Seizert Capital Partners LLC Has $63.05 Million Stock Holdings in Expedia Group, Inc. $EXPE

Seizert Capital Partners LLC lowered its stake in Expedia Group, Inc. (NASDAQ:EXPE) by 19.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 222,553 shares of the online travel company’s stock after selling 55,021 shares during the period. Expedia Group makes up 2.7% of Seizert Capital Partners LLC’s investment portfolio, making the stock its 11th biggest position. Seizert Capital Partners LLC’s holdings in Expedia Group were worth $63,051,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of EXPE. Windacre Partnership LLC lifted its stake in shares of Expedia Group by 9.2% in the 3rd quarter. Windacre Partnership LLC now owns 3,682,100 shares of the online travel company’s stock valued at $787,049,000 after acquiring an additional 309,900 shares during the last quarter. AQR Capital Management LLC grew its position in Expedia Group by 25.0% during the 3rd quarter. AQR Capital Management LLC now owns 3,645,732 shares of the online travel company’s stock worth $779,275,000 after acquiring an additional 728,063 shares during the last quarter. Invesco Ltd. increased its holdings in Expedia Group by 8.0% in the 3rd quarter. Invesco Ltd. now owns 3,122,842 shares of the online travel company’s stock worth $667,507,000 after purchasing an additional 230,176 shares in the last quarter. Wellington Management Group LLP increased its holdings in Expedia Group by 24,899.5% in the 3rd quarter. Wellington Management Group LLP now owns 1,808,466 shares of the online travel company’s stock worth $386,560,000 after purchasing an additional 1,801,232 shares in the last quarter. Finally, Legal & General Group Plc boosted its stake in shares of Expedia Group by 3.1% during the third quarter. Legal & General Group Plc now owns 952,038 shares of the online travel company’s stock valued at $203,498,000 after purchasing an additional 28,412 shares in the last quarter. Institutional investors own 90.76% of the company’s stock.

Insider Buying and Selling at Expedia Group

In related news, insider Robert J. Dzielak sold 8,225 shares of the firm’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 transaction, the insider owned 102,480 shares of the company’s stock, valued at approximately $22,629,633.60. This trade represents a 7.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 9.13% of the stock is owned by corporate insiders.

Expedia Group Stock Performance

Shares of Expedia Group stock opened at $251.84 on Monday. The stock has a market capitalization of $30.86 billion, a PE ratio of 25.57, a price-to-earnings-growth ratio of 0.77 and a beta of 1.30. Expedia Group, Inc. has a 52 week low of $148.55 and a 52 week high of $303.80. The stock has a 50 day moving average price of $234.89 and a two-hundred day moving average price of $248.88. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.73 and a current ratio of 0.73.

Expedia Group (NASDAQ:EXPE) last issued its 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 company had revenue of $3.55 billion for the quarter, compared to analysts’ expectations of $3.41 billion. Expedia Group had a return on equity of 72.23% and a net margin of 8.78%.Expedia Group’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period last year, the business earned $2.39 EPS. As a group, equities analysts anticipate that Expedia Group, Inc. will post 16.64 earnings per share for the current fiscal year.

Expedia Group Increases Dividend

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

More Expedia Group News

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

• Positive Sentiment: Major distribution boost — Uber will surface hotel bookings powered by Expedia inside its app (Newsbytes reports ~700,000 in‑app hotel bookings tied to the deal), which should drive incremental demand and broaden Expedia’s partner channels. Uber partners with Expedia Group for 700,000 in-app hotel bookings
• Positive Sentiment: Higher conversion potential from loyalty tie‑ins — coverage notes Uber One members can earn 10% back in credits on bookings via the partnership, likely improving take rates and repeat customers. Uber adds hotel bookings through new Expedia partnership
• Positive Sentiment: Strategic signal — analysis (Skift) frames the Uber deal as evidence Expedia is leaning into distribution partnerships and platform integration, which could expand reach without commensurate marketing spend. Uber’s Hotel Deal Tells You More About Expedia’s Future Than Uber’s
• Positive Sentiment: Earnings momentum — Zacks highlights that Expedia appears positioned for earnings growth and a likely beat in the upcoming report, supporting upside to shares if results and guidance stay strong. Expedia (EXPE) Earnings Expected to Grow: Should You Buy?
• Positive Sentiment: Marketing reach — Expedia is experimenting with creator‑led marketing (IShowSpeed partnership) to reach younger audiences, which could help demand recovery in key cohorts at relatively low cost. Expedia bets on creator-led marketing with IShowSpeed partnership
• Neutral Sentiment: Institutional/analyst snapshot — aggregated analyst estimates and ratings are being updated across services but show no single, market‑moving revision yet; watch for formal changes after earnings. Expedia Group Stock: Analyst Estimates & Ratings
• Neutral Sentiment: Broader market mentions — Barron’s lists Expedia among names that “look good in a rally,” which can attract momentum flows but is not a direct operational catalyst. Don’t Jump at the High-Flying Stocks. Expedia and 8 More That Look Good in a Rally.
• Negative Sentiment: Valuation caution — at least one piece (Yahoo) asks whether investors should reassess EXPE after a strong multi‑year run, flagging upside may be limited and making the stock more sensitive to any guidance miss. Is It Time To Reassess Expedia Group (EXPE) After Its Strong Multi Year Share Price Run

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Robert W. Baird upped their price objective on Expedia Group from $280.00 to $282.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. DA Davidson cut their price target on Expedia Group from $294.00 to $260.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Citigroup reduced their price objective on shares of Expedia Group from $281.00 to $225.00 and set a “buy” rating for the company in a research report on Friday, February 20th. Weiss Ratings lowered shares of Expedia Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 17th. Finally, Wells Fargo & Company dropped their target price on shares of Expedia Group from $311.00 to $310.00 and set an “equal weight” rating on the stock in a research report on Tuesday, April 14th. Fourteen research analysts have rated the stock with a Buy rating and twenty-two have assigned a Hold rating to the stock. Based on data from MarketBeat, Expedia Group currently has an average rating of “Hold” and a consensus price target of $282.74.

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.