Evergreen Capital Management 13F: Adds $6.6M to EXPE Stake

Evergreen Capital Management boosted its stake in Expedia Group, Inc. EXPE by 24,12.3% during the quarter, according to a Form 13F filing with the SEC on October 23, 2026. The fund purchased an additional 24,919 shares to bring its total holding to 25,952 shares. The reported value of the position stood at $6,834,719 at the end of the period. Expedia shares closed at $289.01 on the day of the filing.

EXPE Expedia Group, Inc.

$289.01 ▲ +2.73% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Evergreen Capital Management's Expedia Position

The fund previously held just 1,033 shares of the travel services provider. By adding 24,919 shares, Evergreen Capital expanded its investment significantly. The massive percentage jump reflects a shift toward a much larger stake in the online booking platform.

Other Institutional Activity in Expedia Group

Other large money managers also adjusted their positions in the online travel company. Windacre Partnership LLC grew its holdings by 476,199 shares, ending with 3,909,500 shares worth about $1,129,884,633 after a 13.9% increase. AQR Capital Management, LLC lifted its stake by 554,812 shares, or 21.8%, bringing its total to 3,104,499 shares valued at approximately $897,231,286.

Expedia Group, Inc. Stock Up 1.2%

Expedia shares recently traded around $289.12 as of October 24, 2026, sitting about equal to the $289.01 close on the filing date. The stock is down 15.5% from its 52-week high of $342.00 while trading 56.0% above its 52-week low of $185.34. The shares rest 0.7% below their 50-day moving average of $291.30 and 11.4% above their 200-day moving average of $259.47.

Recent Earnings

The travel company reported trailing twelve-month revenue of $15,700,000,744 and earnings of $16.01 per share. The firm posted a net profit margin of 13.0% alongside a return on equity of 89.5%. Expedia's next earnings report is slated for November 4, 2026.

Dividend

Expedia pays an annual dividend rate of $1.92 per share, yielding 0.64%. The payout ratio sits at 11.0%.

Insider Buying and Selling at Expedia Group, Inc.

Company insiders executed several sales during the recent period. Director Craig A. Jacobson sold 3,133 shares on August 13, 2026, at an average price of $328.52 for a total value of $1,029,250. Officer Robert J. Dzielak sold 2,000 shares on August 17, 2026, at $330.50 per share, totaling $661,000, and later sold 1,004 shares on August 24, 2026, at $335.00 for $336,340. Officer Lance A. Soliday sold 2,810 shares on August 18, 2026, at $323.65 each, amounting to $909,456. None of these transactions were reported under a Rule 10b5-1 plan.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On August 25, 2026, BTIG maintained its Buy rating while raising its price target from $350.00 to $400.00. Rosenblatt initiated coverage on September 1, 2026, with a Neutral rating and a $360.00 price target. Truist Securities maintained a Hold rating on September 30, 2026, lowering its target from $309.00 to $288.00. BTIG reiterated a Buy rating on October 6, 2026, keeping its target at $400.00. Wells Fargo maintained an Equal-Weight rating on October 7, 2026, cutting its target from $307.00 to $275.00. Across the broader community, the stock carries a consensus Buy rating and a mean price target of $334.94.

About Expedia Group

Expedia Group operates online travel brands serving customers around the globe. The business runs through segments that handle full-service travel booking, alternative lodging rentals, and hotel comparison tools. Brands under its umbrella include Brand Expedia, Hotels.com, Vrbo, Orbitz, and Travelocity.

Bottom Line

Investors will look to Expedia's upcoming earnings release on November 4, 2026, for fresh details on bookings and revenue trends. Institutional interest remains high as the company navigates the broader travel market.