Booking Holdings Inc.'s Stock Analysis

Booking Holdings Issues €1.9 Billion in Senior Notes

Booking Holdings has completed the sale of €1.9 billion in Senior Notes, which includes three series: €600 million of 3.500% Senior Notes due 2030, €700 million of 4.000% Senior Notes due 2034, and €600 million of 4.500% Senior Notes due 2039. The interest on these notes will be paid annually starting May 11, 2027. The company has the option to redeem these notes at specific times and under certain conditions, which could affect the timing and amount of future cash flows.

The Senior Notes are general senior unsecured obligations of Booking Holdings and rank equally with other senior unsecured debts. The company has appointed U.S. Bank Europe DAC as the paying agent and U.S. Bank Trust Company as the transfer agent for the notes. The Indenture governing these notes includes customary events of default, which could lead to acceleration of payments if certain conditions are met, such as failure to make payments or compliance issues.

May 11, 2026 17:01:06

Booking Holdings Issues $750 Million Senior Notes Due 2036

Booking Holdings Inc. has successfully issued $750 million in aggregate principal amount of 5.375% Senior Notes, which are set to mature on May 7, 2036. The notes are unsecured obligations of the company and will pay interest semi-annually, starting November 7, 2026. The company retains the option to redeem the notes before maturity under specified conditions, including a redemption price based on present values of remaining payments or at par after a designated date.

The offering was finalized on May 5, 2026, through an underwriting agreement with major financial institutions, including Citigroup and Goldman Sachs. The Senior Notes will rank equally with other senior unsecured obligations of the company, and the indenture governing these notes includes standard events of default, which could lead to the acceleration of payments in certain circumstances, such as bankruptcy or failure to comply with covenants.

May 07, 2026 16:49:22

Booking Holdings Reports Q1 2026 Financial Results and Stock Split

Booking Holdings Inc. reported its financial results for the first quarter of 2026, showing a 15% increase in gross bookings and a 16% rise in revenue compared to the same period in 2025. Room nights grew by 6%, although growth was negatively impacted by the conflict in the Middle East. The company achieved a net income of $1.1 billion, a 225% increase year-over-year, and Adjusted EBITDA grew by 19%. The company also executed a 25-for-1 stock split on April 2, 2026, adjusting all share information accordingly.

The Board of Directors declared a cash dividend of $0.42 per share, payable on June 30, 2026, to stockholders of record as of June 5, 2026. During the quarter, Booking Holdings repurchased $3.6 billion of its stock, with a remaining authorization of $18.2 billion. The company reported a net cash provided by operating activities of $3.2 billion, a slight decrease from the previous year, and a net income margin of 19.6%. Despite challenges, the company noted continued strength in its strategic growth areas, particularly in the U.S.

Apr 28, 2026 16:03:39

Booking Holdings Announces 25-for-1 Stock Split Effective April 2026

On April 2, 2026, Booking Holdings Inc. filed an amendment to its Restated Certificate of Incorporation to implement a twenty-five-for-one forward stock split of its common stock. Additionally, the amendment increased the number of authorized shares from 1,000,000,000 to 25,000,000,000. This change became effective at 4:01 p.m. Eastern Time on the same day.

Trading of the stock is expected to commence on a split-adjusted basis at the market open on April 6, 2026. This adjustment may impact the stock's liquidity and trading dynamics as the shares become more accessible to investors.

Apr 02, 2026 16:34:43

Booking Holdings Appoints New Chief Accounting Officer

Booking Holdings has appointed Caroline Sullivan as Senior Vice President, Chief Accounting Officer, and Controller, effective April 29, 2026. Sullivan brings extensive experience from her previous roles at Elevance Health, Moody's Corporation, and Bank of America, among others. She is a Certified Public Accountant and began her career at Ernst and Young.

As part of her employment agreement, Sullivan will receive an annual base salary of $525,000, a target annual bonus of 75% of her salary, and various stock grants totaling a fair value of $3 million over the next few years. Additionally, she will receive a signing bonus of $300,000 and severance benefits if terminated without cause. Her stock awards will vest over time based on her continued service and performance metrics.

Apr 02, 2026 16:12:50

Kurt Sievers Joins Booking Holdings Board; Lynn Radakovich Retires

Booking Holdings has appointed Kurt Sievers, former CEO of NXP Semiconductors, to its Board of Directors, effective April 1, 2026. Sievers brings extensive experience in technology and global consumer markets, having led significant initiatives during his tenure at NXP. He currently serves on the boards of Capgemini SE and Daimler Truck Holding AG, contributing to their strategic and compensation committees.

Lynn Radakovich, a current director, has announced her retirement from the Board, effective at the Company's Annual Meeting in June 2026, and will not stand for re-election. The Board expressed gratitude for her decade of service and contributions to the company. This leadership change may influence the strategic direction of Booking Holdings as it continues to operate in the online travel industry.

Apr 01, 2026 16:10:37

Booking Holdings Reports Fourth Quarter and Full Year 2025 Results

Booking Holdings Inc. reported its financial results for the fourth quarter and full year of 2025, showing a 16% increase in gross bookings and revenue compared to 2024. For the fourth quarter, room nights grew by 9%, and the company achieved a net income of $1.4 billion, reflecting a 34% year-over-year increase. The company also announced a cash dividend of $10.50 per share, a 9.4% increase from the previous year, and plans for a 25-for-1 stock split effective April 2, 2026.

For the full year, gross bookings reached $186.1 billion, with a 12% increase from 2024, while revenue grew by 13%. The net income margin for the year was reported at 20.1%, down from 24.8% in 2024. The company's cash flow from operating activities increased by 13% to $9.4 billion. Additionally, Booking Holdings enabled approximately $550 million in annual run-rate savings through its Transformation Program, which is expected to be realized by the end of 2026.

Feb 18, 2026 16:02:41

Booking Holdings Issues €1.5 Billion in Senior Notes

Booking Holdings Inc. has issued €1.5 billion in Senior Notes, consisting of €750 million of 3.000% Senior Notes due 2030 and €750 million of 3.625% Senior Notes due 2035. The interest on the 2030 Notes is payable annually at 3.000%, starting November 7, 2026, while the 2035 Notes will pay 3.625% interest from the same date. The company has the option to redeem these notes under certain conditions prior to their maturity dates.

The Senior Notes rank equally with other senior unsecured obligations of the company and are subject to customary events of default, including non-payment and bankruptcy events. The company appointed U.S. Bank Europe DAC as the paying agent and U.S. Bank Trust Company as the transfer agent for the Senior Notes. The offering was conducted under a registered public offering agreement with several underwriters, including Citigroup and Goldman Sachs.

Nov 07, 2025 16:30:55

Booking Holdings Reports Q3 2025 Financial Results and Updates

Booking Holdings Inc. reported financial results for the third quarter of 2025, highlighting an 8% increase in room nights and a 14% growth in gross bookings compared to the same period in 2024. Revenue also grew by 13%, with a GAAP net income of $2.7 billion, reflecting a 9% year-over-year increase. The company has raised its annual run-rate savings expectation from $400 to $550 million due to the success of its Transformation Program. Additionally, the Board declared a cash dividend of $9.60 per share, payable on December 31, 2025.

The company’s total assets increased to $28.75 billion, while total liabilities rose to $33.49 billion, resulting in a stockholders' deficit of $4.74 billion. Notably, Booking Holdings repurchased $0.7 billion of its stock during the quarter, with a remaining stock repurchase authorization of $23.9 billion. The company recorded an impairment charge of $457 million related to KAYAK’s goodwill and intangible assets, primarily due to reduced forecasted cash flows. Overall, the financial results indicate growth in key operational metrics, despite challenges in specific segments of the business.

Oct 28, 2025 16:02:19

Booking Holdings Amends By-Laws and Board Meeting Procedures

On October 16, 2025, Booking Holdings Inc.'s Board of Directors approved amendments to the company's By-Laws, which are effective immediately. Key changes include adjusting the threshold for calling a special meeting of the Board to a majority requirement and revising the advance notice provision, along with other non-substantive modifications.

The Amended and Restated By-Laws are detailed in Exhibit 3.1, which is incorporated by reference. The filing was signed on behalf of the company on October 17, 2025, in compliance with the Securities Exchange Act of 1934.

Oct 17, 2025 16:06:00