Sequoia Financial Advisors Adds $123K in Booking Holdings Inc. ($BKNG)
Sequoia Financial Advisors boosted its holdings in Booking Holdings by 2.1%, now holding 32,925 shares.
Key Points
- Sequoia Financial Advisors increased its stake in Booking Holdings by 2.1%, adding 675 shares for a total of 32,925 shares valued at $6.01 million.
- Shares of Booking Holdings traded near $182.41 on Tuesday, with a market cap of $140.6 billion and a P/E ratio of 23.91.
- Insiders bought shares in May, and analysts maintained 'buy' ratings with targets ranging from $205 to $249.
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Sequoia Financial Advisors recently raised its position in Booking Holdings Inc. (NasdaqGS: BKNG) by 2.1%, according to its latest 13F filing with the SEC. The firm added 675 shares, bringing its total holdings to 32,925 shares valued at approximately $6.01 million. This filing reflects holdings as of the end of the reporting period and may not represent the investor's current position.
Sequoia Financial Advisors vs. the S&P 500
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What Changed in Sequoia Financial Advisors' Booking Holdings Position
Sequoia Financial Advisors increased its stake in Booking Holdings by 2.1%, moving from 32,250 shares to 32,925 shares. The additional 675 shares are valued at about $6.01 million, indicating a continued interest in the travel services company.
Other Institutional Activity in Booking Holdings
Among other institutional investors, TRIGLAV INVESTMENTS, D.O.O. significantly increased its holdings by 150 million shares, reaching a total of 157.5 million shares valued at $6.4 million. BlackRock, Inc. also expanded its stake by 63.6 million shares, now holding 66.3 million shares worth $11.17 billion. Vanguard Capital Management LLC opened a new position with 51.9 million shares valued at $8.74 billion. On the other hand, State Street Corp reduced its holdings by 358,000 shares, now holding 35.5 million shares worth $5.98 billion. JPMorgan Chase & Co decreased its position by 1.23 million shares, ending with 26.8 million shares valued at $4.41 billion.
Booking Holdings Inc. Stock Down 11.3%
Shares of Booking Holdings traded near $182.41 on Tuesday. The company has a market cap of $140.6 billion and a P/E ratio of 23.91. Its forward P/E is 14.75, and it has a beta of 1.088. The stock's 52-week range is between $150.14 and $233.58, with a 50-day moving average of $169.12 and a 200-day moving average of $189.53. Booking Holdings maintains a current ratio of 1.057 and a quick ratio of 0.987.
$BKNG stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Booking Holdings reported revenue of $27.69 billion, with a revenue growth rate of 16.2%. The company achieved a net margin of 22.23% and an EPS of $7.59. The next earnings announcement is scheduled for July 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
13 target cuts vs 1 raises.
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EPS & revenue
EPS beat estimates by 3.6%. Revenue missed estimates by 1.7%.
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Profit surprise
EBITDA beat by 20 percent. Operating income beat by 26 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 target raise, 13 target cuts.
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Earnings quality
Operating margin up 0.7 points. Positive free cash flow.
Earnings Call Summary
Booking delivered 338 million room nights in the quarter, up 6 percent year over year, with revenue of 5 point 5 billion, up 16 percent. The Middle East conflict that began late February reduced growth by roughly 2 percentage points and caused elevated cancellations in March. Despite this, U.S. room nights accelerated to low teens growth for the fourth quarter in a row, and the company remains confident in long term travel demand recovery.
Guidance Company expects 2 to 4 percent room night growth next quarter due to Middle East conflict continuing through end of June. For full year 2026, they now guide gross bookings growth to high single digits to low double digits, with adjusted EPS up low to mid teens, both down from prior guidance at midpoint but high end remains intact.
Clearly negative report. The company missed important expectations and likely triggers downward revisions.
Dividend
Booking Holdings offers an annual dividend rate of $1.61, yielding 0.89% with a payout ratio of 20.73%.
Insider Buying and Selling at Booking Holdings Inc.
On May 30, 2026, several insiders bought shares of Booking Holdings. Robert Mylod Jr. acquired 2,240 shares, while Sumit Singh, Kelly Grier, Nicholas Read, and Mirian Graddick Weir each bought 1,583 shares. Lynn Vojvodich Radakovich sold 1,200 shares on the same date.
Analysts Set New Price Targets
On April 30, 2026, Argus Research maintained a 'buy' rating with a $205 price target. JP Morgan and UBS also maintained 'buy' ratings with targets of $208 and $249, respectively, on April 29, 2026. The consensus recommendation is 'buy', with a mean target price of $224.41 from 35 analysts.
About Booking Holdings
Booking Holdings Inc., based in Norwalk, Connecticut, is a leader in the travel services industry. It operates well-known platforms like Booking.com, Priceline, Agoda, and KAYAK, providing online accommodation, flight, and car rental services. The company also offers restaurant reservations through OpenTable and travel-related insurance and advertising services. Led by CEO Glenn D. Fogel, Booking Holdings employs approximately 24,900 people.
Bottom Line
Sequoia Financial Advisors' decision to increase its stake in Booking Holdings reflects confidence in the company's prospects. As a major player in the travel services industry, Booking Holdings continues to attract institutional interest. Investors will be watching upcoming earnings for further insights, but remember that 13F filings are backward-looking and may not show current positions.
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