Expedia Group (NASDAQ:EXPE) Announces Earnings Results

09 May 2026, 20:24 by Jessica Moore · The Cerbat Gem

Expedia Group (NASDAQ:EXPE – Get Free Report) posted its earnings results on Thursday. The online travel company reported $1.96 EPS for the quarter, topping analysts’ consensus estimates of $1.41 by $0.55, FiscalAI reports. The company had revenue of $3.43 billion for the quarter, compared to the consensus estimate of $3.35 billion. Expedia Group had a return on equity of 79.32% and a net margin of 9.81%.Expedia Group’s quarterly revenue was up 14.7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.40 earnings per share.

Here are the key takeaways from Expedia Group’s conference call:

Strong Q1 beat: Gross bookings rose 13% and revenue grew 15%, with adjusted EBITDA of $542M and a 15.8% margin — roughly a 6-point margin expansion and the highest Q1 margin in 15 years.
Accelerating AI adoption is enhancing personalization, supply onboarding, and post‑booking servicing (30%+ of self‑service interactions powered by AI and agent onboarding time down ~60%), which management says is boosting conversion and marketing productivity.
B2B momentum remains strong with bookings up 22% and revenue up 25%, led by API/RapidAPI and new exclusive partnerships (Bank of Montreal AIR MILES and an exclusive Uber hotel integration) that broaden distribution.
Geopolitical events (Middle East conflict) and Mexico travel advisories drove elevated cancellations in March (management cited roughly a 2‑point hit), creating volatility and prompting a cautious tone in near‑term guidance despite an April rebound.
Balance sheet and capital return actions were notable: $700M of buybacks in Q1, a new $5B repurchase authorization, debt retirements and $1B long‑term issuance, while reiterating full‑year growth targets and expected EBITDA margin expansion of 100–125 bps.

Expedia Group Trading Down 9.0%

Expedia Group stock traded down $22.81 during trading on Friday, hitting $229.98. The company’s stock had a trading volume of 4,188,607 shares, compared to its average volume of 1,552,386. The stock has a market capitalization of $28.18 billion, a price-to-earnings ratio of 20.24, a P/E/G ratio of 0.77 and a beta of 1.30. The stock’s fifty day moving average is $238.05 and its 200 day moving average is $249.59. Expedia Group has a 1-year low of $148.55 and a 1-year high of $303.80. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.73 and a current ratio of 0.73.

Expedia Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Thursday, May 28th will be paid a $0.48 dividend. This represents a $1.92 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, May 28th. Expedia Group’s dividend payout ratio is presently 19.49%.

Insider Buying and Selling

In related news, insider Robert J. Dzielak sold 8,225 shares of the company’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $220.82, for a total value of $1,816,244.50. Following the completion of the transaction, the insider directly owned 102,480 shares in the company, valued at approximately $22,629,633.60. This represents a 7.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 9.13% of the company’s stock.

Hedge Funds Weigh In On Expedia Group

Several institutional investors have recently added to or reduced their stakes in EXPE. Motiv8 Investments LLC acquired a new position in Expedia Group in the fourth quarter valued at $25,000. Sunbelt Securities Inc. increased its stake in Expedia Group by 970.6% in the third quarter. Sunbelt Securities Inc. now owns 182 shares of the online travel company’s stock valued at $39,000 after purchasing an additional 165 shares during the last quarter. DV Equities LLC acquired a new position in Expedia Group in the fourth quarter valued at $46,000. MUFG Securities EMEA plc acquired a new position in Expedia Group in the second quarter valued at $61,000. Finally, Larson Financial Group LLC increased its stake in Expedia Group by 28.3% in the third quarter. Larson Financial Group LLC now owns 326 shares of the online travel company’s stock valued at $70,000 after purchasing an additional 72 shares during the last quarter. 90.76% of the stock is currently owned by institutional investors and hedge funds.

Key Expedia Group News

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

Positive Sentiment: Expedia reported stronger-than-expected Q1 results, with EPS of $1.96 beating estimates and revenue of $3.43 billion also topping forecasts. Bookings rose 13%, revenue climbed 15%, and B2B gross bookings jumped 22%, showing the company’s higher-margin business continues to drive growth. Expedia Group Reports First Quarter 2026 Results
Positive Sentiment: Analysts remained constructive after the report, with BTIG and Bank of America reiterating bullish views and raising price targets, suggesting Wall Street still sees upside if Expedia can sustain its growth and margin improvement. Justin Post Reiterates Buy on Expedia, Lifts Price Target to $310
Neutral Sentiment: Expedia is leaning harder into AI, including integrations with ChatGPT and Claude and AI-powered customer support. Investors may view this as a long-term competitive advantage, though higher compute costs could offset near-term benefits. Expedia Group sees reward and risk in the rise of AI-powered travel
Neutral Sentiment: The company also announced a quarterly dividend, which is a modest shareholder-return positive but unlikely to be a major stock driver on its own.
Negative Sentiment: Guidance and external travel concerns are weighing on the stock. Reports cited weaker outlook language and geopolitical/travel advisory headwinds, including the Middle East conflict and a Mexico travel advisory, which trimmed bookings and room-night growth. Expedia tumbles as Middle East conflict, Mexico travel advisory hit bookings

Analyst Ratings Changes

A number of research firms have recently weighed in on EXPE. Citizens Jmp reissued a “market perform” rating on shares of Expedia Group in a report on Tuesday, February 17th. Piper Sandler boosted their price target on Expedia Group from $225.00 to $245.00 and gave the stock a “neutral” rating in a report on Friday. Sanford C. Bernstein cut their price target on Expedia Group from $256.00 to $253.00 and set a “market perform” rating for the company in a report on Wednesday, March 11th. Bank of America boosted their price target on Expedia Group from $303.00 to $306.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Finally, DA Davidson cut their price target on Expedia Group from $294.00 to $260.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Fourteen equities research analysts have rated the stock with a Buy rating and twenty-two have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $283.42.

Check Out Our Latest Stock Report on EXPE

About Expedia Group

(Get Free Report)

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.