Intech Investment Management 13F: Adds $3.4M to BKNG Stake
Intech Investment Management has raised its stake in Booking Holdings Inc. by over 18,800 shares, reflecting a growing confidence in the travel services sector.
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Intech Investment Management added 18,825 shares to its stake in Booking Holdings Inc. ($BKNG), a 5.30% increase, according to a 13F filing with the SEC dated May 8, 2026. It reported 374,225 shares worth $66.70 million at the end of the quarter.
Since the filing, $BKNG is down 7.1% after 1 week, down 1.9% after 1 month and down 1.0% to date (from the $165.12 close on May 8, 2026).
Find the original: Intech Investment Management 13F filings on SEC EDGAR
BKNG
Booking Holdings Inc.
Key Points
- Intech Investment Management boosted its position in Booking Holdings Inc. by 18,825 shares, increasing its total to 374,225 shares valued at approximately $66.7 million as of May 8, 2026.
- The stock is currently trading at $178.24, which is near its 52-week high of $224.99 and significantly above its low of $150.14.
- Analysts maintain a consensus buy rating for Booking Holdings, with a mean price target of $238.78 based on 37 opinions.
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Intech Investment Management's Increased Stake
Intech Investment Management boosted its stake in Booking Holdings Inc. (BKNG) by 18,825 shares, raising its total holdings to 374,225 shares. This represents a 5.3% increase and values the investment at about $66.7 million as of the latest Form 13F filing on May 8, 2026.
What's Driving the Change
This recent increase in shares comes after Intech had previously held 355,400 shares. The added shares suggest a renewed confidence in Booking Holdings, which operates several well-known travel and restaurant reservation services, including Booking.com and Priceline.
Institutional Activity
In the latest quarter, no other funds were reported to have changed their positions in Booking Holdings, making Intech's move particularly noteworthy. Recently, Voya Investment Management significantly raised its stake in Booking Holdings by over 551%, indicating a broader interest in the company’s potential.
How Booking Holdings Inc. Stock Has Traded
Currently, Booking Holdings' shares are trading at $178.24, which is higher than its previous close of $167.90. The stock is positioned well, trading close to its 52-week high of $224.99. This performance might be influenced by the overall recovery in the travel sector, which has seen increased demand as more people travel again.
Analysts Set New Price Targets
Several analysts have recently maintained their ratings on Booking Holdings. On October 12, 2026, Cantor Fitzgerald kept a Neutral rating with a price target of $170. Wells Fargo also maintained an Equal-Weight rating with a target of $190 on October 7, 2026. Truist Securities reiterated a Buy rating with a target of $216 on September 30, 2026. The consensus among analysts is a Buy rating, with a mean price target of $238.78 based on 37 opinions.
What Booking Holdings Inc. Does
Booking Holdings Inc. provides online and traditional travel services, including accommodation and restaurant reservations. It operates various platforms that cater to different aspects of travel, from bookings to price comparisons. Intech's increased stake may reflect confidence in the company's growth prospects as travel demand rebounds.
What's Ahead for Booking Holdings Inc.
Investors will be watching for further updates, including the next earnings report scheduled for October 27, 2026. As a reminder, the recent 13F filing reflects holdings as of the reporting period and may not represent Intech's current position. Further filings could provide additional insights into their ongoing investment strategy.
Related Filing Alerts
Source: Intech Investment Management's 13F filing on $BKNG (May 8, 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: Intech Investment Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts