Capital World Investors Adds $568M in Booking Holdings Inc. ($BKNG)
Capital World Investors increased its holdings in Booking Holdings Inc. by nearly 20%.
Key Points
- Capital World Investors increased its position in Booking Holdings Inc. (BKNG) by 19.86%, adding 3.19 million shares, as of its latest 13F filing.
- Booking Holdings has a market cap of $135.3 billion and a P/E ratio of 23.04, with a 52-week range between $150.14 and $233.58.
- Insiders at Booking Holdings made several transactions on May 30, 2026, including purchases by Robert Mylod Jr. and others.
Important disclosure: Podchat is not a registered investment adviser, broker-dealer, or financial planner. This article is for informational and educational purposes only and is not a recommendation to buy, sell, or hold any security. Content may be generated by automated systems using public filings, market data, and third-party sources, and may contain errors or omissions. Investing involves risk, including possible loss of principal. Past performance, insider activity, analyst ratings, price targets, sentiment scores, and hypothetical or backtested results are not guarantees of future performance. Please do your own research and consult a qualified professional before making investment decisions.
Capital World Investors has increased its stake in Booking Holdings Inc. (NasdaqGS: BKNG) by 19.86%, according to its latest Form 13F filing with the SEC. The investment firm added 3,185,950 shares, bringing its total holdings to 19,229,025 shares, valued at approximately $3.36 billion. This filing reflects the firm's holdings as of the end of the reporting period and may not represent its current position.
What Changed in Capital World Investors' Booking Holdings Position
Capital World Investors significantly boosted its investment in Booking Holdings, increasing its shares from 16,043,075 to 19,229,025. This 19.86% increase represents a substantial vote of confidence in the company's prospects, as the holdings are now valued at around $3.36 billion.
Other Institutional Activity in Booking Holdings
Several other institutional investors also made notable changes to their holdings in Booking Holdings. BlackRock, Inc. increased its position by 63,572,325 shares, ending with 66,328,500 shares valued at about $11.17 billion. Vanguard Capital Management LLC added 51,910,900 shares, bringing its total to the same number, valued at approximately $8.74 billion. State Street Corp grew its holdings by 34,084,784 shares to 35,519,900 shares, worth around $5.98 billion. Meanwhile, Price T Rowe Associates Inc /MD/ raised its stake by 28,027,079 shares to 28,993,200 shares, valued at $4.88 billion.
Booking Holdings Inc. Stock Down 13.3%
Shares of Booking Holdings Inc. (NasdaqGS: BKNG) traded near $174.89. The company boasts a market cap of $135.3 billion, a P/E ratio of 23.04, and a forward P/E of 14.19. With a beta of 1.088, the stock's 52-week range spans from $150.14 to $233.58. Its 50-day moving average is $169.70, while the 200-day moving average is $191.47. The company 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 approximately $27.69 billion, with a revenue growth rate of 16.2%. The company achieved a net margin of 22.23% and an EPS of $7.58. Investors can look forward to the next earnings report on July 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
13 target cuts vs 1 raises.
-
EPS & revenue
EPS beat estimates by 3.6%. Revenue missed estimates by 1.7%.
-
Profit surprise
EBITDA beat by 20 percent. Operating income beat by 26 percent.
-
Pre-earnings setup
Bar was high, analysts already very bullish.
-
Analyst signal
1 target raise, 13 target cuts.
-
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 a dividend rate of $1.61, yielding 0.92%. The dividend payout ratio stands at 20.73%.
Insider Buying and Selling at Booking Holdings Inc.
On May 30, 2026, several insiders at Booking Holdings made transactions. Robert Mylod Jr. acquired 2,240 shares, while other insiders like Sumit Singh, Kelly Grier, Nicholas Read, and Mirian Graddick Weir each bought 1,583 shares. Lynn Vojvodich Radakovich sold 1,200 shares. None of these transactions were part of a pre-planned 10b5-1 trading plan.
Analysts Set New Price Targets
On April 30, 2026, Argus Research maintained a 'buy' rating on Booking Holdings, setting a price target of $205. JP Morgan, UBS, TD Cowen, RBC Capital, Citigroup, and Oppenheimer also maintained their 'buy' ratings with price targets ranging from $208 to $249. Wells Fargo opted for a 'hold' rating with a $215 target. The consensus recommendation is a 'buy', with a mean target price of $224.41 based on 35 analyst opinions.
About Booking Holdings Inc.
Booking Holdings Inc., headquartered in Norwalk, Connecticut, operates in the consumer cyclical sector, specifically within travel services. The company, led by CEO Glenn D. Fogel, offers online and traditional travel and restaurant reservations. Its well-known brands include Booking.com, Priceline, Agoda, KAYAK, and OpenTable. With a workforce of 24,900 employees, the company provides a variety of services, including accommodation, flight, rental car reservations, and restaurant management.
Bottom Line
Capital World Investors' decision to increase its stake in Booking Holdings Inc. signals confidence in the company's future performance. Investors often track these filings to gauge institutional sentiment, though it's important to remember 13F filings are backward-looking and might not reflect current positions. Booking Holdings continues to be a significant player in the travel services industry, with strong institutional backing and positive analyst coverage.
Get Booking Holdings Inc. alerts
New 13F filings, insider trades, and analyst moves on $BKNG, sent to your inbox. Free, and you can unsubscribe anytime.
This instant news alert was generated by automated narrative technology and financial data from Podchat and public regulatory filings. It is for informational purposes only and is not financial advice.