Te Ahumairangi Investment Management Ltd Raises Holdings in Airbnb, Inc. $ABNB

Te Ahumairangi Investment Management Ltd boosted its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB) by 38.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,697 shares of the company’s stock after acquiring an additional 6,360 shares during the quarter. Te Ahumairangi Investment Management Ltd’s holdings in Airbnb were worth $2,756,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fort Washington Investment Advisors Inc. OH lifted its holdings in shares of Airbnb by 3.5% in the 3rd quarter. Fort Washington Investment Advisors Inc. OH now owns 962,551 shares of the company’s stock worth $116,873,000 after acquiring an additional 32,501 shares during the last quarter. Charles Schwab Investment Management Inc. increased its holdings in Airbnb by 1.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 2,925,689 shares of the company’s stock valued at $387,186,000 after purchasing an additional 31,120 shares during the last quarter. Sumitomo Life Insurance Co. raised its position in Airbnb by 15.0% in the third quarter. Sumitomo Life Insurance Co. now owns 66,071 shares of the company’s stock valued at $8,022,000 after purchasing an additional 8,636 shares during the period. Cerity Partners LLC lifted its stake in Airbnb by 18.1% during 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 in the last quarter. Finally, National Pension Service boosted its position in shares of Airbnb by 1.1% during the third quarter. National Pension Service now owns 1,096,411 shares of the company’s stock worth $133,126,000 after buying an additional 12,453 shares during the period. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Benchmark dropped their price objective on Airbnb from $155.00 to $145.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Barclays raised their target price on Airbnb from $120.00 to $122.00 and gave the company an “equal weight” rating in a report on Friday, February 13th. Truist Financial boosted their price target on shares of Airbnb from $104.00 to $107.00 and gave the stock a “sell” rating in a research note on Thursday, December 4th. Deutsche Bank Aktiengesellschaft raised shares of Airbnb from a “hold” rating to a “buy” rating and set a $154.00 price target on the stock in a research report on Friday, February 13th. Finally, Wedbush reissued a “neutral” rating and issued a $130.00 price objective on shares of Airbnb in a research note on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $149.42.

Insider Buying and Selling at Airbnb

In other news, Director Joseph Gebbia sold 58,000 shares of the firm’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $131.27, for a total value of $7,613,660.00. Following the sale, the director directly owned 286,015 shares in the company, valued at approximately $37,545,189.05. This trade represents a 16.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Nathan Blecharczyk sold 4,260 shares of the business’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $125.29, for a total transaction of $533,735.40. Following the transaction, the insider owned 49,250 shares of the company’s stock, valued at approximately $6,170,532.50. The trade was a 7.96% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 490,568 shares of company stock valued at $64,120,119. Insiders own 27.91% of the company’s stock.

Airbnb Stock Performance

Shares of ABNB traded down $0.93 during midday trading on Friday, hitting $126.77. The company had a trading volume of 929,519 shares, compared to its average volume of 4,842,949. Airbnb, Inc. has a 1 year low of $99.88 and a 1 year high of $143.88. The firm has a market capitalization of $77.16 billion, a P/E ratio of 31.42, a P/E/G ratio of 1.63 and a beta of 1.12. The company’s 50-day simple moving average is $130.21 and its 200-day simple moving average is $126.70.

Airbnb (NASDAQ:ABNB) last issued its earnings results on Thursday, February 12th. The company reported $0.56 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.10). Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The firm had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. During the same period last year, the business earned $0.73 EPS. The firm’s revenue was up 12.9% compared to the same quarter last year. Equities analysts predict that Airbnb, Inc. will post 4.31 earnings per share for the current fiscal year.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analysts remain constructive: several research firms have buy ratings and raised targets (TD Cowen, B. Riley among them), arguing long‑term travel demand and margin progress support upside. Analysts Set New Price Targets / MarketBeat
• Positive Sentiment: Operational hire could improve execution: Airbnb named an ex‑Uber operations executive to lead an AI‑driven overhaul of community support, fraud & safety and insurance—this may lower costs and boost trust if executed. Airbnb Taps Gus Fuldner To Lead AI Driven Operations Overhaul
• Neutral Sentiment: Retail/analyst interest pieces (Zacks/Yahoo) are drawing attention to ABNB as a “trending” stock—useful for gauging sentiment but not new fundamental catalysts. Is Trending Stock Airbnb, Inc. (ABNB) a Buy Now? (Zacks)
• Neutral Sentiment: Reported short‑interest data in recent feeds is inconsistent (zeros/NaNs) and isn’t signaling a clear buildup—investors should consult official exchange releases for clarity. (No actionable short squeeze signal.)
• Negative Sentiment: Unexpected $2.5B bond offering rattled investors: multiple outlets report the size and timing surprised the market and triggered a sharp intraday selloff as investors reassess Airbnb’s capital costs and refinancing plan. Airbnb Stock Slides After $2.5B Bond Issuance (Blockonomi)
• Negative Sentiment: Coverage echoes the bond concern and technical weakness—articles note shares fell below the 50‑day moving average and caution on whether to “buy the dip.” Airbnb Stock Crashed Below Its 50‑Day MA (Barchart)
• Negative Sentiment: Insider selling: director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.6M) recently; clustered insider sales can weigh on near‑term sentiment even if done for personal reasons. Joseph Gebbia Sells 58,000 Shares (InsiderTrades)
• Negative Sentiment: Macro/geopolitical risk: escalating Middle East tensions are cited as a potential headwind for global travel demand, adding another near‑term risk vector for Airbnb bookings and sentiment. Airbnb Slides As Middle East Tensions Threaten Travel Demand (Benzinga)

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.