Public Employees Retirement System of Ohio Buys Shares of 167,543 Airbnb, Inc. $ABNB

Public Employees Retirement System of Ohio purchased a new stake in shares of Airbnb, Inc. (NASDAQ:ABNB) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 167,543 shares of the company’s stock, valued at approximately $23,975,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in ABNB. Caxton Associates LLP bought a new position in Airbnb in the 1st quarter valued at approximately $258,000. Intech Investment Management LLC grew its holdings in Airbnb by 55.8% during the 1st quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock worth $1,453,000 after acquiring an additional 4,353 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Airbnb by 18.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock worth $776,000 after acquiring an additional 927 shares during the last quarter. WINTON GROUP Ltd acquired a new position in Airbnb in the 2nd quarter valued at approximately $411,000. Finally, NewEdge Advisors LLC increased its position in Airbnb by 9.8% in the 2nd quarter. NewEdge Advisors LLC now owns 54,054 shares of the company’s stock valued at $7,153,000 after acquiring an additional 4,811 shares during the period. 80.76% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on ABNB shares. Phillip Securities lowered shares of Airbnb from a “hold” rating to a “moderate sell” rating in a report on Tuesday, August 11th. Citigroup increased their price objective on Airbnb from $175.00 to $193.00 and gave the company a “buy” rating in a report on Friday, August 7th. Jefferies Financial Group raised their target price on Airbnb from $160.00 to $175.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. DA Davidson lifted their target price on Airbnb from $162.00 to $175.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, Rodman & Renshaw began coverage on Airbnb in a research report on Monday, May 4th. They issued a “buy” rating on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $174.03.

Insider Buying and Selling at Airbnb

In other news, Director Joseph Gebbia sold 294,903 shares of the stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $148.43, for a total transaction of $43,772,452.29. Following the transaction, the director owned 2,622,452 shares of the company’s stock, valued at $389,250,550.36. This represents a 10.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Nathan Blecharczyk sold 531,000 shares of the business’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $174.41, for a total value of $92,611,710.00. Following the completion of the sale, the insider directly owned 171,370 shares of the company’s stock, valued at $29,888,641.70. The trade was a 75.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 2,870,373 shares of company stock valued at $449,701,870. 27.21% of the stock is currently owned by company insiders.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Jim Cramer advised investors to remain long Airbnb despite concerns that the company’s forthcoming fee-display changes could frustrate customers and cause some hosts or travelers to leave the platform. His comments provide a supportive, though subjective, sentiment signal. Jim Cramer Says Stay Long Airbnb Stock Despite Fee Concerns
• Positive Sentiment: Airbnb’s latest reported quarter exceeded expectations, with earnings per share of $1.37 versus a $1.26 consensus estimate and revenue of $3.61 billion versus $3.58 billion expected. Revenue increased 16.3% year over year, reinforcing the company’s growth narrative.
• Positive Sentiment: Institutional ownership remains high at approximately 80.8%, with several large investors recently increasing their positions. Bernstein also raised its price target to $217 and maintained an outperform rating, helping offset more cautious analyst views.
• Neutral Sentiment: Airbnb is trading near its 52-week high, while its average analyst price target is $174.03—below recent trading levels. This suggests investors are pricing in considerable optimism, even though the analyst consensus remains “Moderate Buy.”
• Negative Sentiment: Insider Nathan Blecharczyk sold 19,659 shares for approximately $3.75 million, reducing his ownership by 48.87%. The sale follows much larger transactions, including roughly $38.6 million and $28.8 million of stock sold on August 25 and August 24, respectively, plus a previously reported $92.6 million sale. Repeated insider selling may weigh on sentiment, although such transactions can also reflect diversification or scheduled selling rather than a company-specific warning. Airbnb Insider Sells Shares
• Negative Sentiment: The planned shift to displaying guest fees directly in listing prices has raised concerns about customer behavior and potential demand friction. Investors will likely watch booking trends and conversion rates after the change is implemented.

Airbnb Price Performance

ABNB stock opened at $189.43 on Friday. The firm has a market cap of $113.43 billion, a price-to-earnings ratio of 43.05, a PEG ratio of 2.19 and a beta of 1.14. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.32. Airbnb, Inc. has a 12-month low of $110.81 and a 12-month high of $193.45. The company’s fifty day simple moving average is $158.90 and its 200 day simple moving average is $141.74.

Airbnb (NASDAQ:ABNB) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates of $1.26 by $0.11. Airbnb had a return on equity of 33.38% and a net margin of 20.45%.The firm had revenue of $3.61 billion during the quarter, compared to the consensus estimate of $3.58 billion. During the same period last year, the business posted $1.03 EPS. The business’s revenue was up 16.3% compared to the same quarter last year. On average, analysts expect that Airbnb, Inc. will post 5.23 earnings per share for the current year.

Airbnb 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.