Todd Asset Management LLC Sells 1,495 Shares of Booking Holdings Inc. $BKNG

Todd Asset Management LLC decreased its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 11.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,785 shares of the business services provider’s stock after selling 1,495 shares during the period. Booking accounts for 1.3% of Todd Asset Management LLC’s portfolio, making the stock its 17th largest position. Todd Asset Management LLC’s holdings in Booking were worth $63,629,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Accretive Wealth Partners LLC boosted its holdings in Booking by 0.5% in the second quarter. Accretive Wealth Partners LLC now owns 370 shares of the business services provider’s stock worth $2,143,000 after acquiring an additional 2 shares in the last quarter. UNIVEST FINANCIAL Corp boosted its stake in Booking by 4.5% in the 2nd quarter. UNIVEST FINANCIAL Corp now owns 46 shares of the business services provider’s stock worth $267,000 after purchasing an additional 2 shares in the last quarter. Haven Private LLC grew its position in Booking by 3.0% during the 2nd quarter. Haven Private LLC now owns 68 shares of the business services provider’s stock valued at $394,000 after purchasing an additional 2 shares during the last quarter. Premier Path Wealth Partners LLC raised its holdings in Booking by 1.0% in the second quarter. Premier Path Wealth Partners LLC now owns 207 shares of the business services provider’s stock worth $1,200,000 after buying an additional 2 shares during the last quarter. Finally, Horizon Investment Services LLC lifted its stake in shares of Booking by 0.3% in the second quarter. Horizon Investment Services LLC now owns 605 shares of the business services provider’s stock worth $3,503,000 after buying an additional 2 shares in the last quarter. 92.42% of the stock is owned by institutional investors.

Booking News Roundup

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

Insiders Place Their Bets

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 transaction, the director owned 687 shares of the company’s stock, valued at approximately $3,566,320.05. The trade was a 2.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Robert J. Mylod, Jr. sold 40 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $5,105.36, for a total transaction of $204,214.40. Following the transaction, the director directly owned 840 shares of the company’s stock, valued at $4,288,502.40. The trade was a 4.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 2,096 shares of company stock worth $11,120,014. Corporate insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. UBS Group reduced their price target on shares of Booking from $6,806.00 to $6,608.00 and set a “buy” rating for the company in a research report on Tuesday, February 3rd. Morgan Stanley set a $6,150.00 target price on Booking in a research report on Wednesday, October 29th. HSBC raised their price target on shares of Booking from $7,447.00 to $7,656.00 and gave the company a “buy” rating in a report on Friday, January 9th. Citizens Jmp reissued a “market perform” rating on shares of Booking in a report on Wednesday, February 4th. Finally, Robert W. Baird set a $6,325.00 target price on shares of Booking in a report on Wednesday, October 29th. Twenty-eight investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $6,171.56.

Booking Trading Down 0.4%

Booking stock opened at $4,140.60 on Monday. Booking Holdings Inc. has a 12-month low of $4,071.60 and a 12-month high of $5,839.41. The firm has a market capitalization of $133.45 billion, a price-to-earnings ratio of 26.91, a P/E/G ratio of 0.89 and a beta of 1.21. The firm has a 50 day moving average of $5,119.49 and a 200 day moving average of $5,226.47.

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.