Eos Management L.P. Buys 110 Shares of Booking Holdings Inc. $BKNG

Eos Management L.P. raised its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 19.3% in the 3rd quarter, Holdings Channel.com reports. The fund owned 680 shares of the business services provider’s stock after buying an additional 110 shares during the quarter. Booking comprises approximately 1.4% of Eos Management L.P.’s investment portfolio, making the stock its 19th biggest position. Eos Management L.P.’s holdings in Booking were worth $3,672,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of BKNG. Brighton Jones LLC increased its holdings in Booking by 34.9% in the 4th quarter. Brighton Jones LLC now owns 251 shares of the business services provider’s stock valued at $1,249,000 after buying an additional 65 shares during the period. Revolve Wealth Partners LLC bought a new position in Booking in the fourth quarter valued at approximately $209,000. Sivia Capital Partners LLC increased its stake in Booking by 25.0% in the second quarter. Sivia Capital Partners LLC now owns 165 shares of the business services provider’s stock valued at $955,000 after acquiring an additional 33 shares during the last quarter. Bouchey Financial Group Ltd acquired a new position in Booking during the second quarter valued at approximately $208,000. Finally, Capital Investment Advisors LLC lifted its stake in Booking by 26.3% during the second quarter. Capital Investment Advisors LLC now owns 149 shares of the business services provider’s stock worth $862,000 after purchasing an additional 31 shares during the last quarter. 92.42% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: KAYAK for Business launched a new “Events” feature to simplify planning and managing corporate event travel at scale — a product expansion that can deepen corporate adoption and increase wallet share from enterprise accounts. KAYAK for Business Events
• Positive Sentiment: OpenTable released consumer research showing broadened dining demand (Gen‑Z driving more inclusive celebrations), which supports reservation trends and restaurant bookings through Booking’s OpenTable business — a small demand signal for travel & dining revenue. OpenTable Valentine’s Day Research
• Neutral Sentiment: Zacks flagged BKNG as a “trending” stock among its users — increased attention can amplify short-term volatility but is not a standalone financial catalyst. Zacks Trending Stock Note
• Neutral Sentiment: Recent short-interest data reported in the feed is internally inconsistent (shows 0 shares / NaN changes and a 0.0 days ratio). The noisy / unreliable short-interest reporting likely reflects a data issue rather than a material change in bearish positioning; investors should monitor corrected filings for clarity.
• Negative Sentiment: Market commentary noted BKNG fell more than the broader market in the latest session, reflecting sentiment-driven selling rather than new fundamental weakness — this relative underperformance can pressure the share price near technical levels (below the 50- and 200-day SMAs). Zacks Market Drop Note

Insider Buying and Selling at Booking

In related news, Director Vanessa Ames Wittman sold 15 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $5,191.15, for a total value of $77,867.25. Following the sale, the director owned 687 shares in the company, valued at approximately $3,566,320.05. This trade represents a 2.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Glenn D. Fogel sold 953 shares of Booking stock in a transaction that occurred 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 owned 19,615 shares of the company’s stock, valued at approximately $101,631,984.10. The trade was a 4.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 3,324 shares of company stock worth $17,190,323. Company insiders own 0.16% of the company’s stock.

Booking Stock Down 1.3%

Shares of NASDAQ BKNG opened at $5,085.22 on Thursday. The stock’s 50 day moving average price is $5,212.37 and its 200-day moving average price is $5,325.01. Booking Holdings Inc. has a twelve month low of $4,096.23 and a twelve month high of $5,839.41. The company has a market capitalization of $163.90 billion, a PE ratio of 33.05, a PEG ratio of 1.12 and a beta of 1.23.

Booking (NASDAQ:BKNG) last issued its quarterly earnings results on Tuesday, October 28th. The business services provider reported $99.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $95.56 by $3.94. Booking had a net margin of 19.37% and a negative return on equity of 134.86%. The company had revenue of $9.01 billion during the quarter, compared to analyst estimates of $8.71 billion. During the same quarter last year, the business posted $83.39 EPS. Booking’s quarterly revenue was up 12.7% compared to the same quarter last year. As a group, research analysts expect that Booking Holdings Inc. will post 209.92 EPS for the current fiscal year.

Analyst Ratings Changes

BKNG has been the topic of several recent analyst reports. B. Riley lifted their price target on Booking from $6,700.00 to $6,800.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Cantor Fitzgerald raised their price objective on Booking from $5,550.00 to $5,830.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. BNP Paribas Exane set a $6,100.00 target price on shares of Booking in a research report on Monday, November 24th. Sanford C. Bernstein lowered their target price on Booking from $5,433.00 to $5,407.00 and set a “market perform” rating for the company in a research report on Tuesday, January 6th. Finally, Robert W. Baird set a $6,325.00 price target on shares of Booking in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, Booking currently has an average rating of “Moderate Buy” and a consensus price target of $6,205.88.

Booking Company 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.