Expedia Group, Inc. (EXPE) Stock Price & Analysis
Expedia Group, Inc. (EXPE) closed at USD 282.73 on Thursday, October 29, 2026, up 2.61% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 275.53; the Oct 29, 2026 session ranged USD 273.95–285.4 on volume of 1,199,624 shares. Market capitalization is $33.93B, with a 52-week range of USD 185.34–342 (NMS). Source: Nexqual, retrieved October 29, 2026 at 21:18 UTC.
Also available as compact Markdown for AI agents: nexqual.com/EXPE.md
Key facts (EXPE)
- Last four reported quarters (through Jun 30, 2026): revenue $15.7B, net income $2.04B (13.0% margin), free cash flow $4.46B (SEC filings).
- Valuation: P/E 16.7x (avg 26.1x at the last 3 fiscal year-ends), EV/EBITDA 9.5x, net cash $1.67B.
- 2 of 80 tracked superinvestors hold EXPE (13F, Q2 2026): 1 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $5.2M; 7 not under a Rule 10b5-1 plan ($5.2M); 0 by opportunistic insiders, 6 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.58 on a 1–5 scale) (38 analysts), mean target USD 337.79 (range 235–430).
- Total return with dividends: 1Y +29.2% vs S&P 500 +14.4%; 5Y +74.3% vs S&P 500 +79.1%.
- Next earnings: 2026-11-04, EPS estimate USD 8.89, revenue estimate $4.73B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (EXPE)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $8.60B | $11.7B | $12.8B | $13.7B | $14.7B | $15.7B |
| Operating income | $186M | $1.08B | $1.03B | $1.32B | $1.87B | $2.51B |
| Net income | $12.0M | $352M | $797M | $1.23B | $1.29B | $2.04B |
| EPS (diluted) | -$1.80 | $2.17 | $5.31 | $8.95 | $9.81 | — |
| Free cash flow | $3.08B | $2.78B | $1.84B | $2.33B | $3.11B | $4.46B |
| Operating margin | 2.2% | 9.3% | 8.0% | 9.6% | 12.7% | 16.0% |
| Net margin | 0.1% | 3.0% | 6.2% | 9.0% | 8.8% | 13.0% |
| Revenue growth | +65.4% | +35.7% | +10.0% | +6.6% | +7.6% | — |
| Cash + short-term investments | $4.31B | $4.14B | $4.25B | $4.48B | $5.73B | — |
| Total debt | $8.45B | $6.24B | $6.25B | $6.27B | $6.16B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (EXPE)
P/E 16.7x · P/S 2.2x · EV/EBITDA 9.5x · EV/Sales 2.1x · P/FCF 7.6x · P/B 28.1x · FCF yield 13.14% · Earnings yield 6.00% · Dividend yield (paid, TTM) 0.63% · Buyback yield (TTM) 5.65% · Net cash $1.67B · EV $32.3B
P/E at fiscal year-ends: Dec 2025 28.9x, Dec 2024 20.8x, Dec 2023 28.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (EXPE)
2 of 80 tracked investors hold EXPE. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Samantha McLemore | Patient Capital Management | 1.43% | $42.9M | Added +0.0% |
| Richard Pzena | Pzena Investment Management | <0.01% | $271K | New position |
Insider sales (SEC Form 4, open-market, last ~7 months) (EXPE)
0 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-24 | Dzielak Robert J | Chief Legal Officer & Sec'y | 1,004 | $336K | 1% | No | Routine (sold in Aug each year 2023–2025) |
| 2026-08-18 | Soliday Lance A | SVP & Chief Accounting Officer | 2,810 | $909K | 19% | No | Routine (sold in Aug & Nov each year 2023–2025) |
| 2026-08-17 | Dzielak Robert J | Chief Legal Officer & Sec'y | 2,000 | $661K | 1.9% | No | Routine (sold in Aug each year 2023–2025) |
| 2026-08-13 | Jacobson Craig A | Director | 3,133 | $1.0M | 9.5% | No | Too little history (no open-market trades in 2023) |
| 2026-08-11 | Dzielak Robert J | Chief Legal Officer & Sec'y | 3,003 | $946K | 2.8% | No | Routine (sold in Aug each year 2023–2025) |
| 2026-06-05 | Dzielak Robert J | Chief Legal Officer & Sec'y | 4,702 | $1.1M | 4.3% | No | Routine (sold in Aug each year 2023–2025; this trade is outside those months) |
| 2026-05-26 | Soliday Lance A | SVP & Chief Accounting Officer | 940 | $209K | 6.3% | No | Routine (sold in Aug & Nov each year 2023–2025; this trade is outside those months) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (EXPE)
Consensus Hold (mean 2.58 on a 1–5 scale), 38 analysts; mean target USD 337.79 (low 235, high 430).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-07 | Wells Fargo | Target lowered | Equal-Weight | $307 → $275 |
| 2026-10-06 | BTIG | Reiterated | Buy | $400 |
| 2026-09-30 | Truist Securities | Target lowered | Hold | $309 → $288 |
| 2026-09-01 | Rosenblatt | Initiated | Neutral | $360 |
| 2026-08-25 | BTIG | Target raised | Buy | $350 → $400 |
| 2026-08-24 | Evercore ISI Group | Target raised | Outperform | $375 → $430 |
| 2026-08-20 | Wedbush | Target raised | Outperform | $334 → $417 |
| 2026-08-12 | UBS | Target raised | Neutral | $322 → $351 |
| 2026-08-07 | TD Cowen | Target raised | Hold | $285 → $320 |
| 2026-08-07 | Wells Fargo | Target raised | Equal-Weight | $303 → $307 |
| 2026-08-07 | Susquehanna | Target raised | Neutral | $250 → $315 |
| 2026-08-06 | RBC Capital | Target raised | Sector Perform | $290 → $330 |
Total return (dividends reinvested) (EXPE)
| 1Y (from 2025-10-30) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +29.2% | +74.3% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | +29.3% | +11.7% |
| Volatility (annualized) | 51.0% | 44.4% |
| Max drawdown | -37.4% (Jan 2026→Feb 2026) | -58.7% (Feb 2022→Dec 2022) |
EXPE earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 5, 2026 | Quarter ended Jun 30, 2026 | $5.76 | $5.25 | Beat +9.7% | -1.8% |
| May 7, 2026 | Quarter ended Mar 31, 2026 | $1.96 | $1.38 | Beat +42.0% | -6.8% |
| Feb 12, 2026 | Quarter ended Dec 31, 2025 | $3.78 | $3.37 | Beat +12.2% | -9.0% |
| Nov 6, 2025 | Quarter ended Sep 30, 2025 | $7.57 | $6.95 | Beat +8.9% | +20.8% |
| Aug 7, 2025 | — | — | — | — | +5.5% |
| May 8, 2025 | — | — | — | — | -5.9% |
| Feb 6, 2025 | — | — | — | — | +19.2% |
| Nov 7, 2024 | — | — | — | — | +5.2% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
EXPE recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Aug 6, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 5, 2026 | 8-K | Quarterly results; Regulation FD disclosure; Other material event “Expedia Group's Executive Committee, acting on behalf of its Board of Directors, declared a quarterly cash dividend of $0.48 per share of outstanding common stock payable on September 17, 2026 to stockholders of record as of the close of business on August 27, 2026.” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
EXPE revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| B2C | $2.68B | 62.0% | +8.0% |
| B2B | $1.49B | 34.6% | +23.5% |
| trivago | $145.0M | 3.4% | +48.0% |
| Total revenue | $4.32B | 100% | — |
EXPE revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Lodging | $3.43B | 79.5% | +12.8% |
| Other | $444.0M | 10.3% | +23.0% |
| Expedia Group (“EG”) Advertising | $206.0M | 4.8% | +13.2% |
| trivago Advertising | $145.0M | 3.4% | +48.0% |
| Air | $91.0M | 2.1% | -13.3% |
| Total revenue | $4.32B | 100% | — |
EXPE revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $8.71B | 59.1% | +4.0% |
| Non Us | $6.02B | 40.9% | +13.2% |
| Total revenue | $14.73B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
EXPE suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Amazon (AMZN) | “In addition, as a result of our migration of key portions of our platform functionality to Amazon Web Services ("AWS"), we now depend on the availability of AWS's services and any incident affecting AWS's infrastructure and availability, which have occurred a number of times in the recent past, could adversely affect the availability of our platform and our ability to serve our customers, which could in turn damag…” |
| Partner | Alphabet (Google) (GOOGL) | “For example, Google has in the past, and may continue to in the future, change its algorithms or results in a manner that negatively affects the search engine ranking, both paid and unpaid, of our websites, the websites of our affiliates and those of our third-party distribution partners, which could adversely impact our business and financial performance.” |
| Partner | Uber (UBER) | “Ride sharing app Uber has added transportation and experience offerings to its app via partnerships with other travel providers.” |
| Competitor | Booking Holdings (BKNG) | “Competitive entrants such as "metasearch" companies, including Kayak.com (owned by Booking Holdings), trivago (in which Expedia Group owns a majority interest) as well as TripAdvisor, introduced differentiated features, pricing and content compared with the legacy online travel agency companies, as well as various forms of direct or assisted booking tools.” |
| Competitor | Airbnb (ABNB) | “Other competitors have arisen, including alternative accommodation property managers, who operate their own booking sites in addition to listing on Airbnb, Vrbo, and Booking.com.” |
Quoted from the company's 10-K filed Feb 13, 2026.
Companies that name EXPE in their SEC reports
| Relationship to EXPE | Company | Filing | Sentence |
|---|---|---|---|
| customer | NextTrip, Inc. (NTRP) | 10-K May 29, 2026 | “Major suppliers include Expedia (worldwide hotel product), Nuitée (hotel and vacation rental homes), Global Distribution” |
| supplier | Freightos Ltd (CRGO) | 20-F Mar 26, 2026 | “This duality can be understood by rough analogy to passenger travel in which global distribution systems such as Amadeus and Sabre connect travel companies to carriers, while Booking.com, Expedia and others, provide choice of services to the end customer.” |
| supplier | Klarna Group plc (KLAR) | 20-F Feb 26, 2026 | “Expedia transactions made by new Klarna customers more than doubled in the United States year over” |
| partner | trivago N.V. (TRVG) | 20-F Feb 26, 2026 | “We continue to generate the great majority of our revenue from our largest OTA advertisers, including brands affiliated with Booking Holdings, such as Booking.com, Agoda and priceline.com, and those affiliated with our majority shareholder, Expedia Group, such as Brand Expedia and Hotels.com.” |
| supplier | Allegiant Travel CO (ALGT) | 10-K Feb 26, 2026 | “We seek to sell our product directly to our customers as opposed to through outside sales channels, thus largely avoiding the fees charged by travel websites (Expedia, Orbitz or Travelocity) and traditional global distribution systems ("GDS") (Sabre or Worldspan).” |
| related | People Inc (PPLI) | 10-K Feb 20, 2026 | “The Company and Expedia Group are related parties because Mr. Diller serves as Chairman and Senior Executive of both IAC and Expedia Group.” |
| supplier | American Airlines Group Inc. (AAL) | 10-K Feb 18, 2026 | “While our priority is to migrate an increasing portion of our customers to our modern, direct distribution channels in lieu of third party channels, we continue to rely on third-party distribution channels, including those provided by or through global distribution systems (GDSs) (e.g., Amadeus, Sabre and Travelport), conventional travel agents, travel management companies and OTAs (e.g., Expedia, including its bo…” |
| competitor | Booking Holdings Inc. (BKNG) | 10-K Feb 18, 2026 | “The market for accommodations covers a wide range of property types including alternative accommodations and companies like Airbnb and Vrbo (owned by Expedia) compete directly with our accommodations businesses.” |
| partner | TripAdvisor, Inc. (TRIP) | 10-K Feb 13, 2026 | “For the years ended December 31, 2025 and 2024, Booking (and its subsidiaries) accounted for 10% or more of our consolidated revenue, and together with Expedia (and its subsidiaries), our two most significant travel partners, accounted for approximately 21% and 22%, respectively, of our consolidated revenue.” |
| competitor | Airbnb, Inc. (ABNB) | 10-K Feb 12, 2026 | “•online travel agencies ("OTAs"), such as Booking Holdings (including the brand Booking.com), Expedia Group (including the brands Expedia and VRBO), Trip.com Group, and other regional OTAs;” |
| partner | SOUTHWEST AIRLINES CO (LUV) | 10-K Feb 5, 2026 | “The Company has expanded its distribution channels through partnerships with flight meta search engines, including Google Flights, Kayak, Skyscanner, and, in 2025, online travel agencies Expedia and Priceline, to increase visibility and drive traffic for bookings to Southwest.com.” |
EXPE analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $8.89 | $8.48 | +4.8% | $4.73B | 25 |
| Next quarter (ends Dec 2026) | $4.59 | $4.39 | +4.5% | $3.74B | 24 |
| Current fiscal year (ends Dec 2026) | $21.06 | $19.73 | +6.7% | $16.21B | 29 |
| Next fiscal year (ends Dec 2027) | $24.58 | $22.97 | +7.0% | $17.36B | 31 |
EXPE options: expected move
Options price a move of about ±10.8% (±$30.50) by Nov 6, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±9.3% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 1 | 61.1% | ±2.6% |
| Nov 6, 2026 | 8 | 91.0% | ±10.8% |
| Nov 13, 2026 | 15 | 73.7% | ±11.9% |
| Nov 20, 2026 | 22 | 65.8% | ±12.9% |
| Nov 27, 2026 | 29 | 60.3% | ±13.6% |
| Dec 4, 2026 | 36 | 56.9% | ±14.3% |
| Dec 11, 2026 | 43 | 54.9% | ±15.1% |
| Dec 18, 2026 | 50 | 53.1% | ±15.6% |
30-day implied volatility 59.8% vs 44.2% realized over the last 30 trading days. Put/call ratio (volume) 0.76. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 21:18 UTC)
| Price | USD 282.73 |
|---|---|
| Change | ▲ 2.61% (up) |
| Previous Close | USD 275.53 |
| Open | USD 277.38 |
| Day Range | USD 273.95 – 285.4 |
| 52-Week Range | USD 185.34 – 342 |
| Volume | 1,199,624 shares |
| Market Cap | $33.93B |
| Exchange | NMS |
Technical Analysis (EXPE)
Nexqual's technical model rates EXPE "BUY" based on 4 bullish and 1 bearish signals across 127 daily candles, as of October 29, 2026 at 21:18 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 49.85 (neutral) |
| vs SMA50 | Below (USD 286.94) |
| MACD | 1.16 (positive) |
Analyst Ratings (EXPE)
Wall Street analysts rate EXPE "Hold" based on 38 analysts, with a mean price target of USD 337.79 (range USD 235–430), per Nexqual as of October 29, 2026 at 21:18 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 38 |
| Mean Target | USD 337.79 |
| High Target | USD 430 |
| Low Target | USD 235 |
| Buy / Hold / Sell | 17 / 20 / 1 |
Earnings (EXPE)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 8.89 |
| Revenue Estimate | $4.73B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 5.76 vs est 5.25 ▲ beat |
| 2026-03-31 | USD 1.96 vs est 1.38 ▲ beat |
| 2025-12-31 | USD 3.78 vs est 3.37 ▲ beat |
| 2025-09-30 | USD 7.57 vs est 6.95 ▲ beat |
Source: Nexqual, October 29, 2026 at 21:18 UTC.
Financials & Fundamentals (EXPE)
| Total Revenue | $15.70B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +14.00% |
| Gross Margin | +90.43% |
| Operating Margin | +18.98% |
| Profit Margin | +12.97% |
| ROE | +89.49% |
| Debt / Equity | 2.3 |
| Current Ratio | 0.8 |
| Total Cash | $7.13B |
| Total Debt | $5.69B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $4.46B (28.4% of revenue) |
Source: Nexqual, October 29, 2026 at 21:18 UTC.
Financial Health Score (EXPE)
Nexqual rates Expedia Group, Inc.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 21:18 UTC.
| Growth | Solid — Revenue +8% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 90%, operating 16% (last 12 months) |
| Balance Sheet | Critical — $7.13B cash and investments vs $5.46B debt (Jun 2026, SEC), net cash |
| Cash Flow | Strong — FCF $4.46B (last 4 quarters to Jun 2026, SEC), 28% margin |
| Efficiency | Solid — ROE not meaningful (equity is 4.2% of assets); ROA 7.0% (last 4 quarters, SEC) |
Ownership (EXPE)
| Insider Ownership | +0.62% |
|---|---|
| Institutional Ownership | +108.56% |
| Shares Outstanding | 114.50M |
| Float | 113.55M |
| Short % of Float | +8.64% |
Source: Nexqual, October 29, 2026 at 21:18 UTC.
Leadership (EXPE)
Expedia Group, Inc. is led by Ariane Gorin, CEO & Director, per Nexqual as of October 29, 2026 at 21:18 UTC.
| CEO & Director | Ariane Gorin |
|---|---|
| Executive Chairman of the Board & Senior Executive | Barry Diller |
| Chief Financial Officer | Derek Andersen C.F.A. |
| Chief Technology Officer | Ramana Thumu |
| Vice President of Investor Relations | Rob Bevegni |
Major Backers & Investors (EXPE)
Notable institutional backers of Expedia Group, Inc. include Windacre Partnership LLC, AQR Capital Management, LLC, NORGES BANK, according to Nexqual as of October 29, 2026 at 21:18 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Windacre Partnership LLC | 3.41% |
| AQR Capital Management, LLC | 2.71% |
| NORGES BANK | 2.51% |
| Invesco | 2.12% |
| JPMorgan | 2.11% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | 1.69% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.6% |
| BlackRock | 8.97% |
| State Street | 4.95% |
| Geode Capital | 3.48% |
Source: Nexqual, October 29, 2026 at 21:18 UTC.
From Expedia Group, Inc.'s Latest SEC 10-K Filing (filed 2026-02-13)
Key Strengths & Strategy (as disclosed to the SEC)
- At the end of 2025, we had approximately 3.6 million lodging properties available, including approximately 2.4 million online bookable alternative accommodations through Vrbo, approximately 1.2 million hotels and alternative accommodations through our other brands, over 500 airlines, packages, rental cars, cruises, insurance, as well as activities and experiences.
- We did so by building and then leveraging proprietary technology to connect partners and their respective inventory to those travelers, while unlocking the marketplace for travel to other businesses as well.
- The company is listed on the Nasdaq Global Select Market and trades under the symbol "TRVG." Leverage Our Platform to Deliver More Rapid Product Innovation Resulting in Better Traveler Experiences.
- As part of our platform operating model strategy, we migrated both the Hotels.com and Vrbo front-end stacks onto the Brand Expedia stack and created one unified front-end stack in 2023, which increases our test-and-learn capacity and feature release velocity while also providing a scalable and efficient base to operate upon.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CCL | Carnival Corporation Ltd. | USD 28.84 | ▲ 2.78% |
| VIK | Viking Holdings Ltd | USD 89.53 | ▲ 3.5% |
| TCOM | Trip.com Group Limited | USD 38.56 | ▼ 0.03% |
| RCL | Royal Caribbean Cruises Ltd. | USD 310.54 | ▲ 4.1% |
| ABNB | Airbnb, Inc. | USD 166.45 | ▲ 0.24% |
| BKNG | Booking Holdings Inc. Common St | USD 150.43 | ▲ 1.68% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 21:18 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt