State of New Jersey Common Pension Fund D Acquires 270 Shares of Booking Holdings Inc. $BKNG

State of New Jersey Common Pension Fund D grew its holdings in Booking Holdings Inc. (NASDAQ:BKNG) by 2.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 11,393 shares of the business services provider’s stock after buying an additional 270 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in Booking were worth $61,514,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in BKNG. Hardy Reed LLC increased its position in Booking by 1.5% in the 3rd quarter. Hardy Reed LLC now owns 409 shares of the business services provider’s stock valued at $2,208,000 after acquiring an additional 6 shares in the last quarter. PNC Financial Services Group Inc. increased its holdings in shares of Booking by 1.0% in the third quarter. PNC Financial Services Group Inc. now owns 8,868 shares of the business services provider’s stock valued at $47,883,000 after purchasing an additional 84 shares in the last quarter. Troy Asset Management Ltd raised its position in Booking by 2.0% in the 3rd quarter. Troy Asset Management Ltd now owns 7,501 shares of the business services provider’s stock worth $40,500,000 after purchasing an additional 147 shares during the last quarter. HighTower Advisors LLC boosted its position in Booking by 4.8% in the 3rd quarter. HighTower Advisors LLC now owns 9,184 shares of the business services provider’s stock valued at $49,609,000 after buying an additional 422 shares during the last quarter. Finally, Berkshire Asset Management LLC PA acquired a new stake in shares of Booking in the 3rd quarter valued at $259,000. Institutional investors and hedge funds own 92.42% of the company’s stock.

Booking Price Performance

Booking stock opened at $4,140.60 on Friday. The firm has a market capitalization of $133.45 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 0.89 and a beta of 1.21. The company’s 50 day simple moving average is $5,119.49 and its 200 day simple moving average is $5,229.18. Booking Holdings Inc. has a fifty-two week low of $4,071.60 and a fifty-two week high of $5,839.41.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. BNP Paribas Exane set a $6,100.00 price target on Booking in a research note on Monday, November 24th. Argus upped their target price on shares of Booking from $6,000.00 to $6,400.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Jefferies Financial Group reduced their target price on shares of Booking from $5,800.00 to $5,600.00 and set a “hold” rating on the stock in a research note on Friday, January 23rd. Barclays boosted their price target on shares of Booking from $6,000.00 to $6,250.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Finally, Rothschild & Co Redburn increased their price objective on shares of Booking from $6,250.00 to $6,400.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Twenty-eight equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $6,171.56.

More Booking News

Here are the key news stories impacting Booking this week:

• Positive Sentiment: BTIG reaffirmed a “buy” rating and set a $6,250 price target (~51% upside vs. current levels), a clear bullish catalyst for long-term upside expectations. BTIG Reaffirm Buy
• Positive Sentiment: Gordon Haskett upgraded BKNG to “Buy,” adding another institutional endorsement that could support demand if investors focus on recovery potential. Gordon Haskett Upgrade
• Neutral Sentiment: Zacks published analysis of analyst projections for key metrics ahead of Q4 results — useful context for earnings expectations but not an immediate market mover by itself. Zacks Q4 Metrics Preview
• Neutral Sentiment: KAYAK (part of Booking’s brands) released seasonal marketing data (Valentine’s destinations) — helpful for brand awareness and traveler trends but unlikely to move the stock materially on its own. KAYAK Valentine Data
• Neutral Sentiment: Reported short-interest figures in the wire appear to be erroneous/zero and show implausible NaN changes; treat short-interest “spike” headlines skeptically until corrected data is published. (Data feed items on Feb 11–12.)
• Negative Sentiment: Seeking Alpha highlighted a “challenging start to 2026” and suggested the market may be reacting to softer-than-expected fundamentals — a narrative that can pressure the stock near earnings. Seeking Alpha Q4 Take
• Negative Sentiment: Zacks noted BKNG “dipped more than the broader market” in the latest session, echoing intraday weakness likely tied to earnings concerns and technical selling. Zacks Price Dip Report

Insider Transactions at Booking

In other news, Director Vanessa Ames Wittman sold 15 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $5,191.15, for a total value of $77,867.25. Following the completion of the transaction, the director owned 687 shares of the company’s stock, valued at $3,566,320.05. The trade was a 2.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Glenn D. Fogel sold 953 shares of the company’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 completion of the sale, the chief executive officer 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 3,124 shares of company stock valued at $16,194,538 over the last three months. 0.16% of the stock is currently owned by corporate insiders.

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.