Booking Holdings Inc. $BKNG Shares Acquired by Smartleaf Asset Management LLC

Smartleaf Asset Management LLC lifted its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 27.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 577 shares of the business services provider’s stock after acquiring an additional 123 shares during the period. Smartleaf Asset Management LLC’s holdings in Booking were worth $3,149,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Jones Financial Companies Lllp increased its holdings in Booking by 7.7% in the third quarter. Jones Financial Companies Lllp now owns 6,914 shares of the business services provider’s stock valued at $38,132,000 after buying an additional 492 shares in the last quarter. Y Intercept Hong Kong Ltd increased its stake in Booking by 15.6% in the 2nd quarter. Y Intercept Hong Kong Ltd now owns 511 shares of the business services provider’s stock valued at $2,958,000 after purchasing an additional 69 shares in the last quarter. Donaldson Capital Management LLC raised its holdings 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 purchasing an additional 418 shares during the last quarter. Panagora Asset Management Inc. boosted its position in Booking by 67.3% during the second quarter. Panagora Asset Management Inc. now owns 30,210 shares of the business services provider’s stock worth $174,893,000 after purchasing an additional 12,148 shares in the last quarter. Finally, GRIMES & Co WEALTH MANAGEMENT LLC grew its holdings in Booking by 339.0% in the third quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 180 shares of the business services provider’s stock valued at $974,000 after purchasing an additional 139 shares during the last quarter. Hedge funds and other institutional investors own 92.42% of the company’s stock.

Insiders Place Their Bets

In related news, Director Vanessa Ames Wittman sold 15 shares of the stock in a transaction dated Thursday, January 15th. The stock was 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Glenn D. Fogel sold 953 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $5,181.34, for a total value of $4,937,817.02. Following the completion of the sale, the chief executive officer directly owned 19,615 shares in the company, valued at approximately $101,631,984.10. The trade was a 4.63% decrease in their ownership of the stock. 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 in the last quarter. 0.16% of the stock is currently owned by company insiders.

More Booking News

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Zacks argues BKNG is technically oversold after an ~18.4% pullback over four weeks and highlights upward revisions to earnings estimates, framing a potential near‑term reversal and buy‑the‑dip opportunity. Zacks Buy-the-Dip
• Positive Sentiment: Brokerage consensus remains constructive — coverage shows a “Moderate Buy” consensus, which supports investor conviction that upside exists versus recent weakness. Consensus Moderate Buy
• Positive Sentiment: Independent writeups laying out a bull case for BKNG (coverage on Yahoo/others) add to the narrative that the pullback may be a buying opportunity for longer‑term investors. Yahoo Bull Case
• Neutral Sentiment: Wedbush cut its price target from $6,000 to $5,500 but retained an “outperform” rating — still implies material upside from current levels, though the cut signals more conservative near‑term expectations. Wedbush PT Cut
• Neutral Sentiment: A short‑interest update appears inconsistent/erroneous (reports of a “significant increase” but showing zero shares/NaN). Given the data issues, it’s unlikely to be an immediate trading driver until clarified.
• Negative Sentiment: MarketWatch flagged that BKNG underperformed peers on Thursday, which underscores sector/stock‑specific weakness that can pressure the share price if it continues. MarketWatch Underperformance
• Negative Sentiment: Citizens issued a downgrade on BKNG, adding downside sentiment from at least one retail/institutional watcher and increasing short‑term selling pressure risk. Citizens Downgrade

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. KeyCorp cut their price target on Booking from $6,630.00 to $6,500.00 and set an “overweight” rating for the company in a research note on Wednesday. Mizuho upgraded shares of Booking from a “neutral” rating to an “outperform” rating and set a $6,000.00 target price for the company in a research report on Wednesday. Jefferies Financial Group reduced their price target on shares of Booking from $5,800.00 to $5,600.00 and set a “hold” rating on the stock in a report on Friday, January 23rd. Sanford C. Bernstein dropped their price objective on shares of Booking from $5,433.00 to $5,407.00 and set a “market perform” rating for the company in a research note on Tuesday, January 6th. Finally, Wedbush cut their price objective on Booking from $6,000.00 to $5,500.00 and set an “outperform” rating for the company in a research report on Friday. Twenty-seven equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $6,180.00.

Booking Stock Performance

Shares of BKNG opened at $4,457.17 on Friday. Booking Holdings Inc. has a 1 year low of $4,096.23 and a 1 year high of $5,839.41. The company’s 50 day simple moving average is $5,202.79 and its 200 day simple moving average is $5,279.21. The company has a market capitalization of $143.67 billion, a price-to-earnings ratio of 28.97, a PEG ratio of 0.96 and a beta of 1.21.

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.