Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
4
institutions
Market cap
$130.7B
751M shares
52-week range
$150.14 – $225.00
34% from low
Sector
TRANSPORTATION SERVICES
Exchange
NASDAQ
CS
P/S (TTM)
4.8
EV / FCF (TTM)
14.5
Booking is the world's largest online travel agency by sales, offering booking and payment services for hotel and alternative accommodation rooms, airlines, rental cars, restaurants, cruises, experiences, and other vacation packages. The company operates several branded travel booking sites, including Booking.com, Agoda, OpenTable, Rentalcars.com, and Kayak. Transaction fees for online bookings account for the bulk of revenue and profits.
www.bookingholdings.comNo one on the platform currently holds BKNG.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 19,076 | $102.2M |
| The Baupost Groupas of 2026-03-31 | 2,405 | $10.1M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-11 | $0.4200 | 2026-09-30 |
| 2026-06-05 | $0.4200 | 2026-06-30 |
| 2026-03-06 | $10.5000 | 2026-03-31 |
| 2025-12-05 | $9.6000 | 2025-12-31 |
| 2025-09-05 | $9.6000 | 2025-09-30 |
| 2025-06-06 | $9.6000 | 2025-06-30 |
| 2025-03-07 | $9.6000 | 2025-03-31 |
| 2024-12-06 | $8.7500 | 2024-12-31 |
| 2024-09-06 | $8.7500 | 2024-09-30 |
| 2024-06-07 | $8.7500 | 2024-06-28 |
No one on the platform has traded BKNG yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 13.4% | 31.7% | ||||
| Profit Margin % | 20.1% | 18.7% | 19.2% | |||
| Free Cash Flow Margin % | 33.8% | 31.8% | 28.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +8.5% on the P/E track.
At today's price, your expected annual return is +14.1% on the P/E track.
At today's price, your expected annual return is +19.0% on the P/E track.
| 1,250 |
| $4.4M |
| Bridgewater Associatesas of 2026-03-31 | 54 | $227.4K |
| 2024-03-07 | $8.7500 | 2024-03-28 |
| Execution date | Ratio |
|---|---|
| 2026-04-06 | 25-for-1 |
| 2003-06-16 | 1-for-6reverse |
Also held through funds
2 more books hold BKNG indirectly · VTI 0.2% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $29.3B | +9.6% | $10.45 | $10.19–$10.94 | 16.8× | 26 |
| 2027 | $32.0B | +9.4% | $12.38 | $11.98–$12.91 | 14.2× | 26 |
| 2028 | $34.6B | +8.2% | $14.33 | $12.19–$15.32 | 12.2× | 19 |
| 2029 | $38.0B | +9.8% | $17.18 | $16.68–$17.81 | 10.2× | 8 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $2.43 | $2.54 | +4.5% |
| 2026-04-28 | $1.08 | $1.14 | +5.6% |
| 2026-02-18 | $1.95 | $1.95 | +0.0% |
| 2025-10-28 | $3.83 | $3.98 | +3.9% |
| 2025-07-29 | $2.01 | $2.22 | +10.4% |
| 2025-04-29 | $0.69 | $0.99 | +43.5% |
| 2025-02-20 | $1.44 | $1.66 | +15.3% |
| 2024-10-30 | $3.09 |
| $3.36 |
| +8.7% |
| $182.9B |
| — |
| MELIMercadoLibre, Inc. | $1900.24 | +0.15% | $96.3B | — |
| PDDPDD Holdings Inc. | $79.38 | +2.02% | $113.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BKNG went ahead and starts a position in Nov $175 calls. I can’t even count on my hands how many ppl I know that went to Europe this summer.. I don’t have enough fingers or toes to count all the families I know who did a euro vacation in 2026…. $BKNG gonna crush earnings again
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Unusual activity on $BKNG $1.45M+ on the $224 call for Sept. 17th 2027 🟩
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@marketmaker79 am out of my puts, you can drive $BKNG now
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$BKNG I see you .. volume 4 on the Jan 2028 170 strike… what’s not to like !!??
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$BKNG Take your profits in BKNG at 19 from 11 🫶 $FDS $SPOT $GEV $CAT
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