Glenn Fogel Sells 550 Shares of Booking (NASDAQ:BKNG) Stock

Booking Holdings Inc. (NASDAQ:BKNG) CEO Glenn Fogel sold 550 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $4,093.72, for a total value of $2,251,546.00. Following the completion of the sale, the chief executive officer directly owned 18,995 shares in the company, valued at $77,760,211.40. This represents a 2.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Booking Stock Performance

Shares of BKNG traded up $129.84 during midday trading on Wednesday, hitting $4,269.99. 674,508 shares of the stock traded hands, compared to its average volume of 392,771. The business’s 50 day moving average price is $5,057.50 and its two-hundred day moving average price is $5,201.54. The firm has a market capitalization of $137.62 billion, a PE ratio of 27.75, a price-to-earnings-growth ratio of 0.89 and a beta of 1.21. Booking Holdings Inc. has a 1-year low of $4,020.54 and a 1-year high of $5,839.41.

Booking’s stock is set to split on the morning of Monday, April 6th. The 25-1 split was announced on Wednesday, February 18th. The newly created shares will be issued to shareholders after the market closes on Thursday, April 2nd.

Booking (NASDAQ:BKNG) last issued its quarterly earnings data on Wednesday, February 18th. The business services provider reported $48.80 earnings per share for the quarter, beating the consensus estimate of $47.96 by $0.84. Booking had a net margin of 19.37% and a negative return on equity of 134.86%. The firm had revenue of $6.35 billion for the quarter, compared to the consensus estimate of $6.12 billion. During the same period last year, the firm posted $41.55 EPS. Booking’s quarterly revenue was up 16.0% compared to the same quarter last year. As a group, equities research analysts forecast that Booking Holdings Inc. will post 209.92 EPS for the current fiscal year.

More Booking News

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Q4 results: revenue of $6.35B (+16% YoY) topped expectations and the company reported EPS near/above consensus, supporting the rally. Zacks: Booking Beats Q4 Estimates
• Positive Sentiment: Top‑line strength and cash generation: gross profit and operating profit expanded, operating cash flow more than doubled — positives for margins and financial flexibility. Quiver: Q4 Financials & Cash Flow
• Positive Sentiment: Guidance lift: BKNG gave Q1 revenue guidance of $5.4B–$5.5B, above Street consensus (~$5.3B), suggesting continued demand momentum into the new quarter.
• Positive Sentiment: 25‑for‑1 stock split: the announced split (shares distributed early April) improves share liquidity and may broaden retail demand.
• Neutral Sentiment: Media/strategy coverage: outlets are comparing Booking vs. Airbnb and highlighting brand/AI initiatives (KAYAK) that speak to longer‑term positioning but are not immediate earnings drivers. Forbes: Booking vs Airbnb Yahoo: KAYAK & AI Push
• Negative Sentiment: Insider selling: Quiver flags substantial insider sales activity (primarily CEO and other insiders) over recent months — a potential sentiment headwind for some investors. Quiver: Insider Trading
• Negative Sentiment: Mixed EPS reads: while several outlets report an EPS beat (~$48.80), at least one data vendor showed diluted EPS below some Street models — this produced short‑term uncertainty for traders focused on per‑share metrics. Quiver: EPS Variance

Institutional Trading of Booking

Several institutional investors have recently modified their holdings of the company. Blue Sparrow LLC DE bought a new position in Booking during the fourth quarter valued at about $21,063,000. Mercer Global Advisors Inc. ADV lifted its holdings in Booking by 946.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 45,036 shares of the business services provider’s stock valued at $241,183,000 after acquiring an additional 40,731 shares during the last quarter. Summit Global Investments boosted its position in shares of Booking by 81.4% during the 4th quarter. Summit Global Investments now owns 606 shares of the business services provider’s stock valued at $3,247,000 after purchasing an additional 272 shares in the last quarter. Caitlin John LLC grew its stake in shares of Booking by 712.5% in the 4th quarter. Caitlin John LLC now owns 65 shares of the business services provider’s stock worth $348,000 after purchasing an additional 57 shares during the last quarter. Finally, Owlhouse Capital LP bought a new stake in shares of Booking in the 4th quarter worth approximately $2,945,000. Institutional investors and hedge funds own 92.42% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on BKNG shares. The Goldman Sachs Group restated a “neutral” rating and issued a $5,920.00 target price on shares of Booking in a research report on Tuesday, January 27th. Rothschild & Co Redburn increased their price target on Booking from $6,250.00 to $6,400.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Citigroup lowered Booking from an “outperform” rating to a “hold” rating in a report on Wednesday, February 4th. BTIG Research restated a “buy” rating and set a $6,250.00 price objective on shares of Booking in a research note on Friday, February 13th. Finally, KeyCorp reduced their price objective on shares of Booking from $6,630.00 to $6,500.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. Twenty-six research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, Booking has an average rating of “Moderate Buy” and an average price target of $6,171.56.

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.