Nordea Investment Management AB Has $39.59 Million Position in Airbnb, Inc. $ABNB

Nordea Investment Management AB lifted its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB) by 1.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 326,322 shares of the company’s stock after purchasing an additional 5,041 shares during the period. Nordea Investment Management AB owned 0.05% of Airbnb worth $39,593,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in Airbnb by 0.5% during the 2nd quarter. Vanguard Group Inc. now owns 37,645,965 shares of the company’s stock worth $4,982,067,000 after buying an additional 183,336 shares in the last quarter. Harris Associates L P grew its stake in shares of Airbnb by 43.2% during the second quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock valued at $1,884,168,000 after purchasing an additional 4,292,383 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Airbnb by 1.5% during the second quarter. Geode Capital Management LLC now owns 9,942,423 shares of the company’s stock valued at $1,314,057,000 after purchasing an additional 145,788 shares during the last quarter. Norges Bank acquired a new stake in shares of Airbnb in the second quarter valued at approximately $483,644,000. Finally, Akre Capital Management LLC increased its holdings in shares of Airbnb by 19.0% in the second quarter. Akre Capital Management LLC now owns 3,473,243 shares of the company’s stock valued at $459,649,000 after purchasing an additional 555,510 shares in the last quarter. 80.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

ABNB has been the topic of several research reports. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Airbnb in a report on Wednesday. B. Riley upgraded Airbnb from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $140.00 to $170.00 in a research report on Monday. Cantor Fitzgerald raised Airbnb from an “underweight” rating to a “neutral” rating and upped their price target for the company from $117.00 to $141.00 in a research note on Thursday, January 8th. UBS Group set a $130.00 price target on Airbnb in a report on Tuesday. Finally, BNP Paribas assumed coverage on Airbnb in a report on Monday, November 24th. They set a “hold” rating for the company. Three analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, twenty-one have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Airbnb presently has an average rating of “Hold” and a consensus price target of $147.84.

Insider Buying and Selling

In related news, CFO Elinor Mertz sold 3,750 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $135.94, for a total value of $509,775.00. Following the sale, the chief financial officer directly owned 414,280 shares in the company, valued at $56,317,223.20. This trade represents a 0.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Brian Chesky sold 51,230 shares of Airbnb stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $131.16, for a total transaction of $6,719,326.80. Following the transaction, the chief executive officer directly owned 45,854 shares in the company, valued at $6,014,210.64. The trade was a 52.77% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 1,401,156 shares of company stock valued at $173,365,363. Insiders own 27.91% of the company’s stock.

Airbnb Stock Down 5.2%

NASDAQ:ABNB opened at $132.79 on Thursday. Airbnb, Inc. has a 12-month low of $99.88 and a 12-month high of $163.93. The stock’s fifty day simple moving average is $127.36 and its 200-day simple moving average is $127.77. The firm has a market capitalization of $81.74 billion, a P/E ratio of 31.54, a P/E/G ratio of 2.17 and a beta of 1.09.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings data on Thursday, November 6th. The company reported $2.21 EPS for the quarter, missing analysts’ consensus estimates of $2.31 by ($0.10). Airbnb had a net margin of 22.03% and a return on equity of 32.14%. The company had revenue of $4.10 billion during the quarter, compared to the consensus estimate of $4.08 billion. During the same quarter in the prior year, the company posted $2.13 EPS. The company’s revenue for the quarter was up 9.9% compared to the same quarter last year. As a group, equities research analysts expect that Airbnb, Inc. will post 4.31 earnings per share for the current year.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb hired former Meta GenAI leader Ahmad Al‑Dahle as Chief Technology Officer, a strategic move to accelerate AI-driven travel and commerce features that could improve product differentiation and long‑term revenue opportunities. Article Title
• Positive Sentiment: B. Riley Securities upgraded Airbnb, citing growth and margin potential — a near‑term analyst vote of confidence that can support the stock over time. Article Title
• Neutral Sentiment: A Forbes piece outlines options strategies around Airbnb, which reflects retail/institutional trading interest but doesn’t directly change fundamentals. Article Title
• Negative Sentiment: Director Joseph Gebbia sold 58,000 shares (disclosed SEC filing), reducing his stake ~10% — insider selling often spooks investors even when proceeds are for diversification or tax reasons. Article Title
• Negative Sentiment: Travel stocks dropped after a U.S. visa‑processing freeze story, which raises near‑term demand uncertainty for travel bookings and impacts investor sentiment across the sector. Article Title
• Negative Sentiment: Investors are cautious ahead of a Supreme Court decision on the legality of tariffs; a tariff ruling that sustains higher consumer costs or trade barriers could cloud the travel recovery and consumer spending. Article Title
• Negative Sentiment: Market writeups note Airbnb’s share drop outpaced the broader market today, reflecting concentrated selling pressure and short‑term sentiment shifts. Article Title
• Negative Sentiment: Coverage noted the stock fell despite the CTO hire, underscoring that positive long‑term moves can be outweighed by near‑term macro / liquidity factors. Article Title

Airbnb Company Profile

Airbnb, Inc (NASDAQ: ABNB) operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company’s core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.

Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.