Expedia Group (EXPE)
Runs consumer travel marketplaces and supplies booking technology and inventory to business partners.
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Connects travelers with hotels, vacation rentals, flights, cars, and packages through Expedia, Hotels.com, and Vrbo, while supplying inventory and booking technology to other travel sellers. Revenue comes mainly from lodging booked under merchant and agency models, with additional B2B and advertising income.
Connects travelers with hotels, vacation rentals, flights, cars, cruises, activities, and packages through Expedia, Hotels.com, Vrbo, and a wider portfolio of regional booking brands. Merchant bookings, agency commissions, and advertising fund the consumer marketplace, while majority-owned trivago earns referral advertising from hotel metasearch.
Distributes the same travel supply to airlines, financial institutions, retailers, travel agencies, and corporate-travel providers through Rapid APIs, white-label storefronts, co-branded products, and the TAAP agent platform. Shared technology, payments, fraud, search, servicing, and the One Key loyalty program support multiple brands and partner channels across the United States and international markets.
Most revenue comes from lodging. Traffic acquisition relies substantially on search engines, and inventory breadth depends on travel suppliers and global distribution systems.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 16, 2026 | Morgan Stanley | Downgrade | Target: $300 | Target: $235 |
| Aug 25, 2026 | BTIG | Reiterate | Rating: —Target: $350 | Target: $400 |
| Aug 24, 2026 | Evercore ISI | Target | Target: $375 | Target: $430 |
| Aug 20, 2026 | Wedbush | Reiterate | Rating: —Target: $260 | Target: $417 |
| Aug 12, 2026 | UBS | Reiterate | Rating: —Target: $262 | Target: $351 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $7.13B · Total debt $5.69B · Total assets $29.06B · Shareholders' equity $1.21B
- Revenue
- $4.32B
- Operating income
- $1.03B
- Net income
- $878.0M
HistoryDividendAnnual yield
| Institutions | ≈ 100.97% | 121.19M shares | |
|---|---|---|---|
| 1,171 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.84% | 5.80M shares | |
| 16 holders · as of Aug 25, 2026 | |||
| Adds to | 105.81% | ||
120.02M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 105.81%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.56% | 10.27M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.23% | 7.48M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.84% | 5.81M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.73% | 5.67M | as of Jun 30, 2026 |
Barry DillerInsiderdirector, officer: Chairman & Sr. Executive | 4.37% | 162,052 · 5.08M B | filed Aug 18, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Robert J. Dzielak | officer: Chief Legal Officer & Sec'y | −1,004 | $335.00 |
| Aug 18, 2026 | Lance A. Soliday | officer: SVP & Chief Accounting Officer | −2,810 | $323.65 |
| Aug 17, 2026 | Robert J. Dzielak | officer: Chief Legal Officer & Sec'y | −2,000 | $330.50 |
| Aug 13, 2026 | Craig A. Jacobson | director | −3,133 | $328.52 |
| Aug 11, 2026 | Robert J. Dzielak | officer: Chief Legal Officer & Sec'y | −3,003 | $315.00 |
- Booking
Global #1 OTA — Booking.com, Priceline, Agoda, Kayak vs Expedia's brands.
- Airbnb
Vacation-rental platform head-to-head with Vrbo for hosts and travelers.
- Alphabet Class A
Google Hotels and Flights intercept travel intent before it reaches OTAs.
- Trip.com Group (ADR)
Asia-Pacific OTA: Trip.com, Ctrip, Skyscanner vs Expedia globally.
- Tripadvisor
Hotel metasearch and Viator experiences platform rivaling Trivago.
- MakeMyTrip
India's dominant OTA with 50%+ market share in flights, hotels, and packages.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Expedia Group | $263.86 | −6.11% | $32.18B | 17.5 | 11.7 | 2.0 | +14.0% |
| Booking | $161.23 | −4.33% | $130.58B | 18.7 | 14.5 | 4.6 | +8.2% |
| Airbnb | $162.10 | −2.84% | $99.02B | 38.1 | 28.2 | 7.5 | +16.5% |
| Alphabet Class A | $358.41 | +0.97% | $4.30T | 17.8 | 26.7 | 9.6 | +24.2% |
| Trip.com Group (ADR) | $40.72 | +0.18% | $26.41B | 7.9 | 14.2 | 2.7 | +11.4% |
| Tripadvisor | $8.57 | −2.57% | $1.02B | 880.0 | 8.7 | 0.6 | −16.5% |
| MakeMyTrip | $47.92 | −0.10% | $4.51B | 145.1 | 36.4 | 4.3 | +1.1% |
| Median | 28.4 | 20.6 | 4.4 | +9.8% |