Airbnb, Inc. $ABNB Shares Sold by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. cut its position in shares of Airbnb, Inc. (NASDAQ:ABNB) by 7.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 172,045 shares of the company’s stock after selling 13,273 shares during the quarter. Crossmark Global Holdings Inc.’s holdings in Airbnb were worth $27,639,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the company. Wellington Management Group LLP lifted its holdings in Airbnb by 80.6% in the second quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock valued at $827,929,000 after buying an additional 2,581,539 shares during the period. Amundi boosted its position in Airbnb by 8.6% during the first quarter. Amundi now owns 4,686,765 shares of the company’s stock valued at $591,845,000 after acquiring an additional 370,426 shares during the last quarter. Assenagon Asset Management S.A. grew its holdings in Airbnb by 114.6% during the 3rd quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock worth $546,454,000 after acquiring an additional 1,816,522 shares during the period. Jennison Associates LLC grew its holdings in Airbnb by 9,331.0% during the 1st quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock worth $400,681,000 after acquiring an additional 3,139,315 shares during the period. Finally, Robeco Institutional Asset Management B.V. grew its holdings in Airbnb by 61.1% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 2,201,279 shares of the company’s stock worth $353,635,000 after acquiring an additional 835,208 shares during the period. Institutional investors own 80.76% of the company’s stock.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Large global marketplace supports long-term growth. Airbnb has more than 9 million active listings across approximately 220 countries, giving it significant scale and helping sustain its competitive position in global travel. Analysts generally remain constructive, with the stock carrying a “Moderate Buy” consensus and an average price target above its recent trading level. Airbnb vs. Booking: Which Stock Is a Better Buy in 2026?
• Positive Sentiment: Recent operating momentum remains a potential catalyst. Airbnb’s latest reported quarter exceeded earnings and revenue expectations, with revenue growth of 16.3% year over year. Its asset-light model, high net margin and expanded AI and travel-service features could support engagement and additional revenue per trip. Airbnb’s Recent Stock Momentum
• Neutral Sentiment: Institutional ownership is substantial, but trading flows were mixed. Hedge funds and other institutional investors own roughly 80.8% of Airbnb, with several major firms increasing positions. However, separate coverage reported that exchange-traded funds were net sellers, which may have added short-term pressure. ETFs Are Net Sellers of Airbnb
• Negative Sentiment: Host backlash creates a platform-execution risk. Hosts objecting to the new chore restrictions could increase operating costs or reduce participation if the policy is not implemented carefully. Airbnb Limits Chores for Guests
• Negative Sentiment: Insider selling adds a modest negative signal. Chief Accounting Officer David Bernstein sold 1,369 shares for approximately $230,000, though he retained a sizable stake. Airbnb CAO Stock Sale

Insider Activity

In other news, CEO Brian Chesky sold 200,000 shares of the stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $174.79, for a total transaction of $34,958,000.00. Following the transaction, the chief executive officer owned 10,501,685 shares of the company’s stock, valued at $1,835,589,521.15. This represents a 1.87% 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 stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $174.41, for a total transaction of $92,611,710.00. Following the transaction, the insider directly owned 171,370 shares in the company, valued at $29,888,641.70. This trade represents a 75.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,550,715 shares of company stock worth $269,396,918. Company insiders own 27.21% of the company’s stock.

Airbnb Stock Down 1.8%

Airbnb stock opened at $173.69 on Thursday. The company has a market capitalization of $104.00 billion, a PE ratio of 39.47, a PEG ratio of 2.03 and a beta of 1.24. Airbnb, Inc. has a 12-month low of $110.81 and a 12-month high of $193.45. The firm’s fifty day moving average is $172.40 and its 200 day moving average is $152.52. 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 (NASDAQ:ABNB) last posted its quarterly earnings results on Thursday, August 6th. The company reported $1.37 EPS for the quarter, topping analysts’ consensus estimates of $1.26 by $0.11. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The business had revenue of $3.61 billion during the quarter, compared to analysts’ expectations of $3.58 billion. During the same period last year, the company posted $1.03 earnings per share. The business’s quarterly revenue was up 16.3% on a year-over-year basis. As a group, sell-side analysts predict that Airbnb, Inc. will post 5.28 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on ABNB shares. Sanford C. Bernstein reissued an “outperform” rating on shares of Airbnb in a research report on Monday, October 12th. Wedbush upgraded Airbnb from a “neutral” rating to an “outperform” rating and upped their target price for the company from $152.00 to $200.00 in a research report on Friday, August 7th. Morgan Stanley began coverage on Airbnb in a research report on Wednesday, September 16th. They set an “equal weight” rating and a $170.00 target price on the stock. Jefferies Financial Group raised their target price on Airbnb from $175.00 to $215.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Finally, Barclays lifted their target price on Airbnb from $125.00 to $150.00 in a report on Friday, August 7th. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $181.93.

Airbnb Company Profile

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and service providers. Its platform enables users to search for, book and review a broad range of stays, including private rooms, entire homes, apartments and other distinctive properties.

In addition to lodging, Airbnb offers experiences and activities hosted by local individuals and businesses. The company also provides tools and services that help hosts create listings, manage bookings, communicate with guests and receive payments.