Booking Holdings Inc. $BKNG Shares Sold by Alphinity Investment Management Pty Ltd

Alphinity Investment Management Pty Ltd trimmed its holdings in Booking Holdings Inc. (NASDAQ:BKNG) by 12.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 62,115 shares of the business services provider’s stock after selling 9,176 shares during the quarter. Booking accounts for about 3.3% of Alphinity Investment Management Pty Ltd’s portfolio, making the stock its 20th biggest holding. Alphinity Investment Management Pty Ltd owned 0.19% of Booking worth $335,376,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Halbert Hargrove Global Advisors LLC increased its holdings in shares of Booking by 150.0% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 5 shares of the business services provider’s stock valued at $27,000 after buying an additional 3 shares in the last quarter. Guerra Advisors Inc acquired a new position in shares of Booking in the 3rd quarter worth $27,000. Westside Investment Management Inc. raised its position in shares of Booking by 400.0% during the second quarter. Westside Investment Management Inc. now owns 5 shares of the business services provider’s stock worth $29,000 after purchasing an additional 4 shares during the period. Davis Capital Management purchased a new stake in shares of Booking during the third quarter valued at $32,000. Finally, Oakworth Capital Inc. boosted its position in shares of Booking by 50.0% in the 3rd quarter. Oakworth Capital Inc. now owns 6 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 2 shares during the period. Institutional investors own 92.42% of the company’s stock.

Analysts Set New Price Targets

Several analysts have issued reports on BKNG shares. Wells Fargo & Company boosted their price objective on Booking from $5,523.00 to $5,954.00 and gave the stock an “equal weight” rating in a report on Friday, January 9th. Mizuho upgraded shares of Booking from a “neutral” rating to an “outperform” rating and set a $6,000.00 price target on the stock in a report on Wednesday. Benchmark upped their price target 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. Bank of America upgraded shares of Booking from a “neutral” rating to a “buy” rating and set a $6,000.00 price objective on the stock in a research report on Monday, November 24th. Finally, BNP Paribas Exane set a $6,100.00 target price on Booking in a report on Monday, November 24th. Twenty-seven research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $6,180.00.

Booking Trading Up 0.3%

Shares of NASDAQ:BKNG opened at $4,457.17 on Friday. The firm has a market cap of $143.67 billion, a price-to-earnings ratio of 28.97, a P/E/G ratio of 0.96 and a beta of 1.21. Booking Holdings Inc. has a 1 year low of $4,096.23 and a 1 year high of $5,839.41. The business has a fifty day simple moving average of $5,202.79 and a 200 day simple moving average of $5,279.21.

Insider Activity at Booking

In other news, Director Robert J. Mylod, Jr. sold 40 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $5,105.36, for a total transaction of $204,214.40. Following the transaction, the director owned 840 shares in the company, valued at $4,288,502.40. This represents a 4.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Glenn D. Fogel sold 953 shares of Booking stock in a transaction on 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 completion of the sale, the chief executive officer directly owned 19,615 shares of the company’s stock, valued at approximately $101,631,984.10. The trade was a 4.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 3,124 shares of company stock valued at $16,194,538. 0.16% of the stock is owned by corporate insiders.

More 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

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.