Vanguard Group Inc. Has $16.06 Billion Stock Holdings in Booking Holdings Inc. $BKNG

Vanguard Group Inc. lifted its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 0.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,974,790 shares of the business services provider’s stock after purchasing an additional 12,083 shares during the period. Vanguard Group Inc. owned 9.23% of Booking worth $16,061,694,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Halbert Hargrove Global Advisors LLC raised its holdings in shares of Booking by 150.0% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 5 shares of the business services provider’s stock valued at $27,000 after purchasing an additional 3 shares during the period. Guerra Advisors Inc purchased a new stake in Booking in the 3rd quarter valued at $27,000. Westside Investment Management Inc. lifted its stake in Booking by 400.0% during the 2nd quarter. Westside Investment Management Inc. now owns 5 shares of the business services provider’s stock valued at $29,000 after acquiring an additional 4 shares in the last quarter. Davis Capital Management bought a new stake in shares of Booking in the 3rd quarter worth $32,000. Finally, Oakworth Capital Inc. grew its stake in shares of Booking by 50.0% in the 3rd quarter. Oakworth Capital Inc. now owns 6 shares of the business services provider’s stock worth $32,000 after acquiring an additional 2 shares in the last quarter. 92.42% of the stock is owned by institutional investors and hedge funds.

Booking Stock Performance

Shares of Booking stock opened at $4,140.60 on Monday. The company has a 50-day simple moving average of $5,119.49 and a two-hundred day simple moving average of $5,226.47. The stock has a market capitalization of $133.45 billion, a PE ratio of 26.91, a price-to-earnings-growth ratio of 0.89 and a beta of 1.21. Booking Holdings Inc. has a 52-week low of $4,071.60 and a 52-week high of $5,839.41.

Analysts Set New Price Targets

BKNG has been the topic of several analyst reports. Wall Street Zen upgraded shares of Booking from a “hold” rating to a “buy” rating in a report on Sunday, January 4th. UBS Group dropped their target price on shares of Booking from $6,806.00 to $6,608.00 and set a “buy” rating on the stock in a research report on Tuesday, February 3rd. Citizens Jmp reaffirmed a “market perform” rating on shares of Booking in a report on Wednesday, February 4th. Argus increased their price target on Booking from $6,000.00 to $6,400.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on shares of Booking from $6,723.00 to $6,790.00 and gave the stock a “buy” rating in a report on Tuesday, October 21st. Twenty-eight analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, Booking has a consensus rating of “Moderate Buy” and a consensus target price of $6,171.56.

Insider Activity

In other news, CEO Glenn D. Fogel sold 953 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $5,181.34, for a total value of $4,937,817.02. Following the transaction, the chief executive officer directly owned 19,615 shares in the company, valued at $101,631,984.10. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Robert J. Mylod, Jr. sold 40 shares of Booking stock in a transaction on Monday, February 2nd. The stock was 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 directly owned 840 shares of the company’s stock, valued at $4,288,502.40. The trade was a 4.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,096 shares of company stock valued at $11,120,014 over the last ninety days. 0.16% of the stock is currently owned by corporate insiders.

More Booking News

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

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.