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

State of New Jersey Common Pension Fund D increased its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 2.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,393 shares of the business services provider’s stock after acquiring an additional 270 shares during the period. State of New Jersey Common Pension Fund D’s holdings in Booking were worth $61,514,000 as of its most recent SEC filing.

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

Booking Stock Performance

Booking stock opened at $4,140.60 on Friday. The stock has a 50-day simple moving average of $5,119.49 and a 200 day simple moving average of $5,229.18. The stock has a market capitalization of $133.45 billion, a P/E ratio of 26.91, a PEG ratio of 0.89 and a beta of 1.21. Booking Holdings Inc. has a 52 week low of $4,071.60 and a 52 week high of $5,839.41.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Wells Fargo & Company raised their target price on shares of Booking from $5,523.00 to $5,954.00 and gave the company an “equal weight” rating in a research report on Friday, January 9th. Morgan Stanley set a $6,150.00 price objective on shares of Booking in a research note on Wednesday, October 29th. HSBC lifted their target price on Booking from $7,447.00 to $7,656.00 and gave the company a “buy” rating in a research report on Friday, January 9th. Rothschild & Co Redburn increased their price target on Booking from $6,250.00 to $6,400.00 and gave the company a “buy” rating in a research report on Thursday, October 30th. Finally, Wedbush decreased their price target on Booking from $6,000.00 to $5,500.00 and set an “outperform” rating for the company in a research note on Friday, February 6th. Twenty-eight analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, Booking presently has an average rating of “Moderate Buy” and an average target price of $6,171.56.

Insider Transactions at Booking

In other Booking news, CEO Glenn D. Fogel sold 953 shares of Booking 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 transaction, the chief executive officer directly owned 19,615 shares of the company’s stock, valued at $101,631,984.10. The trade was a 4.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Robert J. Mylod, Jr. sold 40 shares of the company’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 completion of the transaction, the director owned 840 shares in the company, valued at approximately $4,288,502.40. This represents 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 three months, insiders sold 3,124 shares of company stock worth $16,194,538. 0.16% of the stock is owned by company insiders.

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.