Booking Holdings Inc. (BKNG) reported fourth-quarter 2025 revenue of $6.35 billion, up 16.1% year-over-year and slightly above the consensus estimate of $6.25 billion. Diluted earnings per share were $44.22, up 37.2% year-over-year but below the Street estimate of $49.24.
Gross profit rose to $5.48 billion (+18.7% year-over-year), while operating profit reached $2.03 billion (+17.4% year-over-year). Net income attributable to common shareholders increased to $1.43 billion, a 33.7% year-over-year gain.
Operating cash flow strengthened sharply to $1.49 billion, a 106.7% year-over-year increase. Capital expenditures were modest at $73 million, down 3.9% year-over-year.
On the balance sheet, cash and cash equivalents stood at $17.20 billion (+6.4% year-over-year) against total liabilities of $34.84 billion (+9.8% year-over-year). Cost of sales was $869 million, up 1.9% year-over-year.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Booking Holdings Inc. Insider Trading Activity
Booking Holdings Inc. insiders have traded $BKNG stock on the open market 272 times in the past 6 months. Of those trades, 0 have been purchases and 272 have been sales.
Here’s a breakdown of recent trading of $BKNG stock by insiders over the last 6 months:
- GLENN D FOGEL (CEO AND PRESIDENT) has made 0 purchases and 210 sales selling 5,065 shares for an estimated $26,597,227.
- PAULO PISANO (CHIEF HUMAN RESOURCES OFFICER) sold 200 shares for an estimated $1,000,000
- LARRY QUINLAN has made 0 purchases and 54 sales selling 128 shares for an estimated $710,330.
- ROBERT J JR MYLOD has made 0 purchases and 2 sales selling 80 shares for an estimated $400,000.
- VANESSA AMES WITTMAN has made 0 purchases and 5 sales selling 75 shares for an estimated $395,626.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Booking Holdings Inc. Hedge Fund Activity
We have seen 853 institutional investors add shares of Booking Holdings Inc. stock to their portfolio, and 924 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP added 2,831,495 shares (+191965.8%) to their portfolio in Q4 2025, for an estimated $15,163,590,118
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 840,929 shares (-77.4%) from their portfolio in Q4 2025, for an estimated $4,503,452,301
- NORGES BANK added 228,900 shares (+59.9%) to their portfolio in Q4 2025, for an estimated $1,225,835,037
- SCHRODER INVESTMENT MANAGEMENT GROUP removed 226,796 shares (-65.2%) from their portfolio in Q4 2025, for an estimated $1,214,567,422
- FMR LLC removed 211,729 shares (-28.8%) from their portfolio in Q4 2025, for an estimated $1,133,878,665
- HF ADVISORY GROUP, LLC added 203,580 shares (+28353.8%) to their portfolio in Q4 2025, for an estimated $1,090,238,081
- PITCAIRN CO removed 199,868 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $1,079,141,296
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Booking Holdings Inc. Congressional Stock Trading
Members of Congress have traded $BKNG stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BKNG stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 12/19, 11/18 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Booking Holdings Inc. Analyst Ratings
Wall Street analysts have issued reports on $BKNG in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/13/2026
- Argus Research issued a "Buy" rating on 01/06/2026
- B of A Securities issued a "Buy" rating on 11/24/2025
- Wedbush issued a "Outperform" rating on 11/13/2025
- Barclays issued a "Overweight" rating on 10/29/2025
- DA Davidson issued a "Buy" rating on 10/29/2025
- Keybanc issued a "Overweight" rating on 10/29/2025
To track analyst ratings and price targets for Booking Holdings Inc., check out Quiver Quantitative's $BKNG forecast page.
Booking Holdings Inc. Price Targets
Multiple analysts have issued price targets for $BKNG recently. We have seen 15 analysts offer price targets for $BKNG in the last 6 months, with a median target of $6250.0.
Here are some recent targets:
- Jake Fuller from BTIG set a target price of $6250.0 on 02/13/2026
- Scott Devitt from Wedbush set a target price of $5500.0 on 02/06/2026
- Justin Patterson from Keybanc set a target price of $6500.0 on 02/04/2026
- Stephen Ju from UBS set a target price of $6608.0 on 02/03/2026
- Ken Gawrelski from Wells Fargo set a target price of $5954.0 on 01/09/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $5830.0 on 01/08/2026
- John Staszak from Argus Research set a target price of $6400.0 on 01/06/2026
