by 3.5% to 245,776 shares worth $69.54 million, and institutional investors now own about 90.76% of the company.
• Expedia delivered a strong Q1 beat with EPS $1.96 vs. $1.41 expected and revenue of $3.43B (up ~15% YoY), driven by an ~25% B2B revenue gain and an 83% rise in adjusted EBITDA, signaling improving margins and growth momentum.
• Insider Robert J. Dzielak sold 8,225 shares at an average $220.82 (reducing his holding by ~7.4%), and the company declared a quarterly dividend of $0.48 per share (annualized $1.92, ~0.8% yield).

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in Expedia Group, Inc. (NASDAQ:EXPE - Free Report) by 3.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 245,776 shares of the online travel company's stock after acquiring an additional 8,253 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.20% of Expedia Group worth $69,540,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of EXPE. Brighton Jones LLC bought a new position in shares of Expedia Group in the 4th quarter valued at about $408,000. NewEdge Advisors LLC boosted its stake in Expedia Group by 5.0% during the 1st quarter. NewEdge Advisors LLC now owns 5,455 shares of the online travel company's stock worth $917,000 after acquiring an additional 259 shares during the last quarter. Sivia Capital Partners LLC bought a new position in Expedia Group during the 2nd quarter worth approximately $596,000. Daiwa Securities Group Inc. boosted its stake in Expedia Group by 6.5% during the 2nd quarter. Daiwa Securities Group Inc. now owns 21,265 shares of the online travel company's stock worth $3,587,000 after acquiring an additional 1,290 shares during the last quarter. Finally, AXA S.A. boosted its stake in Expedia Group by 5.9% during the 2nd quarter. AXA S.A. now owns 11,042 shares of the online travel company's stock worth $1,863,000 after acquiring an additional 615 shares during the last quarter. Institutional investors own 90.76% of the company's stock.

Insider Activity

In other Expedia Group news, insider Robert J. Dzielak sold 8,225 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $220.82, for a total transaction of $1,816,244.50. Following the transaction, the insider directly owned 102,480 shares in the company, valued at approximately $22,629,633.60. This represents a 7.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 9.13% of the company's stock.

More Expedia Group News

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

• Positive Sentiment: Q1 results beat estimates — Expedia reported $1.96 EPS vs. a $1.41 consensus and revenue of $3.43B vs. $3.35B expected, signalling a meaningful earnings surprise that likely lifted the stock. Expedia (EXPE) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Strong top-line and margin improvement — company release shows revenue +15% YoY, B2B revenue +25%, booked room nights +6%, adjusted EBITDA +83% and adjusted net income +361%, indicating improving profitability and operating leverage. Expedia Group Reports First Quarter 2026 Results
• Positive Sentiment: B2B business remains the growth engine — coverage notes that business-to-business sales grew ~25%, supporting higher-margin revenue mix and greater predictability. Expedia First-Quarter Sales Rise as B2B Unit Keeps Driving Growth
• Neutral Sentiment: Guidance roughly in line with expectations — management set Q2 revenue roughly $4.1B–$4.2B and FY revenue $15.6B–$16.0B (near consensus of ~$15.9B); EPS guidance was not detailed in the summary, so full forward EPS clarity is pending. (Company update)
• Neutral Sentiment: Corporate/marketing activity — company celebrated Global Travel Advisor Day as part of partner engagement and TAAP distribution efforts; supportive for long-term channel strength but limited near-term stock impact. EXPEDIA GROUP MARKS GLOBAL TRAVEL ADVISOR DAY
• Negative Sentiment: Competitive pressure risk — coverage highlights Uber expanding deeper into hotel, Vrbo-like rentals and travel concierge features, which could intensify competition for bookings and margins over time. Uber's Annual Product Showcase Reveals It Is Coming for Airbnb and Booking (EXPE)

Expedia Group Stock Up 2.5%

EXPE stock opened at $252.79 on Friday. The stock has a market capitalization of $30.98 billion, a P/E ratio of 25.66, a price-to-earnings-growth ratio of 0.75 and a beta of 1.30. The company has a current ratio of 0.73, a quick ratio of 0.73 and a debt-to-equity ratio of 1.75. Expedia Group, Inc. has a 12 month low of $148.55 and a 12 month high of $303.80. The firm has a 50-day moving average price of $238.05 and a 200-day moving average price of $249.59.

Expedia Group (NASDAQ:EXPE - Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The online travel company reported $1.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.41 by $0.55. Expedia Group had a return on equity of 72.23% and a net margin of 8.78%.The company had revenue of $3.43 billion during the quarter, compared to the consensus estimate of $3.35 billion. During the same quarter in the prior year, the firm posted $0.40 earnings per share. The firm's revenue was up 14.7% compared to the same quarter last year. As a group, equities research analysts anticipate that Expedia Group, Inc. will post 16.64 EPS for the current fiscal year.

Expedia Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Shareholders of record on Thursday, May 28th will be issued 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 is Thursday, May 28th. Expedia Group's dividend payout ratio is presently 19.49%.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on EXPE shares. Evercore reissued an "outperform" rating on shares of Expedia Group in a research note on Monday, February 9th. Sanford C. Bernstein dropped their target price on shares of Expedia Group from $256.00 to $253.00 and set a "market perform" rating on the stock in a report on Wednesday, March 11th. The Goldman Sachs Group raised their target price on shares of Expedia Group from $325.00 to $355.00 and gave the stock a "buy" rating in a report on Friday, February 13th. Benchmark dropped their target price on shares of Expedia Group from $310.00 to $290.00 and set a "buy" rating on the stock in a report on Friday, February 13th. Finally, Argus dropped their target price on shares of Expedia Group from $345.00 to $250.00 and set a "buy" rating on the stock in a report on Tuesday, February 17th. Fourteen research analysts have rated the stock with a Buy rating and twenty-two have given a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $282.74.

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.