PFA Pension Forsikringsaktieselskab Acquires New Position in Expedia Group, Inc. $EXPE

Key Points

• PFA Pension Forsikringsaktieselskab bought 146,615 shares of Expedia Group (~$41.8 million), representing roughly 0.12% of the company.
• Expedia’s new distribution deal with Uber could drive about 700,000 in‑app hotel bookings and includes loyalty tie‑ins (Uber One credits), signaling a push into partnership-driven growth without proportionate marketing spend.
• Expedia recently beat earnings (Q EPS $3.78 vs. $3.32 expected), raised its quarterly dividend from $0.40 to $0.48, and trades with a $30.86 billion market cap amid mixed analyst ratings (average price target $282.74).

PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Expedia Group, Inc. (NASDAQ:EXPE - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 146,615 shares of the online travel company's stock, valued at approximately $41,785,000. PFA Pension Forsikringsaktieselskab owned approximately 0.12% of Expedia Group as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Horizon Investments LLC grew its position in Expedia Group by 14.6% during the fourth quarter. Horizon Investments LLC now owns 12,786 shares of the online travel company's stock valued at $3,622,000 after purchasing an additional 1,632 shares in the last quarter. Fifth Third Bancorp grew its position in Expedia Group by 2.9% in the fourth quarter. Fifth Third Bancorp now owns 6,608 shares of the online travel company's stock worth $1,872,000 after acquiring an additional 188 shares in the last quarter. Danske Bank A S grew its position in Expedia Group by 20.8% in the fourth quarter. Danske Bank A S now owns 79,756 shares of the online travel company's stock worth $22,596,000 after acquiring an additional 13,731 shares in the last quarter. GenTrust LLC grew its position in Expedia Group by 39.6% in the fourth quarter. GenTrust LLC now owns 2,041 shares of the online travel company's stock worth $578,000 after acquiring an additional 579 shares in the last quarter. Finally, Oppenheimer & Co. Inc. bought a new stake in Expedia Group in the fourth quarter worth approximately $375,000. 90.76% of the stock is owned by hedge funds and other institutional investors.

Key Expedia Group News

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

• Positive Sentiment: Major distribution boost — Uber will surface hotel bookings powered by Expedia inside its app (Newsbytes reports ~700,000 in‑app hotel bookings tied to the deal), which should drive incremental demand and broaden Expedia's partner channels. Uber partners with Expedia Group for 700,000 in-app hotel bookings
• Positive Sentiment: Higher conversion potential from loyalty tie‑ins — coverage notes Uber One members can earn 10% back in credits on bookings via the partnership, likely improving take rates and repeat customers. Uber adds hotel bookings through new Expedia partnership
• Positive Sentiment: Strategic signal — analysis (Skift) frames the Uber deal as evidence Expedia is leaning into distribution partnerships and platform integration, which could expand reach without commensurate marketing spend. Uber’s Hotel Deal Tells You More About Expedia’s Future Than Uber’s
• Positive Sentiment: Earnings momentum — Zacks highlights that Expedia appears positioned for earnings growth and a likely beat in the upcoming report, supporting upside to shares if results and guidance stay strong. Expedia (EXPE) Earnings Expected to Grow: Should You Buy?
• Positive Sentiment: Marketing reach — Expedia is experimenting with creator‑led marketing (IShowSpeed partnership) to reach younger audiences, which could help demand recovery in key cohorts at relatively low cost. Expedia bets on creator-led marketing with IShowSpeed partnership
• Neutral Sentiment: Institutional/analyst snapshot — aggregated analyst estimates and ratings are being updated across services but show no single, market‑moving revision yet; watch for formal changes after earnings. Expedia Group Stock: Analyst Estimates & Ratings
• Neutral Sentiment: Broader market mentions — Barron's lists Expedia among names that "look good in a rally," which can attract momentum flows but is not a direct operational catalyst. Don't Jump at the High-Flying Stocks. Expedia and 8 More That Look Good in a Rally.
• Negative Sentiment: Valuation caution — at least one piece (Yahoo) asks whether investors should reassess EXPE after a strong multi‑year run, flagging upside may be limited and making the stock more sensitive to any guidance miss. Is It Time To Reassess Expedia Group (EXPE) After Its Strong Multi Year Share Price Run

Expedia Group Price Performance

Shares of Expedia Group stock opened at $251.84 on Friday. The firm has a fifty day simple moving average of $234.89 and a 200-day simple moving average of $248.70. 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 1-year low of $148.55 and a 1-year high of $303.80. The stock has a market capitalization of $30.86 billion, a price-to-earnings ratio of 25.57, a PEG ratio of 0.77 and a beta of 1.30.

Expedia Group (NASDAQ:EXPE - Get Free Report) last issued its quarterly earnings data on Thursday, February 12th. The online travel company reported $3.78 earnings per share for the quarter, topping analysts' consensus estimates of $3.32 by $0.46. Expedia Group had a net margin of 8.78% and a return on equity of 72.23%. The business had revenue of $3.55 billion during the quarter, compared to analysts' expectations of $3.41 billion. During the same period in the previous year, the company earned $2.39 earnings per share. Expedia Group's revenue for the quarter was up 11.4% on a year-over-year basis. On average, sell-side analysts expect that Expedia Group, Inc. will post 16.64 earnings per share for the current year.

Expedia Group Increases Dividend

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

Insider Buying and Selling at Expedia Group

In other news, insider Robert J. Dzielak sold 8,225 shares of the business's stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $220.82, for a total value of $1,816,244.50. Following the completion of the sale, the insider directly 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 filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 9.13% of the company's stock.

Wall Street Analysts Forecast Growth

EXPE has been the subject of several recent research reports. Citizens Jmp reissued a "market perform" rating on shares of Expedia Group in a research report on Tuesday, February 17th. The Goldman Sachs Group boosted their target price on shares of Expedia Group from $325.00 to $355.00 and gave the stock a "buy" rating in a research report on Friday, February 13th. Cantor Fitzgerald reissued a "neutral" rating and issued a $240.00 target price on shares of Expedia Group in a research report on Monday, April 27th. Bank of America boosted their target price on shares of Expedia Group from $303.00 to $306.00 and gave the stock a "buy" rating in a research report on Friday, February 13th. Finally, Argus decreased their target price on shares of Expedia Group from $345.00 to $250.00 and set a "buy" rating for the company in a research report on Tuesday, February 17th. 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, Expedia Group presently has an average rating of "Hold" and an average price target of $282.74.

About Expedia Group

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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