AustralianSuper Pty Ltd Sells 103,852 Shares of Expedia Group, Inc. $EXPE

AustralianSuper Pty Ltd lowered its position in Expedia Group, Inc. (NASDAQ:EXPE) by 35.1% during the 3rd quarter, HoldingsChannel reports. The fund owned 192,200 shares of the online travel company’s stock after selling 103,852 shares during the period. AustralianSuper Pty Ltd’s holdings in Expedia Group were worth $41,083,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of Expedia Group by 0.7% in the 2nd quarter. Vanguard Group Inc. now owns 15,304,305 shares of the online travel company’s stock valued at $2,581,530,000 after acquiring an additional 102,494 shares during the period. Norges Bank acquired a new position in Expedia Group during the 2nd quarter valued at approximately $663,882,000. Geode Capital Management LLC grew its stake in Expedia Group by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 3,414,935 shares of the online travel company’s stock valued at $574,364,000 after purchasing an additional 58,244 shares during the last quarter. AQR Capital Management LLC increased its stake in shares of Expedia Group by 102.0% in the second quarter. AQR Capital Management LLC now owns 2,917,669 shares of the online travel company’s stock worth $492,152,000 after acquiring an additional 1,473,386 shares during the period. Finally, Alkeon Capital Management LLC raised its stake in shares of Expedia Group by 4.2% during the 2nd quarter. Alkeon Capital Management LLC now owns 2,475,276 shares of the online travel company’s stock valued at $417,530,000 after buying an additional 100,000 shares during the last quarter. Hedge funds and other institutional investors own 90.76% of the company’s stock.

Expedia Group Stock Performance

Shares of EXPE opened at $265.76 on Thursday. Expedia Group, Inc. has a 1 year low of $130.01 and a 1 year high of $303.80. The company’s 50 day simple moving average is $276.64 and its 200 day simple moving average is $235.63. The company has a debt-to-equity ratio of 1.72, a quick ratio of 0.74 and a current ratio of 0.74. The company has a market capitalization of $32.56 billion, a price-to-earnings ratio of 25.43, a PEG ratio of 0.86 and a beta of 1.43.

Expedia Group (NASDAQ:EXPE) last released its earnings results on Thursday, November 6th. The online travel company reported $7.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.10 by $0.47. Expedia Group had a net margin of 9.66% and a return on equity of 64.15%. The business had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.28 billion. During the same period last year, the company earned $6.13 earnings per share. The company’s quarterly revenue was up 8.7% on a year-over-year basis. On average, sell-side analysts predict that Expedia Group, Inc. will post 12.28 EPS for the current year.

Expedia Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, December 11th. Stockholders of record on Wednesday, November 19th were paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Wednesday, November 19th. Expedia Group’s dividend payout ratio is 15.31%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the company. Rothschild & Co Redburn lifted their price target on Expedia Group from $290.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Jefferies Financial Group raised their price target on shares of Expedia Group from $270.00 to $285.00 and gave the stock a “hold” rating in a report on Thursday, December 11th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Expedia Group in a report on Monday, December 29th. Benchmark increased their target price on shares of Expedia Group from $265.00 to $310.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Finally, JPMorgan Chase & Co. raised their target price on shares of Expedia Group from $225.00 to $260.00 and gave the company a “neutral” rating in a report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and twenty-two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $290.10.

Insiders Place Their Bets

In other Expedia Group news, CAO Lance A. Soliday sold 849 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $248.08, for a total value of $210,619.92. Following the completion of the transaction, the chief accounting officer owned 11,662 shares in the company, valued at approximately $2,893,108.96. This represents a 6.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Madhumita Moina Banerjee sold 1,000 shares of the firm’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $258.00, for a total value of $258,000.00. Following the transaction, the director directly owned 2,916 shares in the company, valued at $752,328. This trade represents a 25.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 4,849 shares of company stock valued at $1,283,270 in the last quarter. Insiders own 9.13% of the company’s stock.

Key Stories Impacting Expedia Group

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

• Positive Sentiment: Clear B2B momentum cited by an investor letter, highlighting demand strength in Expedia’s wholesale and partner-facing businesses — supports revenue durability and upside to consensus. InsiderMonkey: EXPE Advances on Strong B2B Momentum
• Positive Sentiment: Short interest fell meaningfully in mid‑January (down ~12.4% vs. Dec 31 to ~6.11M shares, ~5.5% of float, days‑to‑cover ~4.2) — reduces near‑term short pressure and the risk of squeeze-driven volatility.
• Positive Sentiment: Featured on Zacks screens as a Zacks Rank #1 (Strong Buy) in momentum and value lists — indicates favorable earnings revisions and analyst sentiment improvements. Zacks: Best “Strong Buy” Momentum Stocks Zacks: Best Value Stocks
• Positive Sentiment: Analyst commentary and valuation pieces argue Expedia’s fundamentals and multiple still justify recent gains, supporting further upside if macro travel demand holds. Seeking Alpha: Valuation & Fundamentals
• Neutral Sentiment: Wall Street coverage characterized as “cautiously optimistic” — broadly supportive but not uniformly bullish, implying mixed near‑term guidance sensitivity. Barchart: Analyst Outlook
• Neutral Sentiment: Administrative short-interest report for Jan 28 appears to show zero/NaN data and is likely a reporting anomaly — treat with caution until corrected.
• Negative Sentiment: Fresh round of layoffs and organization changes reported (162 impacted in WA state plus broader cuts) — negative for sentiment and may signal tougher cost actions or restructuring-related uncertainty. GeekWire: WA layoffs filing Skift: Expedia job cuts Financial Express: Organisation changes

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.