Nasdaq· Transportation Services· Inc. DE· CIK 0001075531

BKNG

Booking Holdings Inc.
$160.28 ▼ -1.61%
Prev close $162.91
Market cap$122.0B
ConsensusStrong Buy
12-mo target$238.08 (+48.5%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)49 New Institutional PositionsCongressional Activity (1) Industrials & Manufacturing
Snapshot
The big-picture read on BKNG right now — valuation, ownership and activity at a glance.
Market Cap
$122.0B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$99.6B
Inst. Activity
49 buys / 1 sells
Insider Activity
$0.00 buy / $31.3M sell
Insider Net $
-$31.3M
Social Sentiment
46° Neutral
SEC Reports
10
Press Releases
1
Congressional
5 trades
Price chart 30d -19.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 other
OpenTable’s Inaugural Canadian Restaurant Impact Report Reveals Why Restaurants Matter More Than Ever
New research reveals the powerful impact restaurants have on local economies, communities and diners
Sep 15, 2026 Insider
Pisano Paulo sold 1,500 shares
CHIEF HUMAN RESOURCES OFFICER @ $173.02 ($259.5K)
Sep 3, 2026 SEC
Two BKNG insiders sold a combined $810K in open-market transactions over a 7-day window. At a $150B market cap, this rep
CLUSTER — Impact 2/10
Sep 2, 2026 SEC
Rosenblatt initiates coverage on BKNG at Buy
ANALYST-UPGRADE — Impact 4/10
Sep 1, 2026 Insider
MYLOD ROBERT J JR sold 1,000 shares
Director @ $200.00 ($200.0K)
Aug 31, 2026 Insider
Pisano Paulo sold 3,000 shares
CHIEF HUMAN RESOURCES OFFICER @ $203.48 ($610.4K)
Aug 19, 2026 SEC
Booking Holdings (BKNG) insiders — the EVP, General Counsel and CFO — sold a combined $4.33M in open-market transactions
CLUSTER — Impact 4/10
Jul 7, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Analyst ratings buy % +18.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 83% rate it Buy or better · 47 analysts
Strong Buy 13 28% Buy 26 55% Hold 8 17% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 30, 2026Truist SecuritiesMAINTAINBuy 55%
Sep 24, 2026BTIGREITERATEBuy 53%
Sep 1, 2026RosenblattINITIATEBuy 54%
Aug 27, 2026BTIGREITERATEBuy 53%
Aug 24, 2026Evercore ISI GroupMAINTAINOutperform 59%
Aug 10, 2026Argus ResearchMAINTAINBuy 54%
Aug 5, 2026UBSMAINTAINBuy 55%
Aug 5, 2026BenchmarkMAINTAINBuy 54%
Aug 5, 2026CitigroupMAINTAINBuy 55%
Aug 5, 2026OppenheimerMAINTAINOutperform 52%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026132680083%
Aug 1, 2026132580083%
Jul 1, 2026132580083%
Jun 1, 2026122680083%
May 1, 2026122680083%
Apr 1, 2026112680082%
Mar 1, 2026112680082%
Feb 1, 2026926100078%
Price targets
Where 37 covering analysts think BKNG trades over the next 12 months.
$238.08 +48.5% upside Strong Buy
Current$160.28 Low$188.00 Median$240.00 High$301.00 37 analysts
$188.00$301.00
Analyst rating Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
46°
Neutral
BearishNeutralBullish
9 mentions 4 bullish 5 bearish 0 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 7 neutral · avg impact 3.8/10.Plus 1 press releases.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
other
OpenTable’s Inaugural Canadian Restaurant Impact Report Reveals Why Restaurants Matter More Than Ever
New research reveals the powerful impact restaurants have on local economies, communities and diners, and what it takes to help them thrive New resear
Sep 17, 2026
other
KAYAK reveals top trending shoulder season destinations as average flight prices fall 32% versus summer
KAYAK names Seville the top trending early autumn destination for French travellers as average shoulder-season airfares fall 32% from summer.
Sep 16, 2026
other
Lake District crowned Britain's most romantic getaway, KAYAK data reveals
KAYAK names Windermere Britain’s most romantic getaway as searches for romantic and luxury stays rise year on year.
Sep 11, 2026
short_volume
Short Volume: BKNG — 56.2% short (0.9M / 1.7M)
Short: 948,900 | Exempt: 911 | TRF Vol: 1,688,845 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: BKNG — 10.6M shares, 313,817 trades
Week starting 2026-09-07. Total ATS volume: 10,559,556 shares across 313,817 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$4.49$4.27–$4.6912.8%-0.1%9↑ 12↓$9.5B26
Next Q$2.31$2.11–$2.5118.3%+0.0%8↑ 14↓$6.8B26
Current FY$10.45$10.15–$10.8014.5%-0.0%13↑ 13↓$29.3B33
Next FY$12.37$11.42–$13.2518.4%-0.1%14↑ 12↓$32.0B33
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$4.488—
7d ago$4.488+0.000
30d ago$4.491-0.004
60d ago$4.531-0.043
90d ago$4.550-0.062
Institutional ownership
Which big funds own BKNG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $99.6B total value (513,782,320 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, ALLIANCEBERNSTEIN. Net buying activity: 49 institutions added/increased vs 1 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.65,340,562$11.6B11.7%—
VANGUARD CAPITAL MANAGEMENT LLC50,606,248$9.0B9.1%DOUBLED +2337.2%
ALLIANCEBERNSTEIN L.P.1,843,531$7.8B7.8%DOUBLED +2305.7%
STATE STREET CORP35,038,703$6.2B6.3%DOUBLED +2366.1%
Invesco Ltd.25,735,059$4.6B4.6%—
DODGE & COX25,536,950$4.6B4.6%DOUBLED +2460.1%
GEODE CAPITAL MANAGEMENT, LLC21,923,074$3.9B3.9%DOUBLED +2360.1%
Capital World Investors20,614,112$3.7B3.7%DOUBLED +2580.1%
JPMORGAN CHASE & CO18,836,495$3.4B3.5%DOUBLED +1660.1%
VANGUARD PORTFOLIO MANAGEMENT LLC14,456,785$2.6B2.6%DOUBLED +2352.8%
Recent position changes
FundActionPrevCurrentChangeValue
VANGUARD CAPITAL MANAGEMENT LLCDOUBLED2,076,43650,606,248+2337.2%$9.0B
ALLIANCEBERNSTEIN L.P.DOUBLED76,6321,843,531+2305.7%$7.8B
STATE STREET CORPDOUBLED1,420,79635,038,703+2366.1%$6.2B
DODGE & COXDOUBLED997,49825,536,950+2460.1%$4.6B
GEODE CAPITAL MANAGEMENT, LLCDOUBLED891,13921,923,074+2360.1%$3.9B
Capital World InvestorsDOUBLED769,16120,614,112+2580.1%$3.7B
JPMORGAN CHASE & CODOUBLED1,070,20618,836,495+1660.1%$3.4B
VANGUARD PORTFOLIO MANAGEMENT LLCDOUBLED589,38914,456,785+2352.8%$2.6B
NORGES BANKNEW—12,434,096—$2.2B
MORGAN STANLEYDOUBLED537,50112,302,518+2188.8%$2.2B
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$31.3M — $0.00 bought, $31.3M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 15, 2026Pisano PauloCHIEF HUMAN RESOURCES OFFICERSELL1,500$173.02$259.5K
Sep 1, 2026MYLOD ROBERT J JRDirectorSELL1,000$200.00$200.0K
Aug 31, 2026Pisano PauloCHIEF HUMAN RESOURCES OFFICERSELL3,000$203.48$610.4K
Aug 17, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELSELL8,660$208.05$1.8M
Aug 17, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELSELL3,632$211.03$766.5K
Aug 17, 2026WITTMAN VANESSA AMESDirectorSELL375$211.00$79.1K
Aug 17, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELSELL5,174$210.00$1.1M
Aug 17, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELSELL5,019$208.73$1.0M
Aug 17, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELSELL12,333$205.76$2.5M
Aug 17, 2026MILLONES PETER JEXECUTIVE VP, GENERAL COUNSELSELL390$212.88$83.0K
Congressional trades
BKNG trades disclosed by members of Congress, with disclosure delay.
3 members · 3 buys / 2 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jul 7, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Booking Holdings IncAug 12, 2026(37d)
Jun 1, 2026Josh GottheimerDHOUSESELL$1,001 - $15,000Booking Holdings IncJul 8, 2026(38d)
Apr 14, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Booking Holdings IncMay 11, 2026(28d)
Mar 13, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Booking Holdings IncApr 8, 2026(27d)
Feb 10, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Booking Holdings IncMar 10, 2026(29d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BKNG.
Shares short
19,629,385
Settlement Sep 15, 2026
Change vs prior
-2.6%
Semi-monthly cycle
Days to cover
2.6
At avg daily volume
Of shares outstanding
≈2.6%
Estimate — not % of float
All BKNG filing & press-release reports (11)