Expedia Group Inc. (EXPE) Stock Falls on Q4 2025 Earnings

Expedia Group Inc. (EXPE) — Q4 2025 results.

Total revenue: $3.55 billion, up 11.4% year-over-year.

Gross profit: $3.20 billion, up 12.36% year-over-year.

Operating profit: $420 million, up 94.44% year-over-year.

Net income attributable to common shareholders: $205 million, down 31.44% year-over-year.

Diluted earnings per share: $1.60, down 27.27% year-over-year.

Cash flow and balance sheet highlights:

Cash from operating activities: $304 million, up 53.54% year-over-year.

Purchases of property, plant and equipment: -$185 million, down 3.14% year-over-year.

Cash and cash equivalents: $5.41 billion, up 29.4% year-over-year.

Total liabilities: $21.91 billion, up 11.82% year-over-year.

Estimates and market reaction:

Revenue: $3.55 billion versus estimate of $3.48 billion.

Diluted EPS: $1.60 versus estimate of $3.39.

Stock movement since market close: -6.27%.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Expedia Group Inc. Insider Trading Activity

Expedia Group Inc. insiders have traded $EXPE stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $EXPE stock by insiders over the last 6 months:

CRAIG A JACOBSON has made 0 purchases and 2 sales selling 6,000 shares for an estimated $1,437,978.
LANCE A SOLIDAY (SVP & Chief Accounting Officer) has made 0 purchases and 3 sales selling 2,557 shares for an estimated $605,964.
MADHUMITA MOINA BANERJEE sold 1,000 shares for an estimated $258,000

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Expedia Group Inc. Hedge Fund Activity

We have seen 579 institutional investors add shares of Expedia Group Inc. stock to their portfolio, and 465 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP added 1,801,232 shares (+24899.5%) to their portfolio in Q3 2025, for an estimated $385,013,340
GOLDMAN SACHS GROUP INC added 1,236,623 shares (+141.8%) to their portfolio in Q4 2025, for an estimated $350,347,662
PACER ADVISORS, INC. removed 1,002,931 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $284,140,381
NORGES BANK removed 893,219 shares (-22.7%) from their portfolio in Q4 2025, for an estimated $253,057,874
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 742,380 shares (-73.5%) from their portfolio in Q3 2025, for an estimated $158,683,725
VICTORY CAPITAL MANAGEMENT INC removed 737,245 shares (-20.4%) from their portfolio in Q3 2025, for an estimated $157,586,118
AQR CAPITAL MANAGEMENT LLC added 728,063 shares (+25.0%) to their portfolio in Q3 2025, for an estimated $155,623,466

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Expedia Group Inc. Analyst Ratings

Wall Street analysts have issued reports on $EXPE in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 01/06/2026
B of A Securities issued a "Buy" rating on 12/19/2025
Argus Research issued a "Buy" rating on 11/10/2025
Benchmark issued a "Buy" rating on 11/07/2025
Evercore ISI Group issued a "Outperform" rating on 11/07/2025
Goldman Sachs issued a "Buy" rating on 11/07/2025

To track analyst ratings and price targets for Expedia Group Inc., check out Quiver Quantitative's $EXPE forecast page.

Expedia Group Inc. Price Targets

Multiple analysts have issued price targets for $EXPE recently. We have seen 22 analysts offer price targets for $EXPE in the last 6 months, with a median target of $275.5.

Here are some recent targets:

Greg Miller from Truist Securities set a target price of $252.0 on 02/10/2026
Scott Devitt from Wedbush set a target price of $260.0 on 02/06/2026
Stephen Ju from UBS set a target price of $270.0 on 02/03/2026
Eric Sheridan from Goldman Sachs set a target price of $325.0 on 01/28/2026
Trevor Young from Barclays set a target price of $245.0 on 01/21/2026
Brian Nowak from Morgan Stanley set a target price of $270.0 on 01/13/2026
Naved Khan from B. Riley Securities set a target price of $360.0 on 01/12/2026