Booking Holdings Inc. $BKNG Holdings Lifted by SeaBridge Investment Advisors LLC

SeaBridge Investment Advisors LLC increased its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 1,175.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 727 shares of the business services provider’s stock after buying an additional 670 shares during the quarter. SeaBridge Investment Advisors LLC’s holdings in Booking were worth $4,209,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of BKNG. GAMMA Investing LLC grew its holdings in shares of Booking by 521,609.7% during the first quarter. GAMMA Investing LLC now owns 2,363,345 shares of the business services provider’s stock valued at $10,887,718,000 after buying an additional 2,362,892 shares in the last quarter. Pacer Advisors Inc. grew its holdings in shares of Booking by 1,411.9% during the first quarter. Pacer Advisors Inc. now owns 112,201 shares of the business services provider’s stock valued at $516,900,000 after buying an additional 104,780 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of Booking by 79.4% during the first quarter. AQR Capital Management LLC now owns 154,206 shares of the business services provider’s stock valued at $695,259,000 after buying an additional 68,243 shares in the last quarter. TD Asset Management Inc grew its holdings in shares of Booking by 182.2% during the first quarter. TD Asset Management Inc now owns 104,643 shares of the business services provider’s stock valued at $482,081,000 after buying an additional 67,562 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of Booking by 27.8% during the first quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 181,515 shares of the business services provider’s stock valued at $836,223,000 after buying an additional 39,523 shares in the last quarter. Hedge funds and other institutional investors own 92.42% of the company’s stock.

Insider Transactions at Booking

In related news, Director Vanessa Ames Wittman sold 15 shares of the business’s stock in a transaction dated Monday, September 15th. The stock was sold at an average price of $5,500.00, for a total transaction of $82,500.00. Following the completion of the transaction, the director owned 747 shares of the company’s stock, valued at approximately $4,108,500. The trade was a 1.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Glenn D. Fogel sold 1,013 shares of the business’s stock in a transaction dated Monday, September 15th. The stock was sold at an average price of $5,516.92, for a total value of $5,588,639.96. Following the transaction, the chief executive officer directly owned 23,607 shares of the company’s stock, valued at $130,237,930.44. This represents a 4.11% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 4,195 shares of company stock worth $23,467,630. 0.16% of the stock is owned by corporate insiders.

Booking Stock Performance

BKNG opened at $5,548.00 on Friday. The company has a market cap of $179.81 billion, a PE ratio of 38.58, a price-to-earnings-growth ratio of 1.61 and a beta of 1.39. The stock has a 50-day moving average of $5,553.44 and a 200-day moving average of $5,264.07. Booking Holdings Inc. has a 52-week low of $4,060.98 and a 52-week high of $5,839.41.

Booking (NASDAQ:BKNG) last released its quarterly earnings results on Tuesday, July 29th. The business services provider reported $55.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $50.32 by $5.08. The company had revenue of $6.80 billion during the quarter, compared to the consensus estimate of $6.54 billion. Booking had a negative return on equity of 134.19% and a net margin of 19.23%.The firm’s revenue was up 16.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $41.90 EPS. Booking has set its Q3 2025 guidance at EPS. On average, research analysts predict that Booking Holdings Inc. will post 209.92 earnings per share for the current year.

Booking Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 30th. Stockholders of record on Friday, September 5th will be paid a dividend of $9.60 per share. This represents a $38.40 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Friday, September 5th. Booking’s dividend payout ratio is 26.71%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Citigroup lifted their price target on Booking from $5,560.00 to $6,500.00 and gave the company a “buy” rating in a report on Wednesday, July 30th. Hsbc Global Res upgraded Booking to a “strong-buy” rating in a research note on Thursday, July 17th. Wedbush reaffirmed a “neutral” rating and issued a $5,900.00 target price on shares of Booking in a research report on Wednesday, July 30th. UBS Group upped their target price on Booking from $5,750.00 to $6,300.00 and gave the stock a “buy” rating in a research report on Monday, July 28th. Finally, Wells Fargo & Company upped their target price on Booking from $5,411.00 to $5,418.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 30th. Three analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $5,808.81.

Booking Company Profile

Booking Holdings Inc, formerly The Priceline Group Inc, is a provider of travel and restaurant online reservation and related services. The Company, through its online travel companies (OTCs), connects consumers wishing to make travel reservations with providers of travel services across the world. It offers consumers an array of accommodation reservations (including hotels, bed and breakfasts, hostels, apartments, vacation rentals and other properties) through its Booking.com, priceline.com and agoda.com brands.