Public Sector Pension Investment Board Boosts Stake in Booking Holdings Inc. $BKNG

Public Sector Pension Investment Board increased its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 768.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 32,932 shares of the business services provider’s stock after purchasing an additional 29,139 shares during the quarter. Booking accounts for 0.7% of Public Sector Pension Investment Board’s portfolio, making the stock its 29th biggest holding. Public Sector Pension Investment Board owned about 0.10% of Booking worth $177,809,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the business. Brighton Jones LLC grew its stake in shares of Booking by 34.9% in the fourth quarter. Brighton Jones LLC now owns 251 shares of the business services provider’s stock worth $1,249,000 after acquiring an additional 65 shares during the period. Revolve Wealth Partners LLC bought a new stake in Booking in the 4th quarter worth approximately $209,000. Sivia Capital Partners LLC raised its stake in Booking by 25.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 165 shares of the business services provider’s stock valued at $955,000 after buying an additional 33 shares during the last quarter. Bouchey Financial Group Ltd bought a new position in shares of Booking during the 2nd quarter valued at $208,000. Finally, Clearstead Trust LLC lifted its holdings in shares of Booking by 13.3% during the 2nd quarter. Clearstead Trust LLC now owns 136 shares of the business services provider’s stock valued at $787,000 after buying an additional 16 shares during the period. 92.42% of the stock is currently owned by institutional investors.

Insider Activity

In other Booking news, CEO Glenn D. Fogel sold 953 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $5,181.34, for a total value of $4,937,817.02. Following the completion of the sale, the chief executive officer owned 19,615 shares in the company, valued at approximately $101,631,984.10. This represents a 4.63% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Robert J. Mylod, Jr. sold 40 shares of the firm’s stock in a transaction dated 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 represents a 4.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 3,124 shares of company stock worth $16,194,538 in the last three months. Company insiders own 0.16% of the company’s stock.

Booking Trading Down 3.6%

NASDAQ BKNG opened at $4,159.10 on Friday. Booking Holdings Inc. has a 12 month low of $4,096.23 and a 12 month high of $5,839.41. The stock has a market cap of $134.05 billion, a price-to-earnings ratio of 27.03, a PEG ratio of 0.93 and a beta of 1.21. The company’s 50 day moving average is $5,140.62 and its two-hundred day moving average is $5,242.37.

Wall Street Analyst Weigh In

A number of research firms recently commented on BKNG. Jefferies Financial Group reduced their price objective on Booking from $5,800.00 to $5,600.00 and set a “hold” rating for the company in a research report on Friday, January 23rd. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $5,920.00 price target on shares of Booking in a research report on Tuesday, January 27th. Truist Financial set a $5,810.00 price objective on shares of Booking in a report on Wednesday, October 29th. Robert W. Baird set a $6,325.00 target price on shares of Booking in a research report on Wednesday, October 29th. Finally, TD Cowen reiterated a “buy” rating on shares of Booking in a research report on Wednesday, December 3rd. Twenty-eight analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $6,171.56.

Key Stories Impacting Booking

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.