Liontrust Investment Partners LLP Raises Holdings in Airbnb, Inc. $ABNB

Liontrust Investment Partners LLP lifted its position in shares of Airbnb, Inc. (NASDAQ:ABNB) by 8.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 77,227 shares of the company’s stock after acquiring an additional 5,806 shares during the quarter. Liontrust Investment Partners LLP’s holdings in Airbnb were worth $9,752,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in ABNB. Caxton Associates LLP bought a new position in shares of Airbnb in the first quarter worth $258,000. Intech Investment Management LLC increased its position in shares of Airbnb by 55.8% in the first quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock worth $1,453,000 after purchasing an additional 4,353 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of Airbnb by 18.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock valued at $776,000 after buying an additional 927 shares in the last quarter. WINTON GROUP Ltd purchased a new stake in Airbnb during the second quarter valued at about $411,000. Finally, NewEdge Advisors LLC lifted its stake in Airbnb by 9.8% during the second quarter. NewEdge Advisors LLC now owns 54,054 shares of the company’s stock worth $7,153,000 after purchasing an additional 4,811 shares during the last quarter. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb Stock Performance

NASDAQ:ABNB opened at $152.08 on Friday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44. Airbnb, Inc. has a fifty-two week low of $110.81 and a fifty-two week high of $156.50. The firm has a market cap of $91.66 billion, a PE ratio of 37.46, a price-to-earnings-growth ratio of 1.64 and a beta of 1.14. The business has a 50 day moving average price of $141.24 and a 200-day moving average price of $134.98.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.05). Airbnb had a return on equity of 31.24% and a net margin of 19.90%.The firm had revenue of $2.68 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same period last year, the business earned $0.24 EPS. Airbnb’s revenue was up 17.9% on a year-over-year basis. Equities research analysts predict that Airbnb, Inc. will post 4.93 earnings per share for the current year.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: UBS raised its price target on Airbnb from $157 to $163 while maintaining a neutral rating, implying additional upside from recent levels. The higher target suggests the firm sees improving earnings or operating prospects, even though it does not recommend aggressively buying the stock. UBS raises Airbnb price target
• Positive Sentiment: Airbnb is expected to report quarterly results next week, and earnings previews from Zacks indicate the company has favorable conditions for a potential beat. Investors are looking for continued revenue growth and profitability after the latest quarter’s revenue increased 17.9% year over year. Airbnb earnings expectations
• Neutral Sentiment: Morgan Stanley raised its price target from $120 to $125 but retained an underweight rating. The target increase is modest and still places the stock well above the firm’s valuation estimate, underscoring disagreement on Airbnb’s growth outlook. Morgan Stanley raises Airbnb price target
• Negative Sentiment: Director Joseph Gebbia sold 265,000 shares for approximately $38.6 million, reducing his direct ownership by 12.66%. The sale follows additional large transactions and may weigh on sentiment ahead of earnings, although insider sales can also reflect planned diversification rather than weaker fundamentals. Joseph Gebbia insider sale
• Negative Sentiment: Airbnb trades at a premium valuation relative to Booking Holdings, while regulatory risks facing short-term rentals remain a concern. Morgan Stanley’s underweight stance reinforces worries that current expectations may already price in much of the company’s growth. Airbnb versus Booking

Insider Buying and Selling at Airbnb

In other Airbnb news, insider Nathan Blecharczyk sold 88,366 shares of the stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $145.81, for a total value of $12,884,646.46. Following the completion of the sale, the insider owned 12,370 shares in the company, valued at approximately $1,803,669.70. This trade represents a 87.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Brian Chesky sold 265,746 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $132.22, for a total value of $35,136,936.12. Following the transaction, the chief executive officer owned 11,206,389 shares of the company’s stock, valued at approximately $1,481,708,753.58. This represents a 2.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 2,510,479 shares of company stock valued at $349,064,808 in the last 90 days. Insiders own 27.21% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on ABNB shares. Needham & Company LLC assumed coverage on Airbnb in a report on Monday, May 4th. They set a “buy” rating on the stock. Rodman & Renshaw started coverage on shares of Airbnb in a research report on Monday, May 4th. They set a “buy” rating on the stock. Citigroup reiterated a “market outperform” rating on shares of Airbnb in a research report on Tuesday. Weiss Ratings raised shares of Airbnb from a “hold (c)” rating to a “hold (c+)” rating in a research note on Tuesday, May 12th. Finally, Cantor Fitzgerald upgraded shares of Airbnb from a “neutral” rating to an “overweight” rating in a report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Airbnb has a consensus rating of “Moderate Buy” and an average price target of $160.65.

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.