Vestmark Advisory Solutions Inc. lowered its position in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 34.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,288 shares of the company’s stock after selling 14,820 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in Airbnb were worth $3,435,000 at the end of the most recent quarter.
Other large investors also recently modified their holdings of the company. Fort Washington Investment Advisors Inc. OH raised its stake in Airbnb by 3.5% during the third quarter. Fort Washington Investment Advisors Inc. OH now owns 962,551 shares of the company’s stock valued at $116,873,000 after buying an additional 32,501 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its stake in Airbnb by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 2,925,689 shares of the company’s stock worth $387,186,000 after purchasing an additional 31,120 shares during the last quarter. Cerity Partners LLC boosted its holdings in Airbnb by 18.1% in the third quarter. Cerity Partners LLC now owns 364,824 shares of the company’s stock worth $44,297,000 after purchasing an additional 55,838 shares during the period. National Pension Service increased its stake in Airbnb by 1.1% during the third quarter. National Pension Service now owns 1,096,411 shares of the company’s stock valued at $133,126,000 after purchasing an additional 12,453 shares during the last quarter. Finally, Abacus FCF Advisors LLC raised its holdings in shares of Airbnb by 7.8% during the third quarter. Abacus FCF Advisors LLC now owns 135,577 shares of the company’s stock worth $16,462,000 after purchasing an additional 9,864 shares during the period. 80.76% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
Several research analysts have recently commented on ABNB shares. Truist Financial lifted their price target on shares of Airbnb from $104.00 to $107.00 and gave the company a “sell” rating in a report on Thursday, December 4th. UBS Group lifted their target price on Airbnb from $147.00 to $149.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Sanford C. Bernstein dropped their price target on Airbnb from $165.00 to $162.00 and set an “outperform” rating on the stock in a research report on Tuesday, January 6th. B. Riley Financial raised Airbnb from a “neutral” rating to a “buy” rating and raised their price target for the stock from $140.00 to $170.00 in a report on Monday, January 12th. Finally, BTIG Research restated a “neutral” rating on shares of Airbnb in a research note on Friday, November 7th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $148.69.
Insiders Place Their Bets
In related news, CEO Brian Chesky sold 51,230 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $131.16, for a total value of $6,719,326.80. Following the completion of the transaction, the chief executive officer owned 45,854 shares of the company’s stock, valued at approximately $6,014,210.64. This trade represents a 52.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Nathan Blecharczyk sold 141,063 shares of the business’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $121.96, for a total transaction of $17,204,043.48. Following the sale, the insider directly owned 11,520 shares in the company, valued at approximately $1,404,979.20. This trade represents a 92.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 795,422 shares of company stock worth $100,561,168 over the last ninety days. 27.83% of the stock is currently owned by company insiders.
Airbnb Stock Performance
NASDAQ ABNB opened at $122.96 on Tuesday. The stock has a market capitalization of $74.85 billion, a P/E ratio of 30.44, a P/E/G ratio of 1.73 and a beta of 1.15. Airbnb, Inc. has a 1 year low of $99.88 and a 1 year high of $147.07. The business’s fifty day moving average is $130.91 and its two-hundred day moving average is $125.94.
Airbnb (NASDAQ:ABNB – Get Free Report) last issued its earnings results on Thursday, February 12th. The company reported $0.56 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The company had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. During the same quarter in the previous year, the firm earned $0.73 earnings per share. The business’s revenue was up 12.9% compared to the same quarter last year. On average, research analysts forecast that Airbnb, Inc. will post 4.31 earnings per share for the current year.
Trending Headlines about Airbnb
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Airbnb is promoting hosting for FIFA World Cup 2026 by offering $750 to new hosts, aiming to capture a major travel surge and boost supply and short‑term revenue in North America during the event. YourUpdateTV speaks with Airbnb: How Local Residents Can Earn from the World Cup Travel Surge
- Positive Sentiment: Airbnb is testing airport pickup services and observers note the move could be a stepping stone toward selling flights or other transport — expanding Airbnb beyond accommodations toward a “connected‑trip” travel concierge that could increase take‑rates and customer lifetime value if scaled. Airbnb Is Testing Airport Pickups. Are Flights Next?
- Neutral Sentiment: DA Davidson trimmed its ABNB price target slightly to $150 from $155 but kept a Buy rating, citing market‑wide valuation pressure; the note signals continued analyst confidence but reduced upside. DA Davidson Trims Airbnb (ABNB) Target Price to $150
- Negative Sentiment: Violence in parts of Mexico prompted U.S. airlines and cruise lines to cancel stops and left travelers stranded; coverage outlines what airlines, hotels and platforms like Airbnb may owe affected guests. This creates short‑term cancellations, potential refunds/relocation costs, and reputational risk in Mexican markets (Puerto Vallarta, Guadalajara), which could dent near‑term bookings and margins. Here’s what airlines, hotels and Airbnb actually owe travelers stranded in Mexico Cruise companies cancel Puerto Vallarta stops after violence in Mexico
About Airbnb
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.
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