First National Bank of Omaha Purchases Shares of 2,005 Booking Holdings Inc. $BKNG

First National Bank of Omaha acquired a new stake in Booking Holdings Inc. (NASDAQ:BKNG) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 2,005 shares of the business services provider’s stock, valued at approximately $10,826,000.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in Booking by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 2,974,790 shares of the business services provider’s stock valued at $16,061,694,000 after buying an additional 12,083 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Booking by 1.1% during the second quarter. Geode Capital Management LLC now owns 854,838 shares of the business services provider’s stock worth $4,936,132,000 after acquiring an additional 9,333 shares during the period. Norges Bank acquired a new position in shares of Booking in the second quarter valued at approximately $2,210,917,000. Invesco Ltd. grew its position in shares of Booking by 6.8% in the second quarter. Invesco Ltd. now owns 379,583 shares of the business services provider’s stock valued at $2,197,495,000 after purchasing an additional 24,030 shares during the last quarter. Finally, Schroder Investment Management Group increased its stake in shares of Booking by 4.9% during the second quarter. Schroder Investment Management Group now owns 377,198 shares of the business services provider’s stock worth $2,183,690,000 after purchasing an additional 17,662 shares during the period. 92.42% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

BKNG has been the subject of several recent research reports. Morgan Stanley set a $6,150.00 price target on Booking in a research note on Wednesday, October 29th. Seaport Research Partners boosted their target price on shares of Booking from $6,030.00 to $6,260.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Rothschild & Co Redburn upped their price target on shares of Booking from $6,250.00 to $6,400.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. BNP Paribas Exane set a $6,100.00 price objective on shares of Booking in a research note on Monday, November 24th. Finally, UBS Group cut their price objective on shares of Booking from $6,806.00 to $6,608.00 and set a “buy” rating for the company in a report on Tuesday, February 3rd. Twenty-six equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $6,171.56.

Booking Stock Down 0.0%

BKNG stock opened at $4,140.15 on Wednesday. The company’s 50-day moving average price is $5,077.65 and its two-hundred day moving average price is $5,208.10. The firm has a market cap of $133.44 billion, a P/E ratio of 26.91, a P/E/G ratio of 0.89 and a beta of 1.21. Booking Holdings Inc. has a 12 month low of $4,020.54 and a 12 month high of $5,839.41.

More Booking News

Here are the key news stories impacting Booking this week:

• Positive Sentiment: Booking’s “connected-trip” segment is growing >20%, improving margins and cash-flow timing; management’s AI partnerships (including ChatGPT integration) could boost conversion and long-term revenue per user. Booking.com Stock Is Down 27 — Can Connected-Trip Growth and AI Integration Drive a Rebound?
• Positive Sentiment: KAYAK-led brand/AI changes signal a strategic push to raise conversion and streamline inventory/pricing, which could help Booking reclaim share or improve margins if execution succeeds. Booking Holdings Routes Brand Push And AI Shift Through KAYAK Changes
• Neutral Sentiment: Booking will post Q4 and full-year 2025 results on Feb. 18 (around 4:00 p.m. ET); outcomes and guidance will likely drive the next directional move. Booking Holdings to Make Fourth Quarter and Full Year 2025 Earnings Press Release Available on Company’s Investor Relations Website on February 18
• Neutral Sentiment: Analysts expect strong EPS growth for Q4 but flag U.S. pricing softness and booking normalization — a beat could re-rate shares, while conservative guidance would cap upside. BKNG Gears Up to Report Q4 Earnings: What’s in Store for the Stock?
• Negative Sentiment: Recent coverage highlights share-price weakness and valuation questions (DCF-based debate); if results or guidance disappoint, valuation-driven selling could continue. Do Recent Share Price Weakness And DCF Estimates Signal An Opportunity In Booking Holdings (BKNG)?
• Negative Sentiment: Comparisons with Airbnb highlight competitive risks — marketplace mix, pricing power and product differentiation remain potential headwinds if Airbnb or others gain share. Booking Vs. Airbnb: Which Travel Giant Wins The 2026 Upside Race?
• Negative Sentiment: Data entries report a “large increase” in short interest for February but show zero/NaN figures and inconsistencies — whether this reflects positioning or reporting errors, it increases near-term uncertainty and potential volatility ahead of earnings.

Insider Activity at Booking

In other Booking news, Director Vanessa Ames Wittman sold 15 shares of the company’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 completion of the sale, the director directly owned 687 shares in the company, valued at $3,566,320.05. This represents a 2.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Robert J. Mylod, Jr. sold 40 shares of Booking stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $5,105.36, for a total value of $204,214.40. Following the completion of the transaction, the director owned 840 shares in the company, valued at approximately $4,288,502.40. The trade was a 4.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 2,096 shares of company stock valued at $11,120,014 over the last three months. 0.16% of the stock is owned by insiders.

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.