FY2026 EPS Estimates for Booking Lowered by Erste Group Bank

Booking Holdings Inc. (NASDAQ:BKNG) – Analysts at Erste Group Bank dropped their FY2026 earnings per share (EPS) estimates for shares of Booking in a research note issued to investors on Wednesday, July 15th. Erste Group Bank analyst H. Engel now forecasts that the business services provider will post earnings per share of $10.39 for the year, down from their previous forecast of $10.42. The consensus estimate for Booking’s current full-year earnings is $10.45 per share.

Booking (NASDAQ:BKNG) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.14 earnings per share for the quarter, beating analysts’ consensus estimates of $1.08 by $0.06. Booking had a negative return on equity of 117.14% and a net margin of 22.23%.The firm had revenue of $5.53 billion for the quarter, compared to analysts’ expectations of $5.52 billion. During the same period in the prior year, the business posted $0.99 earnings per share. The business’s revenue was up 16.2% compared to the same quarter last year.

Several other equities research analysts have also weighed in on BKNG. Gordon Haskett upped their target price on shares of Booking from $217.00 to $220.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Cantor Fitzgerald reissued a “neutral” rating and set a $175.00 price target (down from $180.00) on shares of Booking in a report on Wednesday, April 29th. Jefferies Financial Group boosted their price target on shares of Booking from $180.00 to $190.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. TD Cowen reaffirmed a “buy” rating and set a $230.00 price objective (down from $240.00) on shares of Booking in a research note on Wednesday, April 29th. Finally, Wall Street Zen lowered shares of Booking from a “buy” rating to a “hold” rating in a report on Sunday, March 29th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $227.29.

Booking Stock Performance

Shares of NASDAQ BKNG opened at $181.68 on Friday. Booking has a 52-week low of $150.14 and a 52-week high of $231.80. The business has a fifty day moving average of $169.88 and a two-hundred day moving average of $178.97. The stock has a market cap of $140.78 billion, a PE ratio of 23.90, a PEG ratio of 1.09 and a beta of 1.07.

Hedge Funds Weigh In On Booking

A number of institutional investors have recently modified their holdings of the stock. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Booking in the third quarter valued at approximately $26,000. Daytona Street Capital LLC acquired a new stake in shares of Booking in the 4th quarter valued at $27,000. Legacy Bridge LLC acquired a new stake in shares of Booking in the 4th quarter valued at $27,000. Camelot Portfolios LLC bought a new stake in shares of Booking during the fourth quarter worth $27,000. Finally, Osbon Capital Management LLC acquired a new position in shares of Booking during the fourth quarter valued at $27,000. 92.42% of the stock is owned by institutional investors.

Insider Transactions at Booking

In related news, VP Peter J. Millones sold 62,500 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $163.67, for a total transaction of $10,229,375.00. Following the transaction, the vice president owned 425,075 shares in the company, valued at $69,572,025.25. This represents a 12.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.16% of the stock is currently owned by company insiders.

Booking Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, June 5th were given a dividend of $0.42 per share. The ex-dividend date was Friday, June 5th. This represents a $1.68 annualized dividend and a yield of 0.9%. Booking’s dividend payout ratio is 22.11%.

Booking News Summary

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Wedbush initiated coverage on Booking Holdings with an “outperform” rating and a $211 price target, implying meaningful upside from current levels and suggesting Wall Street still sees room for the stock to recover. Wedbush initiates coverage on Booking
• Neutral Sentiment: Erste Group slightly lowered its FY2026 EPS estimate for Booking to $10.39 from $10.42, a small reduction but still close to the consensus estimate of $10.43, so the change was not a major earnings shock.
• Negative Sentiment: Recent articles noted that Booking fell more than the broader market, indicating traders were selling the stock alongside a weaker tape and possibly taking profits after its strong run. Why Booking Holdings fell more than broader market

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.