USAA Ups Expedia Stake, Q2 results Lift Investor Confidence

The USAA, a financial services company, has increased its investment in Expedia Group, acquiring an additional 2,815 shares valued at around $473,000.

Expedia Group reported robust financial results for Q2 2025, with revenue reaching $3.79 billion, driven by a 7 percent rise in booked room nights. This reflects a 6.4 percent increase year-over-year, beating analyst expectations by almost 2 percent.

The company's total gross bookings reached $30.4 billion, a 5 percent increase. Its B2B segment experienced double-digit growth for the 16th consecutive quarter, with bookings up 17 percent and revenues increasing by 15 percent to $1.21 billion.

Meanwhile, advertising revenues surged 19 percent, supported by a record number of partners.

As a result, analysts like Barclays and UBS Group raised their price targets for Expedia to $197 and $209, respectively.

Expedia also announced a quarterly dividend of $0.40 per share, translating to an annual yield of 0.7 percent.

Institutional ownership of Expedia shares grew above 90 percent, with hedge funds and asset managers increasing their stakes. Altman Advisors, Horizon Investments, and SVB Wealth—all demonstrated their confidence in Expedia’s post-pandemic recovery and growth prospects.

In July 2025, Expedia enhanced its TAAP platform, adding more flexibility to booking and payment options and raising service charges.