Longbow Finance SA Acquires 1,030 Shares of Booking Holdings Inc. $BKNG

Longbow Finance SA lifted its holdings in Booking Holdings Inc. (NASDAQ:BKNG) by 121.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,875 shares of the business services provider’s stock after buying an additional 1,030 shares during the quarter. Longbow Finance SA’s holdings in Booking were worth $10,124,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Westside Investment Management Inc. increased its position in Booking by 400.0% in the 2nd quarter. Westside Investment Management Inc. now owns 5 shares of the business services provider’s stock valued at $29,000 after acquiring an additional 4 shares in the last quarter. Halbert Hargrove Global Advisors LLC lifted its position in shares of Booking by 150.0% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 5 shares of the business services provider’s stock worth $27,000 after purchasing an additional 3 shares in the last quarter. Guerra Advisors Inc acquired a new stake in shares of Booking in the third quarter valued at approximately $27,000. Barnes Dennig Private Wealth Management LLC raised its position in Booking by 100.0% in the 2nd quarter. Barnes Dennig Private Wealth Management LLC now owns 6 shares of the business services provider’s stock worth $35,000 after purchasing an additional 3 shares during the last quarter. Finally, Davis Capital Management acquired a new position in Booking during the 3rd quarter worth $32,000. Institutional investors and hedge funds own 92.42% of the company’s stock.

Insider Transactions at Booking

In other news, Director Robert J. Mylod, Jr. sold 40 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $5,105.36, for a total value of $204,214.40. Following the sale, the director directly owned 840 shares in the company, valued at approximately $4,288,502.40. This trade represents a 4.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Glenn D. Fogel sold 953 shares of Booking stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $5,181.34, for a total transaction of $4,937,817.02. Following the sale, the chief executive officer directly owned 19,615 shares in the company, valued at $101,631,984.10. This trade represents a 4.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 3,124 shares of company stock valued at $16,194,538. 0.16% of the stock is currently owned by insiders.

Booking News Roundup

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Gordon Haskett upgraded BKNG to a “Buy,” providing a near-term catalyst that could support the stock if earnings meet expectations. Gordon Haskett Upgrades Booking
• Positive Sentiment: Analysts and previews suggest Booking may report earnings growth and has metrics consistent with a potential beat, which can be supportive if the company delivers. Booking Holdings (BKNG) Earnings Expected to Grow
• Positive Sentiment: Deep-dive analyst-projection pieces highlight specific key metrics investors will watch in the Q4 release — guidance here could quickly shift the stock. What Analyst Projections for Key Metrics Reveal
• Neutral Sentiment: Booking.com named official travel partner of the Route 66 Centennial — a marketing/brand positive but unlikely to move near-term fundamentals materially. Booking.com Named Official Travel Partner
• Neutral Sentiment: KAYAK consumer data (Valentine’s travel picks) is positive for brand engagement but is largely PR-driven and not a near-term earnings driver. KAYAK Valentine’s Destination Study
• Neutral Sentiment: Calendar note: BKNG is projected to report earnings imminently, keeping the stock sensitive to any surprise in results or guidance. Booking Projected to Post Earnings
• Neutral Sentiment: Short-interest feeds show reported increases in February, but the published figures appear inconsistent (zero-share totals), so treat those data as unreliable until confirmed by official exchange reports.
• Negative Sentiment: A Seeking Alpha piece highlights a “challenging start to 2026” for Booking and argues recent weakness may reflect real near-term pressure on demand and margins; negative narratives like this can amplify selling ahead of earnings. Booking Holdings Q4 Earnings: Challenging Start
• Negative Sentiment: Market commentary notes BKNG underperformed the broader market today, attributing the drop to a combination of profit-taking after a strong run, cautious forward guidance risk, and the pre-earnings positioning of investors. Why Booking Holdings Dipped More Than Market

Booking Stock Down 3.6%

Shares of BKNG stock opened at $4,159.10 on Friday. The business has a fifty day simple moving average of $5,140.62 and a 200 day simple moving average of $5,242.37. The company has a market cap of $134.05 billion, a P/E ratio of 27.03, a P/E/G ratio of 0.93 and a beta of 1.21. Booking Holdings Inc. has a twelve month low of $4,096.23 and a twelve month high of $5,839.41.

Analyst Ratings Changes

BKNG has been the subject of a number of recent research reports. Wall Street Zen upgraded Booking from a “hold” rating to a “buy” rating in a research report on Sunday, January 4th. Rothschild & Co Redburn lifted their price objective on Booking from $6,250.00 to $6,400.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Robert W. Baird set a $6,325.00 target price on shares of Booking in a research report on Wednesday, October 29th. Citigroup cut shares of Booking from an “outperform” rating to a “hold” rating in a research report on Wednesday, February 4th. Finally, Deutsche Bank Aktiengesellschaft increased their target price on Booking from $6,723.00 to $6,790.00 and gave the stock a “buy” rating in a report on Tuesday, October 21st. Twenty-eight equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, Booking currently has a consensus rating of “Moderate Buy” and an average target price of $6,171.56.

About Booking

Booking Holdings Inc is a global online travel company that operates a portfolio of consumer brands and technology platforms that facilitate the search for and booking of travel services. The company’s businesses focus on accommodations, transportation and related travel services through consumer-facing websites and apps as well as partner distribution channels. Booking Holdings was originally founded as Priceline in the late 1990s and adopted the Booking Holdings name in 2018; it is headquartered in Norwalk, Connecticut.

Its core offerings include online reservations for hotels, vacation rentals and other lodging; flight and car rental search and booking; and ancillary services that support travel planning and on-property experiences.