Atria Investments Inc Reduces Stake in Booking Holdings Inc. $BKNG

Atria Investments Inc lessened its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG) by 6.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 2,145 shares of the business services provider’s stock after selling 146 shares during the quarter. Atria Investments Inc’s holdings in Booking were worth $11,581,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the business. Illinois Municipal Retirement Fund boosted its position in Booking by 3.8% in the 3rd quarter. Illinois Municipal Retirement Fund now owns 6,450 shares of the business services provider’s stock worth $34,825,000 after purchasing an additional 239 shares in the last quarter. ICW Investment Advisors LLC acquired a new position in shares of Booking in the 3rd quarter valued at $309,000. Wedbush Securities Inc. boosted its holdings in Booking by 0.6% during the third quarter. Wedbush Securities Inc. now owns 820 shares of the business services provider’s stock worth $4,429,000 after buying an additional 5 shares in the last quarter. Varma Mutual Pension Insurance Co boosted its holdings in Booking by 8.1% during the third quarter. Varma Mutual Pension Insurance Co now owns 5,324 shares of the business services provider’s stock worth $28,746,000 after buying an additional 400 shares in the last quarter. Finally, Savvy Advisors Inc. grew its position in Booking by 26.2% during the third quarter. Savvy Advisors Inc. now owns 183 shares of the business services provider’s stock valued at $986,000 after buying an additional 38 shares during the period. 92.42% of the stock is owned by hedge funds and other institutional investors.

Booking News Summary

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Gordon Haskett upgraded BKNG to a “Buy,” providing a near-term catalyst that could support the stock if earnings meet expectations. Gordon Haskett Upgrades Booking
• Positive Sentiment: Analysts and previews suggest Booking may report earnings growth and has metrics consistent with a potential beat, which can be supportive if the company delivers. Booking Holdings (BKNG) Earnings Expected to Grow
• Positive Sentiment: Deep-dive analyst-projection pieces highlight specific key metrics investors will watch in the Q4 release — guidance here could quickly shift the stock. What Analyst Projections for Key Metrics Reveal
• Neutral Sentiment: Booking.com named official travel partner of the Route 66 Centennial — a marketing/brand positive but unlikely to move near-term fundamentals materially. Booking.com Named Official Travel Partner
• Neutral Sentiment: KAYAK consumer data (Valentine’s travel picks) is positive for brand engagement but is largely PR-driven and not a near-term earnings driver. KAYAK Valentine’s Destination Study
• Neutral Sentiment: Calendar note: BKNG is projected to report earnings imminently, keeping the stock sensitive to any surprise in results or guidance. Booking Projected to Post Earnings
• Neutral Sentiment: Short-interest feeds show reported increases in February, but the published figures appear inconsistent (zero-share totals), so treat those data as unreliable until confirmed by official exchange reports.
• Negative Sentiment: A Seeking Alpha piece highlights a “challenging start to 2026” for Booking and argues recent weakness may reflect real near-term pressure on demand and margins; negative narratives like this can amplify selling ahead of earnings. Booking Holdings Q4 Earnings: Challenging Start
• Negative Sentiment: Market commentary notes BKNG underperformed the broader market today, attributing the drop to a combination of profit-taking after a strong run, cautious forward guidance risk, and the pre-earnings positioning of investors. Why Booking Holdings Dipped More Than Market

Insiders Place Their Bets

In other Booking news, Director Vanessa Ames Wittman sold 15 shares of the business’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $5,191.15, for a total transaction of $77,867.25. Following the transaction, the director owned 687 shares of the company’s stock, valued at approximately $3,566,320.05. The trade was a 2.14% 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 Robert J. Mylod, Jr. sold 40 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $5,105.36, for a total value of $204,214.40. Following the completion of the sale, the director directly owned 840 shares of the company’s stock, valued at $4,288,502.40. This trade represents a 4.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,124 shares of company stock valued at $16,194,538 in the last ninety days. 0.16% of the stock is currently owned by corporate insiders.

Booking Trading Down 3.6%

NASDAQ:BKNG opened at $4,159.10 on Friday. The company has a market cap of $134.05 billion, a P/E ratio of 27.03, a P/E/G ratio of 0.93 and a beta of 1.21. Booking Holdings Inc. has a twelve month low of $4,096.23 and a twelve month high of $5,839.41. The company’s 50-day moving average price is $5,140.62 and its 200-day moving average price is $5,242.37.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the company. Mizuho upgraded Booking from a “neutral” rating to an “outperform” rating and set a $6,000.00 price target for the company in a research note on Wednesday, February 4th. Jefferies Financial Group cut their price objective on Booking from $5,800.00 to $5,600.00 and set a “hold” rating for the company in a research report on Friday, January 23rd. Gordon Haskett upgraded Booking from a “hold” rating to a “buy” rating and set a $5,440.00 target price on the stock in a research report on Tuesday. Wall Street Zen raised shares of Booking from a “hold” rating to a “buy” rating in a report on Sunday, January 4th. Finally, Citizens Jmp restated a “market perform” rating on shares of Booking in a research report on Wednesday, February 4th. Twenty-eight research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, Booking currently has an average rating of “Moderate Buy” and a consensus price target of $6,171.56.

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.