Amundi 13F: Adds $785M to Booking (BKNG) Stake
Amundi expanded its holdings in Booking Holdings Inc. with a massive addition of shares during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Amundi added 4,800,996 shares to its stake in Booking Holdings Inc. ($BKNG), a 1939.37% increase, according to a 13F filing with the SEC dated May 18, 2026. It reported 5,048,550 shares worth $825.89 million at the end of the quarter.
Since the filing, $BKNG is up 5.3% after 1 week, up 11.0% after 1 month and up 5.9% to date (from the $154.31 close on May 18, 2026).
BKNG
Booking Holdings Inc.
Key Points
- Amundi raised its stake in Booking Holdings Inc. BKNG by a staggering 1,939.4% during the period, according to an SEC Form 13F filing.
- The institutional investor added 4,800,996 shares to bring its total position to 5,048,550 shares valued at approximately $825.9 million.
- Booking Holdings shares trade with a P/E ratio of 18.7 and a forward P/E of 13.6, with coverage from 37 analysts holding a consensus buy recommendation.
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Amundi Expands Position in Booking Holdings Inc. BKNG
Amundi significantly grew its investment in Booking Holdings Inc. BKNG during the reporting period, adding millions of shares to its portfolio according to a recent Form 13F filing with the Securities and Exchange Commission. Because 13F filings look backward at portfolio snapshots, this report reflects holdings as of the reporting period and may not represent the investor's current position today.
Inside Amundi's Massive Share Addition
The institutional investor boosted its holdings in Booking Holdings by a dramatic 1,939.4% during the window. Amundi purchased an additional 4,800,996 shares, lifting its total share count from 247,554 up to 5,048,550 shares. The reported value of this expanded stake reached roughly $825.9 million based on the filing details. This follows other recent activity in the name from firms like Voya Investment Management and Bank of Montreal adjusting their own exposures.
Booking Holdings Stock Performance and Valuation
Booking Holdings shares trade around $163.59, sitting below the 50-day moving average of $192.78 and the 200-day moving average of $184.78. The travel services company has traded within a 52-week low of $150.14 and a high of $224.99. The stock carries a P/E ratio of 18.7 and a forward P/E ratio of 13.6, while supporting a market capitalization near $126.6 billion.
Recent Earnings and Financial Health
For its recent financial performance, the company posted annual revenue of $28.2 billion alongside an 8.1% revenue growth rate. Profitability metrics include an earnings per share figure of $9.00, a net margin of 25.5%, and a return on equity measure. The next earnings release is scheduled for October 27, 2026, when management will update the market on travel demand.
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 Commitments for Shareholders
Booking Holdings distributes an annual dividend of $1.68 per share, giving investors a dividend yield of 1.0%. The payout ratio sits at 17.9%, showing that the company retains the bulk of its earnings to fund ongoing operations and growth across its travel platforms.
Wall Street Analyst Updates and Price Targets
Major financial institutions have actively updated their stances on the company through late summer and autumn. On October 12, 2026, Cantor Fitzgerald maintained a neutral rating while adjusting its price target down to $170.00. Wells Fargo maintained an equal-weight rating on October 7, 2026, setting a target of $190.00. Truist Securities maintained a buy rating on September 30, 2026, with a $216.00 target. BTIG reiterated a buy rating on September 24, 2026, keeping a $250.00 target, following Rosenblatt initiating coverage with a buy rating and a $245.00 target on September 1, 2026. Across the wider analyst community, the stock holds a consensus buy rating backed by a mean price target of $238.78 from 37 opinions.
About Booking Holdings Inc. BKNG
Headquartered in Norwalk, Connecticut, Booking Holdings Inc. operates major digital travel platforms including Booking.com, Priceline, Agoda, Kayak, and OpenTable. The company connects consumers around the world with accommodation, flight rentals, car reservations, and restaurant booking services. Amundi's sizable commitment points to continued institutional interest in the travel sector leader as it navigates shifting consumer habits.
Related Filing Alerts
Source: Amundi's 13F filing on $BKNG (May 18, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Amundi 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts