AMS Capital Ltda Invests $9.88 Million in Booking Holdings Inc. $BKNG

AMS Capital Ltda purchased a new stake in shares of Booking Holdings Inc. (NASDAQ:BKNG) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 1,830 shares of the business services provider’s stock, valued at approximately $9,881,000. Booking makes up approximately 4.0% of AMS Capital Ltda’s investment portfolio, making the stock its 7th biggest position.

Several other large investors have also modified their holdings of the stock. Allworth Financial LP lifted its holdings in shares of Booking by 7.4% in the third quarter. Allworth Financial LP now owns 866 shares of the business services provider’s stock valued at $4,674,000 after purchasing an additional 60 shares in the last quarter. IFP Advisors Inc increased its holdings in shares of Booking by 233.8% during the 3rd quarter. IFP Advisors Inc now owns 217 shares of the business services provider’s stock valued at $1,168,000 after acquiring an additional 152 shares during the last quarter. Swiss Life Asset Management Ltd grew its stake in Booking by 8.9% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 12,999 shares of the business services provider’s stock valued at $70,185,000 after buying an additional 1,066 shares during the last quarter. Polar Asset Management Partners Inc. acquired a new stake in shares of Booking in the third quarter valued at about $2,430,000. Finally, Investment Research Partners LLC bought a new stake in shares of Booking in the third quarter valued at approximately $239,000. 92.42% of the stock is owned by institutional investors.

Insider Activity

In related news, CEO Glenn D. Fogel sold 953 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $5,181.34, for a total transaction of $4,937,817.02. Following the transaction, the chief executive officer owned 19,615 shares in the company, valued at $101,631,984.10. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Vanessa Ames Wittman sold 15 shares of the firm’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $5,191.15, for a total value of $77,867.25. Following the transaction, the director directly owned 687 shares of the company’s stock, valued at $3,566,320.05. This represents a 2.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,324 shares of company stock worth $17,190,323 over the last three months. 0.16% of the stock is owned by insiders.

Trending Headlines about Booking

Here are the key news stories impacting Booking this week:

• Positive Sentiment: KAYAK’s 2026 “What the Future” report highlights destination and behavior trends that support continued travel demand — a tailwind for Booking’s core marketplaces. KAYAK Predicts: Well-th trips, next gen destinations, and small-town escapes to define travel this year
• Neutral Sentiment: Options-market flow is being analyzed for directional bets and hedging around BKNG — this can signal positioning but is not a definitive directional catalyst by itself. 6BKNG : What the Options Market Tells Us About Booking Holdings
• Neutral Sentiment: Heightened investor interest and search activity around Booking is drawing attention but doesn’t by itself explain near-term price direction. Investors Heavily Search Booking Holdings Inc. (BKNG): Here is What You Need to Know
• Neutral Sentiment: Roundups and analyst coverage (e.g., top stock reports) are increasing visibility but provide mixed, non-specific short-term impact. Top Stock Reports for American Express, Intuitive Surgical & Booking
• Negative Sentiment: CEO Glenn D. Fogel disclosed sales totaling 1,013 shares on Jan. 15 (two Form 4 filings) for roughly $5.25M — a visible reduction in insider holdings that can pressure sentiment despite the small percentage change relative to total ownership. Form 4 (Fogel) – SEC Filing Form 4 (Fogel) – SEC Filing
• Negative Sentiment: Director Vanessa Ames Wittman sold 15 shares (~$77.9k) on Jan. 15 — a small absolute amount but contributes to the pattern of insider selling cited by the market. Form 4 (Wittman) – SEC Filing

Wall Street Analyst Weigh In

A number of analysts have commented on BKNG shares. Bank of America upgraded Booking from a “neutral” rating to a “buy” rating and set a $6,000.00 price objective for the company in a research report on Monday, November 24th. Cowen reiterated a “buy” rating on shares of Booking in a research report on Wednesday, December 3rd. UBS Group set a $6,806.00 price objective on Booking and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Weiss Ratings restated a “buy (b)” rating on shares of Booking in a research report on Monday, December 29th. Finally, Gordon Haskett increased their price objective on Booking from $5,620.00 to $5,710.00 and gave the stock a “hold” rating in a report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $6,225.56.

Booking Stock Down 1.5%

NASDAQ:BKNG opened at $5,115.91 on Friday. The business’s 50-day moving average price is $5,186.05 and its two-hundred day moving average price is $5,359.12. The stock has a market cap of $164.89 billion, a P/E ratio of 33.25, a PEG ratio of 1.11 and a beta of 1.23. Booking Holdings Inc. has a twelve month low of $4,096.23 and a twelve month high of $5,839.41.

Booking (NASDAQ:BKNG) last released its earnings results on Tuesday, October 28th. The business services provider reported $99.50 EPS for the quarter, beating analysts’ consensus estimates of $95.56 by $3.94. The business had revenue of $9.01 billion for the quarter, compared to analysts’ expectations of $8.71 billion. Booking had a negative return on equity of 134.86% and a net margin of 19.37%.The firm’s revenue was up 12.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $83.39 earnings per share. On average, equities research analysts expect that Booking Holdings Inc. will post 209.92 EPS for the current fiscal year.

Booking Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Friday, December 5th were issued a dividend of $9.60 per share. This represents a $38.40 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Friday, December 5th. Booking’s dividend payout ratio is currently 24.96%.

About Booking

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.