Expedia Group (NASDAQ:EXPE) Stock Price Down 4.3% – What’s Next?

Shares of Expedia Group, Inc. (NASDAQ:EXPE) traded down 4.3% during trading on Tuesday . The stock traded as low as $275.67 and last traded at $268.8350. 239,360 shares changed hands during trading, a decline of 88% from the average session volume of 2,002,761 shares. The stock had previously closed at $281.02.

Trending Headlines about Expedia Group

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

• Positive Sentiment: Expedia Group Advertising announced a partnership with Redion, making Redion the company’s first travel-insurance advertising partner. The arrangement could expand Expedia’s advertising and travel-protection monetization opportunities, although the near-term financial impact is not yet quantified. Redion becomes Expedia Group’s first travel insurance advertising partner
• Positive Sentiment: Some analysts remain constructive following Expedia’s recent operating performance. The company’s latest reported quarter included revenue growth of 14% year over year, adjusted earnings above consensus, and an improved full-year outlook; one research note characterized the pullback as a potentially attractive investment opportunity. Expedia Group analyst report
• Neutral Sentiment: Expedia is eliminating 58 Seattle-area positions across technology, product, finance, and corporate functions. Management described the cuts as part of ongoing organizational changes, but the second layoff round this year may signal continued efforts to control costs and streamline operations. Expedia cuts 58 Seattle jobs
• Negative Sentiment: The main catalyst for the decline was concern that Meta’s Muse AI agent could search, compare, and complete airline or hotel bookings directly, potentially bypassing Expedia and other travel aggregators. Airbnb and Booking Holdings also sold off, indicating a broader sector repricing rather than an Expedia-specific operational failure. Travel booking stocks tumble as Muse threatens to bypass them
• Negative Sentiment: Investor sentiment was also affected by Morgan Stanley’s recent Underweight initiation and $235 price target, citing supplier direct-booking risk, weaker consumer assets, and Expedia’s valuation premium. Reported insider activity showing sales but no purchases may have reinforced caution. Expedia Group slides as investors weigh recent bearish analyst call

Wall Street Analysts Forecast Growth

EXPE has been the subject of several research analyst reports. Cantor Fitzgerald upped their price target on shares of Expedia Group from $255.00 to $310.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Royal Bank Of Canada raised their price objective on shares of Expedia Group from $290.00 to $330.00 and gave the stock a “sector perform” rating in a report on Thursday, August 6th. Evercore set a $430.00 price objective on shares of Expedia Group in a research report on Monday, August 24th. UBS Group upped their target price on shares of Expedia Group from $322.00 to $351.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 12th. Finally, Weiss Ratings upgraded Expedia Group from a “hold (c)” rating to a “buy (b-)” rating in a report on Friday, August 21st. Eighteen investment analysts have rated the stock with a Buy rating, twenty-one have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $316.79.

Expedia Group Stock Down 7.7%

The stock’s fifty day moving average price is $298.80 and its 200-day moving average price is $260.62. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 2.21. The company has a market capitalization of $31.09 billion, a price-to-earnings ratio of 16.15, a P/E/G ratio of 0.69 and a beta of 1.25.

Expedia Group (NASDAQ:EXPE) last released its earnings results on Wednesday, August 5th. The online travel company reported $5.76 earnings per share for the quarter, beating analysts’ consensus estimates of $5.22 by $0.54. Expedia Group had a net margin of 12.97% and a return on equity of 87.32%. The business had revenue of $4.32 billion during the quarter, compared to the consensus estimate of $4.17 billion. During the same quarter last year, the firm earned $4.24 earnings per share. The firm’s revenue for the quarter was up 14.0% compared to the same quarter last year. On average, sell-side analysts predict that Expedia Group, Inc. will post 17.14 earnings per share for the current fiscal year.

Expedia Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 17th. Stockholders of record on Thursday, August 27th were issued a $0.48 dividend. The ex-dividend date was Thursday, August 27th. This represents a $1.92 annualized dividend and a dividend yield of 0.7%. Expedia Group’s dividend payout ratio (DPR) is presently 11.97%.

Insider Activity at Expedia Group

In related news, Director Craig A. 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 transaction of $1,029,253.16. Following the completion of the transaction, the director directly owned 29,832 shares of the company’s stock, valued at approximately $9,800,408.64. This represents a 9.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Lance A. Soliday sold 2,810 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $323.65, for a total value of $909,456.50. Following the completion of the transaction, the chief accounting officer owned 12,006 shares of the company’s stock, valued at approximately $3,885,741.90. This represents a 18.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 11,950 shares of company stock valued at $3,881,995. 5.20% of the stock is owned by insiders.

Institutional Investors Weigh In On Expedia Group

Institutional investors and hedge funds have recently made changes to their positions in the stock. QRG Capital Management Inc. boosted its holdings in shares of Expedia Group by 15.2% in the 2nd quarter. QRG Capital Management Inc. now owns 6,112 shares of the online travel company’s stock valued at $1,564,000 after buying an additional 808 shares during the last quarter. Envestnet Portfolio Solutions Inc. increased its holdings in Expedia Group by 8.2% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 2,349 shares of the online travel company’s stock worth $601,000 after buying an additional 179 shares during the last quarter. Andra AP fonden increased its holdings in Expedia Group by 46.7% during the second quarter. Andra AP fonden now owns 98,073 shares of the online travel company’s stock worth $25,095,000 after buying an additional 31,200 shares during the last quarter. Tidal Investments LLC raised its position in Expedia Group by 47.4% during the second quarter. Tidal Investments LLC now owns 32,146 shares of the online travel company’s stock worth $8,226,000 after acquiring an additional 10,331 shares in the last quarter. Finally, Archford Capital Strategies LLC bought a new stake in Expedia Group during the second quarter worth $255,000. Institutional investors own 90.76% of the company’s stock.

About Expedia Group

Expedia Group, Inc is an online travel company that connects travelers with lodging, transportation, activities and other travel-related services. Its consumer brands include Expedia, Hotels.com, Vrbo, Travelocity, Orbitz, Wotif and ebookers. Through these platforms, customers can search for and book hotel stays, vacation rentals, flights, rental cars, cruises, vacation packages and activities.

The company also provides business-to-business travel technology and booking services through its partnerships with airlines, hotels, financial institutions, retailers and other organizations.