Todd Asset Management LLC Has $29.33 Million Position in Expedia Group, Inc. $EXPE

Todd Asset Management LLC trimmed its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE) by 9.8% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 137,215 shares of the online travel company’s stock after selling 14,862 shares during the quarter. Todd Asset Management LLC owned about 0.11% of Expedia Group worth $29,330,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in EXPE. Brighton Jones LLC bought a new stake in shares of Expedia Group during the fourth quarter worth about $408,000. NewEdge Advisors LLC increased its position in Expedia Group by 5.0% during the 1st quarter. NewEdge Advisors LLC now owns 5,455 shares of the online travel company’s stock valued at $917,000 after purchasing an additional 259 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Expedia Group during the second quarter worth $596,000. Concurrent Investment Advisors LLC bought a new position in shares of Expedia Group during the 2nd quarter worth approximately $312,000. Finally, Sequoia Financial Advisors LLC boosted its holdings in Expedia Group by 45.7% in the second quarter. Sequoia Financial Advisors LLC now owns 3,653 shares of the online travel company’s stock worth $616,000 after acquiring an additional 1,145 shares in the last quarter. Institutional investors own 90.76% of the company’s stock.

Expedia Group Stock Down 6.4%

Shares of NASDAQ:EXPE opened at $212.67 on Monday. Expedia Group, Inc. has a one year low of $130.01 and a one year high of $303.80. The company has a market cap of $26.06 billion, a price-to-earnings ratio of 21.59, a PEG ratio of 0.66 and a beta of 1.42. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.73 and a quick ratio of 0.74. The firm has a fifty day moving average price of $273.40 and a two-hundred day moving average price of $240.83.

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

Expedia Group Increases Dividend

The company also recently disclosed 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 0.9%. The ex-dividend date is Thursday, March 5th. This is an increase from Expedia Group’s previous quarterly dividend of $0.40. Expedia Group’s dividend payout ratio (DPR) is currently 16.24%.

Trending Headlines about Expedia Group

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

• Positive Sentiment: Q4 results beat expectations — Expedia reported stronger-than-expected revenue and EPS (bookings +11%, EBITDA +32%), showing B2B momentum that supports growth ahead. Expedia Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Company raised FY‑2026 revenue/booking outlook and flagged strong demand from business clients — an upside to medium‑term revenue trajectory driven by B2B contracts. Expedia forecasts upbeat 2026 bookings
• Positive Sentiment: Dividend increase — Expedia boosted its quarterly payout (20% increase), returning more cash and signaling confidence in cash flow. (Company release)
• Positive Sentiment: Several analysts raised price targets (Goldman Sachs, HSBC, Robert W. Baird, BMO, BTIG), reinforcing buy-side upside thesis for EXPE. Goldman Sachs target raise
• Neutral Sentiment: Strategic commentary on AI/“agentic commerce” — management plans to integrate AI-driven discovery and tools to keep travelers on Expedia’s platforms; long-term relevance play but execution risk remains. Expedia embraces agentic commerce
• Negative Sentiment: CFO cautioned on margins and described the economy as “dynamic,” dialing down margin expectations — comments amplified investor concern that near‑term profitability could be lower than the headline beat implied. CFO flags dynamic economy
• Negative Sentiment: Some analysts trimmed targets/turned cautious (DA Davidson lowered to $260, TD Cowen cut to $260; Citi kept a Hold) — mixed analyst reactions increased short‑term uncertainty and selling pressure. Analyst downgrades/target cuts
• Negative Sentiment: Market commentary highlighted that soft margin guidance makes 2026 a tougher year for online travel stocks, driving relative underperformance despite the earnings beat. Why online travel stocks face a tough year

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Morgan Stanley raised their price objective on shares of Expedia Group from $180.00 to $270.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 13th. Susquehanna upped their price objective on shares of Expedia Group from $200.00 to $265.00 and gave the stock a “neutral” rating in a research report on Monday, November 10th. BNP Paribas Exane assumed coverage on shares of Expedia Group in a research report on Monday, November 24th. They set a “hold” rating on the stock. Piper Sandler restated a “neutral” rating and issued a $225.00 target price (down previously from $250.00) on shares of Expedia Group in a research note on Friday. Finally, Benchmark decreased their price target on Expedia Group from $310.00 to $290.00 and set a “buy” rating for the company in a research report on Friday. Fourteen equities research analysts have rated the stock with a Buy rating and twenty-one have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $288.23.

Insider Activity

In related news, CAO Lance A. Soliday sold 849 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $248.08, for a total value of $210,619.92. Following the completion of the sale, the chief accounting officer owned 11,662 shares in the company, valued at $2,893,108.96. The trade was a 6.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Madhumita Moina Banerjee sold 1,000 shares of the stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $258.00, for a total transaction of $258,000.00. Following the transaction, the director owned 2,916 shares in the company, valued at $752,328. The trade was a 25.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 9.13% of the stock is currently 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.