Booking Holdings Inc. $BKNG Shares Bought by Allstate Corp

Allstate Corp boosted its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 1,658.2% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,178 shares of the business services provider’s stock after buying an additional 1,111 shares during the quarter. Allstate Corp’s holdings in Booking were worth $6,360,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of BKNG. Ballentine Partners LLC lifted its position in shares of Booking by 0.4% in the second quarter. Ballentine Partners LLC now owns 488 shares of the business services provider’s stock valued at $2,825,000 after acquiring an additional 2 shares in the last quarter. Five Oceans Advisors raised its stake in Booking by 2.3% in the 2nd quarter. Five Oceans Advisors now owns 88 shares of the business services provider’s stock valued at $509,000 after purchasing an additional 2 shares during the last quarter. Sachetta LLC lifted its holdings in Booking by 28.6% in the 2nd quarter. Sachetta LLC now owns 9 shares of the business services provider’s stock valued at $52,000 after purchasing an additional 2 shares in the last quarter. Canopy Partners LLC boosted its stake in shares of Booking by 1.0% during the 2nd quarter. Canopy Partners LLC now owns 194 shares of the business services provider’s stock worth $1,123,000 after purchasing an additional 2 shares during the last quarter. Finally, Weaver Capital Management LLC grew its holdings in shares of Booking by 0.6% during the second quarter. Weaver Capital Management LLC now owns 365 shares of the business services provider’s stock worth $2,113,000 after buying an additional 2 shares in the last quarter. Institutional investors and hedge funds own 92.42% of the company’s stock.

Insider Buying and Selling at Booking

In related news, Director Robert J. Mylod, Jr. sold 40 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $5,000.00, for a total transaction of $200,000.00. Following the completion of the sale, the director owned 960 shares of the company’s stock, valued at $4,800,000. This represents a 4.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Vanessa Ames Wittman sold 15 shares of the business’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $5,362.00, for a total transaction of $80,430.00. Following the transaction, the director directly owned 702 shares of the company’s stock, valued at $3,764,124. The trade was a 2.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 3,324 shares of company stock valued at $17,190,323. Corporate insiders own 0.16% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have commented on BKNG shares. Robert W. Baird set a $6,325.00 target price on shares of Booking in a research note on Wednesday, October 29th. BNP Paribas set a $6,100.00 price objective on Booking in a research report on Monday, November 24th. Weiss Ratings reiterated a “buy (b)” rating on shares of Booking in a research note on Monday, December 29th. Wedbush raised Booking from a “neutral” rating to an “outperform” rating and set a $6,000.00 price target on the stock in a research note on Thursday, November 13th. Finally, Wells Fargo & Company lifted their price target on Booking from $5,523.00 to $5,954.00 and gave the company an “equal weight” rating in a report on Friday, January 9th. One research 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 stock. According to data from MarketBeat.com, Booking currently has a consensus rating of “Moderate Buy” and a consensus price target of $6,225.56.

Key Stories Impacting 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

Booking Trading Down 1.5%

Shares of Booking stock opened at $5,115.91 on Monday. Booking Holdings Inc. has a twelve month low of $4,096.23 and a twelve month high of $5,839.41. The stock has a market cap of $164.89 billion, a price-to-earnings ratio of 33.25, a price-to-earnings-growth ratio of 1.11 and a beta of 1.23. The company has a fifty day moving average price of $5,186.05 and a 200 day moving average price of $5,356.71.

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

Booking Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders 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 dividend yield of 0.8%. The ex-dividend date of this dividend was Friday, December 5th. Booking’s dividend payout ratio is 24.96%.

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.