Booking Holdings exceeded fourth-quarter analyst expectations with adjusted earnings per share of $48.80. Quarterly revenue reached $6.35 billion.
The company projects first-quarter gross bookings growth between 14% and 16% for 2026. Revenue growth for the same period is also expected to range from 14% to 16%. The Board of Directors approved a 25-for-1 stock split. This split takes effect on April 2, 2026.
The Board raised the quarterly dividend by 9.4%. The new dividend payment is $10.50 per share. Booking plans to reinvest approximately $700 million in 2026 to accelerate AI development and market expansion. Analysts from BMO Capital and DA Davidson adjusted their price targets following the announcement.