Booking Holdings Inc. $BKNG Shares Purchased by Rathbones Group PLC

Posted by Teresa Graham on May 21st, 2026

Rathbones Group PLC lifted its position in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 20.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 64,908 shares of the business services provider’s stock after purchasing an additional 11,042 shares during the period. Booking comprises about 1.4% of Rathbones Group PLC’s portfolio, making the stock its 16th biggest holding. Rathbones Group PLC’s holdings in Booking were worth $347,604,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in BKNG. Jones Financial Companies Lllp raised its position in Booking by 7.7% during the third quarter. Jones Financial Companies Lllp now owns 6,914 shares of the business services provider’s stock worth $38,132,000 after acquiring an additional 492 shares during the period. Donaldson Capital Management LLC raised its position in Booking by 59.6% during the third quarter. Donaldson Capital Management LLC now owns 1,119 shares of the business services provider’s stock worth $6,042,000 after acquiring an additional 418 shares during the period. AlphaQuest LLC raised its position in Booking by 124.1% during the third quarter. AlphaQuest LLC now owns 354 shares of the business services provider’s stock worth $1,911,000 after acquiring an additional 196 shares during the period. J. Safra Sarasin Holding AG raised its position in Booking by 4.3% during the third quarter. J. Safra Sarasin Holding AG now owns 15,525 shares of the business services provider’s stock worth $83,822,000 after acquiring an additional 633 shares during the period. Finally, Cardano Risk Management B.V. raised its position in Booking by 7.2% during the third quarter. Cardano Risk Management B.V. now owns 22,669 shares of the business services provider’s stock worth $122,396,000 after acquiring an additional 1,514 shares during the period. 92.42% of the stock is currently owned by institutional investors and hedge funds.

Booking Trading Up 1.6%

Shares of BKNG opened at $156.95 on Thursday. Booking Holdings Inc. has a 12-month low of $150.14 and a 12-month high of $233.58. The firm has a 50-day moving average price of $171.70 and a 200 day moving average price of $188.18. The firm has a market capitalization of $121.62 billion, a P/E ratio of 20.64, a P/E/G ratio of 0.92 and a beta of 1.10.

Booking (NASDAQ:BKNG – Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.08 by $0.06. Booking had a net margin of 22.23% and a negative return on equity of 117.14%. The firm had revenue of $5.53 billion during the quarter, compared to analyst estimates of $5.52 billion. During the same quarter in the prior year, the firm posted $0.99 earnings per share. Booking’s quarterly revenue was up 16.2% on a year-over-year basis. Equities research analysts predict that Booking Holdings Inc. will post 10.44 earnings per share for the current fiscal year.

Booking Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, June 5th will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Friday, June 5th. Booking’s dividend payout ratio (DPR) is 22.11%.

Wall Street Analyst Weigh In

BKNG has been the subject of a number of research analyst reports. Susquehanna set a $260.00 price objective on shares of Booking in a research report on Friday, February 20th. DA Davidson reduced their target price on shares of Booking from $240.00 to $230.00 and set a “buy” rating for the company in a research report on Wednesday, April 29th. BMO Capital Markets reduced their target price on shares of Booking from $248.00 to $240.00 and set an “outperform” rating for the company in a research report on Wednesday, April 29th. BNP Paribas Exane reduced their target price on shares of Booking from $244.00 to $240.00 and set an “outperform” rating for the company in a research report on Friday, February 20th. Finally, Cantor Fitzgerald reiterated a “neutral” rating and issued a $175.00 target price (down from $180.00) on shares of Booking in a research report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Booking has an average rating of “Moderate Buy” and a consensus target price of $227.14.

View Our Latest Stock Analysis on BKNG

Booking News Roundup

Here are the key news stories impacting Booking this week:

Positive Sentiment: Booking’s KAYAK, Agoda, and Priceline brands are highlighting stronger summer travel demand and a value-focused consumer backdrop, with campaigns aimed at price-sensitive travelers and more flexible, lower-cost destinations. Booking Holdings Tests Value Focus As Summer 2026 Travel Campaigns Ramp Up
Positive Sentiment: KAYAK’s Summer 2026 Travel Report said travelers are still finding value despite airfare volatility, with nearly half of top U.S. searched destinations under $500, reinforcing the idea that travel demand remains resilient. Take the Trip: KAYAK Summer Travel Report Highlights Smart Ways to Save on Summer Travel
Neutral Sentiment: Booking’s presentation at the J.P. Morgan Global Technology, Media and Communications Conference may provide updated commentary on demand, pricing, and growth strategy, but no concrete new financial guidance was included in the headline. Booking Holdings Inc. (BKNG) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Neutral Sentiment: Articles discussing Booking’s earlier 25-for-1 stock split and broader market interest in splits are drawing attention to the shares, but this is mostly a sentiment/technical factor rather than a new business driver. Will Goldman Sachs, Markel, or SanDisk Be the Next Big Stock Split?
Negative Sentiment: Travel-stock coverage also reflects investor caution around the sector after recent volatility and questions about how much Google-related changes could affect online travel traffic, which can weigh on sentiment for Booking and peers. Online travel stocks are on watch during Google I/O

Insider Activity

In other Booking news, CEO Glenn D. Fogel sold 16,726 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $185.36, for a total transaction of $3,100,331.36. Following the completion of the transaction, the chief executive officer owned 298,174 shares of the company’s stock, valued at $55,269,532.64. This trade represents a 5.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Vanessa Ames Wittman sold 1,125 shares of the stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $192.00, for a total transaction of $216,000.00. Following the transaction, the director directly owned 16,050 shares of the company’s stock, valued at approximately $3,081,600. This trade represents a 6.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 34,576 shares of company stock valued at $6,187,746. 0.16% of the stock is currently owned by insiders.

Booking Company Profile

(Free Report)

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.