Boston Common Asset Management LLC Has $24 Million Stock Holdings in Booking Holdings Inc. $BKNG

Boston Common Asset Management LLC boosted its position in Booking Holdings Inc. (NASDAQ:BKNG) by 4.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,146 shares of the business services provider’s stock after buying an additional 171 shares during the quarter. Boston Common Asset Management LLC’s holdings in Booking were worth $24,002,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. raised its position in Booking by 1.0% in the 1st quarter. Vanguard Group Inc. now owns 2,956,462 shares of the business services provider’s stock valued at $13,620,154,000 after buying an additional 30,054 shares during the last quarter. Northern Trust Corp raised its position in Booking by 0.5% in the 1st quarter. Northern Trust Corp now owns 370,327 shares of the business services provider’s stock valued at $1,706,063,000 after buying an additional 1,699 shares during the last quarter. Deutsche Bank AG raised its position in Booking by 6.6% in the 1st quarter. Deutsche Bank AG now owns 296,331 shares of the business services provider’s stock valued at $1,365,170,000 after buying an additional 18,268 shares during the last quarter. Charles Schwab Investment Management Inc. raised its position in Booking by 3.7% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 222,200 shares of the business services provider’s stock valued at $1,023,655,000 after buying an additional 8,015 shares during the last quarter. Finally, Ninety One UK Ltd raised its position in Booking by 1.1% in the 2nd quarter. Ninety One UK Ltd now owns 218,016 shares of the business services provider’s stock valued at $1,262,147,000 after buying an additional 2,418 shares during the last quarter. Institutional investors and hedge funds own 92.42% of the company’s stock.

Booking Price Performance

BKNG opened at $5,418.05 on Friday. The business has a fifty day simple moving average of $5,524.95 and a 200 day simple moving average of $5,302.42. The company has a market capitalization of $175.60 billion, a PE ratio of 37.68, a price-to-earnings-growth ratio of 1.56 and a beta of 1.35. Booking Holdings Inc. has a 1 year low of $4,096.23 and a 1 year high of $5,839.41.

Booking (NASDAQ:BKNG) last released its earnings results on Tuesday, July 29th. The business services provider reported $55.40 earnings per share for the quarter, beating analysts’ consensus estimates of $50.32 by $5.08. The firm had revenue of $6.80 billion during the quarter, compared to the consensus estimate of $6.54 billion. Booking had a negative return on equity of 134.19% and a net margin of 19.23%.The company’s revenue was up 16.0% compared to the same quarter last year. During the same period in the prior year, the company posted $41.90 EPS. Booking has set its Q3 2025 guidance at EPS. Equities analysts anticipate that Booking Holdings Inc. will post 209.92 earnings per share for the current fiscal year.

Booking Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 30th. Stockholders of record on Friday, September 5th were given a dividend of $9.60 per share. This represents a $38.40 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Friday, September 5th. Booking’s dividend payout ratio is presently 26.71%.

Insider Activity

In other news, CEO Glenn D. Fogel sold 1,013 shares of the company’s stock in a transaction on Monday, September 15th. The stock was sold at an average price of $5,516.92, for a total transaction of $5,588,639.96. Following the completion of the sale, the chief executive officer directly owned 23,607 shares in the company, valued at approximately $130,237,930.44. This represents a 4.11% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Larry Quinlan sold 64 shares of the company’s stock in a transaction on Monday, September 15th. The shares were sold at an average price of $5,511.80, for a total value of $352,755.20. Following the sale, the director owned 131 shares of the company’s stock, valued at approximately $722,045.80. The trade was a 32.82% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 4,195 shares of company stock worth $23,467,630. 0.16% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have weighed in on BKNG. BTIG Research reaffirmed a “buy” rating and set a $6,250.00 price target on shares of Booking in a research report on Thursday, September 4th. Susquehanna boosted their price target on Booking from $6,000.00 to $6,500.00 and gave the stock a “positive” rating in a research report on Friday, August 1st. Piper Sandler reaffirmed a “neutral” rating and set a $5,750.00 price target (up previously from $5,077.00) on shares of Booking in a research report on Wednesday, July 30th. DA Davidson boosted their price target on Booking from $5,750.00 to $6,500.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Finally, Morgan Stanley set a $5,650.00 price target on Booking and gave the stock an “equal weight” rating in a research report on Wednesday, July 30th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $5,807.89.

About Booking

Booking Holdings Inc, formerly The Priceline Group Inc, is a provider of travel and restaurant online reservation and related services. The Company, through its online travel companies (OTCs), connects consumers wishing to make travel reservations with providers of travel services across the world. It offers consumers an array of accommodation reservations (including hotels, bed and breakfasts, hostels, apartments, vacation rentals and other properties) through its Booking.com, priceline.com and agoda.com brands.