BKNG

Booking Holdings Inc.

Nasdaq · Transportation Services · Inc. DE · CIK 0001075531
$164.94 +0.83% $127.8B
High Impact Filing (8/10)27 New Institutional Positions23 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$127.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$71.2B
Inst. Activity27 buys / 23 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 $163.59

Price Targets

$224.41 +36.1% upside Strong Buy
Current $164.94 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
BlackRock, Inc.$11.2B
VANGUARD CAPITAL MANAGEMENT LLC$8.7B
STATE STREET CORP$6.0B
DODGE & COX$4.2BADD
Capital World Investors$3.2B

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
50 institutional holders with $71.2B total value (16,728,589 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 27 institutions added/increased vs 23 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.2,653,140$11.2B15.7%
2VANGUARD CAPITAL MANAGEMENT LLC2,076,436$8.7B12.3%
3STATE STREET CORP1,420,796$6.0B8.4%
4DODGE & COX997,498$4.2B5.9%ADD +36.3%
5Capital World Investors769,161$3.2B4.5%
6SUSQUEHANNA INTERNATIONAL GROUP, LLP607,100$2.6B3.6%
7VANGUARD PORTFOLIO MANAGEMENT LLC589,389$2.5B3.5%
8MORGAN STANLEY537,501$2.3B3.2%
9SUSQUEHANNA INTERNATIONAL GROUP, LLP434,000$1.8B2.6%
10CITADEL ADVISORS LLC399,700$1.7B2.4%
11Invesco Ltd.353,550$1.5B2.1%
12DEUTSCHE BANK AG\343,474$1.4B2.0%
13FMR LLC319,758$1.3B1.9%TRIM -39.0%
14Nuveen, LLC318,308$1.3B1.9%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC277,258$1.2B1.6%
16JANUS HENDERSON GROUP PLC270,019$1.1B1.6%
17GOLDMAN SACHS GROUP INC269,043$1.1B1.6%
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP261,383$1.1B1.5%
19Ninety One UK Ltd253,374$1.1B1.5%
20Legal & General Group Plc235,935$993.4M1.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DODGE & COXADD732,081997,498+36.3%$4.2B2026-Q1
FMR LLCTRIM523,887319,758-39.0%$1.3B2026-Q1
HSBC HOLDINGS PLCADD135,596171,051+26.1%$534.3M2026-Q1
LOOMIS SAYLES & CO L PDOUBLED1,983122,877+6096.5%$517.4M2026-Q1
SEI INVESTMENTS COADD42,53783,598+96.5%$352.0M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD45,89882,475+79.7%$347.2M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMADD63,45181,489+28.4%$343.1M2026-Q1
Sumitomo Mitsui Trust Group, Inc.TRIM105,03975,714-27.9%$318.8M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD42,78975,445+76.3%$317.6M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED11,14568,013+510.3%$286.4M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM85,88064,009-25.5%$269.5M2026-Q1
TD ASSET MANAGEMENT INCTRIM114,40858,773-48.6%$247.5M2026-Q1
Mawer Investment Management Ltd.TRIM112,20556,702-49.5%$238.7M2026-Q1
Temasek Holdings (Private) LtdDOUBLED25,17556,071+122.7%$236.1M2026-Q1
Pictet Asset Management Holding SATRIM73,02150,467-30.9%$212.5M2026-Q1
Rathbones Group PLCTRIM64,90847,307-27.1%$199.2M2026-Q1
Marex Group plcADD35,09144,229+26.0%$186.2M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECTRIM72,12341,841-42.0%$176.2M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainTRIM166,65641,957-74.8%$174.5M2026-Q1
FEDERATED HERMES, INC.ADD19,23331,599+64.3%$133.0M2026-Q1
Artisan Partners Limited PartnershipADD23,94730,732+28.3%$129.4M2026-Q1
BROWN BROTHERS HARRIMAN & COTRIM59,89629,187-51.3%$122.9M2026-Q1
Capital International InvestorsTRIM72,11325,801-64.2%$108.6M2026-Q1
Alecta Tjanstepension OmsesidigtADD19,20025,700+33.9%$108.1M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM38,25223,975-37.3%$100.9M2026-Q1
17 unique insiders with 27 transactions. Net insider value: -$3.7M ($0.00 bought, $3.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 30, 2026WITTMAN VANESSA AMESDirectorAWARD1,583
May 30, 2026Read NicholasDirectorTAX W/H148$167.43$24.8K
May 30, 2026Radakovich Lynn VojvodichDirectorGIFT1,200
May 30, 2026GRADDICK WEIR MIRIAN MDirectorAWARD1,583
May 30, 2026Grier Kelly JDirectorAWARD1,583
May 30, 2026Quinlan LarryDirectorAWARD1,583
May 30, 2026Sievers KurtDirectorAWARD1,846
May 30, 2026ROTHMAN THOMAS EDirectorAWARD1,583
May 30, 2026Singh SumitDirectorAWARD1,583
May 30, 2026Read NicholasDirectorAWARD1,583
May 30, 2026NOSKI CHARLES HDirectorAWARD1,583
May 30, 2026MYLOD ROBERT J JRDirectorAWARD2,240
May 26, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELSELL20,381$162.96$3.3M
May 12, 2026Steenbergen Ewout LCHIEF FINANCIAL OFFICERTAX W/H12,456$157.80$2.0M
May 12, 2026Sullivan CarolineSVP, CAO & ControllerAWARD12,674
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 OFFICERTAX W/H1,114$4,153.87$4.6M
Mar 4, 2026D'Emic SusanaSVP, CAO & CONTROLLERTAX W/H1,532$4,153.87$6.4M
Mar 4, 2026Fogel Glenn DCEO AND PRESIDENTTAX W/H7,153$4,153.87$29.7M
Mar 4, 2026Steenbergen Ewout LCHIEF FINANCIAL OFFICERTAX W/H121$4,153.87$502.6K
Mar 4, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELTAX W/H1,950$4,153.87$8.1M
Mar 2, 2026Pisano PauloCHIEF HUMAN RESOURCES OFFICERAWARD2,290
Mar 2, 2026Fogel Glenn DCEO AND PRESIDENTAWARD14,310
Mar 2, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELAWARD4,294
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 +36.1% upside Strong Buy (1.54)
$175.00 Low $298.00 High
MetricValue
Current Price$164.94
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% +0.0% 1↑ 20↓ $7.2B 5.5% 22
Next Q
2026-09-30
$4.55 $4.25 $4.69 14.2% +0.0% 3↑ 18↓ $9.7B 8.1% 22
Current FY
2026-12-31
$10.45 $10.07 $10.97 14.6% +0.0% 2↑ 25↓ $29.4B 9.1% 29
Next FY
2027-12-31
$12.30 $10.53 $13.69 17.7% -0.0% 8↑ 18↓ $32.1B 9.3% 29

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.439
7d ago$2.439
30d ago$2.439
60d ago$2.620-0.181
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 21d 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 25, 2026
dark_pool
Dark Pool: BKNG — 7.5M shares, 263,750 trades
Week starting 2026-05-25. Total ATS volume: 7,472,148 shares across 263,750 trades.
May 21, 2026
other
OpenTable Announces Canadian Expansion with New Toronto Office Lease
New footprint complements existing Montreal office to strengthen the company's presence across Canada <pre>New footprint complements existing Montreal
May 20, 2026
other
KAYAK reveals the best value destinations for Brits this summer
KAYAK’s 2026 Travel Check-In report highlights key summer travel trends and affordable summer getaways for Brits
May 18, 2026
dark_pool
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
other
Patio season, served: OpenTable reveals Canada’s Top 100 Restaurants for Outdoor Dining in 2026
<p>TORONTO, May 14, 2026 (GLOBE NEWSWIRE) -- As the upcoming Victoria Day long weekend signals the unofficial start of summer, Canadians are ready t
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
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 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 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