Stratos Wealth Partners LTD. Raises Stake in Booking Holdings Inc. $BKNG

Stratos Wealth Partners LTD. grew its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 22.9% during the third quarter, HoldingsChannel reports. The firm owned 832 shares of the business services provider’s stock after purchasing an additional 155 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Booking were worth $4,494,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Geode Capital Management LLC boosted its holdings in Booking by 1.1% in the second quarter. Geode Capital Management LLC now owns 854,838 shares of the business services provider’s stock valued at $4,936,132,000 after acquiring an additional 9,333 shares during the last quarter. Norges Bank acquired a new position in Booking in the 2nd quarter worth $2,210,917,000. Invesco Ltd. boosted its stake in shares of Booking by 6.8% during the 2nd quarter. Invesco Ltd. now owns 379,583 shares of the business services provider’s stock valued at $2,197,495,000 after buying an additional 24,030 shares during the last quarter. Schroder Investment Management Group increased its position in shares of Booking by 4.9% in the 2nd quarter. Schroder Investment Management Group now owns 377,198 shares of the business services provider’s stock worth $2,183,690,000 after purchasing an additional 17,662 shares during the last quarter. Finally, Laurel Wealth Advisors LLC raised its stake in Booking by 578,824.0% during the second quarter. Laurel Wealth Advisors LLC now owns 289,462 shares of the business services provider’s stock valued at $1,675,765,000 after buying an additional 289,412 shares in the last quarter. 92.42% of the stock is owned by institutional investors and hedge funds.

Booking Stock Down 3.6%

Shares of NASDAQ BKNG opened at $4,159.10 on Friday. The stock 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. The firm’s 50-day simple moving average is $5,140.62 and its 200 day simple moving average is $5,242.37. Booking Holdings Inc. has a fifty-two week low of $4,096.23 and a fifty-two week high of $5,839.41.

Insider Activity

In other news, 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 value of $4,937,817.02. Following the transaction, the chief executive officer owned 19,615 shares of the company’s stock, valued at $101,631,984.10. The trade was a 4.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Robert J. Mylod, Jr. sold 40 shares of the 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 transaction of $204,214.40. Following the sale, the director directly owned 840 shares of the company’s stock, valued at approximately $4,288,502.40. This represents a 4.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 3,124 shares of company stock worth $16,194,538. Corporate insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on BKNG. BNP Paribas Exane set a $6,100.00 target price on shares of Booking in a research note on Monday, November 24th. Barclays raised their target price on shares of Booking from $6,000.00 to $6,250.00 and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Citizens Jmp reaffirmed a “market perform” rating on shares of Booking in a report on Wednesday, February 4th. KeyCorp lowered their price objective on Booking from $6,630.00 to $6,500.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Finally, Mizuho raised Booking from a “neutral” rating to an “outperform” rating and set a $6,000.00 target price on the stock in a research report on Wednesday, February 4th. Twenty-eight equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $6,171.56.

Key Booking News

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 Profile

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.