Booking Holdings Inc. $BKNG Holdings Cut by CenterBook Partners LP

CenterBook Partners LP lowered its holdings in Booking Holdings Inc. (NASDAQ:BKNG) by 12.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 4,865 shares of the business services provider’s stock after selling 703 shares during the period. Booking accounts for approximately 1.3% of CenterBook Partners LP’s investment portfolio, making the stock its 10th biggest holding. CenterBook Partners LP’s holdings in Booking were worth $26,267,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of BKNG. Halbert Hargrove Global Advisors LLC lifted its stake in Booking by 150.0% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 5 shares of the business services provider’s stock worth $27,000 after acquiring an additional 3 shares during the period. Guerra Advisors Inc purchased a new position in Booking during the 3rd quarter valued at $27,000. Westside Investment Management Inc. raised its holdings in Booking by 400.0% in the 2nd quarter. Westside Investment Management Inc. now owns 5 shares of the business services provider’s stock worth $29,000 after purchasing an additional 4 shares in the last quarter. Davis Capital Management purchased a new stake in shares of Booking in the 3rd quarter worth about $32,000. Finally, Oakworth Capital Inc. boosted its stake in shares of Booking by 50.0% during the 3rd quarter. Oakworth Capital Inc. now owns 6 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 2 shares in the last quarter. Hedge funds and other institutional investors own 92.42% of the company’s stock.

Trending Headlines about Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Booking’s “connected-trip” segment is growing >20%, improving margins and cash-flow timing; management’s AI partnerships (including ChatGPT integration) could boost conversion and long-term revenue per user. Booking.com Stock Is Down 27 — Can Connected-Trip Growth and AI Integration Drive a Rebound?
• Positive Sentiment: KAYAK-led brand/AI changes signal a strategic push to raise conversion and streamline inventory/pricing, which could help Booking reclaim share or improve margins if execution succeeds. Booking Holdings Routes Brand Push And AI Shift Through KAYAK Changes
• Neutral Sentiment: Booking will post Q4 and full-year 2025 results on Feb. 18 (around 4:00 p.m. ET); outcomes and guidance will likely drive the next directional move. Booking Holdings to Make Fourth Quarter and Full Year 2025 Earnings Press Release Available on Company’s Investor Relations Website on February 18
• Neutral Sentiment: Analysts expect strong EPS growth for Q4 but flag U.S. pricing softness and booking normalization — a beat could re-rate shares, while conservative guidance would cap upside. BKNG Gears Up to Report Q4 Earnings: What’s in Store for the Stock?
• Negative Sentiment: Recent coverage highlights share-price weakness and valuation questions (DCF-based debate); if results or guidance disappoint, valuation-driven selling could continue. Do Recent Share Price Weakness And DCF Estimates Signal An Opportunity In Booking Holdings (BKNG)?
• Negative Sentiment: Comparisons with Airbnb highlight competitive risks — marketplace mix, pricing power and product differentiation remain potential headwinds if Airbnb or others gain share. Booking Vs. Airbnb: Which Travel Giant Wins The 2026 Upside Race?
• Negative Sentiment: Data entries report a “large increase” in short interest for February but show zero/NaN figures and inconsistencies — whether this reflects positioning or reporting errors, it increases near-term uncertainty and potential volatility ahead of earnings.

Booking Stock Performance

Shares of BKNG stock opened at $4,140.15 on Wednesday. The company has a market capitalization of $133.44 billion, a price-to-earnings ratio of 26.91, a price-to-earnings-growth ratio of 0.89 and a beta of 1.21. Booking Holdings Inc. has a one year low of $4,020.54 and a one year high of $5,839.41. The company’s 50-day moving average is $5,077.65 and its 200 day moving average is $5,208.10.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on BKNG shares. The Goldman Sachs Group reissued a “neutral” rating and issued a $5,920.00 price target on shares of Booking in a research note on Tuesday, January 27th. Jefferies Financial Group decreased their target price 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. Wall Street Zen upgraded Booking from a “hold” rating to a “buy” rating in a research report on Sunday, January 4th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Booking in a research note on Monday, December 29th. Finally, Robert W. Baird set a $6,325.00 price objective on Booking in a research report on Wednesday, October 29th. Twenty-six research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $6,171.56.

Insider Activity

In related news, CEO Glenn D. Fogel sold 953 shares of the company’s stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 19,615 shares of the company’s stock, valued at approximately $101,631,984.10. This represents a 4.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 sale, the director 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,096 shares of company stock worth $11,120,014 over the last 90 days. 0.16% of the stock is currently owned by insiders.

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.