With the travel industry moving further from the pandemic, USAA, the United Services Automobile Association, has added 2,815 shares of Expedia Group, Inc. (NASDAQ: EXPE) to its investment roster, a stake valued at roughly 473,000 dollars. The step reaffirms a tightening belief in a rebound, especially in Expedia, which remains a heavyweight in the online travel arena.
Expedia Group, known for its online travel platforms like Expedia, Vrbo, and Hotels.com, continues to benefit from the surge in travel demand. According to Expedia Group’s financial reports, Gen Z and millennial travellers are leading the way in online bookings, reflecting the company’s pivotal role in shaping the future of global travel.
Expedia’s Strong Performance and Analyst Upgrades
Expedia’s strong market performance has resulted in revised stock price targets, with leading analysts such as Barclays and UBS Group adjusting their price expectations for the company. Barclays raised its target to 197 USD, while UBS Group increased it to 209 USD. Despite maintaining a consensus rating of Hold, these analyst upgrades demonstrate the positive outlook for Expedia as it continues to lead in the online travel industry.
The travel platform’s success in 2025 also includes the declaration of a quarterly dividend of 0.40 USD per share, offering a 0.7 percent annual yield. This financial stability, combined with a robust revenue performance of 3.79 billion USD for the latest quarter, cements Expedia Group’s position as a dominant force in the online travel market.
Institutional Interest in Travel Industry Stocks
The increasing interest in Expedia Group’s stock is also reflected in the rise of institutional ownership, with hedge funds and institutional investors now owning over 90% of Expedia’s shares. In addition to the USAA acquisition, several other hedge funds have recently increased their holdings in Expedia Group, further reflecting confidence in the company’s recovery and long-term growth prospects in the post-pandemic travel landscape.
One such transaction includes Altman Advisors Inc., which increased its Expedia holdings by 0.5% during the 1st quarter of 2025. Other institutional players, including Horizon Investments LLC and SVB Wealth LLC, have also raised their positions in Expedia, demonstrating widespread belief in the continued success of the travel giant.
A Growing Confidence in Travel Services
This recent acquisition aligns with the ongoing recovery in the travel sector, with Expedia Group offering comprehensive travel services ranging from vacation rentals to business travel solutions. As travel demand continues to surge, the online travel industry has become a critical part of global tourism. Expedia’s ability to offer a wide range of services, combined with its strong market position and technology-driven solutions, keeps it at the forefront of the online travel service sector.
As a travel-focused company, Expedia Group continues to adapt to the changing needs of consumers and business travellers alike. From easy-to-use booking platforms to personalised services, the company’s broad portfolio ensures that it meets the demands of modern travellers, whether they are booking a flight, a hotel, or a vacation rental.
Expedia Group’s Focus on Innovation and Growth
Expedia Group’s continued growth is not just attributed to its vast online travel platform; it is also a result of its ability to innovate and adapt to the changing travel market. The company’s focus on enhancing customer experience through technology-driven solutions, like artificial intelligence (AI) and machine learning, allows Expedia to provide personalised recommendations and more seamless booking processes. With global destinations available at the touch of a button, Expedia Group is uniquely positioned to continue its upward trajectory as demand for travel continues to rise.
As the industry shifts towards sustainable tourism, Expedia Group is making strides in promoting responsible travel. The company’s commitment to eco-friendly options, local community engagement, and social responsibility reflects the broader trend in the travel industry towards sustainability.
A Bright Future for Expedia Group and Travel
The acquisition of shares by United Services Automobile Association (USAA) highlights the growing confidence in the travel sector, particularly in companies like Expedia Group that offer comprehensive, digital-first travel solutions. As the world continues to recover from the impacts of the pandemic, the demand for online travel services remains strong, positioning Expedia Group as a key player in the global travel landscape.
Expedia Group’s steady ascent, marked by rising revenues, cutting-edge tech launches, and an unwavering dominance, places it in an enviable spot to navigate the fast-changing travel landscape. Whether considered by investors eyeing long-term value or by travellers wanting a bellwether, the company’s shares reflect a clear roadmap for travel’s next decade: an era in which seamless booking, intelligent platforms, and exceptional support turn every journey into an effortless experience.
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