Shares of Booking Holdings Inc. (NASDAQ:BKNG – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the thirty-six brokerages that are presently covering the firm, Marketbeat.com reports. Seven equities research analysts have rated the stock with a hold rating and twenty-nine have given a buy rating to the company. The average twelve-month price target among brokerages that have issued ratings on the stock in the last year is $5,843.2121.
A number of research firms recently weighed in on BKNG. JPMorgan Chase & Co. decreased their price target on Booking from $6,250.00 to $5,600.00 and set an “overweight” rating for the company in a research report on Thursday, February 19th. Royal Bank Of Canada restated an “outperform” rating and set a $6,100.00 price objective on shares of Booking in a report on Thursday, February 19th. Citigroup reduced their price objective on shares of Booking from $6,500.00 to $6,250.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. UBS Group set a $6,485.00 target price on shares of Booking and gave the stock a “buy” rating in a report on Thursday, February 19th. Finally, Gordon Haskett dropped their target price on shares of Booking from $5,440.00 to $5,370.00 and set a “buy” rating on the stock in a research report on Thursday, February 19th.
View Our Latest Analysis on BKNG
Booking Stock Performance
Booking’s stock is scheduled to split on Monday, April 6th. The 25-1 split was announced on Wednesday, February 18th. The newly created shares will be payable to shareholders after the closing bell on Thursday, April 2nd.
Booking (NASDAQ:BKNG – Get Free Report) last released its quarterly earnings data on Wednesday, February 18th. The business services provider reported $48.80 earnings per share for the quarter, topping the consensus estimate of $47.96 by $0.84. The business had revenue of $6.35 billion during the quarter, compared to analyst estimates of $6.12 billion. Booking had a negative return on equity of 128.99% and a net margin of 20.08%.The company’s revenue was up 16.0% compared to the same quarter last year. During the same period last year, the company posted $41.55 EPS. On average, sell-side analysts expect that Booking will post 209.92 EPS for the current fiscal year.
Booking Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 6th were paid a $10.50 dividend. The ex-dividend date of this dividend was Friday, March 6th. This represents a $42.00 dividend on an annualized basis and a yield of 1.0%. This is a positive change from Booking’s previous quarterly dividend of $9.60. Booking’s dividend payout ratio (DPR) is 25.28%.
Booking News Roundup
Here are the key news stories impacting Booking this week:
- Positive Sentiment: D. E. Shaw has been increasing its long-term stake in BKNG, signaling institutional confidence that can support demand for the shares. D. E. Shaw Is Buying This Travel Stock
- Positive Sentiment: Booking added Kurt Sievers, former CEO of NXP Semiconductors, to its board — a governance/tech hire that could help product, payments or platform strategy. Investors often view experienced outside directors as a constructive governance signal. Kurt Sievers Appointed to Booking Board
- Positive Sentiment: Booking’s 25-for-1 stock split becomes effective early April, making shares more accessible to retail investors — a technical catalyst that can boost demand and volume in the near term. Inside Booking’s Historic Split
- Positive Sentiment: Seasonal travel strength (e.g., cherry-blossom and Asia demand) is highlighted in recent coverage, underlining demand tailwinds for Booking’s core Booking.com business as travel volumes recover. Cherry Blossom Demand Highlights Booking
- Neutral Sentiment: Wells Fargo trimmed its price target slightly but kept an “equal weight” rating, signaling a modest adjustment in expectations rather than a strong downgrade. Analysts’ commentary may keep trading volatile. Wells Fargo Adjusts Price Target
- Neutral Sentiment: Booking will webcast Q1 2026 results on April 28 — a key upcoming event that will likely drive near-term volatility and reset expectations. Q1 2026 Webcast Announcement
- Neutral Sentiment: Recent analyst and valuation pieces note that BKNG is trading below its recent highs after a year-to-date pullback, framing the share move as a possible buying opportunity for longer-term investors. Assessing Booking Valuation
- Negative Sentiment: Shares have underperformed recently (notable YTD decline), which can pressure sentiment and make the stock more sensitive to any execution or macro risks ahead of the earnings print. Stock Underperforms Market
Insiders Place Their Bets
In other Booking news, CEO Glenn D. Fogel sold 953 shares of the business’s stock in a transaction 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 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 Securities & Exchange Commission, which is available through this hyperlink. Also, Director Robert J. Mylod, Jr. sold 40 shares of the stock in a transaction 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 completion of the sale, the director owned 840 shares of the company’s stock, valued at $4,288,502.40. The trade was a 4.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 2,749 shares of company stock worth $12,571,467. Corporate insiders own 0.16% of the company’s stock.
Institutional Investors Weigh In On Booking
Several hedge funds have recently bought and sold shares of BKNG. SageView Advisory Group LLC grew its stake in Booking by 1.6% during the 2nd quarter. SageView Advisory Group LLC now owns 126 shares of the business services provider’s stock valued at $716,000 after acquiring an additional 2 shares in the last quarter. CYBER HORNET ETFs LLC increased its holdings in shares of Booking by 2.3% in the 2nd quarter. CYBER HORNET ETFs LLC now owns 88 shares of the business services provider’s stock valued at $509,000 after purchasing an additional 2 shares during the period. Dakota Community Bank & Trust NA lifted its position in shares of Booking by 4.3% in the third quarter. Dakota Community Bank & Trust NA now owns 48 shares of the business services provider’s stock worth $259,000 after purchasing an additional 2 shares in the last quarter. Foster Group Inc. boosted its holdings in shares of Booking by 3.9% during the third quarter. Foster Group Inc. now owns 53 shares of the business services provider’s stock worth $286,000 after purchasing an additional 2 shares during the period. Finally, Alliance Wealth Advisors LLC boosted its holdings in shares of Booking by 2.0% during the third quarter. Alliance Wealth Advisors LLC now owns 104 shares of the business services provider’s stock worth $562,000 after purchasing an additional 2 shares during the period. 92.42% of the stock is owned by hedge funds and other institutional investors.
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.
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