Wesbanco Bank Inc. Trims Position in Expedia Group, Inc. $EXPE

Wesbanco Bank Inc. lowered its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE) by 70.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,401 shares of the online travel company’s stock after selling 3,399 shares during the quarter. Wesbanco Bank Inc.’s holdings in Expedia Group were worth $299,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Spire Wealth Management increased its holdings in shares of Expedia Group by 114.3% in the second quarter. Spire Wealth Management now owns 150 shares of the online travel company’s stock valued at $25,000 after purchasing an additional 80 shares during the period. Grey Fox Wealth Advisors LLC acquired a new stake in shares of Expedia Group during the third quarter worth $30,000. SOA Wealth Advisors LLC. purchased a new position in Expedia Group in the 3rd quarter valued at $36,000. Armstrong Advisory Group Inc. grew its position in Expedia Group by 212.7% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 172 shares of the online travel company’s stock valued at $37,000 after buying an additional 117 shares during the last quarter. Finally, Westside Investment Management Inc. increased its stake in Expedia Group by 43.2% in the 3rd quarter. Westside Investment Management Inc. now owns 189 shares of the online travel company’s stock valued at $41,000 after buying an additional 57 shares during the period. 90.76% of the stock is owned by institutional investors and hedge funds.

Key Expedia Group News

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

• Positive Sentiment: Q4 results beat expectations — Expedia reported $3.78 EPS and $3.55B revenue, topping estimates and showing 11% revenue growth, which supports near‑term fundamentals and profitability. MarketBeat: Q4 Results
• Positive Sentiment: Dividend increase — the board raised the quarterly payout to $0.48 (20% increase), boosting yield and returning cash to shareholders, which can support investor demand. (Company announcement)
• Positive Sentiment: Upbeat 2026 bookings/revenue outlook driven by B2B demand — management guided above Wall Street on 2026 gross bookings and cited strong traction from corporate clients and partners, highlighting durable B2B revenue growth. Reuters: 2026 Bookings Guidance
• Neutral Sentiment: Strategic response to AI/agentic commerce — management said they’re embracing AI assistants and “agentic commerce” to keep traffic on Expedia’s platforms; this is a longer‑term strategic positive but execution and monetization remain uncertain. PYMNTS: Agentic Commerce
• Neutral Sentiment: Full earnings package & materials available — transcript, slide deck and filings published (useful for investors doing deeper diligence on margins, B2B metrics and guidance). Seeking Alpha: Earnings Transcript
• Negative Sentiment: Analyst caution and price‑target cut — TD Cowen’s Kevin Kopelman kept a Hold and cut the PT to $260 (from $300), citing persistent B2C weakness and valuation concerns; analyst caution can pressure sentiment and limit near‑term upside. TipRanks: TD Cowen Hold & PT Cut
• Negative Sentiment: AI and macro uncertainty — analysts and market commentary flagged AI disruption risks to travel‑shopping behavior and recent macro reports (housing, CPI) that weighed on markets; these raise near‑term uncertainty around the consumer travel recovery. Investing.com: AI Concerns

Expedia Group Stock Performance

NASDAQ:EXPE opened at $227.24 on Friday. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 1.72. The company has a market capitalization of $27.84 billion, a P/E ratio of 21.75, a price-to-earnings-growth ratio of 0.72 and a beta of 1.41. The firm has a 50-day moving average price of $274.41 and a two-hundred day moving average price of $239.82. Expedia Group, Inc. has a twelve month low of $130.01 and a twelve month high of $303.80.

Expedia Group (NASDAQ:EXPE) last released its quarterly earnings results 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. Expedia Group had a net margin of 9.66% and a return on equity of 64.15%. The business had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.41 billion. During the same period in the prior year, the business earned $2.39 earnings per share. The company’s quarterly revenue was up 11.4% on a year-over-year basis. As a group, research analysts expect that Expedia Group, Inc. will post 12.28 earnings per share for the current fiscal year.

Expedia Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be issued a $0.48 dividend. This represents a $1.92 dividend on an annualized basis and a dividend yield of 0.8%. This is a positive change from Expedia Group’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Thursday, March 5th. Expedia Group’s payout ratio is presently 15.31%.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Oppenheimer lifted their target price on shares of Expedia Group from $250.00 to $290.00 and gave the company an “outperform” rating in a report on Friday, November 7th. UBS Group lifted their price objective on Expedia Group from $257.00 to $270.00 and gave the company a “neutral” rating in a report on Tuesday, February 3rd. Evercore ISI reissued an “outperform” rating on shares of Expedia Group in a report on Monday. Susquehanna upped their price objective on Expedia Group from $200.00 to $265.00 and gave the stock a “neutral” rating in a report on Monday, November 10th. Finally, BTIG Research increased their price objective on Expedia Group from $275.00 to $330.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Fourteen investment analysts have rated the stock with a Buy rating and twenty have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $292.23.

Insider Buying and Selling at Expedia Group

In related news, Director Madhumita Moina Banerjee sold 1,000 shares of the business’s stock in a transaction dated Monday, December 1st. The shares were 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. The trade was a 25.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Lance A. Soliday sold 849 shares of the firm’s 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 directly owned 11,662 shares in the company, valued at $2,893,108.96. This represents a 6.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 9.13% of the stock is owned by corporate insiders.

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.