Expedia Group, Inc. (EXPE)

In the past six months, several events have impacted Expedia Group's stock price. The company reported mixed Q1 2025 results, with total gross bookings growing by 4% and revenue by 3% to $2,988 million, but its net loss widened by 49% to $200 million, leading to a decline in shares. Piper Sandler downgraded Expedia Group's stock from "Neutral" to "Underweight" in May 2025. Expedia Group reported strong Q4 2024 results, with room nights increasing 12% year-over-year, and total gross bookings and revenue growing 13% and 10% respectively. Following these results, the company's shares traded at an all-time high in February 2025, and it reinstated its quarterly dividend at $0.40 per share, effective March 2025. For the full year 2024, the company achieved 7% growth in both gross bookings and revenue compared to 2023. As of July 1, 2025, EXPE stock has shown a 35.17% increase over the last year.

Expedia Group experiences seasonal fluctuations in demand for its travel services. Leisure travel bookings are highest in the first three quarters, decreasing in the fourth quarter. Revenue typically lags bookings by several weeks for its hotel business and can be several months for other services. The first quarter also typically sees a seasonal decline in travel demand.

Expedia Group, Inc. operates as an online travel company, providing travel products and services to leisure and corporate travelers in the United States and internationally. The company operates through three main segments: B2C, B2B, and trivago. Its major brands facilitate the booking of hotel accommodations, airline tickets, rental cars, vacation packages, and cruises. Expedia also provides technology solutions to other travel and non-travel companies through its B2B segment and is leveraging AI and machine learning to personalize the user experience.

Expedia Group has a significant global presence, operating in over 200 countries and territories with more than 200 websites available in over 70 countries. The company is headquartered in Seattle, Washington, U.S., and has expanded its operations with a campus in Gurugram, India.

Expedia Group's brand reputation is influenced by its platform and technological innovation. The company has been expanding its B2B platform and launching GenAI partnerships to enhance travel discovery. As of June 8, 2025, Expedia Group has a "Moderate" highest controversy level, with "Incidents: Customer" identified as a contributing factor. In 2016, a class-action lawsuit was filed accusing the company of trademark violations and false advertising, which was settled in April 2021 with a promise not to engage in such practices.

Expedia Group's ownership is distributed among institutional shareholders, individual investors, and hedge funds. As of June 2025, Expedia Group has 1,747 institutional owners and shareholders holding a total of 140,549,085 shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., State Street Corp, JPMorgan Chase & Co, Victory Capital Management Inc, Geode Capital Management LLC, Windacre Partnership LLC, Invesco Ltd., and Qurate Retail Inc. Liberty Expedia Holdings Inc. is the largest individual owner, owning 29.40 million shares, representing 23.13% of the company. Barry Diller, the company's chairman, has also held a significant stake.