Filings monitor · BKNG

What Booking Holdings Inc.'s SEC filings said

10-Q for 2026Q3, filed 3 Nov 2026, and 2 8-Ks since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Capital Return Program75 · importance in its document · 10-Q · 2026Q3
   Booking Holdings repurchased $9.934 billion of common stock in the nine months ended September 30, 2026, compared with $4.298 billion in the 2025 period. The company reported $12.4 billion of remaining authorization under the share…
2. Guidance / Outlook73 · importance in its document · 8-K exhibit · 3 Nov 2026
   For Q4 2026, the company expects room-night growth of 1%–3%, gross-bookings growth of 2%–4%, and Adjusted Revenue growth of 0%–2%. Q4 constant-currency Adjusted Revenue growth is forecast at 2%–4%, while Adjusted EBITDA is expected to be…
3. FTC Matter Financial Impact71 · importance in its document · 10-Q · 2026Q3
   In July 2026, FTC staff informed Priceline that they intended to recommend a complaint against Priceline and a business-to-business affiliate partner over disclosures, fees, customer support, and billing practices. The Company recorded a…
4. FTC Matter Financial Impact71 · importance in its document · 8-K exhibit · 3 Nov 2026
   The company recorded a $900 million reduction in Q3 2026 revenue and accrued a $100 million loss related to an FTC matter. The $900 million revenue reduction lowered reported Q3 revenue to $8.893 billion; Adjusted Revenue excludes that…
5. Transformation Program Savings68 · importance in its document · 10-Q · 2026Q3
   The Transformation Program generated approximately $250 million in savings in 2025 and enabled approximately $550 million in annual run-rate savings by year-end 2025. In the second quarter of 2026, the company raised its expected annual…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 3 Nov 2026

Full report · Filing on EDGAR

• Capital Return ProgramImportance 75
  Booking Holdings repurchased $9.934 billion of common stock in the nine months ended September 30, 2026, compared with $4.298 billion in the 2025 period. The company reported $12.4 billion of remaining authorization…
• FTC Matter Financial ImpactImportance 71
  In July 2026, FTC staff informed Priceline that they intended to recommend a complaint against Priceline and a business-to-business affiliate partner over disclosures, fees, customer support, and billing practices. The…
• Transformation Program SavingsImportance 68 · +1 more on this subject
  The Transformation Program generated approximately $250 million in savings in 2025 and enabled approximately $550 million in annual run-rate savings by year-end 2025. In the second quarter of 2026, the company raised…
• Merchant Agency Booking MixImportance 60
  Merchant bookings represented 75% of company gross bookings in the third quarter of 2026, up from 72% a year earlier, reflecting Booking.com’s continuing shift from agency to merchant transactions. Third-quarter…
• Revenue Performance and MixImportance 54
  For the three months ended September 30, 2026, total revenue was $8.893 billion, down 1.3% year over year, while nine-month revenue was $21.777 billion, up 5.9%. Third-quarter merchant revenue increased 14.1% to $6.998…
• Financing ActivitiesImportance 49 · +1 more on this subject
  Net cash used in financing activities was $8.746 billion in the first nine months of 2026, compared with $8.248 billion in the same period of 2025. The 2026 outflow principally reflected $9.9 billion of common-stock…
• Market Demand TrendsImportance 42
  Global room nights increased 7% year over year in the third quarter of 2026, accelerating from 5% in the second quarter and 6% in the first quarter. Room nights reserved through Booking Holdings’ services increased…
• FX / Currency ImpactImportance 42
  Booking Holdings has substantial Euro-denominated debt: $19.0 billion principal at September 30, 2026, compared with $17.4 billion at December 31, 2025. The filing reports that foreign-currency transaction results…
• Operating Expense TrendsImportance 41
  Marketing expense rose 10.6% to $2.588 billion in the third quarter and 12.3% to $7.027 billion in the first nine months of 2026, primarily to drive additional gross bookings and revenue. Sales and other expense…
• U.S. Tax Law ChangesImportance 37
  The One Big Beautiful Bill Act changed certain U.S. international, foreign-tax-credit, and domestic tax provisions effective in 2025 and 2026. Provisions affecting the Company’s 2026 effective tax rate include U.S.…
• Alternative Accommodation GrowthImportance 37
  Booking.com listed approximately 4.7 million properties at September 30, 2026, up from approximately 4.4 million a year earlier, including approximately 4.2 million alternative-accommodation properties and more than…
• Operating Income and MarginsImportance 36
  Nine-month operating income increased 5.8% to $7.189 billion in 2026 from $6.795 billion in 2025, while revenue increased 5.9% to $21.777 billion. The resulting nine-month operating margin was approximately 33.0%,…

8-K filings last 12 months

• New debt13 Nov 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
  “On November 13, 2026, Booking Holdings Inc. (the “ Company ”) executed four Officers’ Certificates (the “ Officers’ Certificates ”), in accordance with Sections 2.02 and 10.04 of the Indenture dated August 8, 2017 (the “ Base Indenture ”…”
• Results, no stated guidance change3 Nov 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Guidance / Outlook · FTC Matter Financial Impact · FTC Investigation Risk
• Results (release not read)4 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Operating Income and Margins · Transformation Program Savings · Liquidity and Debt Position
• New debt11 May 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
  “On May 11, 2026, Booking Holdings Inc. (the “ Company ”) executed three Officers’ Certificates (the “ Officers’ Certificates ”), in accordance with Sections 2.02 and 10.04 of the Indenture dated August 8, 2017 (the “ Base Indenture ” and,…”
• New debt7 May 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 35
  “On May 7, 2026, Booking Holdings Inc. (the “ Company ”) executed an Officers’ Certificate (the “ Officers’ Certificate ”), in accordance with Sections 2.02 and 10.04 of the Indenture dated August 8, 2017 (the “ Base Indenture ” and,…”
• Results (release not read)28 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Other officer change2 Apr 2026 · 8-K Item 5.02 · Routine · rule score 15
  “On April 2, 2026, Booking Holdings Inc. (the "Company") announced that it has appointed Caroline Sullivan as its Senior Vice President, Chief Accounting Officer, and Controller effective as of April 29, 2026.”
• Board change1 Apr 2026 · 8-K Item 5.02 · Routine · rule score 10
  “On April 1, 2026, Mr. Kurt Sievers was appointed to the Board of Directors (the "Board") of Booking Holdings Inc. (the "Company") and will be joining the Board's Corporate Governance Committee.”
• Results (release not read)18 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 4 Aug 2026
  Capital Return Program · Headcount / Restructuring · Income Tax Rate Changes

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.