Airbnb, Inc. $ABNB Stock Holdings Lessened by Strs Ohio

Strs Ohio trimmed its stake in Airbnb, Inc. (NASDAQ:ABNB) by 3.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 96,368 shares of the company’s stock after selling 3,881 shares during the quarter. Strs Ohio’s holdings in Airbnb were worth $13,079,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. lifted its position in shares of Airbnb by 1.7% in the third quarter. Vanguard Group Inc. now owns 38,295,288 shares of the company’s stock worth $4,649,814,000 after purchasing an additional 649,323 shares in the last quarter. Harris Associates L P raised its position in Airbnb by 43.2% during the second quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock valued at $1,884,168,000 after acquiring an additional 4,292,383 shares in the last quarter. AQR Capital Management LLC raised its position in Airbnb by 58.6% during the third quarter. AQR Capital Management LLC now owns 4,269,937 shares of the company’s stock valued at $518,456,000 after acquiring an additional 1,577,338 shares in the last quarter. Independent Franchise Partners LLP bought a new position in Airbnb during the third quarter valued at approximately $505,672,000. Finally, Akre Capital Management LLC raised its position in Airbnb by 19.0% during the second quarter. Akre Capital Management LLC now owns 3,473,243 shares of the company’s stock valued at $459,649,000 after acquiring an additional 555,510 shares in the last quarter. 80.76% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Joseph Gebbia sold 58,000 shares of the business’s stock in a transaction on Monday, April 20th. The shares were sold at an average price of $142.59, for a total value of $8,270,220.00. Following the sale, the director owned 112,015 shares in the company, valued at approximately $15,972,218.85. The trade was a 34.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Nathan Blecharczyk sold 24,788 shares of the business’s stock in a transaction on Wednesday, April 22nd. The shares were sold at an average price of $145.86, for a total transaction of $3,615,577.68. Following the completion of the sale, the insider owned 11,920 shares in the company, valued at $1,738,651.20. This represents a 67.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 395,325 shares of company stock worth $51,681,085. Corporate insiders own 27.21% of the company’s stock.

Airbnb Price Performance

ABNB opened at $141.66 on Monday. Airbnb, Inc. has a fifty-two week low of $110.81 and a fifty-two week high of $147.25. The firm’s fifty day moving average price is $132.54 and its two-hundred day moving average price is $128.96. The company has a market capitalization of $86.23 billion, a P/E ratio of 35.06, a P/E/G ratio of 1.73 and a beta of 1.20.

Airbnb (NASDAQ:ABNB) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.56 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). The business had revenue of $2.78 billion for the quarter, compared to analyst estimates of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The firm’s quarterly revenue was up 12.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.73 EPS. On average, equities research analysts expect that Airbnb, Inc. will post 4.94 EPS for the current fiscal year.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb said 2025 was a record year for Canadian domestic travel and travel from Canada to non?U.S. international destinations hit the highest level since 2019 — a clear demand tailwind for bookings and regional revenue. 2025 was record year for Canadian domestic travel: Airbnb
• Positive Sentiment: Market commentary shows ABNB trading stronger than the broader market this session, reflecting short?term optimism among traders. Airbnb, Inc. (ABNB) Rises Higher Than Market: Key Facts
• Neutral Sentiment: High retail and institutional interest — ABNB has been heavily searched and discussed recently, which can amplify intraday moves and volatility but doesn’t itself change fundamentals. Investors Heavily Search Airbnb, Inc. (ABNB): Here is What You Need to Know
• Neutral Sentiment: Competition note — Booking Holdings completed a 25?for?1 split (separate company news). It may shift investor attention within travel stocks but doesn’t directly change Airbnb’s operations. 1 Reason I’d Buy Booking Holdings Stock and Never Sell
• Negative Sentiment: House Republicans launched a probe into U.S. companies’ use of Chinese AI, naming Airbnb — potential regulatory scrutiny and data?security concerns could weigh on sentiment if investigations advance. ‘CAUSE FOR ALARM’: Republicans probe Chinese AI use by US firms
• Negative Sentiment: Analyst previews warned Airbnb lacks the mix likely to produce an earnings beat in the upcoming report, raising the risk of a negative reaction around the print. Airbnb, Inc. (ABNB) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Negative Sentiment: WSJ profile: some hosts who invested heavily to prepare for World Cup demand report disappointing returns — points to uneven host economics and raises questions about supply-side responses and localized pricing power. Airbnb Hosts Prepped Their Homes for a World Cup Windfall. They’re Still Waiting.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Royal Bank Of Canada reissued an “outperform” rating on shares of Airbnb in a research report on Wednesday, January 14th. Cantor Fitzgerald reissued a “neutral” rating and issued a $135.00 price target on shares of Airbnb in a research report on Monday, April 27th. Tigress Financial lowered their price objective on shares of Airbnb from $200.00 to $185.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Deutsche Bank Aktiengesellschaft upgraded shares of Airbnb from a “hold” rating to a “buy” rating and set a $154.00 price objective on the stock in a research note on Friday, February 13th. Finally, Mizuho raised their price objective on shares of Airbnb from $156.00 to $175.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $151.73.

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.