Expedia Group (NASDAQ:EXPE) Posts Earnings Results, Beats Estimates By $0.55 EPS

Expedia Group (NASDAQ:EXPE) announced its quarterly earnings results on Thursday. The online travel company reported $1.96 EPS for the quarter, beating the consensus estimate of $1.41 by $0.55, FiscalAI reports. The business had revenue of $3.43 billion during the quarter, compared to analysts’ expectations of $3.35 billion. Expedia Group had a return on equity of 79.32% and a net margin of 9.81%.The firm’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.40 EPS.

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

• Strong Q1 beat: Gross bookings rose 13% and revenue grew 15%, with adjusted EBITDA of $542M and a 15.8% margin — roughly a 6-point margin expansion and the highest Q1 margin in 15 years.
• Accelerating AI adoption is enhancing personalization, supply onboarding, and post?booking servicing (30%+ of self?service interactions powered by AI and agent onboarding time down ~60%), which management says is boosting conversion and marketing productivity.
• B2B momentum remains strong with bookings up 22% and revenue up 25%, led by API/RapidAPI and new exclusive partnerships (Bank of Montreal AIR MILES and an exclusive Uber hotel integration) that broaden distribution.
• Geopolitical events (Middle East conflict) and Mexico travel advisories drove elevated cancellations in March (management cited roughly a 2?point hit), creating volatility and prompting a cautious tone in near?term guidance despite an April rebound.
• Balance sheet and capital return actions were notable: $700M of buybacks in Q1, a new $5B repurchase authorization, debt retirements and $1B long?term issuance, while reiterating full?year growth targets and expected EBITDA margin expansion of 100–125 bps.

Expedia Group Stock Performance

EXPE stock traded down $22.81 during midday trading on Friday, hitting $229.98. 4,188,607 shares of the company traded hands, compared to its average volume of 1,552,386. Expedia Group has a twelve month low of $148.55 and a twelve month high of $303.80. The company has a quick ratio of 0.73, a current ratio of 0.73 and a debt-to-equity ratio of 1.75. The business has a 50 day simple moving average of $238.05 and a 200-day simple moving average of $249.59. The stock has a market capitalization of $28.18 billion, a price-to-earnings ratio of 20.24, a price-to-earnings-growth ratio of 0.77 and a beta of 1.30.

Expedia Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Shareholders of record on Thursday, May 28th will be issued a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, May 28th. Expedia Group’s dividend payout ratio (DPR) is 19.49%.

Expedia Group News Summary

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

• Positive Sentiment: Expedia reported stronger-than-expected Q1 results, with EPS of $1.96 beating estimates and revenue of $3.43 billion also topping forecasts. Bookings rose 13%, revenue climbed 15%, and B2B gross bookings jumped 22%, showing the company’s higher-margin business continues to drive growth. Expedia Group Reports First Quarter 2026 Results
• Positive Sentiment: Analysts remained constructive after the report, with BTIG and Bank of America reiterating bullish views and raising price targets, suggesting Wall Street still sees upside if Expedia can sustain its growth and margin improvement. Justin Post Reiterates Buy on Expedia, Lifts Price Target to $310
• Neutral Sentiment: Expedia is leaning harder into AI, including integrations with ChatGPT and Claude and AI-powered customer support. Investors may view this as a long-term competitive advantage, though higher compute costs could offset near-term benefits. Expedia Group sees reward and risk in the rise of AI-powered travel
• Neutral Sentiment: The company also announced a quarterly dividend, which is a modest shareholder-return positive but unlikely to be a major stock driver on its own.
• Negative Sentiment: Guidance and external travel concerns are weighing on the stock. Reports cited weaker outlook language and geopolitical/travel advisory headwinds, including the Middle East conflict and a Mexico travel advisory, which trimmed bookings and room-night growth. Expedia tumbles as Middle East conflict, Mexico travel advisory hit bookings

Insider Buying and Selling

In other Expedia Group news, insider Robert J. Dzielak sold 8,225 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $220.82, for a total transaction of $1,816,244.50. Following the transaction, the insider owned 102,480 shares in the company, valued at $22,629,633.60. This trade represents a 7.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 9.13% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Expedia Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in EXPE. Brighton Jones LLC acquired a new position in Expedia Group during the fourth quarter valued at approximately $408,000. NewEdge Advisors LLC grew its holdings in Expedia Group by 5.0% during the first 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 last quarter. Sivia Capital Partners LLC bought a new stake in shares of Expedia Group in the second quarter valued at approximately $596,000. Daiwa Securities Group Inc. grew its stake in shares of Expedia Group by 6.5% in the second quarter. Daiwa Securities Group Inc. now owns 21,265 shares of the online travel company’s stock worth $3,587,000 after acquiring an additional 1,290 shares during the last quarter. Finally, AXA S.A. grew its stake in shares of Expedia Group by 5.9% in the second quarter. AXA S.A. now owns 11,042 shares of the online travel company’s stock worth $1,863,000 after acquiring an additional 615 shares during the last quarter. Institutional investors and hedge funds own 90.76% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on EXPE. Wall Street Zen lowered shares of Expedia Group from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 2nd. Jefferies Financial Group raised shares of Expedia Group from a “hold” rating to a “buy” rating and raised their price objective for the company from $240.00 to $300.00 in a research report on Monday, March 30th. Wells Fargo & Company cut their price objective on shares of Expedia Group from $310.00 to $307.00 and set an “equal weight” rating on the stock in a research report on Friday. Zacks Research lowered shares of Expedia Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 23rd. Finally, Argus cut their price objective on shares of Expedia Group from $345.00 to $250.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. Fourteen analysts have rated the stock with a Buy rating and twenty-two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $283.42.

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.