Expedia Group (EXPE)

• Market cap: $27.5B
• 1 day: -1.39%
• 5 days: 0.31%
• 1 month: 7.44%
• 3 months: 36.67%
• 6 months: 34.44%
• Year to date: 19.81%
• 1 year: 58.99%
• 5 years: 136.72%
• 10 years: 75.54%
• Sector: Consumer Discretionary
• Industry: Travel Services

About: Expedia is the world's second-largest online travel agency by bookings, offering services for lodging (80% of total 2024 sales), air tickets (3%), rental cars, cruises, in-destination, and other (10%), and advertising revenue (7%). Expedia operates a number of branded travel booking sites, but its three core online travel agency brands are Expedia, Hotels.com, and Vrbo. It also has a metasearch brand, Trivago. Transaction fees for online bookings account for the bulk of sales and profits.

Employees: 16,500

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

38% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 103

11% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 315

3.15% more ownership

Funds ownership: 93.13% [Q1] → 96.28% (+3.15%) [Q2]

3% more funds holding

Funds holding: 895 [Q1] → 923 (+28) [Q2]

2% more capital invested

Capital invested by funds: $19.3B [Q1] → $19.8B (+$475M) [Q2]

25% less funds holding in top 10

Funds holding in top 10: 8 [Q1] → 6 (-2) [Q2]

28% less call options, than puts

Call options by funds: $308M | Put options by funds: $429M

Research analyst outlook

16 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $165
• Avg. target: $212
• High target: $265

16 analyst ratings

• positive: 4 25%
• neutral: 11 69%
• negative: 1 6%

BTIG Jake Fuller	$250	Buy Reiterated	9 Sep 2025
Citigroup Ronald Josey	$206	Neutral Maintained	13 Aug 2025
Susquehanna Shyam Patil	$200	Neutral Maintained	11 Aug 2025
DA Davidson Tom White	$218	Neutral Maintained	8 Aug 2025
RBC Capital Brad Erickson	$200	Sector Perform Maintained	8 Aug 2025