Expedia Group (NASDAQ:EXPE) Issues Earnings Results

Expedia Group (NASDAQ:EXPE) posted its quarterly earnings results on Wednesday. The online travel company reported $5.76 EPS for the quarter, beating the consensus estimate of $5.22 by $0.54, FiscalAI reports. Expedia Group had a net margin of 9.81% and a return on equity of 84.33%. The business had revenue of $4.32 billion during the quarter, compared to analyst estimates of $4.17 billion. During the same quarter in the previous year, the business posted $4.24 EPS. The company’s quarterly revenue was up 14.0% compared to the same quarter last year.

Here are the key takeaways from Expedia Group’s conference call:

• Q2 results exceeded expectations, with gross bookings up 12%, revenue up 14%, adjusted EBITDA up 23% to $1.1 billion, and adjusted EPS up 36% year over year.
• Expedia raised its full-year outlook to $129.5 billion–$130.8 billion in gross bookings, $16.05 billion–$16.22 billion in revenue, and 150–175 basis points of adjusted EBITDA margin expansion.
• The B2B business delivered its 20th consecutive quarter of double-digit growth, while Expedia continues expanding its one-stop travel shop through investments and acquisitions including Tiqets and the proposed CarTrawler deal.
• Consumer demand remained resilient, particularly in the U.S., supported by longer stays and booking windows, stronger loyalty-member performance, improved marketing returns, AI-driven personalization, and higher product attach rates.
• Expedia expects Q3 growth and margin expansion to moderate because of tougher comparisons, lapping prior cost reductions, continued B2B investment, and unfavorable foreign-exchange impacts; Europe, especially outbound travel, also remains pressured by macroeconomic conditions and reduced air capacity.

Expedia Group Stock Performance

Shares of NASDAQ EXPE traded up $7.60 during mid-day trading on Wednesday, hitting $319.66. The stock had a trading volume of 3,007,399 shares, compared to its average volume of 1,561,594. The firm has a market cap of $39.17 billion, a PE ratio of 28.14, a PEG ratio of 0.81 and a beta of 1.22. The company has a debt-to-equity ratio of 2.43, a quick ratio of 0.73 and a current ratio of 0.73. The company has a 50 day moving average of $257.56 and a two-hundred day moving average of $243.87. Expedia Group has a twelve month low of $181.58 and a twelve month high of $326.99.

Expedia Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Thursday, May 28th were given a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Thursday, May 28th. Expedia Group’s dividend payout ratio is presently 16.90%.

Insider Activity

In other news, CAO Lance A. Soliday sold 940 shares of the stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $221.86, for a total value of $208,548.40. Following the transaction, the chief accounting officer directly owned 14,083 shares of the company’s stock, valued at approximately $3,124,454.38. This represents a 6.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Robert J. Dzielak sold 4,702 shares of Expedia Group stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $233.00, for a total value of $1,095,566.00. Following the sale, the insider directly owned 105,448 shares of the company’s stock, valued at $24,569,384. This trade represents a 4.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 5.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in EXPE. Wellington Management Group LLP boosted its stake in shares of Expedia Group by 24,899.5% in the third quarter. Wellington Management Group LLP now owns 1,808,466 shares of the online travel company’s stock worth $386,560,000 after buying an additional 1,801,232 shares during the last quarter. AQR Capital Management LLC increased its stake in shares of Expedia Group by 25.0% in the 3rd quarter. AQR Capital Management LLC now owns 3,645,732 shares of the online travel company’s stock valued at $779,275,000 after purchasing an additional 728,063 shares in the last quarter. First Trust Advisors LP raised its stake in shares of Expedia Group by 594.0% during the 4th quarter. First Trust Advisors LP now owns 583,830 shares of the online travel company’s stock worth $165,405,000 after buying an additional 499,706 shares during the period. Voloridge Investment Management LLC lifted its position in shares of Expedia Group by 465.6% in the third quarter. Voloridge Investment Management LLC now owns 452,867 shares of the online travel company’s stock valued at $96,800,000 after acquiring an additional 372,798 shares in the last quarter. Finally, Corient Private Wealth LLC boosted its holdings in shares of Expedia Group by 664.4% during the 4th quarter. Corient Private Wealth LLC now owns 397,165 shares of the online travel company’s stock worth $112,521,000 after purchasing an additional 345,210 shares during the last quarter. Hedge funds and other institutional investors own 90.76% of the company’s stock.

Expedia Group News Summary

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

• Positive Sentiment: Quarterly earnings and revenue beat estimates: Expedia reported second-quarter earnings of $5.76 per share, up from $4.24 a year earlier and above analyst estimates ranging from $5.22 to $5.45. Revenue rose 14% year over year to $4.32 billion, exceeding the roughly $4.17 billion consensus. Expedia Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Full-year revenue outlook raised: Expedia now expects 2026 revenue of approximately $16.1 billion to $16.2 billion, above its previous $15.6 billion-to-$16.0 billion range and slightly ahead of the roughly $16.0 billion analyst consensus. Expedia Raises Revenue View on Higher Profit, Revenue
• Positive Sentiment: Demand trends remain favorable: Management raised its annual forecast as domestic travel demand stayed resilient, suggesting continued support for bookings and revenue growth. Expedia Raises Annual Forecast on Resilient Domestic Travel Demand
• Positive Sentiment: Near-term revenue outlook is in line with expectations: Expedia projected third-quarter revenue of $4.7 billion to $4.8 billion, consistent with the consensus estimate, while its updated full-year revenue forecast exceeded expectations.
• Positive Sentiment: Analyst sentiment was supportive: Truist Financial indicated that Expedia’s stock was expected to rise, adding to the positive reaction surrounding the earnings report. Truist Analyst Expects Expedia Stock to Rise

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on EXPE shares. The Goldman Sachs Group reissued a “buy” rating and set a $330.00 price objective on shares of Expedia Group in a report on Monday, July 20th. Dbs Bank raised Expedia Group from a “hold” rating to a “moderate buy” rating in a research report on Monday, May 11th. B. Riley Financial reduced their price target on Expedia Group from $360.00 to $350.00 and set a “buy” rating for the company in a research report on Monday, April 27th. TD Cowen upped their price objective on Expedia Group from $260.00 to $285.00 and gave the stock a “hold” rating in a research note on Wednesday, April 22nd. Finally, Morgan Stanley raised their price objective on Expedia Group from $290.00 to $300.00 and gave the company an “equal weight” rating in a research report on Thursday, July 30th. Seventeen investment analysts have rated the stock with a Buy rating and twenty-two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Expedia Group has a consensus rating of “Hold” and a consensus target price of $292.67.

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.