Expedia Group, Inc. (EXPE) is down 6.25% today. Here is some analysis on what might have caused this price movement.
Analysis: The drop appears tied to a post-earnings reset, with investors weighing a relatively modest 2026 margin-expansion outlook against the stock’s prior run-up. This could also be amplified by cautious analyst commentary on the online travel sector’s 2026 setup (demand sensitivity, marketing intensity, and AI-driven traffic risk).
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Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$EXPE Insider Trading Activity
$EXPE 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.
$EXPE Hedge Fund Activity
We have seen 587 institutional investors add shares of $EXPE stock to their portfolio, and 472 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,974,355 shares (-76.1%) from their portfolio in Q4 2025, for an estimated $559,354,515
- 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
- AQR CAPITAL MANAGEMENT LLC added 728,063 shares (+25.0%) to their portfolio in Q3 2025, for an estimated $155,623,466
- VICTORY CAPITAL MANAGEMENT INC removed 683,372 shares (-23.7%) from their portfolio in Q4 2025, for an estimated $193,606,121
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$EXPE 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 02/13/2026
- B of A Securities issued a "Buy" rating on 12/19/2025
- Argus Research issued a "Buy" rating on 11/10/2025
- Goldman Sachs issued a "Buy" rating on 11/07/2025
- Benchmark issued a "Buy" rating on 11/07/2025
- Evercore ISI Group issued a "Outperform" rating on 11/07/2025
To track analyst ratings and price targets for $EXPE, check out Quiver Quantitative's $EXPE forecast page.
$EXPE Price Targets
Multiple analysts have issued price targets for $EXPE recently. We have seen 23 analysts offer price targets for $EXPE in the last 6 months, with a median target of $270.0.
Here are some recent targets:
- Tom White from DA Davidson set a target price of $260.0 on 02/13/2026
- Ken Gawrelski from Wells Fargo set a target price of $315.0 on 02/13/2026
- Thomas Champion from Piper Sandler set a target price of $225.0 on 02/13/2026
- Kevin Kopelman from TD Cowen set a target price of $260.0 on 02/13/2026
- Daniel L. Kurnos from Benchmark set a target price of $290.0 on 02/13/2026
- Jake Fuller from BTIG set a target price of $330.0 on 02/13/2026
- Trevor Young from Barclays set a target price of $260.0 on 02/13/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
