Expedia Group, Inc. $EXPE Shares Bought by Neo Ivy Capital Management

Neo Ivy Capital Management increased its stake in Expedia Group, Inc. (NASDAQ:EXPE) by 495.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,124 shares of the online travel company’s stock after acquiring an additional 9,257 shares during the period. Neo Ivy Capital Management’s holdings in Expedia Group were worth $2,378,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of EXPE. Orion Porfolio Solutions LLC raised its stake in Expedia Group by 0.4% during the third quarter. Orion Porfolio Solutions LLC now owns 9,814 shares of the online travel company’s stock worth $2,098,000 after purchasing an additional 38 shares during the period. Bessemer Group Inc. boosted its holdings in Expedia Group by 0.8% in the third quarter. Bessemer Group Inc. now owns 6,201 shares of the online travel company’s stock valued at $1,325,000 after acquiring an additional 52 shares during the last quarter. First Horizon Advisors Inc. grew its holdings in shares of Expedia Group by 4.3% during the 2nd quarter. First Horizon Advisors Inc. now owns 1,346 shares of the online travel company’s stock worth $227,000 after purchasing an additional 55 shares during the period. Blue Trust Inc. grew its stake in Expedia Group by 8.0% during the third quarter. Blue Trust Inc. now owns 745 shares of the online travel company’s stock worth $159,000 after buying an additional 55 shares during the period. Finally, Millington Financial Advisors LLC boosted its position in Expedia Group by 0.4% during the 3rd quarter. Millington Financial Advisors LLC now owns 13,308 shares of the online travel company’s stock worth $2,870,000 after purchasing an additional 55 shares during the period. 90.76% of the stock is currently owned by hedge funds and other institutional investors.

Expedia Group Stock Performance

Expedia Group stock opened at $249.62 on Friday. Expedia Group, Inc. has a 52 week low of $130.01 and a 52 week high of $303.80. The company has a current ratio of 0.73, a quick ratio of 0.73 and a debt-to-equity ratio of 1.75. The stock has a market cap of $30.59 billion, a P/E ratio of 25.34, a price-to-earnings-growth ratio of 0.78 and a beta of 1.41. The stock has a 50 day moving average of $252.93 and a 200-day moving average of $242.17.

Expedia Group (NASDAQ:EXPE) last issued its quarterly earnings results on Thursday, February 12th. The online travel company reported $3.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.32 by $0.46. The business had revenue of $3.55 billion during the quarter, compared to analyst estimates of $3.41 billion. Expedia Group had a net margin of 8.78% and a return on equity of 72.23%. The business’s revenue was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.39 earnings per share. On average, analysts expect that Expedia Group, Inc. will post 12.28 EPS for the current fiscal year.

Expedia Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be given a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, March 5th. This is an increase from Expedia Group’s previous quarterly dividend of $0.40. Expedia Group’s payout ratio is presently 19.49%.

Analysts Set New Price Targets

EXPE has been the subject of a number of recent research reports. Oppenheimer increased their target price on Expedia Group from $250.00 to $290.00 and gave the company an “outperform” rating in a research note on Friday, November 7th. Barclays increased their price objective on shares of Expedia Group from $245.00 to $260.00 and gave the company an “equal weight” rating in a research report on Friday, February 13th. The Goldman Sachs Group boosted their target price on shares of Expedia Group from $325.00 to $355.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Citigroup lowered their price target on shares of Expedia Group from $281.00 to $225.00 and set a “buy” rating for the company in a report on Friday, February 20th. Finally, Mizuho dropped their price target on shares of Expedia Group from $270.00 to $245.00 and set a “neutral” rating on the stock in a research note on Tuesday. Thirteen 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 company has an average rating of “Hold” and an average target price of $281.74.

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 shares were sold at an average price of $220.82, for a total value of $1,816,244.50. Following the sale, the insider owned 102,480 shares in the company, valued at approximately $22,629,633.60. This represents a 7.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 9.13% of the company’s stock.

Expedia Group News Roundup

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

• Positive Sentiment: Expedia announced a higher quarterly dividend (raised to $0.48/share) and investor buying to qualify for the payout helped lift demand; that dividend news is a direct catalyst for short‑term buying. Article Link
• Positive Sentiment: Management disclosed a partnership that packages event‑demand forecasting into potential B2B revenue opportunities — investors view this as a new growth avenue beyond consumer bookings. Article Link
• Positive Sentiment: Reports that OpenAI is rethinking ChatGPT shopping triggered a sector “relief rally” that boosted travel platforms like Expedia on hopes of additional traffic/distribution opportunities. Article Link
• Positive Sentiment: Unusual options activity — elevated call buying (~9,200 calls) — indicates bullish positioning or hedging ahead of the dividend/partnership news, amplifying intraday upside (informational; no direct article link).
• Neutral Sentiment: Market coverage and “trending” writeups summarized the move and context (volume, option flows); useful for sentiment tracking but not new fundamentals. Article Link
• Neutral Sentiment: Short‑interest reporting showed no meaningful change in the available feed (odd zero-value reporting), so short covering is unlikely to explain the move based on current public data.
• Negative Sentiment: Insider selling: Robert J. Dzielak (Chief Legal Officer) sold 8,225 shares (~$1.82M), reducing his stake ~7.4% — a routine but potentially sentiment‑negative disclosure for some investors. SEC/Insider Filing
• Negative Sentiment: Mizuho cut its price target on EXPE to $245 and kept a Neutral rating — an analyst constraint that may cap upside or encourage some profit‑taking after the pop. Article Link

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.