Booking Holdings Inc. (NASDAQ:BKNG) Stock Has Consensus Target Price of $222.35

Shares of Booking Holdings Inc. (NASDAQ:BKNG) have received an average recommendation of “Moderate Buy” from the thirty-six brokerages that are currently covering the stock, Marketbeat Ratings reports. Seven equities research analysts have rated the stock with a hold rating, twenty-seven have given a buy rating and two have given a strong buy rating to the company. The average 1-year target price among brokerages that have covered the stock in the last year is $222.35.

A number of research analysts have commented on BKNG shares. B. Riley Financial decreased their target price on shares of Booking from $274.00 to $265.00 and set a “buy” rating on the stock in a research report on Wednesday, November 4th. The Goldman Sachs Group reiterated a “neutral” rating and set a $175.00 price target on shares of Booking in a research report on Wednesday, November 4th. Robert W. Baird set a $230.00 price target on shares of Booking in a research note on Wednesday, August 5th. Melius Research set a $225.00 price target on shares of Booking in a research note on Tuesday, October 20th. Finally, Susquehanna restated a “positive” rating and issued a $200.00 price objective (down from $240.00) on shares of Booking in a report on Wednesday, November 4th.

Insider Transactions at Booking

In other Booking news, VP Peter Millones, Jr. sold 50,050 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $207.59, for a total transaction of $10,389,879.50. Following the transaction, the vice president directly owned 375,025 shares in the company, valued at $77,851,439.75. This represents a 11.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert Mylod, Jr. sold 1,000 shares of the company’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $200.00, for a total value of $200,000.00. Following the transaction, the director owned 14,000 shares in the company, valued at $2,800,000. This trade represents a 6.67% 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 ninety days. 0.17% of the stock is owned by company insiders.

Hedge Funds Weigh In On Booking

Several hedge funds have recently bought and sold shares of the company. BlackRock Inc. purchased a new stake in Booking during the second quarter worth about $11,646,302,000. State Street Corp boosted its stake in shares of Booking by 2,674.6% in the second quarter. State Street Corp now owns 39,420,711 shares of the business services provider’s stock valued at $7,026,348,000 after purchasing an additional 37,999,915 shares during the period. Deutsche Bank AG acquired a new position in shares of Booking in the second quarter valued at approximately $1,691,186,000. Bank of New York Mellon Corp acquired a new position in shares of Booking in the second quarter valued at approximately $1,370,455,000. Finally, Ninety One UK Ltd grew its holdings in shares of Booking by 1.0% in the third quarter. Ninety One UK Ltd now owns 6,489,929 shares of the business services provider’s stock valued at $1,057,274,000 after purchasing an additional 64,584 shares in the last quarter. Institutional investors and hedge funds own 92.42% of the company’s stock.

Booking Trading Down 1.0%

Booking stock traded down $1.62 during mid-day trading on Friday, hitting $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 stock’s fifty day moving average is $162.66 and its two-hundred day moving average is $175.02. The firm has a market capitalization of $118.68 billion, a PE ratio of 17.22, a price-to-earnings-growth ratio of 1.03 and a beta of 1.17. Booking has a 1 year low of $146.28 and a 1 year high of $220.81.

Booking (NASDAQ:BKNG) last posted its earnings results on Tuesday, November 3rd. The business services provider reported $4.66 EPS for the quarter, beating analysts’ consensus estimates of $4.49 by $0.17. Booking had a negative return on equity of 89.54% and a net margin of 25.52%. 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 previous year, the business earned $99.50 earnings per share. The company’s revenue for the quarter was down 1.2% on a year-over-year basis. On average, equities analysts expect that Booking will post 10.26 EPS for the current fiscal year.

Booking Announces Dividend

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

Booking News Roundup

These are some of the BKNG news items 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?

Booking Company Profile

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.