Livforsakringsbolaget Skandia, Omsesidigt 13F: Adds $2.5M to EXPE Stake
Key Points
- Livforsakringsbolaget Skandia disclosed a 13.2% increase in its Expedia Group, Inc. EXPE holdings, ending the period with 80,237 shares worth roughly $21.1 million.
- Expedia Group operates well-known travel booking platforms like Brand Expedia, Hotels.com, and Vrbo, and recently reported trailing revenue of $15.7 billion.
- Several company insiders completed stock sales during August 2026, while institutional peers like Windacre Partnership adjusted their own large positions.
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Livforsakringsbolaget Skandia, Omsesidigt increased its holdings in Expedia Group, Inc. EXPE by 13.2% during the third quarter, according to a Form 13F filing submitted on October 21, 2026. The institutional investor added 9,400 shares to bring its total stake to 80,237 shares. The filing reported the value of the holding at approximately $21.1 million as of the filing date, when the stock closed at $285.64.
What Changed in Livforsakringsbolaget Skandia's Expedia Position
The fund expanded its investment in the travel platform operator by a notable margin. Prior to this filing, the institution held 70,837 shares. The purchase of 9,400 additional shares lifted the portfolio value upward, cementing a more substantial exposure to the Seattle-based travel services provider.
Other Institutional Activity in Expedia Group
Other large funds also adjusted their positions in the travel company recently. Y-Intercept grew its holdings by 62,144 shares, ending with 62,144 shares worth about $16.4 million. Windacre Partnership LLC grew its holdings by 476,199 shares, ending with 3,909,500 shares worth about $1.14 billion. AQR Capital Management, LLC grew its holdings by 554,812 shares, ending with 3,104,499 shares worth about $909.2 million.
Expedia Group, Inc. Stock Down 3.2%
Expedia shares recently traded around $285.51, remaining close to the level seen when the filing was submitted. The stock sits below its 50-day moving average of $291.84, yet remains above its 200-day moving average of $259.47. Over the past year, shares have ranged from a low of $185.34 to a high of $342.00.
Recent Earnings
The company posted trailing revenue of $15.7 billion alongside earnings of $16.01 per share. Expedia maintains strong profitability metrics, including an 89.5% return on equity and a 13.0% net margin. The firm's next quarterly earnings report is scheduled for November 4, 2026.
Dividend
Expedia distributes an annual dividend of $1.92 per share, which corresponds to a dividend yield of 0.67%. The payout ratio stands at 11.0%, indicating that the dividend is well-covered by earnings.
Insider Buying and Selling at Expedia Group, Inc.
Company insiders completed multiple share sales during August 2026. Director Craig A Jacobson sold 3,133 shares on August 13, 2026, at a 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 disposed of 1,004 shares on August 24, 2026, at $335.00 for a value of $336,340. Additionally, officer Lance A Soliday sold 2,810 shares on August 18, 2026, at $323.65, generating $909,456.
Analysts Set New Price Targets
Wall Street firms updated their outlooks on the travel stock across August, September, and October 2026. On August 25, 2026, BTIG maintained a Buy rating and raised its price target to $400.00 from $350.00. Rosenblatt initiated coverage with a Neutral rating and a $360.00 target on September 1, 2026. Truist Securities maintained a Hold rating on September 30, 2026, while lowering its target from $309.00 to $288.00. BTIG reiterated its Buy rating at $400.00 on October 6, 2026. Wells Fargo maintained an Equal-Weight rating on October 7, 2026, while adjusting its target from $307.00 to $275.00. Overall, the stock carries a consensus buy recommendation with a mean target price of $335.43 across 35 analyst opinions.
About Expedia Group
Expedia Group operates digital travel booking platforms serving consumers and corporate clients around the globe. Its well-known brands include Brand Expedia, Hotels.com, Vrbo, Orbitz, and Travelocity, connecting travelers with lodging, flights, and car rentals. Institutional interest in the firm remains steady as the travel sector navigates ongoing shifts in consumer demand.
Bottom Line
Livforsakringsbolaget Skandia's increased stake reflects continued institutional participation in Expedia Group. Observers will monitor the company's upcoming earnings release on November 4, 2026, for further updates on financial performance.
Source: Livforsakringsbolaget Skandia, Omsesidigt's 13F filing on $EXPE (Oct 21, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts