Capital World Investors 13F: Adds $568M to Booking (BKNG) Stake
Capital World Investors added over 3.1 million shares of Booking Holdings Inc., growing its overall stake in the travel giant by nearly 20%.
Reviewed by automated data checks against the source filing. How we make and check alerts
Capital World Investors added 3,185,950 shares to its stake in Booking Holdings Inc. ($BKNG), a 19.86% increase, according to a 13F filing with the SEC dated May 13, 2026. It reported 19,229,025 shares worth $3.43 billion at the end of the quarter.
Since the filing, $BKNG is up 1.2% after 1 week, up 6.7% after 1 month and up 6.0% to date (from the $154.27 close on May 13, 2026).
Find the original: Capital World Investors 13F filings on SEC EDGAR
Key Points
- Capital World Investors boosted its holdings in Booking Holdings Inc. (NasdaqGS: BKNG) by 19.8%, adding 3,185,950 shares during the period.
- The fund finished the period with 19,229,025 shares valued at approximately $3.42 billion, according to SEC 13F filing data.
- The travel platform trades near a P/E ratio of 18.7 with a forward P/E of 13.6, while analysts maintain a consensus Buy rating.
Get $BKNG trade alerts by text
We text you when insiders, Congress or big funds trade $BKNG. Free.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Booking Holdings Inc. alert may contain errors. Disclosures
Capital World Investors Expands Booking Holdings Stake
Capital World Investors increased its position in Booking Holdings Inc. (NasdaqGS: BKNG) during the reporting period, according to a recent Form 13F filing with the Securities and Exchange Commission. The large institutional investor lifted its holdings by a 19.8% increase, adding 3,185,950 shares to its portfolio. Remember that 13F filings are backward-looking snapshots of past holdings and might not reflect the fund's current positions today.
Inside the Portfolio Move
Before the transaction, Capital World Investors owned 16,043,075 shares of the travel services provider. The addition of 3,185,950 shares brought its ending count to 19,229,025 shares. Based on the disclosed metrics, that final block of stock carried an estimated value of $3.42 billion.
Where Booking Holdings Stock Stands
Booking Holdings shares trade around $178.24. The stock has moved between a 52-week low of $150.14 and a 52-week high of $224.99. It sits near its 200-day moving average of $184.78 and below its 50-day moving average of $192.78. The company has a price-to-earnings ratio of 18.7 and a forward P/E ratio of 13.6.
Wall Street Analyst Sentiment and Targets
Analyst firms continue to cover the travel group with various outlooks and price targets. On October 12, 2026, Cantor Fitzgerald maintained a Neutral rating while lowering its price target to $170.0 from $220.0. Wells Fargo kept an Equal-Weight rating on October 7, 2026, dropping its target to $190.0 from $220.0. Truist Securities kept a Buy rating on September 30, 2026, reducing its target to $216.0 from $242.0. BTIG reiterated a Buy rating on September 24, 2026, holding its target steady at $250.0. Rosenblatt initiated coverage with a Buy rating and a $245.0 target on September 1, 2026. Evercore ISI Group maintained an Outperform rating on August 24, 2026, lifting its target to $270.0 from $245.0, and Argus Research maintained a Buy rating on August 10, 2026, raising its target to $245.0 from $210.0. Overall, the stock carries a consensus Buy recommendation from 37 analysts, with a mean price target of $238.78.
What Booking Holdings Does
Booking Holdings Inc. provides online travel, accommodation, and restaurant reservation services around the world. The company operates well-known travel brands including Booking.com, Priceline, Agoda, KAYAK, and OpenTable. These platforms help consumers book lodging, flights, car rentals, cruises, and dining reservations while offering advertising and payment tools to travel service providers.
Looking Ahead for the Fund and Company
Investors tracking Capital World Investors will need to watch future SEC filings to see if the fund continues adding to its travel sector bets. Booking Holdings is scheduled to report its next round of earnings on October 27, 2026.
Source: Capital World Investors's 13F filing on $BKNG (May 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Capital World Investors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts