Aberdeen Group plc Sells 7,871 Shares of Expedia Group, Inc. $EXPE

Aberdeen Group plc cut its position in Expedia Group, Inc. (NASDAQ:EXPE) by 7.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 96,678 shares of the online travel company’s stock after selling 7,871 shares during the quarter. Aberdeen Group plc’s holdings in Expedia Group were worth $20,665,000 as of its most recent SEC filing.

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

Key Expedia Group News

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

• Positive Sentiment: Q4 beat and revenue/gross‑bookings growth: Expedia reported an earnings beat led by strong B2B bookings (+24%) and advertising, helping revenue grow ~11% Y/Y — confirms near‑term demand strength and supports earnings durability. EXPE Q4 Earnings Beat
• Positive Sentiment: AI-driven revenue lift and product experimentation: Management is pushing AI across product, marketing and internal operations; TravelWeekly and GeekWire highlight double‑digit growth tied to AI initiatives — a potential long‑term margin and traffic benefit if experiments scale. Expedia Group sees double-digit growth We’re experimenting aggressively (GeekWire)
• Positive Sentiment: Technical/contrarian view: Some outlets (Zacks) call EXPE oversold after a sharp multi‑week drop and highlight analyst upward revisions to earnings — a buy‑the‑dip thesis for value/momentum traders. Down 25.4% in 4 Weeks (Zacks)
• Neutral Sentiment: Consumer pricing trend: Data on cheapest departure days (e.g., “Air Hacks” story) is marketing‑oriented and may nudge short‑term bookings but is unlikely to materially change fundamentals. EXPEDIA 2026 AIR HACKS
• Neutral Sentiment: Analyst/market posture: Several firms reaffirmed market‑perform/neutral ratings (Wedbush, Citizens/JMP) with price targets above today’s levels, implying mixed near‑term sentiment but continued conviction in longer‑term upside. Analyst rating notes (Benzinga)
• Negative Sentiment: Post‑earnings margin caution: Market reaction appears focused on Expedia’s modest full‑year 2026 adjusted‑EBITDA margin expansion guidance — investors expected more after the stock’s run, prompting de‑risking and momentum unwind. Expedia slides on 2026 margin outlook (QuiverQuant)
• Negative Sentiment: Market volatility and recent heavy selling: Coverage pieces note a ~25% monthly share decline and insider selling activity; momentum/position‑sizing moves by institutions likely amplify short‑term downside. Assessing EXPE after 25% drop (Yahoo)

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on EXPE shares. Benchmark decreased their price objective on Expedia Group from $310.00 to $290.00 and set a “buy” rating for the company in a report on Friday. Citigroup lifted their price target on Expedia Group from $206.00 to $281.00 and gave the company a “neutral” rating in a research note on Tuesday, November 11th. Argus increased their price objective on Expedia Group from $340.00 to $345.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. BTIG Research restated a “buy” rating and issued a $330.00 target price on shares of Expedia Group in a report on Friday, February 13th. Finally, Morgan Stanley upped their price target on Expedia Group from $180.00 to $270.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 13th. Thirteen 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 has an average rating of “Hold” and an average target price of $287.42.

Insider Buying and Selling

In related news, CAO Lance A. Soliday sold 849 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $248.08, for a total transaction of $210,619.92. Following the sale, the chief accounting officer owned 11,662 shares of the company’s stock, valued at approximately $2,893,108.96. This represents a 6.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Madhumita Moina Banerjee sold 1,000 shares of the firm’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $258.00, for a total value of $258,000.00. Following the completion of the transaction, the director owned 2,916 shares of the company’s stock, valued at approximately $752,328. This represents a 25.54% decrease in their position. The SEC filing for this sale provides additional information. 9.13% of the stock is currently owned by insiders.

Expedia Group Stock Down 5.8%

EXPE opened at $200.42 on Wednesday. The company’s 50-day moving average price is $271.15 and its two-hundred day moving average price is $241.21. Expedia Group, Inc. has a twelve month low of $130.01 and a twelve month high of $303.80. The stock has a market cap of $24.56 billion, a price-to-earnings ratio of 20.35, a PEG ratio of 0.66 and a beta of 1.41. The company has a quick ratio of 0.74, a current ratio of 0.73 and a debt-to-equity ratio of 1.75.

Expedia Group (NASDAQ:EXPE) last released its quarterly earnings data on Thursday, February 12th. The online travel company reported $3.78 EPS for the quarter, beating the consensus estimate of $3.32 by $0.46. The business had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.41 billion. Expedia Group had a net margin of 8.78% and a return on equity of 72.23%. The company’s revenue was up 11.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.39 earnings per share. As a group, equities analysts expect that Expedia Group, Inc. will post 12.28 earnings per share for the current year.

Expedia Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be issued a $0.48 dividend. This is a boost from Expedia Group’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $1.92 annualized dividend and a yield of 1.0%. Expedia Group’s payout ratio is 16.24%.

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.