Sequoia Financial Advisors LLC Raises Stake in Expedia Group, Inc. $EXPE

Sequoia Financial Advisors LLC increased its stake in Expedia Group, Inc. (NASDAQ:EXPE) by 67.8% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 7,763 shares of the online travel company’s stock after buying an additional 3,137 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Expedia Group were worth $2,199,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Lmcg Investments LLC boosted its holdings in shares of Expedia Group by 276.0% in the 4th quarter. Lmcg Investments LLC now owns 9,655 shares of the online travel company’s stock worth $2,735,000 after buying an additional 7,087 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of Expedia Group by 3.5% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 245,776 shares of the online travel company’s stock worth $69,540,000 after buying an additional 8,253 shares during the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in shares of Expedia Group by 1.4% in the 4th quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 16,919 shares of the online travel company’s stock worth $4,793,000 after buying an additional 229 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its holdings in shares of Expedia Group by 1,059.6% in the 4th quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,090 shares of the online travel company’s stock worth $309,000 after buying an additional 996 shares during the last quarter. Finally, Highland Capital Management LLC purchased a new position in shares of Expedia Group in the 4th quarter worth about $2,065,000. 90.76% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Expedia Group

In other news, insider Robert J. Dzielak sold 8,225 shares of the company’s stock in a transaction dated 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 sale, the insider directly owned 102,480 shares in the company, valued at $22,629,633.60. This represents a 7.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 9.81% of the stock is currently owned by corporate insiders.

Expedia Group Stock Performance

Shares of EXPE opened at $229.98 on Monday. The business’s 50-day moving average price is $238.05 and its 200-day moving average price is $249.59. Expedia Group, Inc. has a twelve month low of $148.55 and a twelve month high of $303.80. The stock has a market cap of $28.18 billion, a PE ratio of 20.24, a P/E/G ratio of 0.70 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 2.43.

Expedia Group (NASDAQ:EXPE) last announced its quarterly earnings results on Thursday, May 7th. The online travel company reported $1.96 earnings per share for the quarter, beating the consensus estimate of $1.41 by $0.55. Expedia Group had a return on equity of 84.33% and a net margin of 9.81%.The firm had revenue of $3.43 billion for the quarter, compared to analysts’ expectations of $3.35 billion. During the same period in the prior year, the business posted $0.40 earnings per share. The company’s revenue was up 14.7% on a year-over-year basis. On average, equities analysts forecast that Expedia Group, Inc. will post 16.64 EPS for the current fiscal year.

Expedia Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Stockholders of record on Thursday, May 28th will be given a dividend of $0.48 per share. The ex-dividend date is Thursday, May 28th. This represents a $1.92 annualized dividend and a dividend yield of 0.8%. Expedia Group’s dividend payout ratio is currently 16.90%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on EXPE. Sanford C. Bernstein cut their price target 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. Piper Sandler boosted their price objective on Expedia Group from $225.00 to $245.00 and gave the company a “neutral” rating in a research note on Friday. Susquehanna restated a “neutral” rating and issued a $240.00 price objective on shares of Expedia Group in a research note on Tuesday, February 17th. Morgan Stanley boosted their price objective on Expedia Group from $270.00 to $290.00 and gave the company an “equal weight” rating in a research note on Tuesday, April 28th. Finally, Jefferies Financial Group upgraded Expedia Group from a “hold” rating to a “buy” rating and boosted their price objective for the company from $240.00 to $300.00 in a research note on Monday, March 30th. Fourteen investment 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 presently has an average rating of “Hold” and an average target price of $283.42.

Trending Headlines about Expedia Group

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

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.