Seizert Capital Partners LLC Has $63.05 Million Stock Holdings in Expedia Group, Inc. $EXPE

Key Points

• Seizert Capital trimmed its Expedia stake by 19.8% in Q4, selling 55,021 shares and now owning 222,553 shares valued at about $63.05 million (2.7% of Seizert’s portfolio; 0.18% of Expedia).
• Expedia beat Q4 expectations with $3.78 EPS (vs. $3.32 expected) and $3.55B revenue, and raised its quarterly dividend to $0.48 (annualized $1.92, ~0.8% yield).
• Analysts are mixed—the consensus rating is Hold with an average price target of $282.74 (14 Buys, 22 Holds)—while near‑term catalysts include an Expedia‑Uber booking partnership and creator‑led marketing initiatives.

Seizert Capital Partners LLC reduced its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE - Free Report) by 19.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 222,553 shares of the online travel company's stock after selling 55,021 shares during the quarter. Expedia Group comprises 2.7% of Seizert Capital Partners LLC's portfolio, making the stock its 11th biggest position. Seizert Capital Partners LLC owned 0.18% of Expedia Group worth $63,051,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the company. JFS Wealth Advisors LLC grew its holdings in Expedia Group by 78.6% during the fourth quarter. JFS Wealth Advisors LLC now owns 100 shares of the online travel company's stock valued at $28,000 after purchasing an additional 44 shares during the period. Lodestone Wealth Management LLC acquired a new stake in Expedia Group in the fourth quarter worth $29,000. Grey Fox Wealth Advisors LLC bought a new position in shares of Expedia Group during the third quarter worth $30,000. Rossby Financial LCC grew its holdings in shares of Expedia Group by 103.8% in the 3rd quarter. Rossby Financial LCC now owns 161 shares of the online travel company's stock valued at $35,000 after buying an additional 82 shares during the period. Finally, Sunbelt Securities Inc. grew its holdings in shares of Expedia Group by 970.6% in the 3rd quarter. Sunbelt Securities Inc. now owns 182 shares of the online travel company's stock valued at $39,000 after buying an additional 165 shares during the period. 90.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

EXPE has been the subject of several recent analyst reports. Susquehanna restated a "neutral" rating and issued a $240.00 price target on shares of Expedia Group in a report on Tuesday, February 17th. DA Davidson lowered their target price on Expedia Group from $294.00 to $260.00 and set a "neutral" rating for the company in a research note on Friday, February 13th. UBS Group set a $266.00 price target on shares of Expedia Group in a research report on Friday, February 13th. Argus reduced their price objective 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. Finally, Robert W. Baird upped their price target on shares of Expedia Group from $280.00 to $282.00 and gave the company an "outperform" rating 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 an average rating of "Hold" and an average price target of $282.74.

Expedia Group Stock Performance

NASDAQ EXPE opened at $251.84 on Monday. 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 $234.89 and a two-hundred day moving average price of $248.88. The company has a market capitalization of $30.86 billion, a P/E ratio of 25.57, a P/E/G ratio of 0.77 and a beta of 1.30. 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 (NASDAQ:EXPE - Get Free Report) last issued its quarterly earnings results on Thursday, February 12th. The online travel company reported $3.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.32 by $0.46. Expedia Group had a return on equity of 72.23% and a net margin of 8.78%.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 posted $2.39 earnings per share. The firm's revenue for the quarter was up 11.4% compared to the same quarter last year. Analysts anticipate that Expedia Group, Inc. will post 16.64 earnings per share for the current year.

Expedia Group Increases Dividend

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

Insider Buying and Selling at Expedia Group

In related news, insider Robert J. Dzielak sold 8,225 shares of the firm's stock in a transaction dated 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 directly owned 102,480 shares of the company's stock, valued at $22,629,633.60. This trade represents a 7.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 9.13% of the stock is currently owned by corporate insiders.

Key Stories Impacting Expedia Group

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 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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