Massachusetts Financial Services Co. MA Has $392.01 Million Stock Position in Booking Holdings Inc. $BKNG

Massachusetts Financial Services Co. MA raised its position in Booking Holdings Inc. (NASDAQ:BKNG) by 6.7% during the third quarter, HoldingsChannel.com reports. The firm owned 72,604 shares of the business services provider’s stock after buying an additional 4,589 shares during the quarter. Massachusetts Financial Services Co. MA’s holdings in Booking were worth $392,009,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Fiduciary Family Office LLC grew its stake in shares of Booking by 3.1% in the 3rd quarter. Fiduciary Family Office LLC now owns 131 shares of the business services provider’s stock valued at $707,000 after buying an additional 4 shares in the last quarter. Nippon Life Global Investors Americas Inc. lifted its stake in Booking by 8.3% in the third quarter. Nippon Life Global Investors Americas Inc. now owns 130 shares of the business services provider’s stock valued at $702,000 after acquiring an additional 10 shares during the last quarter. Resonant Capital Advisors LLC lifted its stake in Booking by 140.1% in the third quarter. Resonant Capital Advisors LLC now owns 557 shares of the business services provider’s stock valued at $3,007,000 after acquiring an additional 325 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. grew its position in Booking by 41.9% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 342 shares of the business services provider’s stock worth $1,841,000 after acquiring an additional 101 shares in the last quarter. Finally, Meitav Investment House Ltd. increased its stake in shares of Booking by 1.0% during the 3rd quarter. Meitav Investment House Ltd. now owns 1,174 shares of the business services provider’s stock worth $6,340,000 after purchasing an additional 12 shares during the last quarter. 92.42% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on BKNG shares. BNP Paribas set a $6,100.00 price target on Booking in a research note on Monday, November 24th. B. Riley upped their target price on Booking from $6,700.00 to $6,800.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Robert W. Baird set a $6,325.00 price objective on Booking in a research note on Wednesday, October 29th. Cowen restated a “buy” rating on shares of Booking in a research report on Wednesday, December 3rd. Finally, Wall Street Zen upgraded Booking from a “hold” rating to a “buy” rating in a research note on Sunday, January 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, Booking presently has a consensus rating of “Moderate Buy” and an average target price of $6,225.56.

Booking Stock Performance

BKNG opened at $5,115.91 on Monday. Booking Holdings Inc. has a twelve month low of $4,096.23 and a twelve month high of $5,839.41. The firm has a market cap of $164.89 billion, a PE ratio of 33.25, a price-to-earnings-growth ratio of 1.11 and a beta of 1.23. The firm’s fifty day moving average is $5,186.05 and its two-hundred day moving average is $5,356.71.

Booking (NASDAQ:BKNG) last announced its quarterly earnings results on Tuesday, October 28th. The business services provider reported $99.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $95.56 by $3.94. The company had revenue of $9.01 billion during the quarter, compared to the consensus estimate of $8.71 billion. Booking had a negative return on equity of 134.86% and a net margin of 19.37%.The company’s revenue for the quarter was up 12.7% compared to the same quarter last year. During the same period in the prior year, the company earned $83.39 earnings per share. Equities analysts forecast that Booking Holdings Inc. will post 209.92 EPS for the current fiscal year.

Booking Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Friday, December 5th were issued a dividend of $9.60 per share. The ex-dividend date was Friday, December 5th. This represents a $38.40 dividend on an annualized basis and a dividend yield of 0.8%. Booking’s dividend payout ratio (DPR) is presently 24.96%.

Booking News Roundup

Here are the key news stories impacting Booking this week:

• Positive Sentiment: KAYAK’s 2026 “What the Future” report highlights destination and behavior trends that support continued travel demand — a tailwind for Booking’s core marketplaces. KAYAK Predicts: Well-th trips, next gen destinations, and small-town escapes to define travel this year
• Neutral Sentiment: Options-market flow is being analyzed for directional bets and hedging around BKNG — this can signal positioning but is not a definitive directional catalyst by itself. 6BKNG : What the Options Market Tells Us About Booking Holdings
• Neutral Sentiment: Heightened investor interest and search activity around Booking is drawing attention but doesn’t by itself explain near-term price direction. Investors Heavily Search Booking Holdings Inc. (BKNG): Here is What You Need to Know
• Neutral Sentiment: Roundups and analyst coverage (e.g., top stock reports) are increasing visibility but provide mixed, non-specific short-term impact. Top Stock Reports for American Express, Intuitive Surgical & Booking
• Negative Sentiment: CEO Glenn D. Fogel disclosed sales totaling 1,013 shares on Jan. 15 (two Form 4 filings) for roughly $5.25M — a visible reduction in insider holdings that can pressure sentiment despite the small percentage change relative to total ownership. Form 4 (Fogel) – SEC Filing Form 4 (Fogel) – SEC Filing
• Negative Sentiment: Director Vanessa Ames Wittman sold 15 shares (~$77.9k) on Jan. 15 — a small absolute amount but contributes to the pattern of insider selling cited by the market. Form 4 (Wittman) – SEC Filing

Insider Buying and Selling

In other Booking news, CEO Glenn D. Fogel sold 953 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $5,181.34, for a total transaction of $4,937,817.02. Following the transaction, the chief executive officer owned 19,615 shares of the company’s stock, valued at $101,631,984.10. The trade was a 4.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Vanessa Ames Wittman sold 15 shares of the stock in a transaction on Thursday, January 15th. The shares were 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 owned 687 shares of the company’s stock, valued at approximately $3,566,320.05. This represents a 2.14% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 3,324 shares of company stock worth $17,190,323 over the last quarter. 0.16% of the stock is owned by corporate insiders.

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.