Public Sector Pension Investment Board Grows Position in Booking Holdings Inc. $BKNG

Public Sector Pension Investment Board boosted its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 768.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 32,932 shares of the business services provider’s stock after acquiring an additional 29,139 shares during the period. Booking accounts for 0.7% of Public Sector Pension Investment Board’s portfolio, making the stock its 29th largest holding. Public Sector Pension Investment Board’s holdings in Booking were worth $177,809,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. Westside Investment Management Inc. lifted its stake in Booking by 400.0% in the 2nd quarter. Westside Investment Management Inc. now owns 5 shares of the business services provider’s stock worth $29,000 after purchasing an additional 4 shares in the last quarter. Halbert Hargrove Global Advisors LLC increased its holdings in shares of Booking by 150.0% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 5 shares of the business services provider’s stock worth $27,000 after purchasing an additional 3 shares during the last quarter. Guerra Advisors Inc purchased a new stake in shares of Booking in the third quarter worth about $27,000. Barnes Dennig Private Wealth Management LLC lifted its position in shares of Booking by 100.0% in the second quarter. Barnes Dennig Private Wealth Management LLC now owns 6 shares of the business services provider’s stock worth $35,000 after buying an additional 3 shares in the last quarter. Finally, Davis Capital Management bought a new position in Booking during the third quarter valued at approximately $32,000. 92.42% of the stock is currently owned by institutional investors.

Insider Activity

In related news, Director Vanessa Ames Wittman sold 15 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $5,191.15, for a total transaction of $77,867.25. Following the transaction, the director directly owned 687 shares in the company, valued at approximately $3,566,320.05. This represents a 2.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Robert J. Mylod, Jr. sold 40 shares of the stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $5,105.36, for a total transaction of $204,214.40. Following the completion of the sale, the director directly owned 840 shares in the company, valued at $4,288,502.40. This trade represents a 4.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 3,124 shares of company stock valued at $16,194,538. 0.16% of the stock is currently owned by company insiders.

Booking Stock Performance

NASDAQ:BKNG opened at $4,159.10 on Friday. The firm has a market capitalization of $134.05 billion, a PE ratio of 27.03, a PEG ratio of 0.93 and a beta of 1.21. The stock’s fifty day moving average is $5,140.62 and its 200 day moving average is $5,242.37. Booking Holdings Inc. has a fifty-two week low of $4,096.23 and a fifty-two week high of $5,839.41.

Analysts Set New Price Targets

A number of research firms have issued reports on BKNG. DA Davidson lifted their price objective on Booking from $6,500.00 to $6,600.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Argus increased their target price on Booking from $6,000.00 to $6,400.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Robert W. Baird set a $6,325.00 target price on shares of Booking in a report on Wednesday, October 29th. Seaport Research Partners upped their price target on shares of Booking from $6,030.00 to $6,260.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Finally, Morgan Stanley set a $6,150.00 price objective on shares of Booking in a research report on Wednesday, October 29th. Twenty-eight equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, Booking currently has a consensus rating of “Moderate Buy” and a consensus target price of $6,171.56.

Key Headlines Impacting Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Gordon Haskett upgraded BKNG to a “Buy,” providing a near-term catalyst that could support the stock if earnings meet expectations. Gordon Haskett Upgrades Booking
• Positive Sentiment: Analysts and previews suggest Booking may report earnings growth and has metrics consistent with a potential beat, which can be supportive if the company delivers. Booking Holdings (BKNG) Earnings Expected to Grow
• Positive Sentiment: Deep-dive analyst-projection pieces highlight specific key metrics investors will watch in the Q4 release — guidance here could quickly shift the stock. What Analyst Projections for Key Metrics Reveal
• Neutral Sentiment: Booking.com named official travel partner of the Route 66 Centennial — a marketing/brand positive but unlikely to move near-term fundamentals materially. Booking.com Named Official Travel Partner
• Neutral Sentiment: KAYAK consumer data (Valentine’s travel picks) is positive for brand engagement but is largely PR-driven and not a near-term earnings driver. KAYAK Valentine’s Destination Study
• Neutral Sentiment: Calendar note: BKNG is projected to report earnings imminently, keeping the stock sensitive to any surprise in results or guidance. Booking Projected to Post Earnings
• Neutral Sentiment: Short-interest feeds show reported increases in February, but the published figures appear inconsistent (zero-share totals), so treat those data as unreliable until confirmed by official exchange reports.
• Negative Sentiment: A Seeking Alpha piece highlights a “challenging start to 2026” for Booking and argues recent weakness may reflect real near-term pressure on demand and margins; negative narratives like this can amplify selling ahead of earnings. Booking Holdings Q4 Earnings: Challenging Start
• Negative Sentiment: Market commentary notes BKNG underperformed the broader market today, attributing the drop to a combination of profit-taking after a strong run, cautious forward guidance risk, and the pre-earnings positioning of investors. Why Booking Holdings Dipped More Than Market

Booking 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.