Research Analysts Set Expectations for Booking Q4 Earnings

Key Points

• KeyCorp lowered its Q4 2026 EPS forecast for Booking to $2.10 from $2.35. It projects EPS of $11.56 for FY2027 and $13.37 for FY2028.
• Analyst sentiment remains broadly positive: MarketBeat reports a “Moderate Buy” consensus and an average price target of $222.35, though Wedbush cut its target to $210.
• Booking’s latest quarter beat analyst expectations, with EPS of $4.66 versus $4.49 and revenue of $9.79 billion versus $9.55 billion; revenue nevertheless fell 1.2% year over year.

Booking Holdings Inc. (NASDAQ:BKNG - Free Report) - KeyCorp dropped their Q4 2026 earnings per share (EPS) estimates for Booking in a note issued to investors on Wednesday, November 4th. KeyCorp analyst S. Segura now forecasts that the business services provider will post earnings per share of $2.10 for the quarter, down from their previous forecast of $2.35. The consensus estimate for Booking's current full-year earnings is $10.26 per share. KeyCorp also issued estimates for Booking's FY2027 earnings at $11.56 EPS and FY2028 earnings at $13.37 EPS.

Several other equities research analysts also recently issued reports on the company. Oppenheimer reaffirmed an "outperform" rating and issued a $240.00 price target (up from $215.00) on shares of Booking in a research report on Wednesday, August 5th. Robert W. Baird set a $230.00 price objective on Booking in a research report on Wednesday, August 5th. Wedbush decreased their target price on Booking from $247.00 to $210.00 and set an "outperform" rating for the company in a research note on Wednesday, November 4th. DA Davidson set a $240.00 target price on Booking in a report on Thursday, August 6th. Finally, BMO Capital Markets reaffirmed an "outperform" rating and issued a $245.00 price target on shares of Booking in a research report on Wednesday, November 4th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $222.35.

Booking Price Performance

Shares of BKNG opened at $160.21 on Thursday. The company has a market capitalization of $119.15 billion, a PE ratio of 17.28, a price-to-earnings-growth ratio of 1.02 and a beta of 1.17. Booking has a one year low of $146.28 and a one year high of $220.81. The company's fifty day moving average price is $164.14 and its 200 day moving average price is $175.46.

Booking (NASDAQ:BKNG - Get Free Report) last issued its quarterly earnings data on Tuesday, November 3rd. The business services provider reported $4.66 earnings per share for the quarter, topping analysts' consensus estimates of $4.49 by $0.17. Booking had a net margin of 25.52% and a negative return on equity of 89.54%. The business had revenue of $9.79 billion during the quarter, compared to analysts' expectations of $9.55 billion. During the same period in the previous year, the company earned $99.50 earnings per share. Booking's revenue for the quarter was down 1.2% on a year-over-year basis.

Booking Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Shareholders of record on Friday, December 11th will be issued a $0.42 dividend. The ex-dividend date of this dividend is Friday, December 11th. This represents a $1.68 annualized dividend and a yield of 1.0%. Booking's dividend payout ratio is 18.12%.

Insider Transactions at Booking

In other Booking news, Director Robert Mylod, Jr. sold 1,000 shares of the firm's stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $200.00, for a total value of $200,000.00. Following the completion of the sale, the director owned 14,000 shares in the company, valued at approximately $2,800,000. This trade represents a 6.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paulo Pisano sold 3,000 shares of Booking stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $203.48, for a total value of $610,440.00. Following the sale, the insider directly owned 73,400 shares in the company, valued at $14,935,432. The trade was a 3.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 57,425 shares of company stock worth $11,783,564. Insiders own 0.17% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of BKNG. BlackRock Inc. acquired a new position in shares of Booking in the 2nd quarter valued at $11,646,302,000. State Street Corp boosted its position in shares of Booking by 2,674.6% during the 2nd quarter. State Street Corp now owns 39,420,711 shares of the business services provider's stock valued at $7,026,348,000 after acquiring an additional 37,999,915 shares in the last quarter. Deutsche Bank AG acquired a new stake in shares of Booking during the 2nd quarter valued at about $1,691,186,000. Bank of New York Mellon Corp bought a new stake in Booking in the second quarter valued at about $1,370,455,000. Finally, Ninety One UK Ltd increased its stake in Booking by 1.0% in the third quarter. Ninety One UK Ltd now owns 6,489,929 shares of the business services provider's stock valued at $1,057,274,000 after acquiring an additional 64,584 shares during the period. 92.42% of the stock is owned by institutional investors.

Booking Company Profile

Booking Holdings Inc. is an online travel company that connects travelers with accommodations and other travel services. Through its digital platforms, customers can search for and book hotels, vacation rentals, flights, rental cars, attractions and other travel experiences. The company operates a portfolio of consumer brands, including Booking.com, Priceline, Agoda, KAYAK, Rentalcars.com and OpenTable. Its services span accommodation reservations, travel search and comparison, car rentals, and restaurant reservations.

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