CX Institutional Acquires 12,055 Shares of Booking Holdings Inc. $BKNG

Posted by Francis Steltz on Aug 6th, 2026

CX Institutional grew its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 2,373.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,563 shares of the business services provider’s stock after purchasing an additional 12,055 shares during the period. CX Institutional’s holdings in Booking were worth $2,239,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Daytona Street Capital LLC acquired a new position in Booking during the fourth quarter valued at approximately $27,000. Legacy Bridge LLC acquired a new position in Booking during the fourth quarter worth about $27,000. Camelot Portfolios LLC bought a new stake in shares of Booking during the 4th quarter valued at approximately $27,000. Osbon Capital Management LLC bought a new position in Booking in the 4th quarter valued at approximately $27,000. Finally, Mcguire Capital Advisors Inc. acquired a new stake in Booking in the fourth quarter valued at approximately $27,000. 92.42% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, VP Peter J. Millones sold 62,500 shares of the stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $163.67, for a total value of $10,229,375.00. Following the completion of the sale, the vice president directly owned 425,075 shares of the company’s stock, valued at approximately $69,572,025.25. This represents a 12.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Vanessa Ames Wittman sold 1,125 shares of Booking stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $192.00, for a total transaction of $216,000.00. Following the transaction, the director directly owned 16,508 shares in the company, valued at $3,169,536. This represents a 6.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 68,625 shares of company stock valued at $11,445,375. Corporate insiders own 0.17% of the company’s stock.

Key Stories Impacting Booking

Here are the key news stories impacting Booking this week:

Positive Sentiment: Q2 results exceeded expectations: Adjusted earnings per share were $2.54 versus the $2.43–$2.45 consensus, while revenue rose 8.1% year over year to $7.35 billion, ahead of the $7.19 billion estimate. Room nights, gross bookings and EBITDA also surpassed expectations. Booking Holdings Q2 results top estimates as travel demand remains resilient
Positive Sentiment: Travel demand remains resilient: Strong domestic and regional travel supported growth across the platform, helping ease concerns about weaker long-haul international demand and Middle East-related disruption. Investors viewed the performance as evidence that Booking’s business remains durable. Booking Holdings Stock Surges on Better-Than-Expected Results
Positive Sentiment: Analysts raised their targets: UBS increased its target to $274 and initiated a Buy rating; Benchmark raised its target to $250 and also rated the stock Buy; Wedbush lifted its target to $247 with an Outperform rating. BTIG reaffirmed Buy with a $250 target. These revisions reinforce the post-earnings bullish sentiment. Analyst target updates
Positive Sentiment: AI and efficiency initiatives add longer-term potential: Management highlighted early benefits from AI-powered personalization, connected-trip development and higher savings, while Booking’s transaction infrastructure remains difficult for generative AI competitors to replicate. BKNG Q2 Earnings Call Centers on Resilience, AI and Savings
Neutral Sentiment: Cantor Fitzgerald raised its price target from $175 to $220 but maintained a Neutral rating, indicating more limited upside after the rally. Cantor Fitzgerald analyst update
Negative Sentiment: Near-term risks remain: Booking guided third-quarter revenue to $9.4–$9.5 billion, below the roughly $9.7 billion consensus estimate. Management also cited Middle East-related volatility, while marketing expenses growing faster than revenue could pressure customer-acquisition costs and margins. Booking Holdings: The Buy Thesis Survives Q2

Booking Stock Up 6.6%

Shares of BKNG opened at $207.02 on Thursday. The business’s fifty day moving average is $177.73 and its 200 day moving average is $176.76. Booking Holdings Inc. has a 12-month low of $150.14 and a 12-month high of $231.80. The stock has a market cap of $160.42 billion, a P/E ratio of 22.91, a P/E/G ratio of 1.22 and a beta of 1.07.

Booking (NASDAQ:BKNG – Get Free Report) last released its quarterly earnings data on Monday, August 3rd. The business services provider reported $2.54 earnings per share for the quarter, topping the consensus estimate of $2.43 by $0.11. Booking had a net margin of 25.53% and a negative return on equity of 120.96%. The firm had revenue of $7.35 billion for the quarter, compared to the consensus estimate of $7.19 billion. During the same quarter in the prior year, the company posted $55.40 earnings per share. The business’s revenue was up 8.1% on a year-over-year basis. On average, analysts expect that Booking Holdings Inc. will post 10.43 EPS for the current year.

Booking Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, September 11th will be paid a dividend of $0.42 per share. The ex-dividend date is Friday, September 11th. This represents a $1.68 dividend on an annualized basis and a yield of 0.8%. Booking’s payout ratio is 22.11%.

Wall Street Analysts Forecast Growth

Several research firms have commented on BKNG. HSBC dropped their target price on Booking from $309.84 to $298.00 and set a “buy” rating for the company in a research report on Wednesday, April 29th. Gordon Haskett raised their target price on Booking from $217.00 to $220.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Benchmark lifted their price objective on Booking from $220.00 to $250.00 and gave the stock a “buy” rating in a research note on Wednesday. B. Riley Financial restated a “buy” rating and set a $274.00 price target (up from $264.00) on shares of Booking in a report on Wednesday. Finally, Wedbush boosted their target price on shares of Booking from $211.00 to $247.00 and gave the company an “outperform” rating in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, Booking has an average rating of “Moderate Buy” and a consensus target price of $234.98.

Check Out Our Latest Analysis on BKNG

About Booking

(Free Report)

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.