Booking (NASDAQ:BKNG) CEO Glenn Fogel Sells 10 Shares

Booking Holdings Inc. (NASDAQ:BKNG) CEO Glenn Fogel sold 10 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $4,043.49, for a total value of $40,434.90. Following the sale, the chief executive officer owned 19,535 shares of the company’s stock, valued at approximately $78,989,577.15. This represents a 0.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Booking Trading Up 3.1%

Shares of NASDAQ BKNG opened at $4,269.99 on Thursday. The firm has a market cap of $137.62 billion, a P/E ratio of 27.75, a price-to-earnings-growth ratio of 0.89 and a beta of 1.21. The business’s 50 day moving average is $5,057.50 and its 200-day moving average is $5,201.54. Booking Holdings Inc. has a 1-year low of $4,020.54 and a 1-year high of $5,839.41.

Booking’s stock is going to split on Monday, April 6th. The 25-1 split was announced on Wednesday, February 18th. The newly issued shares will be issued to shareholders after the market closes on Thursday, April 2nd.

Booking (NASDAQ:BKNG) last issued its quarterly earnings data on Wednesday, February 18th. The business services provider reported $48.80 EPS for the quarter, beating analysts’ consensus estimates of $47.96 by $0.84. Booking had a negative return on equity of 134.86% and a net margin of 19.37%.The firm had revenue of $6.35 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same period in the prior year, the firm posted $41.55 EPS. The company’s revenue for the quarter was up 16.0% on a year-over-year basis. Analysts forecast that Booking Holdings Inc. will post 209.92 EPS for the current year.

Analysts Set New Price Targets

Several research analysts have recently commented on BKNG shares. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $5,920.00 target price on shares of Booking in a report on Tuesday, January 27th. Wells Fargo & Company raised their price objective on Booking from $5,523.00 to $5,954.00 and gave the stock an “equal weight” rating in a research note on Friday, January 9th. Seaport Research Partners upped their target price on Booking from $6,030.00 to $6,260.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Gordon Haskett upgraded Booking from a “hold” rating to a “buy” rating and set a $5,440.00 price target on the stock in a research report on Tuesday, February 10th. Finally, Citigroup downgraded Booking from an “outperform” rating to a “hold” rating in a research note on Wednesday, February 4th. Twenty-six equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $6,135.63.

Institutional Trading of Booking

Large investors have recently bought and sold shares of the business. Vanguard Group Inc. boosted its stake in shares of Booking by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 2,997,949 shares of the business services provider’s stock valued at $16,055,006,000 after purchasing an additional 23,159 shares in the last quarter. J. Stern & Co. LLP boosted its position in Booking by 191,965.8% in the fourth quarter. J. Stern & Co. LLP now owns 2,832,970 shares of the business services provider’s stock valued at $15,171,489,000 after buying an additional 2,831,495 shares in the last quarter. State Street Corp grew its stake in shares of Booking by 0.5% during the fourth quarter. State Street Corp now owns 1,435,116 shares of the business services provider’s stock worth $7,685,520,000 after buying an additional 6,976 shares during the last quarter. Price T Rowe Associates Inc. MD increased its holdings in shares of Booking by 15.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 966,121 shares of the business services provider’s stock worth $5,173,899,000 after buying an additional 128,700 shares in the last quarter. Finally, Geode Capital Management LLC lifted its stake in shares of Booking by 1.1% in the 2nd quarter. Geode Capital Management LLC now owns 854,838 shares of the business services provider’s stock valued at $4,936,132,000 after acquiring an additional 9,333 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: Q4 results: Revenue of $6.35B (+16% y/y) and EPS that topped consensus, driven by higher gross bookings and improving margins — a main driver behind the stock strength. Booking Holdings Inc (BKNG) Q4 2025 Earnings Call Highlights: Strong Growth Amid Strategic …
• Positive Sentiment: Travel demand reading: Room nights +9% and gross bookings +16% indicate sustained international travel recovery, supporting higher revenue and margin leverage. Booking Sales, Profit Rise as More Travelers Make Reservations
• Positive Sentiment: Management highlights generative AI initiatives helping personalization and conversion — a potential medium-term margin/productivity tailwind if adoption scales. Booking Holdings sees strong growth as it uses generative AI to its advantage
• Positive Sentiment: Corporate action: Company announced a 25-for-1 stock split (shares payable early April), which increases accessibility/liquidity and often supports positive sentiment among retail investors. Booking Holdings stock page
• Neutral Sentiment: Forward guide: Booking provided revenue guidance for Q1 roughly in the $5.4B–$5.5B range, above some Street estimates — revenue tone looks constructive though EPS guidance was unclear in initial commentary. Booking Holdings (BKNG) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Neutral Sentiment: Documentation: The earnings transcript, slide deck and presentations were posted — useful for investors digging into unit economics, regional trends and product commentary. Booking Holdings Inc. (BKNG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Insider selling: CEO Glenn Fogel reported multiple share sales in February (totaling several hundred shares across filings), which some investors view as a mild negative signal despite large remaining holdings. SEC Form 4 (insider transaction)

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.