BKNG

Booking Holdings Inc.

Nasdaq · Transportation Services · Inc. DE · CIK 0001075531
$162.30 -2.13% $127.1B
High Impact Filing (8/10)3 New Institutional PositionsCongressional Activity (2)
Vol
Market Cap$127.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders11 funds
Inst. Value$32.4B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 5S
Insider Net $-$3.7M
Reddit Sentiment56° Neutral
SEC Reports6
Press Releases1
Congressional3 trades
Exchange Nasdaq·Sector Transportation Services·Inc. DE·CIK 0001075531·Prev Close $165.84

Price Targets

$224.41 +36.8% upside Strong Buy
Current $163.99 Low $175.00 Median $220.00 High $298.00 35 analysts
$175.00 $298.00

Analyst Ratings

Strong Buy83% buy · 46 analysts
12Strong Buy
26Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 BTIG REITERATE Buy → Buy
Apr 30, 2026 Argus Research MAINTAIN Buy → Buy
Apr 29, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 29, 2026 UBS MAINTAIN Buy → Buy
Apr 29, 2026 TD Cowen MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.44 $2.25 — $2.64 10% YoY 22
Next Q $4.55 $4.25 — $4.69 14% YoY 22
Current FY $10.45 $10.07 — $10.97 15% YoY 29
Next FY $12.30 $10.53 — $13.69 18% YoY 29

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$16.1B
DODGE & COX$3.9B
NORGES BANK$3.3BNEW
MORGAN STANLEY$3.2BADD
FMR LLC$2.8BTRIM

Recent Insider Trades

DateInsiderTypeValue
May 30, 2026WITTMAN VANESSAA$0.00
May 30, 2026Read NicholasF$24.8K
May 30, 2026Radakovich LynnG$0.00
May 30, 2026GRADDICK WEIRA$0.00
May 30, 2026Grier KellyA$0.00

Reddit Sentiment

56°
Neutral
Bearish Neutral Bullish
5 mentions 3 bullish 2 bearish

Congressional Trades

1 members: 2 buys, 1 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
Gilbert CisnerosDBUY$1,001 - $15,000
Gilbert CisnerosDSELL$1,001 - $15,000
11 institutional holders with $32.4B total value (6,049,456 shares) as of 2025-Q4. Top holders: VANGUARD, DODGE, NORGES. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC2,997,949$16.1B49.6%
2DODGE & COX732,081$3.9B12.1%
3NORGES BANK610,801$3.3B10.1%NEW
4MORGAN STANLEY594,231$3.2B9.8%ADD +54.4%
5FMR LLC523,887$2.8B8.7%TRIM -28.8%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC235,915$1.3B3.9%NEW
7BANK OF AMERICA CORP /DE/132,781$711.1M2.2%
8Mawer Investment Management Ltd.112,205$600.9M1.9%
9WELLS FARGO & COMPANY/MN56,349$301.8M0.9%
10TWO SIGMA INVESTMENTS, LP34,181$183.1M0.6%DOUBLED +127.6%
11RENAISSANCE TECHNOLOGIES LLC19,076$102.2M0.3%DOUBLED +17563.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW610,801$3.3B2025-Q4
FMR LLCTRIM735,616523,887-28.8%$2.8B2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED15,02134,181+127.6%$183.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED10819,076+17563.0%$102.2M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED61015,021+2362.5%$81.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW108$587.1K2025-Q3
YACKTMAN ASSET MANAGEMENT LPEXIT1,1150-100.0%$0.002025-Q3
NORGES BANKEXIT381,9010-100.0%$0.002025-Q3
CAUSEWAY CAPITAL MANAGEMENT LLCEXIT370-100.0%$0.002025-Q3
NORGES BANKNEW381,901$2.2B2025-Q2
CAUSEWAY CAPITAL MANAGEMENT LLCNEW37$214.2K2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT19,3160-100.0%$0.002025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM35,46719,316-45.5%$89.0M2025-Q1
YACKTMAN ASSET MANAGEMENT LPTRIM2,1591,142-47.1%$5.3M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT12,988800-93.8%$3.7M2025-Q1
NORGES BANKEXIT394,1600-100.0%$0.002025-Q1
UBS Group AGADD120,206153,333+27.6%$761.8M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED15,70435,467+125.8%$176.2M2024-Q4
YACKTMAN ASSET MANAGEMENT LPNEAR_EXIT34,9752,159-93.8%$10.7M2024-Q4
MORGAN STANLEYADD460,586710,960+54.4%$3.0B2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW209,927$884.2M2024-Q3
17 unique insiders with 5 transactions. Net insider value: -$3.7M ($0.00 bought, $3.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 30, 2026WITTMAN VANESSA AMESDirectorA1,583$0.00$0.00
May 30, 2026Read NicholasDirectorF148$167.43$24.8K
May 30, 2026Radakovich Lynn VojvodichDirectorG1,200$0.00$0.00
May 30, 2026GRADDICK WEIR MIRIAN MDirectorA1,583$0.00$0.00
May 30, 2026Grier Kelly JDirectorA1,583$0.00$0.00
May 30, 2026Quinlan LarryDirectorA1,583$0.00$0.00
May 30, 2026Sievers KurtDirectorA1,846$0.00$0.00
May 30, 2026ROTHMAN THOMAS EDirectorA1,583$0.00$0.00
May 30, 2026Singh SumitDirectorA1,583$0.00$0.00
May 30, 2026Read NicholasDirectorA1,583$0.00$0.00
May 30, 2026NOSKI CHARLES HDirectorA1,583$0.00$0.00
May 30, 2026MYLOD ROBERT J JRDirectorA2,240$0.00$0.00
May 26, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELSELL20,381$162.96$3.3M
May 12, 2026Steenbergen Ewout LCHIEF FINANCIAL OFFICERF12,456$157.80$2.0M
May 12, 2026Sullivan CarolineSVP, CAO & ControllerA12,674$0.00$0.00
Apr 17, 2026WITTMAN VANESSA AMESDirectorSELL1,125$192.00$216.0K
Apr 15, 2026Fogel Glenn DCEO AND PRESIDENTSELL340$183.00$62.2K
Mar 16, 2026Fogel Glenn DCEO AND PRESIDENTSELL14$4,262.06$59.7K
Mar 4, 2026Pisano PauloCHIEF HUMAN RESOURCES OFFICERF1,114$4,153.87$4.6M
Mar 4, 2026D'Emic SusanaSVP, CAO & CONTROLLERF1,532$4,153.87$6.4M
Mar 4, 2026Fogel Glenn DCEO AND PRESIDENTF7,153$4,153.87$29.7M
Mar 4, 2026Steenbergen Ewout LCHIEF FINANCIAL OFFICERF121$4,153.87$502.6K
Mar 4, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELF1,950$4,153.87$8.1M
Mar 2, 2026Pisano PauloCHIEF HUMAN RESOURCES OFFICERA2,290$0.00$0.00
Mar 2, 2026Fogel Glenn DCEO AND PRESIDENTA14,310$0.00$0.00
Mar 2, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELA4,294$0.00$0.00
Feb 2, 2026MYLOD ROBERT J JRDirectorSELL2$5,027.53$10.1K
Current analyst consensus: Strong Buy (83% buy). Based on 46 analysts: 12 strong buy, 26 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$224.41 mean target +36.8% upside Strong Buy (1.54)
$175.00 Low $298.00 High
MetricValue
Current Price$163.99
Target Low$175.00
Target Mean$224.41
Target Median$220.00
Target High$298.00
# Analysts35
RecommendationStrong Buy (1.54)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.44 $2.25 $2.64 10.1% -0.3% 1↑ 20↓ $7.2B 5.5% 22
Next Q
2026-09-30
$4.55 $4.25 $4.69 14.2% -0.1% 3↑ 18↓ $9.7B 8.1% 22
Current FY
2026-12-31
$10.45 $10.07 $10.97 14.6% -0.2% 2↑ 25↓ $29.4B 9.1% 29
Next FY
2027-12-31
$12.30 $10.53 $13.69 17.7% -0.1% 8↑ 18↓ $32.1B 9.3% 29

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.439
7d ago$2.439
30d ago$2.446-0.007
60d ago$2.619-0.180
90d ago$2.624-0.185
27 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 BTIG REITERATE Buy Buy
Apr 30, 2026 Argus Research MAINTAIN Buy Buy
Apr 29, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 29, 2026 UBS MAINTAIN Buy Buy
Apr 29, 2026 TD Cowen MAINTAIN Buy Buy
Apr 29, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 29, 2026 Citigroup MAINTAIN Buy Buy
Apr 29, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 29, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 29, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 29, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Apr 29, 2026 Barclays MAINTAIN Overweight Overweight
Apr 29, 2026 DA Davidson MAINTAIN Buy Buy
Apr 29, 2026 Baird MAINTAIN Outperform Outperform
Apr 29, 2026 BTIG REITERATE Buy Buy
Apr 27, 2026 UBS MAINTAIN Buy Buy
Apr 27, 2026 B. Riley Securities MAINTAIN Buy Buy
Apr 21, 2026 Deutsche Bank MAINTAIN Buy Buy
Apr 14, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 10, 2026 B. Riley Securities MAINTAIN Buy Buy
Apr 8, 2026 Tigress Financial MAINTAIN Strong Buy Strong Buy
Apr 8, 2026 DA Davidson MAINTAIN Buy Buy
Apr 7, 2026 BTIG REITERATE Buy Buy
Apr 6, 2026 Truist Securities MAINTAIN Buy Buy
Apr 6, 2026 Bernstein MAINTAIN Market Perform Market Perform
Apr 1, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 3, 2026 BTIG REITERATE Buy Buy
Feb 24, 2026 Morgan Stanley UPGRADE Equal-Weight Overweight
Feb 20, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 20, 2026 Susquehanna MAINTAIN Positive Positive
Feb 19, 2026 UBS MAINTAIN Buy Buy
Feb 19, 2026 Citigroup MAINTAIN Buy Buy
Feb 19, 2026 Benchmark MAINTAIN Buy Buy
Feb 19, 2026 Piper Sandler REITERATE Neutral Neutral
Feb 19, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 19, 2026 RBC Capital REITERATE Outperform Outperform
Feb 19, 2026 Barclays MAINTAIN Overweight Overweight
Feb 19, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 19, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Feb 19, 2026 BMO Capital MAINTAIN Outperform Outperform
Feb 19, 2026 DA Davidson MAINTAIN Buy Buy
Feb 19, 2026 BTIG REITERATE Buy Buy
Feb 13, 2026 BTIG REITERATE Buy Buy
Feb 6, 2026 Wedbush MAINTAIN Outperform Outperform
Feb 4, 2026 Citizens DOWNGRADE Market Outperform Market Perform
Feb 4, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 3, 2026 UBS MAINTAIN Buy Buy
Jan 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Jan 6, 2026 Argus Research MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026122680083%
May 1, 2026122680083%
Apr 1, 2026112680082%
Mar 1, 2026112680082%
Feb 1, 2026926100078%
Jan 1, 2026925110076%
Dec 1, 20251026110077%
Nov 1, 2025825140070%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 14, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Booking Holdings IncMay 11, 2026 (28d)
Mar 13, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Booking Holdings IncApr 8, 2026 (27d)
Feb 10, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Booking Holdings IncMar 10, 2026 (29d)
56°
Neutral
Bearish Neutral Bullish
5 mentions 3 bullish 2 bearish 5 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 24, 2026140° Cool011
May 24, 2026140° Cool011
Apr 4, 2026160° Warm101
Apr 4, 2026160° Warm101
Feb 23, 2026160° Warm101

Recent Reddit Threads

r/stocks Bearish 16d 17h ago
73% returns on capital. Record buybacks. BKNG looks undervalued at $160.
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bullish 2mo ago
Investment Account with JP Morgan
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bullish 3mo ago
BKNG down for another 5%
▲ 1 💬 20 ⚡ 0.0
Jul 27, 2026
earnings_calendar
BKNG Q2 2026 Earnings After Market Close — 2026-07-27
EPS est: $66.46 | Rev est: $7.7B
May 21, 2026
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May 18, 2026
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Dark Pool: BKNG — 10.6M shares, 346,948 trades
Week starting 2026-05-18. Total ATS volume: 10,559,245 shares across 346,948 trades.
May 14, 2026
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May 11, 2026
short_interest
FTD: BKNG — 553,805 shares ($91.9M) failed to deliver
Settlement: 20260511, Price: $165.93, FTD Value: $91,892,863.65, BOOKING HLDGS INC COM
May 11, 2026
dark_pool
Dark Pool: BKNG — 9.2M shares, 334,489 trades
Week starting 2026-05-11. Total ATS volume: 9,223,479 shares across 334,489 trades.
May 4, 2026
dark_pool
Dark Pool: BKNG — 9.9M shares, 358,089 trades
Week starting 2026-05-04. Total ATS volume: 9,858,618 shares across 358,089 trades.
Apr 28, 2026
earnings_calendar
BKNG Q1 2026 Earnings After Market Close — 2026-04-28
Apr 27, 2026
earnings_calendar
BKNG Q1 2026 Earnings After Market Close — 2026-04-27
EPS est: $27.92 | Rev est: $5.6B
Apr 27, 2026
short_interest
FTD: BKNG — 17,008 shares ($3.1M) failed to deliver
Settlement: 20260427, Price: $180.25, FTD Value: $3,065,692, BOOKING HLDGS INC COM
Apr 27, 2026
dark_pool
Dark Pool: BKNG — 12.4M shares, 381,137 trades
Week starting 2026-04-27. Total ATS volume: 12,429,775 shares across 381,137 trades.
Apr 24, 2026
short_interest
FTD: BKNG — 3,368 shares ($0.6M) failed to deliver
Settlement: 20260424, Price: $176.75, FTD Value: $595,294, BOOKING HLDGS INC COM
Apr 23, 2026
short_interest
FTD: BKNG — 2,808 shares ($0.5M) failed to deliver
Settlement: 20260423, Price: $179.40, FTD Value: $503,755.2, BOOKING HLDGS INC COM
Apr 21, 2026
other
Table for Mom: OpenTable Launches Mother’s Day Dining Trends and Canada’s Top 100 Brunch and Lunch Restaurants for 2026
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