Booking Holdings Inc. $BKNG Shares Sold by Firetrail Investments PTY Ltd.

Firetrail Investments PTY Ltd. trimmed its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 4.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,037 shares of the business services provider’s stock after selling 137 shares during the quarter. Booking accounts for about 4.1% of Firetrail Investments PTY Ltd.’s investment portfolio, making the stock its 8th biggest position. Firetrail Investments PTY Ltd.’s holdings in Booking were worth $16,273,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Accretive Wealth Partners LLC raised its position 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 in the last quarter. Premier Path Wealth Partners LLC increased its stake in shares of 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. UNIVEST FINANCIAL Corp raised its holdings in Booking by 4.5% in the second quarter. UNIVEST FINANCIAL Corp now owns 46 shares of the business services provider’s stock valued at $267,000 after acquiring an additional 2 shares in the last quarter. Haven Private LLC boosted its stake 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 acquiring an additional 2 shares during the last quarter. Finally, Horizon Investment Services LLC grew its holdings 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 in the last quarter. Hedge funds and other institutional investors own 92.42% of the company’s stock.

Booking Trading Up 0.3%

Shares of Booking stock opened at $4,457.17 on Friday. The stock 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 Holdings Inc. has a twelve month low of $4,096.23 and a twelve month high of $5,839.41. The business’s 50 day simple moving average is $5,202.79 and its 200-day simple moving average is $5,279.21.

Key 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

Analyst Ratings Changes

A number of brokerages have recently issued reports on BKNG. BNP Paribas Exane set a $6,100.00 target price on shares of Booking in a research note on Monday, November 24th. TD Cowen reissued a “buy” rating on shares of Booking in a report on Wednesday, December 3rd. BTIG Research reaffirmed a “buy” rating and set a $6,250.00 target price on shares of Booking in a report on Tuesday, December 23rd. Gordon Haskett lifted their target price on Booking from $5,620.00 to $5,710.00 and gave the stock a “hold” rating in a research report on Wednesday, December 10th. Finally, Wall Street Zen raised Booking from a “hold” rating to a “buy” rating in a research report on Sunday, January 4th. Twenty-seven equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat.com, Booking currently has a consensus rating of “Moderate Buy” and a consensus price target of $6,180.00.

Insiders Place Their Bets

In other Booking news, Director Robert J. Mylod, Jr. sold 40 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $5,105.36, for a total value of $204,214.40. Following the sale, the director directly owned 840 shares in the company, valued at approximately $4,288,502.40. This trade represents a 4.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Vanessa Ames Wittman sold 15 shares of the company’s 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 owned 687 shares of the company’s stock, valued at $3,566,320.05. This represents a 2.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 3,124 shares of company stock valued at $16,194,538 over the last three months. Company insiders own 0.16% of the company’s stock.

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.