Expedia Group (NASDAQ:EXPE) Stock Price Up 11.4% on Earnings Beat

Expedia Group, Inc. (NASDAQ:EXPE)’s share price shot up 11.4% during trading on Wednesday following a better than expected earnings announcement. The stock traded as high as $318.65 and last traded at $318.4440. Approximately 518,845 shares changed hands during mid-day trading, a decline of 74% from the average daily volume of 1,985,196 shares. The stock had previously closed at $285.77.

The online travel company reported $9.39 EPS for the quarter, topping the consensus estimate of $8.85 by $0.54. Expedia Group had a net margin of 12.98% and a return on equity of 97.32%. The company had revenue of $4.94 billion during the quarter, compared to the consensus estimate of $4.73 billion. During the same period in the previous year, the firm posted $7.57 earnings per share. The company’s revenue for the quarter was up 11.9% compared to the same quarter last year.

Expedia Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Wednesday, November 18th will be issued a $0.48 dividend. The ex-dividend date is Wednesday, November 18th. This represents a $1.92 dividend on an annualized basis and a yield of 0.7%. Expedia Group’s dividend payout ratio is currently 11.21%.

Key Headlines Impacting Expedia Group

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

• Positive Sentiment: Expedia beat third-quarter estimates, reporting $9.39 in adjusted earnings per share and $4.94 billion in revenue. It also raised its 2026 outlook, with B2B growth and margin improvement supporting the forecast. EXPE Q3 Earnings Call Highlights Higher Outlook & Q4 Caution
• Positive Sentiment: The company declared a quarterly dividend of $0.48 per share, providing a modest income component. Expedia declares $0.48 dividend
• Neutral Sentiment: Analyst views were mixed: Susquehanna, JPMorgan and Barclays lowered price targets while keeping neutral or equal-weight ratings; Cantor Fitzgerald raised its target, and Piper Sandler lifted its target while reaffirming neutral. Susquehanna price-target update
• Negative Sentiment: The main concern is Expedia’s softer fourth-quarter bookings and revenue outlook. Management cited slower demand and geopolitical uncertainty, prompting investors to discount the strong Q3 results and higher annual guidance. Expedia shares slide after below-par quarterly revenue forecast fuels concerns
• Negative Sentiment: Airbnb’s accelerating revenue growth and raised outlook are highlighting a relative weakness in Expedia’s near-term outlook; reports said Expedia and Booking Holdings fell as Airbnb shares rallied. Airbnb Jumps on Growth; Booking Holdings and Expedia Fall

Wall Street Analyst Weigh In

A number of research analysts have recently commented on EXPE shares. Royal Bank Of Canada increased their price objective on Expedia Group from $290.00 to $330.00 and gave the company a “sector perform” rating in a report on Thursday, August 6th. BMO Capital Markets reissued a “market perform” rating and issued a $285.00 price objective on shares of Expedia Group in a research note on Friday, August 7th. UBS Group reduced their target price on Expedia Group from $351.00 to $328.00 and set a “neutral” rating for the company in a report on Tuesday. Citigroup reaffirmed a “neutral” rating on shares of Expedia Group in a research report on Wednesday, August 12th. Finally, TD Cowen upgraded Expedia Group to a “hold” rating in a report on Monday, September 14th. Eighteen equities research analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $312.06.

Insider Activity at Expedia Group

In related news, Director Craig Jacobson sold 3,133 shares of the stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $328.52, for a total transaction of $1,029,253.16. Following the completion of the sale, the director owned 29,832 shares in the company, valued at $9,800,408.64. This represents a 9.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Robert Dzielak sold 1,004 shares of the firm’s stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $335.00, for a total value of $336,340.00. Following the completion of the sale, the insider directly owned 104,331 shares in the company, valued at $34,950,885. This trade represents a 0.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 11,950 shares of company stock worth $3,881,995 in the last 90 days. 5.20% of the stock is owned by company insiders.

Hedge Funds Weigh In On Expedia Group

Large investors have recently bought and sold shares of the stock. Valley National Advisers Inc. raised its holdings in shares of Expedia Group by 900.0% during the 3rd quarter. Valley National Advisers Inc. now owns 100 shares of the online travel company’s stock worth $26,000 after buying an additional 90 shares in the last quarter. Team Financial Group LLC bought a new stake in shares of Expedia Group during the 3rd quarter worth $26,000. First Bancorp Inc ME acquired a new stake in Expedia Group in the second quarter valued at about $28,000. Jacobi Capital Management LLC acquired a new stake in Expedia Group in the third quarter valued at about $44,000. Finally, Elevation Wealth Partners LLC grew its position in Expedia Group by 272.9% in the second quarter. Elevation Wealth Partners LLC now owns 179 shares of the online travel company’s stock valued at $46,000 after acquiring an additional 131 shares during the last quarter. 90.76% of the stock is currently owned by institutional investors and hedge funds.

Expedia Group Stock Performance

The company has a debt-to-equity ratio of 2.21, a current ratio of 0.80 and a quick ratio of 0.80. The stock has a 50-day simple moving average of $282.99 and a 200-day simple moving average of $259.54. The stock has a market cap of $31.34 billion, a P/E ratio of 15.24, a PEG ratio of 0.76 and a beta of 1.39.

Expedia Group Company Profile

Expedia Group, Inc is an online travel company that connects travelers with a broad range of travel products and services. Its offerings include hotel and vacation-rental accommodations, flights, car rentals, cruises, activities, and travel packages. The company serves consumers through its online travel brands and also provides technology, distribution, and marketing solutions to travel suppliers and other business partners.

Expedia Group’s consumer brands include Expedia, Hotels.com, Vrbo, Orbitz, Travelocity, Wotif, ebookers, CheapTickets, Abritel, and FeWo-direkt, among others.