Stableford Capital II LLC Has $927,000 Stock Holdings in Booking Holdings Inc. $BKNG

Stableford Capital II LLC raised its position in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 4,027.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,201 shares of the business services provider’s stock after acquiring an additional 5,075 shares during the period. Stableford Capital II LLC’s holdings in Booking were worth $927,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of BKNG. Brighton Jones LLC grew its holdings in shares of Booking by 34.9% during the 4th quarter. Brighton Jones LLC now owns 251 shares of the business services provider’s stock worth $1,249,000 after purchasing an additional 65 shares in the last quarter. Revolve Wealth Partners LLC acquired a new position in shares of Booking during the 4th quarter worth $209,000. Sivia Capital Partners LLC lifted its position in shares of Booking by 25.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 165 shares of the business services provider’s stock worth $955,000 after buying an additional 33 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in shares of Booking by 50.0% in the second quarter. Schnieders Capital Management LLC. now owns 87 shares of the business services provider’s stock worth $504,000 after acquiring an additional 29 shares during the last quarter. Finally, Osterweis Capital Management Inc. acquired a new stake in Booking in the second quarter valued at approximately $179,000. 92.42% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Travel demand remains resilient despite geopolitical conflicts and a slowing macroeconomy, supporting the outlook for Booking’s accommodation and travel-services businesses. Booking Holdings Stock: A Travel Stock to Buy Right Now?
• Positive Sentiment: Zacks continues to characterize Booking as a strong growth stock, highlighting its appeal across value, growth and momentum investment strategies. Here’s Why Booking Holdings Is a Strong Growth Stock
• Neutral Sentiment: Booking was included in recent lists of hotel and travel stocks to watch, indicating continued investor attention but no specific new catalyst or recommendation for BKNG. Top Hotel Stocks To Watch Now Top Travel Stocks To Watch Now
• Neutral Sentiment: At Citi’s 2026 Global TMT Conference, Booking management discussed the business with investors; the transcript provides additional company commentary but does not identify a clearly negative development in the supplied coverage. Citi’s 2026 Global TMT Conference Transcript
• Negative Sentiment: BKNG declined more than the broader market in the latest session, creating near-term pressure even though the recent articles do not cite a fresh earnings miss or specific operational problem. Booking Holdings Declines More Than Market

Insiders Place Their Bets

In other news, VP Peter J. Millones sold 50,050 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $207.59, for a total transaction of $10,389,879.50. Following the completion of the transaction, the vice president owned 375,025 shares in the company, valued at approximately $77,851,439.75. This represents a 11.77% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paulo Pisano sold 3,000 shares of Booking stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $203.48, for a total transaction of $610,440.00. Following the completion of the transaction, the insider owned 73,400 shares of the company’s stock, valued at $14,935,432. The trade was a 3.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 81,550 shares of company stock valued at $16,922,744. Company insiders own 0.17% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on BKNG shares. Sanford C. Bernstein reissued a “market perform” rating and set a $188.00 price target on shares of Booking in a research note on Wednesday, August 26th. Oppenheimer reaffirmed an “outperform” rating and set a $240.00 price target (up from $215.00) on shares of Booking in a research report on Wednesday, August 5th. DA Davidson set a $240.00 price target on Booking in a report on Thursday, August 6th. Argus raised their price objective on shares of Booking from $210.00 to $245.00 and gave the stock a “buy” rating in a research report on Monday, August 10th. Finally, Benchmark upped their price objective on shares of Booking from $220.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $236.70.

Booking Price Performance

BKNG opened at $180.30 on Wednesday. Booking Holdings Inc. has a fifty-two week low of $150.14 and a fifty-two week high of $225.00. The company’s 50-day moving average is $194.57 and its 200 day moving average is $178.72. The firm has a market capitalization of $135.47 billion, a P/E ratio of 19.96, a PEG ratio of 1.20 and a beta of 1.07.

Booking (NASDAQ:BKNG) last released its earnings results on Monday, August 3rd. The business services provider reported $2.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.43 by $0.11. Booking had a negative return on equity of 102.96% and a net margin of 25.53%.The company had revenue of $7.35 billion during the quarter, compared to analyst estimates of $7.19 billion. During the same period in the prior year, the company posted $55.40 earnings per share. Booking’s quarterly revenue was up 8.1% on a year-over-year basis. On average, equities research analysts expect that Booking Holdings Inc. will post 10.48 earnings per share for the current year.

Booking Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Friday, September 11th will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, September 11th. Booking’s dividend payout ratio (DPR) is 18.58%.

Booking Company Profile

Booking Holdings Inc is a global provider of online travel and related services. The company connects consumers with accommodations, flights, rental cars, restaurants and travel experiences through a portfolio of digital brands and websites.

Its principal brands include Booking.com, which offers lodging, transportation and travel experiences; Priceline, which provides online booking services for hotels, flights, rental cars and vacation packages; Agoda, which focuses primarily on travel bookings in Asia and other international markets; KAYAK, a travel metasearch engine; OpenTable, a restaurant reservation and management platform; and Rentalcars.com, a global car rental service.

Booking Holdings serves customers, travel providers and restaurants across numerous countries and regions, with a particularly extensive international presence.