Shelter Mutual Insurance Co Invests $4.90 Million in Booking Holdings Inc. $BKNG

Posted by George Bondi on Aug 22nd, 2026

Shelter Mutual Insurance Co bought a new stake in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 27,500 shares of the business services provider’s stock, valued at approximately $4,902,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Strive Asset Management LLC acquired a new stake in shares of Booking in the third quarter valued at approximately $27,000. Camelot Portfolios LLC acquired a new stake in Booking during the fourth quarter worth approximately $27,000. Swiss RE Ltd. bought a new position in Booking during the 4th quarter worth $27,000. Mcguire Capital Advisors Inc. bought a new position in Booking during the 4th quarter worth $27,000. Finally, Osbon Capital Management LLC acquired a new position in Booking in the 4th quarter valued at $27,000. 92.42% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Booking

In other Booking news, Director Robert J. Mylod, Jr. sold 5,000 shares of the company’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $200.00, for a total value of $1,000,000.00. Following the completion of the transaction, the director owned 16,000 shares of the company’s stock, valued at $3,200,000. This represents a 23.81% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Vanessa Ames Wittman sold 1,125 shares of the stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $192.00, for a total value of $216,000.00. Following the completion of the transaction, the director owned 16,508 shares of the company’s stock, 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. Insiders have sold a total of 140,050 shares of company stock valued at $26,341,680 over the last three months. 0.17% of the stock is currently owned by corporate insiders.

Booking Trading Down 0.1%

Shares of NASDAQ BKNG opened at $209.62 on Friday. The company has a market cap of $157.50 billion, a price-to-earnings ratio of 23.20, a PEG ratio of 1.27 and a beta of 1.07. Booking Holdings Inc. has a 12 month low of $150.14 and a 12 month high of $231.80. The stock has a 50-day moving average price of $188.60 and a two-hundred day moving average price of $177.19.

Booking (NASDAQ:BKNG – Get Free Report) last announced its quarterly earnings results on Monday, August 3rd. The business services provider reported $2.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.43 by $0.11. The company had revenue of $7.35 billion for the quarter, compared to analyst estimates of $7.19 billion. Booking had a net margin of 25.53% and a negative return on equity of 102.96%. The firm’s revenue was up 8.1% on a year-over-year basis. During the same period in the previous year, the firm posted $55.40 EPS. On average, sell-side analysts predict that Booking Holdings Inc. will post 10.47 earnings per share for the current year.

Booking Announces Dividend

The business also recently announced 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. This represents a $1.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, September 11th. Booking’s payout ratio is presently 18.58%.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Evercore set a $245.00 target price on Booking in a research report on Wednesday, April 29th. Jefferies Financial Group raised their price target on Booking from $180.00 to $190.00 and gave the stock a “hold” rating in a research report on Tuesday, July 14th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of Booking in a research report on Thursday, June 11th. Oppenheimer reiterated an “outperform” rating and set a $240.00 price objective (up from $215.00) on shares of Booking in a research note on Wednesday, August 5th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $250.00 target price (up from $240.00) on shares of Booking in a report on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $235.72.

Get Our Latest Stock Report on Booking

Booking Profile

(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.