Todd Asset Management LLC Trims Holdings in Booking Holdings Inc. $BKNG

Todd Asset Management LLC cut its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 11.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,785 shares of the business services provider’s stock after selling 1,495 shares during the period. Booking comprises about 1.3% of Todd Asset Management LLC’s investment portfolio, making the stock its 17th largest position. Todd Asset Management LLC’s holdings in Booking were worth $63,629,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its holdings in Booking by 34.9% during the 4th quarter. Brighton Jones LLC now owns 251 shares of the business services provider’s stock worth $1,249,000 after purchasing an additional 65 shares during the period. Revolve Wealth Partners LLC bought a new position in shares of Booking during the 4th quarter worth $209,000. Sivia Capital Partners LLC increased its stake in shares of Booking by 25.0% during the second quarter. Sivia Capital Partners LLC now owns 165 shares of the business services provider’s stock valued at $955,000 after buying an additional 33 shares during the period. Bouchey Financial Group Ltd bought a new stake in shares of Booking in the second quarter valued at about $208,000. Finally, Clearstead Trust LLC raised its holdings in shares of Booking by 13.3% in the second quarter. Clearstead Trust LLC now owns 136 shares of the business services provider’s stock valued at $787,000 after acquiring an additional 16 shares in the last quarter. Institutional investors own 92.42% of the company’s stock.

Analysts Set New Price Targets

BKNG has been the topic of a number of research reports. Benchmark raised their target price on shares of Booking from $6,200.00 to $6,400.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. HSBC boosted their price target on Booking from $7,447.00 to $7,656.00 and gave the stock a “buy” rating in a research report on Friday, January 9th. Wells Fargo & Company upped their price target on shares of Booking from $5,523.00 to $5,954.00 and gave the company an “equal weight” rating in a research note on Friday, January 9th. Robert W. Baird set a $6,325.00 target price on Booking in a research report on Wednesday, October 29th. Finally, BTIG Research reiterated a “buy” rating and set a $6,250.00 price target on shares of Booking in a research note on Friday. Twenty-eight investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, Booking has an average rating of “Moderate Buy” and an average price target of $6,171.56.

Insider Buying and Selling

In related news, Director Robert J. Mylod, Jr. sold 40 shares of Booking stock in a transaction dated 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 completion of the transaction, the director owned 840 shares in the company, valued at $4,288,502.40. The trade was a 4.55% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Glenn D. Fogel sold 953 shares of the company’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 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 position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 2,096 shares of company stock valued at $11,120,014. Corporate insiders own 0.16% of the company’s stock.

Booking News Roundup

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 Down 0.4%

Booking stock opened at $4,140.60 on Monday. The business’s 50-day moving average price is $5,119.49 and its 200 day moving average price is $5,226.47. The firm has a market cap of $133.45 billion, a price-to-earnings ratio of 26.91, a price-to-earnings-growth 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.

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.