Candriam S.C.A. Increases Position in Booking Holdings Inc. $BKNG

Candriam S.C.A. lifted its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 16.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,257 shares of the business services provider’s stock after purchasing an additional 2,499 shares during the period. Candriam S.C.A.’s holdings in Booking were worth $93,175,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of Booking by 34.9% during the 4th quarter. Brighton Jones LLC now owns 251 shares of the business services provider’s stock valued at $1,249,000 after acquiring an additional 65 shares during the period. Revolve Wealth Partners LLC purchased a new position in Booking in the 4th quarter valued at approximately $209,000. Sivia Capital Partners LLC raised its holdings in Booking by 25.0% during the second quarter. Sivia Capital Partners LLC now owns 165 shares of the business services provider’s stock worth $955,000 after purchasing an additional 33 shares during the last quarter. Bouchey Financial Group Ltd purchased a new stake in Booking during the second quarter worth $208,000. Finally, Clearstead Trust LLC grew its holdings in Booking by 13.3% in the second quarter. Clearstead Trust LLC now owns 136 shares of the business services provider’s stock valued at $787,000 after purchasing an additional 16 shares during the last quarter. 92.42% of the stock is currently owned by institutional investors and hedge funds.

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

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. Robert W. Baird set a $6,325.00 price target on Booking in a research note on Wednesday, October 29th. BTIG Research restated a “buy” rating and set a $6,250.00 target price on shares of Booking in a research report on Tuesday, December 23rd. Truist Financial set a $5,810.00 price target on shares of Booking in a research report on Wednesday, October 29th. Wall Street Zen raised shares of Booking from a “hold” rating to a “buy” rating in a research note on Sunday, January 4th. Finally, HSBC upped their target price on Booking from $7,447.00 to $7,656.00 and gave the company a “buy” rating in a research note on Friday, January 9th. 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 presently has a consensus rating of “Moderate Buy” and an average price target of $6,180.00.

Insider Transactions at Booking

In related news, CEO Glenn D. Fogel sold 953 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $5,181.34, for a total value of $4,937,817.02. Following the transaction, the chief executive officer owned 19,615 shares in the company, valued at approximately $101,631,984.10. This trade represents a 4.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Vanessa Ames Wittman sold 15 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the director directly owned 687 shares in the company, valued at $3,566,320.05. This trade represents a 2.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 3,124 shares of company stock worth $16,194,538 in the last ninety days. Insiders own 0.16% of the company’s stock.

Booking Stock Performance

Shares of NASDAQ BKNG opened at $4,457.17 on Monday. The firm has a market cap of $143.65 billion, a P/E ratio of 28.97, a price-to-earnings-growth 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 firm’s 50 day moving average price is $5,202.79 and its 200 day moving average price is $5,275.99.

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.