Janus Henderson Group PLC Cuts Stock Position in Expedia Group, Inc. $EXPE

Janus Henderson Group PLC lowered its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE) by 9.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,779 shares of the online travel company’s stock after selling 1,669 shares during the quarter. Janus Henderson Group PLC’s holdings in Expedia Group were worth $3,642,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in EXPE. Corient Private Wealth LLC lifted its stake in Expedia Group by 17.8% in the fourth quarter. Corient Private Wealth LLC now owns 61,211 shares of the online travel company’s stock valued at $17,344,000 after buying an additional 9,256 shares during the last quarter. Monument Capital Management acquired a new position in shares of Expedia Group in the 4th quarter valued at $2,781,000. Lmcg Investments LLC increased its holdings in shares of Expedia Group by 276.0% in the 4th quarter. Lmcg Investments LLC now owns 9,655 shares of the online travel company’s stock valued at $2,735,000 after acquiring an additional 7,087 shares during the period. Lombard Odier Asset Management Switzerland SA acquired a new stake in Expedia Group during the 1st quarter worth $910,000. Finally, North Dakota State Investment Board purchased a new position in Expedia Group during the 4th quarter worth $3,027,000. 90.76% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Expedia Group

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

• Positive Sentiment: Q2 results exceeded expectations. Expedia reported adjusted earnings of $5.76 per share versus the $5.22 consensus estimate, while revenue increased 14% year over year to $4.32 billion, topping forecasts of $4.17 billion. Stronger brands, B2B momentum and cost discipline supported the performance. Expedia Group Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised its outlook. Expedia increased its annual revenue forecast and expects fiscal 2026 gross bookings of approximately $129.5 billion to $130.8 billion. It also raised its expected adjusted EBITDA margin expansion to 150–175 basis points, citing resilient domestic travel demand. Expedia raises annual forecast on resilient domestic travel demand
• Positive Sentiment: Analyst sentiment remains broadly favorable. B. Riley raised its price target to $390 and kept a Buy rating, BTIG lifted its target to $350 and maintained Buy, and Wedbush reaffirmed Outperform with a $334 target. RBC also increased its target to $330, although it retained a Sector Perform rating.
• Positive Sentiment: AI and B2B investments are viewed as additional growth engines. Expedia highlighted artificial-intelligence initiatives and the expansion of its B2B business as supports for longer-term growth following the strong quarter. Expedia Leans on AI and B2B Growth to Lift Outlook
• Neutral Sentiment: Wells Fargo raised its target modestly to $307 but maintained an Equal Weight rating, implying limited upside at recent trading levels. Cantor Fitzgerald also kept a Neutral rating after raising its target to $310.
• Neutral Sentiment: Expedia declared a quarterly dividend of $0.48 per share, with payment scheduled for September 17, offering a relatively small annualized yield of about 0.6%.
• Negative Sentiment: Some European markets remain soft, creating a regional demand risk despite stronger domestic travel and the upgraded companywide outlook.

Expedia Group Trading Up 1.3%

Shares of Expedia Group stock opened at $310.68 on Friday. Expedia Group, Inc. has a 1 year low of $185.34 and a 1 year high of $331.31. The company has a debt-to-equity ratio of 2.21, a current ratio of 0.80 and a quick ratio of 0.73. The business has a 50 day moving average price of $260.84 and a 200 day moving average price of $244.48. The company has a market capitalization of $38.07 billion, a P/E ratio of 19.37, a P/E/G ratio of 0.80 and a beta of 1.22.

Expedia Group (NASDAQ:EXPE) last issued its quarterly earnings data on Wednesday, August 5th. The online travel company reported $5.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.22 by $0.54. The business had revenue of $4.32 billion for the quarter, compared to the consensus estimate of $4.17 billion. Expedia Group had a return on equity of 87.32% and a net margin of 12.97%.The business’s revenue was up 14.0% on a year-over-year basis. During the same period in the prior year, the business earned $4.24 earnings per share. Sell-side analysts anticipate that Expedia Group, Inc. will post 17.18 EPS for the current fiscal year.

Expedia Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Thursday, August 27th will be given a dividend of $0.48 per share. The ex-dividend date of this dividend is Thursday, August 27th. This represents a $1.92 annualized dividend and a yield of 0.6%. Expedia Group’s dividend payout ratio is 11.97%.

Insider Buying and Selling

In related news, insider Robert J. Dzielak sold 4,702 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $233.00, for a total transaction of $1,095,566.00. Following the completion of the sale, the insider owned 105,448 shares of the company’s stock, valued at approximately $24,569,384. This represents a 4.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Lance A. Soliday sold 940 shares of Expedia Group stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $221.86, for a total transaction of $208,548.40. Following the transaction, the chief accounting officer directly owned 14,083 shares in the company, valued at approximately $3,124,454.38. This trade represents a 6.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 5.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the company. Piper Sandler reissued a “neutral” rating and set a $325.00 price target (up from $245.00) on shares of Expedia Group in a report on Thursday. UBS Group lifted their target price on Expedia Group from $262.00 to $322.00 and gave the company a “neutral” rating in a research note on Thursday, July 30th. DA Davidson dropped their target price on Expedia Group from $260.00 to $250.00 and set a “neutral” rating on the stock in a report on Friday, May 15th. Bank of America reaffirmed a “buy” rating on shares of Expedia Group in a report on Thursday. Finally, Jefferies Financial Group boosted their price objective on shares of Expedia Group from $300.00 to $310.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Seventeen 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 data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $310.88.

Expedia Group Company 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.