Insider transactions
Booking Holdings Inc. (NASDAQ: BKNG) disclosed that its CEO and President, Glenn D. Fogel, sold a total of $2.25 million in common stock, according to a Form 4 filing submitted to the Securities and Exchange Commission. The travel-technology company currently carries a market capitalization of $138 billion and reports an 87% gross profit margin.
Timing and transaction details
The sales were executed on two dates in February 2026. On February 10, Fogel sold 10 shares of Booking Holdings. On February 17, he sold an additional 300 shares. Reported prices across those trades ranged from $4,043.49 to $4,131.095 per share. The combined proceeds from the transactions total $2.25 million.
These transactions occurred while Booking Holdings' share price was trading near its 52-week low of $4,020.54 and as the stock was down more than 20% on a year-to-date basis.
Post-transaction holdings
After completing the sales, Fogel directly holds 19,135 shares of Booking Holdings Inc.
Market and independent analysis
Third-party InvestingPro analysis included with the filing indicates the stock is trading below its Fair Value estimate. The same analysis assigns Booking Holdings a "GREAT" financial health rating. On a technical basis, InvestingPro notes that the relative strength index (RSI) signals the stock is in oversold territory, a detail the analysis suggests may attract investors who follow insider activity and technical indicators. InvestingPro also offers an expanded Pro Research Report for subscribers seeking additional detail.
Recent operating performance
Booking Holdings reported fourth-quarter results that outpaced analyst expectations. Adjusted earnings per share were $48.80, beating estimates by $0.61. Revenue for the quarter totaled $6.35 billion, above the consensus estimate of $6.12 billion. Operational metrics showed a 9% increase in room nights versus the comparable quarter in 2024. Gross bookings rose 16% year-over-year to $43 billion, which translates to roughly an 11% increase on a constant-currency basis. Revenue also increased 16% from the prior year, supported in part by favorable currency exchange rates.
Context for readers
The filings provide concrete details about the size and timing of the insider sales and situate those trades against the company’s recent financial results and third-party valuation and technical assessments. Observers seeking deeper analysis can reference InvestingPro materials noted in the filing for expanded coverage.