Booking Holdings Inc. $BKNG Stock Sold by Mawer Investment Management Ltd.

Mawer Investment Management Ltd. trimmed its position in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 11.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 652,299 shares of the business services provider’s stock after selling 88,184 shares during the quarter. Mawer Investment Management Ltd.’s holdings in Booking were worth $106,266,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Kapitalo Investimentos Ltda bought a new position in shares of Booking in the 1st quarter worth approximately $345,000. Alesco Advisors LLC An ESL Co purchased a new position in shares of Booking in the 1st quarter valued at approximately $400,000. Inceptionr LLC bought a new stake in shares of Booking during the first quarter valued at approximately $505,000. Oslo Pensjonsforsikring AS bought a new stake in shares of Booking during the first quarter valued at approximately $509,000. Finally, Kesler Norman & Wride LLC bought a new stake in shares of Booking during the first quarter valued at approximately $518,000. Hedge funds and other institutional investors own 92.42% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on BKNG. Citizens Jmp assumed coverage on Booking in a research note on Wednesday, November 4th. They issued a “hold” rating on the stock. Rosenblatt Securities lowered their price objective on Booking from $245.00 to $210.00 and set a “buy” rating for the company in a research report on Wednesday, November 4th. Susquehanna reissued a “positive” rating and set a $200.00 price objective (down from $240.00) on shares of Booking in a research report on Wednesday, November 4th. Barclays dropped their target price on shares of Booking from $210.00 to $170.00 and set an “overweight” rating on the stock in a report on Wednesday, November 4th. Finally, TD Cowen raised shares of Booking to a “strong-buy” rating in a research report on Monday, September 14th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Booking presently has an average rating of “Moderate Buy” and an average price target of $222.35.

Booking Stock Performance

Shares of BKNG traded down $1.62 during mid-day trading on Friday, hitting $159.58. 4,563,508 shares of the company traded hands, compared to its average volume of 7,837,696. The stock has a 50-day moving average price of $162.66 and a two-hundred day moving average price of $175.02. Booking Holdings Inc. has a 1 year low of $146.28 and a 1 year high of $220.81. The stock has a market cap of $118.68 billion, a price-to-earnings ratio of 17.22, a P/E/G ratio of 1.03 and a beta of 1.17.

Booking (NASDAQ:BKNG) last issued its quarterly earnings data 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 company had revenue of $9.79 billion for the quarter, compared to the consensus estimate of $9.55 billion. During the same quarter in the prior year, the firm earned $99.50 earnings per share. The firm’s revenue for the quarter was down 1.2% compared to the same quarter last year. On average, analysts forecast that Booking Holdings Inc. will post 10.26 EPS for the current year.

Booking Announces Dividend

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

Trending Headlines about Booking

These are some of the BKNG headlines that stood out recently:

• 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?

Insider Activity at Booking

In other news, Director Robert Mylod, Jr. sold 1,000 shares of the stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $200.00, for a total transaction of $200,000.00. Following the transaction, the director directly owned 14,000 shares of the company’s stock, valued at $2,800,000. This represents a 6.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Vanessa Wittman sold 375 shares of the firm’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 completion of the transaction, the director owned 16,133 shares in the company, valued at approximately $3,404,063. This trade represents a 2.27% 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 have sold a total of 57,425 shares of company stock valued at $11,783,564 in the last quarter. 0.17% of the stock is currently owned by corporate insiders.

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.