Analysts Offer Predictions for Booking FY2026 Earnings

Booking Holdings Inc. (NASDAQ:BKNG) – Stock analysts at Erste Group Bank increased their FY2026 earnings per share (EPS) estimates for shares of Booking in a research report issued to clients and investors on Wednesday, February 18th. Erste Group Bank analyst H. Engel now forecasts that the business services provider will earn $269.31 per share for the year, up from their previous forecast of $268.79. The consensus estimate for Booking’s current full-year earnings is $209.92 per share.

A number of other research firms also recently weighed in on BKNG. Morgan Stanley raised shares of Booking from an “equal weight” rating to an “overweight” rating and reduced their target price for the stock from $6,150.00 to $5,500.00 in a research report on Monday. Rothschild & Co Redburn upped their price target on shares of Booking from $6,250.00 to $6,400.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Piper Sandler reaffirmed a “neutral” rating and issued a $5,000.00 target price (down from $5,750.00) on shares of Booking in a report on Thursday, February 19th. UBS Group set a $6,485.00 price target on shares of Booking and gave the company a “buy” rating in a report on Thursday, February 19th. Finally, Robert W. Baird set a $5,850.00 target price on Booking in a research note on Thursday, February 19th. Twenty-nine equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $5,867.09.

Booking Stock Performance

BKNG opened at $4,068.56 on Monday. The stock’s 50 day moving average price is $4,948.46 and its 200-day moving average price is $5,158.70. The stock has a market capitalization of $128.85 billion, a PE ratio of 24.49, a price-to-earnings-growth ratio of 0.86 and a beta of 1.21. Booking has a 52-week low of $3,765.45 and a 52-week high of $5,839.41.

Booking’s stock is going to split on the morning of Monday, April 6th. The 25-1 split was announced on Wednesday, February 18th. The newly issued shares will be payable to shareholders after the closing bell on Thursday, April 2nd.

Booking (NASDAQ:BKNG) last announced its quarterly earnings results on Wednesday, February 18th. The business services provider reported $48.80 EPS for the quarter, topping analysts’ consensus estimates of $47.96 by $0.84. Booking had a negative return on equity of 128.99% and a net margin of 20.08%.The business had revenue of $6.35 billion for the quarter, compared to analysts’ expectations of $6.12 billion. During the same period in the previous year, the firm earned $41.55 EPS. The business’s quarterly revenue was up 16.0% on a year-over-year basis.

Institutional Investors Weigh In On Booking

Institutional investors have recently made changes to their positions in the company. Premier Path Wealth Partners LLC boosted its holdings in shares of Booking by 1.0% in the 2nd quarter. Premier Path Wealth Partners LLC now owns 207 shares of the business services provider’s stock valued at $1,200,000 after buying an additional 2 shares during the period. UNIVEST FINANCIAL Corp lifted its holdings in Booking by 4.5% in the second quarter. UNIVEST FINANCIAL Corp now owns 46 shares of the business services provider’s stock worth $267,000 after acquiring an additional 2 shares during the last quarter. Haven Private LLC lifted its holdings in Booking by 3.0% in the second quarter. Haven Private LLC now owns 68 shares of the business services provider’s stock worth $394,000 after acquiring an additional 2 shares during the last quarter. Horizon Investment Services LLC boosted its stake in Booking by 0.3% in the second quarter. Horizon Investment Services LLC now owns 605 shares of the business services provider’s stock valued at $3,503,000 after acquiring an additional 2 shares during the period. Finally, Summitry LLC grew its holdings in shares of Booking by 2.5% during the second quarter. Summitry LLC now owns 81 shares of the business services provider’s stock valued at $469,000 after purchasing an additional 2 shares during the last quarter. Institutional investors own 92.42% of the company’s stock.

Insider Activity at Booking

In related news, CEO Glenn D. Fogel sold 452 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $4,149.75, for a total transaction of $1,875,687.00. Following the completion of the transaction, the chief executive officer directly owned 18,543 shares of the company’s stock, valued at approximately $76,948,814.25. This represents a 2.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Vanessa Ames Wittman sold 15 shares of the firm’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $5,191.15, for a total transaction of $77,867.25. Following the completion of the transaction, the director directly owned 687 shares of the company’s stock, valued at approximately $3,566,320.05. This trade represents a 2.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 3,108 shares of company stock valued at $15,287,682. 0.16% of the stock is owned by company insiders.

Booking Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 6th will be given a dividend of $10.50 per share. This is an increase from Booking’s previous quarterly dividend of $9.60. This represents a $42.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, March 6th. Booking’s dividend payout ratio (DPR) is 23.11%.

More Booking News

Here are the key news stories impacting Booking this week:

• Positive Sentiment: OpenTable launched “OpenTable Media,” a new advertising and partnerships network that could add incremental, higher-margin revenue and diversify Booking’s monetization beyond travel bookings. OpenTable Launches New Media Network
• Positive Sentiment: Analysis highlighting Booking’s merchant-heavy model and projected free-cash-flow growth supports a thesis for durable margins, buybacks and shareholder returns — a fundamental argument investors favor. Booking Holdings: Hotel Fragmentation Moat
• Positive Sentiment: Forbes frames BKNG as a reasonably valued, low-debt business with solid cash flow and margins, reinforcing the “buy the dip / long-term” narrative that could attract value-minded investors. Is Booking Stock The Market’s Best-Kept Secret?
• Positive Sentiment: Erste Group raised FY2026 EPS estimates, which supports earnings momentum expectations and helps justify current multiples. FY2026 EPS Estimates for Booking Lifted by Erste Group Bank
• Neutral Sentiment: Booking announced a 25-for-1 stock split (coverage notes that splits often draw retail interest). Splits can boost liquidity and retail demand but don’t change fundamentals. Booking Holdings Is the First Blockbuster Stock Split of 2026
• Neutral Sentiment: BNP Paribas Exane updated its price target (reported cut to $6,000) — still well above current levels, so the move is a mixed signal on near-term upside. BNP Paribas Exane Cuts Booking Price Target to $6,000
• Negative Sentiment: Argus lowered its price target sharply (to $4,700) and Jefferies trimmed its target (to $4,500) — analyst downgrades reduce visible upside and can weigh on sentiment despite the “buy/hold” labels. Argus Adjusts Booking Price Target Jefferies Adjusts Price Target on Booking
• Negative Sentiment: Analyst commentary flagged slightly lower fair-value estimates and raised questions about margin impact from AI spending and sector multiples — a valuation headwind to watch. How The Story Is Shifting For Booking Holdings (BKNG)

Booking Company 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.