Booking Holdings Inc.
At today's price, Booking Holdings Inc. (BKNG) is priced for +12.5% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Booking Holdings runs the largest online-travel marketplace as an asset-light platform, converting a roughly 33% operating margin into heavy free cash flow it returns aggressively: management lifted the dividend by 9.4% to $10.50 per share annually and still holds $21.8 billion of remaining buyback authorization. • The biggest risk is the one that just showed up in the numbers: travel demand is sensitive to geopolitics, and the conflict in the Middle East cut room-night growth by an estimated
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1,852 institutional managers reported holding BKNG in 13F filings for the quarter ended 2026-03-31. Together they hold about 5% of the company; the top 10 hold 2%. 125 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 25.3M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BKNG has cut its share count 23% over the past five years, spending $34.12B on repurchases. It pays a dividend, and has for 2 years running; the current rate is $9.60 a share annually. Cash returned over the past three years: $2.77B in dividends and $22.16B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at BKNG over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BKNG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +6.2% | -0.5% |
| 2023-11-03 | +3.3% | +19.2% |
| 2024-02-23 | -6.3% | +0.4% |
| 2024-05-03 | +4.7% | +9.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BKNG's latest 8-K filings: 2026-06-02 (items 5.07, 9.01); 2026-05-11 (items 1.01, 2.03, 8.01, 9.01); 2026-05-07 (items 1.01, 2.03, 8.01, 9.01); 2026-04-28 (items 2.02, 9.01); 2026-04-02 (items 5.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 14, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.