Troy Asset Management Ltd Buys 147 Shares of Booking Holdings Inc. $BKNG

Troy Asset Management Ltd lifted its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 2.0% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 7,501 shares of the business services provider’s stock after buying an additional 147 shares during the quarter. Booking comprises about 1.0% of Troy Asset Management Ltd’s portfolio, making the stock its 16th largest holding. Troy Asset Management Ltd’s holdings in Booking were worth $40,500,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of BKNG. Jones Financial Companies Lllp raised its holdings in shares of Booking by 7.7% during the 3rd quarter. Jones Financial Companies Lllp now owns 6,914 shares of the business services provider’s stock worth $38,132,000 after buying an additional 492 shares in the last quarter. Y Intercept Hong Kong Ltd raised its stake in Booking by 15.6% during the second quarter. Y Intercept Hong Kong Ltd now owns 511 shares of the business services provider’s stock worth $2,958,000 after acquiring an additional 69 shares in the last quarter. Donaldson Capital Management LLC lifted its holdings in shares of Booking by 59.6% in the third quarter. Donaldson Capital Management LLC now owns 1,119 shares of the business services provider’s stock worth $6,042,000 after acquiring an additional 418 shares during the last quarter. Panagora Asset Management Inc. boosted its stake in shares of Booking by 67.3% in the 2nd quarter. Panagora Asset Management Inc. now owns 30,210 shares of the business services provider’s stock valued at $174,893,000 after purchasing an additional 12,148 shares in the last quarter. Finally, GRIMES & Co WEALTH MANAGEMENT LLC boosted its stake in shares of Booking by 339.0% in the 3rd quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 180 shares of the business services provider’s stock valued at $974,000 after purchasing an additional 139 shares in the last quarter. Institutional investors own 92.42% of the company’s stock.

Trending Headlines about Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: BTIG reaffirmed a “buy” rating and set a $6,250 price target (~51% upside vs. current levels), a clear bullish catalyst for long-term upside expectations. BTIG Reaffirm Buy
• Positive Sentiment: Gordon Haskett upgraded BKNG to “Buy,” adding another institutional endorsement that could support demand if investors focus on recovery potential. Gordon Haskett Upgrade
• Neutral Sentiment: Zacks published analysis of analyst projections for key metrics ahead of Q4 results — useful context for earnings expectations but not an immediate market mover by itself. Zacks Q4 Metrics Preview
• Neutral Sentiment: KAYAK (part of Booking’s brands) released seasonal marketing data (Valentine’s destinations) — helpful for brand awareness and traveler trends but unlikely to move the stock materially on its own. KAYAK Valentine Data
• Neutral Sentiment: Reported short-interest figures in the wire appear to be erroneous/zero and show implausible NaN changes; treat short-interest “spike” headlines skeptically until corrected data is published. (Data feed items on Feb 11–12.)
• Negative Sentiment: Seeking Alpha highlighted a “challenging start to 2026” and suggested the market may be reacting to softer-than-expected fundamentals — a narrative that can pressure the stock near earnings. Seeking Alpha Q4 Take
• Negative Sentiment: Zacks noted BKNG “dipped more than the broader market” in the latest session, echoing intraday weakness likely tied to earnings concerns and technical selling. Zacks Price Dip Report

Insiders Place Their Bets

In related news, CEO Glenn D. Fogel sold 953 shares of Booking stock in a transaction 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 completion of the transaction, the chief executive officer owned 19,615 shares of the company’s stock, valued at $101,631,984.10. This trade represents a 4.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Robert J. Mylod, Jr. sold 40 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $5,105.36, for a total transaction of $204,214.40. Following the completion of the transaction, the director owned 840 shares in the company, valued at approximately $4,288,502.40. The trade was a 4.55% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 3,124 shares of company stock worth $16,194,538. 0.16% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research firms recently issued reports on BKNG. Jefferies Financial Group lowered their price objective on shares of Booking from $5,800.00 to $5,600.00 and set a “hold” rating for the company in a research report on Friday, January 23rd. KeyCorp lowered their price target on shares of Booking from $6,630.00 to $6,500.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. Truist Financial set a $5,810.00 price objective on Booking in a report on Wednesday, October 29th. Sanford C. Bernstein reduced their price objective on Booking from $5,433.00 to $5,407.00 and set a “market perform” rating on the stock in a research report on Tuesday, January 6th. Finally, Gordon Haskett upgraded Booking from a “hold” rating to a “buy” rating and set a $5,440.00 target price for the company in a research report on Tuesday, February 10th. Twenty-eight research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $6,171.56.

Booking Stock Down 0.4%

NASDAQ BKNG opened at $4,140.60 on Friday. The company has a market capitalization of $133.45 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 0.89 and a beta of 1.21. Booking Holdings Inc. has a twelve month low of $4,071.60 and a twelve month high of $5,839.41. The stock has a fifty day simple moving average of $5,119.49 and a 200 day simple moving average of $5,229.18.

About Booking

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.