Expedia Group (NASDAQ:EXPE) Announces Earnings Results, Beats Estimates By $0.55 EPS

Expedia Group (NASDAQ:EXPE) announced its quarterly earnings data on Thursday. The online travel company reported $1.96 earnings per share for the quarter, topping analysts’ consensus estimates of $1.41 by $0.55, FiscalAI reports. Expedia Group had a return on equity of 79.32% and a net margin of 9.81%.The firm had revenue of $3.43 billion for the quarter, compared to analyst estimates of $3.35 billion. During the same quarter in the prior year, the company posted $0.40 earnings per share. Expedia Group’s quarterly revenue was up 14.7% on a year-over-year basis.

Here are the key takeaways from Expedia Group’s conference call:

• Strong Q1 beat: Gross bookings rose 13% and revenue grew 15%, with adjusted EBITDA of $542M and a 15.8% margin — roughly a 6-point margin expansion and the highest Q1 margin in 15 years.
• Accelerating AI adoption is enhancing personalization, supply onboarding, and post?booking servicing (30%+ of self?service interactions powered by AI and agent onboarding time down ~60%), which management says is boosting conversion and marketing productivity.
• B2B momentum remains strong with bookings up 22% and revenue up 25%, led by API/RapidAPI and new exclusive partnerships (Bank of Montreal AIR MILES and an exclusive Uber hotel integration) that broaden distribution.
• Geopolitical events (Middle East conflict) and Mexico travel advisories drove elevated cancellations in March (management cited roughly a 2?point hit), creating volatility and prompting a cautious tone in near?term guidance despite an April rebound.
• Balance sheet and capital return actions were notable: $700M of buybacks in Q1, a new $5B repurchase authorization, debt retirements and $1B long?term issuance, while reiterating full?year growth targets and expected EBITDA margin expansion of 100–125 bps.

Expedia Group Trading Down 9.0%

Shares of Expedia Group stock traded down $22.81 during mid-day trading on Friday, hitting $229.98. 4,188,607 shares of the stock were exchanged, compared to its average volume of 1,552,386. Expedia Group has a twelve month low of $148.55 and a twelve month high of $303.80. The stock has a market capitalization of $28.18 billion, a price-to-earnings ratio of 20.24, a price-to-earnings-growth ratio of 0.77 and a beta of 1.30. The company has a 50-day simple moving average of $238.05 and a 200 day simple moving average of $249.59. 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 Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Shareholders of record on Thursday, May 28th will be issued a $0.48 dividend. This represents a $1.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, May 28th. Expedia Group’s dividend payout ratio is 19.49%.

Expedia Group News Roundup

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

• Positive Sentiment: Expedia reported stronger-than-expected Q1 results, with EPS of $1.96 beating estimates and revenue of $3.43 billion also topping forecasts. Bookings rose 13%, revenue climbed 15%, and B2B gross bookings jumped 22%, showing the company’s higher-margin business continues to drive growth. Expedia Group Reports First Quarter 2026 Results
• Positive Sentiment: Analysts remained constructive after the report, with BTIG and Bank of America reiterating bullish views and raising price targets, suggesting Wall Street still sees upside if Expedia can sustain its growth and margin improvement. Justin Post Reiterates Buy on Expedia, Lifts Price Target to $310
• Neutral Sentiment: Expedia is leaning harder into AI, including integrations with ChatGPT and Claude and AI-powered customer support. Investors may view this as a long-term competitive advantage, though higher compute costs could offset near-term benefits. Expedia Group sees reward and risk in the rise of AI-powered travel
• Neutral Sentiment: The company also announced a quarterly dividend, which is a modest shareholder-return positive but unlikely to be a major stock driver on its own.
• Negative Sentiment: Guidance and external travel concerns are weighing on the stock. Reports cited weaker outlook language and geopolitical/travel advisory headwinds, including the Middle East conflict and a Mexico travel advisory, which trimmed bookings and room-night growth. Expedia tumbles as Middle East conflict, Mexico travel advisory hit bookings

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 that occurred 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 transaction, the insider owned 102,480 shares of the company’s stock, valued at $22,629,633.60. The trade was a 7.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 9.13% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Motiv8 Investments LLC purchased a new position in shares of Expedia Group during the 4th quarter worth $25,000. DV Equities LLC purchased a new stake in shares of Expedia Group in the fourth quarter valued at $46,000. Sunbelt Securities Inc. grew its position in shares of Expedia Group by 970.6% in the third quarter. Sunbelt Securities Inc. now owns 182 shares of the online travel company’s stock valued at $39,000 after purchasing an additional 165 shares during the period. Atlas Capital Advisors Inc. acquired a new position in Expedia Group in the fourth quarter valued at $85,000. Finally, Wilkerson Advisory Group LLC purchased a new position in Expedia Group during the fourth quarter worth about $86,000. 90.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on EXPE shares. B. Riley Financial cut their price target on shares of Expedia Group from $360.00 to $350.00 and set a “buy” rating for the company in a report on Monday, April 27th. Citizens Jmp reissued a “market perform” rating on shares of Expedia Group in a report on Tuesday, February 17th. Truist Financial dropped their target price on shares of Expedia Group from $252.00 to $246.00 and set a “hold” rating for the company in a report on Monday, April 6th. Weiss Ratings downgraded shares of Expedia Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 17th. Finally, Benchmark decreased their price target on Expedia Group from $310.00 to $290.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Fourteen analysts have rated the stock with a Buy rating and twenty-two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Expedia Group presently has an average rating of “Hold” and a consensus price target of $283.42.

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.