Capital World Investors Adds $557M in Booking Holdings Inc. ($BKNG)

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 Snapshot

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.

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.

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.