Booking Holdings Inc. $BKNG Stake Lifted by Massachusetts Financial Services Co. MA

Massachusetts Financial Services Co. MA increased its position in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 6.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 72,604 shares of the business services provider’s stock after purchasing an additional 4,589 shares during the period. Massachusetts Financial Services Co. MA owned 0.22% of Booking worth $392,009,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Geode Capital Management LLC raised its stake in shares of Booking by 1.1% in the 2nd quarter. Geode Capital Management LLC now owns 854,838 shares of the business services provider’s stock worth $4,936,132,000 after buying an additional 9,333 shares in the last quarter. Norges Bank bought a new position in Booking during the second quarter valued at about $2,210,917,000. Invesco Ltd. grew its holdings in Booking by 6.8% during the second quarter. Invesco Ltd. now owns 379,583 shares of the business services provider’s stock worth $2,197,495,000 after acquiring an additional 24,030 shares during the period. Schroder Investment Management Group raised its position in Booking by 4.9% in the second quarter. Schroder Investment Management Group now owns 377,198 shares of the business services provider’s stock worth $2,183,690,000 after acquiring an additional 17,662 shares in the last quarter. Finally, Laurel Wealth Advisors LLC raised its position in Booking by 578,824.0% in the second quarter. Laurel Wealth Advisors LLC now owns 289,462 shares of the business services provider’s stock worth $1,675,765,000 after acquiring an additional 289,412 shares in the last quarter. 92.42% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Glenn D. Fogel sold 953 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $5,181.34, for a total transaction of $4,937,817.02. Following the transaction, the chief executive officer directly owned 19,615 shares of the company’s stock, valued at approximately $101,631,984.10. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Paulo Pisano sold 200 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $5,000.00, for a total transaction of $1,000,000.00. Following the completion of the transaction, the insider owned 1,514 shares in the company, valued at approximately $7,570,000. This represents a 11.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 3,324 shares of company stock worth $17,190,323. Insiders own 0.16% of the company’s stock.

Booking Stock Performance

NASDAQ BKNG opened at $5,115.91 on Monday. The firm’s 50 day moving average price is $5,186.05 and its two-hundred day moving average price is $5,356.71. Booking Holdings Inc. has a twelve month low of $4,096.23 and a twelve month high of $5,839.41. The stock has a market cap of $164.89 billion, a price-to-earnings ratio of 33.25, a PEG ratio of 1.11 and a beta of 1.23.

Booking (NASDAQ:BKNG) last released its earnings results on Tuesday, October 28th. The business services provider reported $99.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $95.56 by $3.94. The company had revenue of $9.01 billion during the quarter, compared to analyst estimates of $8.71 billion. Booking had a negative return on equity of 134.86% and a net margin of 19.37%.The company’s revenue for the quarter was up 12.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $83.39 earnings per share. On average, research analysts forecast that Booking Holdings Inc. will post 209.92 EPS for the current fiscal year.

Booking Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Friday, December 5th were paid a dividend of $9.60 per share. This represents a $38.40 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Friday, December 5th. Booking’s payout ratio is 24.96%.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. KeyCorp raised their price objective on shares of Booking from $6,450.00 to $6,630.00 and gave the company an “overweight” rating in a research report on Wednesday, October 29th. Wedbush upgraded shares of Booking from a “neutral” rating to an “outperform” rating and set a $6,000.00 target price for the company in a report on Thursday, November 13th. BTIG Research restated a “buy” rating and issued a $6,250.00 price target on shares of Booking in a research report on Tuesday, December 23rd. Barclays increased their price objective on Booking from $6,000.00 to $6,250.00 and gave the company an “overweight” rating in a research report on Wednesday, October 29th. Finally, Cowen reissued a “buy” rating on shares of Booking in a research note on Wednesday, December 3rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $6,225.56.

More Booking News

Here are the key news stories impacting Booking this week:

• Positive Sentiment: KAYAK’s 2026 “What the Future” report highlights destination and behavior trends that support continued travel demand — a tailwind for Booking’s core marketplaces. KAYAK Predicts: Well-th trips, next gen destinations, and small-town escapes to define travel this year
• Neutral Sentiment: Options-market flow is being analyzed for directional bets and hedging around BKNG — this can signal positioning but is not a definitive directional catalyst by itself. 6BKNG : What the Options Market Tells Us About Booking Holdings
• Neutral Sentiment: Heightened investor interest and search activity around Booking is drawing attention but doesn’t by itself explain near-term price direction. Investors Heavily Search Booking Holdings Inc. (BKNG): Here is What You Need to Know
• Neutral Sentiment: Roundups and analyst coverage (e.g., top stock reports) are increasing visibility but provide mixed, non-specific short-term impact. Top Stock Reports for American Express, Intuitive Surgical & Booking
• Negative Sentiment: CEO Glenn D. Fogel disclosed sales totaling 1,013 shares on Jan. 15 (two Form 4 filings) for roughly $5.25M — a visible reduction in insider holdings that can pressure sentiment despite the small percentage change relative to total ownership. Form 4 (Fogel) – SEC Filing Form 4 (Fogel) – SEC Filing
• Negative Sentiment: Director Vanessa Ames Wittman sold 15 shares (~$77.9k) on Jan. 15 — a small absolute amount but contributes to the pattern of insider selling cited by the market. Form 4 (Wittman) – SEC Filing

Booking Profile

Booking Holdings Inc is a global online travel company that operates a portfolio of consumer brands and technology platforms that facilitate the search for and booking of travel services. The company’s businesses focus on accommodations, transportation and related travel services through consumer-facing websites and apps as well as partner distribution channels. Booking Holdings was originally founded as Priceline in the late 1990s and adopted the Booking Holdings name in 2018; it is headquartered in Norwalk, Connecticut.

Its core offerings include online reservations for hotels, vacation rentals and other lodging; flight and car rental search and booking; and ancillary services that support travel planning and on-property experiences.