Booking Holdings Inc. $BKNG Shares Newly Bought by Pensioenfonds Rail & OV

Pensioenfonds Rail & OV bought a new position in Booking Holdings Inc. (NASDAQ:BKNG) during the 3rd quarter, Holdings Channel reports. The fund bought 25,263 shares of the business services provider’s stock, valued at approximately $4,116,000.

Other hedge funds also recently bought and sold shares of the company. Bogart Wealth LLC raised its position in Booking by 3,475.0% during the 2nd quarter. Bogart Wealth LLC now owns 143 shares of the business services provider’s stock valued at $25,000 after purchasing an additional 139 shares during the last quarter. Wilkerson Advisory Group LLC lifted its holdings in Booking by 3,550.0% in the 2nd quarter. Wilkerson Advisory Group LLC now owns 146 shares of the business services provider’s stock worth $26,000 after buying an additional 142 shares during the period. First Financial Corp IN lifted its holdings in Booking by 2,400.0% in the 2nd quarter. First Financial Corp IN now owns 150 shares of the business services provider’s stock worth $27,000 after buying an additional 144 shares during the period. Roble Belko & Company Inc lifted its holdings in Booking by 2,400.0% in the 2nd quarter. Roble Belko & Company Inc now owns 150 shares of the business services provider’s stock worth $27,000 after buying an additional 144 shares during the period. Finally, Kings Path Partners LLC bought a new stake in shares of Booking in the 3rd quarter worth approximately $29,000. Hedge funds and other institutional investors own 92.42% of the company’s stock.

Top Booking Stories

Here are a few of the latest stories about BKNG:

• Neutral Sentiment: Booking completed a €3.55 billion senior-notes offering. The debt financing avoids issuing shares, but adds borrowing and future interest obligations; the available report does not specify how proceeds will be used. Booking Holdings Completes €3.55 Billion Senior Notes Offering
• Negative Sentiment: KeyCorp lowered its Booking EPS estimates: Q4 2026 to $2.10 from $2.35, FY2027 to $11.56 from $12.13, and FY2028 to $13.37 from $14.78. The reductions suggest a softer earnings outlook beyond the current year, although KeyCorp’s FY2026 estimate aligns with the cited $10.26 consensus. KeyCorp Has Strong Estimate for Booking FY2026 Earnings
• Negative Sentiment: OpenAI’s agreement to acquire travel-AI specialist Odessia raises the possibility that AI assistants could become a new gateway for trip planning and bookings, potentially challenging Booking’s role in travel discovery and customer relationships. The competitive impact remains uncertain. Could Booking Holdings (BKNG) Lose Travel Search Ground To New AI Gatekeepers?

Booking Trading Down 1.0%

BKNG traded down $1.62 during midday trading on Friday, reaching $159.58. The company’s stock had a trading volume of 4,563,508 shares, compared to its average volume of 7,837,696. The firm has a market capitalization of $118.68 billion, a price-to-earnings ratio of 17.22, a PEG ratio of 1.03 and a beta of 1.17. Booking Holdings Inc. has a 1 year low of $146.28 and a 1 year high of $220.81. The stock’s 50-day moving average is $162.66 and its 200-day moving average is $175.02.

Booking (NASDAQ:BKNG) last announced its earnings results on Tuesday, November 3rd. The business services provider reported $4.66 earnings per share for the quarter, beating analysts’ consensus estimates of $4.49 by $0.17. Booking had a net margin of 25.52% and a negative return on equity of 89.54%. The business had revenue of $9.79 billion during the quarter, compared to the consensus estimate of $9.55 billion. During the same quarter last year, the firm earned $99.50 earnings per share. The business’s revenue for the quarter was down 1.2% on a year-over-year basis. As a group, equities research analysts forecast that Booking Holdings Inc. will post 10.26 earnings per share for the current fiscal year.

Booking Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Investors of record on Friday, December 11th will be paid a $0.42 dividend. The ex-dividend date is Friday, December 11th. This represents a $1.68 annualized dividend and a dividend yield of 1.1%. Booking’s dividend payout ratio is presently 18.12%.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on BKNG. Royal Bank Of Canada reduced their target price on Booking from $220.00 to $205.00 and set an “outperform” rating on the stock in a research note on Wednesday, November 4th. DA Davidson set a $240.00 price target on shares of Booking in a research note on Thursday, August 6th. Truist Financial set a $216.00 price target on shares of Booking and gave the stock a “buy” rating in a research note on Wednesday, September 30th. JPMorgan Chase & Co. lowered their price objective on shares of Booking from $248.00 to $205.00 and set an “overweight” rating for the company in a report on Wednesday, November 4th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $188.00 price objective on shares of Booking in a research report on Wednesday, August 26th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $222.35.

Insider Buying and Selling

In other Booking news, Director Vanessa Wittman sold 375 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $211.00, for a total value of $79,125.00. Following the sale, the director directly owned 16,133 shares of the company’s stock, valued at approximately $3,404,063. The trade was a 2.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Peter J. Millones sold 50,050 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $207.59, for a total value of $10,389,879.50. Following the completion of the sale, the vice president directly owned 375,025 shares in the company, valued at $77,851,439.75. This trade represents a 11.77% decrease in their ownership of the stock. 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. Insiders sold 57,425 shares of company stock worth $11,783,564 in the last 90 days. Corporate insiders own 0.17% of the company’s stock.

About Booking

Booking Holdings Inc. is an online travel company that connects travelers with accommodations and other travel services. Through its digital platforms, customers can search for and book hotels, vacation rentals, flights, rental cars, attractions and other travel experiences. The company operates a portfolio of consumer brands, including Booking.com, Priceline, Agoda, KAYAK, Rentalcars.com and OpenTable. Its services span accommodation reservations, travel search and comparison, car rentals, and restaurant reservations.