New York State Teachers Retirement System Trims Position in Airbnb, Inc. $ABNB

New York State Teachers Retirement System trimmed its stake in Airbnb, Inc. (NASDAQ:ABNB) by 4.1% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 314,398 shares of the company’s stock after selling 13,537 shares during the period. New York State Teachers Retirement System’s holdings in Airbnb were worth $42,670,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in ABNB. Caxton Associates LLP purchased a new stake in shares of Airbnb in the first quarter valued at approximately $258,000. Intech Investment Management LLC increased 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 purchasing an additional 4,353 shares during the period. Sivia Capital Partners LLC raised its position in 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 purchasing an additional 927 shares in the last quarter. WINTON GROUP Ltd purchased a new stake in shares of Airbnb in the 2nd quarter worth $411,000. Finally, NewEdge Advisors LLC lifted its holdings in shares of Airbnb by 9.8% in the 2nd quarter. NewEdge Advisors LLC now owns 54,054 shares of the company’s stock worth $7,153,000 after buying an additional 4,811 shares during the period. 80.76% of the stock is currently owned by institutional investors.

Key Headlines 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.

Airbnb Price Performance

ABNB opened at $141.66 on Friday. The business’s 50-day moving average is $132.54 and its two-hundred day moving average is $128.85. Airbnb, Inc. has a 1 year low of $110.81 and a 1 year high of $147.25. The firm has a market capitalization of $86.23 billion, a PE ratio of 35.06, a price-to-earnings-growth ratio of 1.71 and a beta of 1.20.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.56 EPS 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 for the quarter, compared to analysts’ expectations of $2.71 billion. During the same period in the previous year, the company posted $0.73 earnings per share. The business’s quarterly revenue was up 12.9% compared to the same quarter last year. As a group, sell-side analysts expect that Airbnb, Inc. will post 4.94 EPS for the current year.

Insider Buying and Selling

In related news, insider Nathan Blecharczyk sold 24,788 shares of the stock in a transaction that occurred 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 of the company’s stock, valued at $1,738,651.20. This represents a 67.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Elinor Mertz sold 3,750 shares of the firm’s stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $130.99, for a total transaction of $491,212.50. Following the completion of the sale, the chief financial officer owned 394,359 shares of the company’s stock, valued at approximately $51,657,085.41. This trade represents a 0.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 399,075 shares of company stock worth $52,168,585 in the last 90 days. 27.91% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

ABNB has been the topic of several research reports. Wells Fargo & Company upgraded Airbnb from an “equal weight” rating to an “overweight” rating and raised their price target for the company from $136.00 to $178.00 in a research note on Wednesday, April 22nd. Royal Bank Of Canada reiterated an “outperform” rating on shares of Airbnb in a report on Wednesday, January 14th. Mizuho raised their target price on shares of Airbnb from $156.00 to $175.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. UBS Group increased their price objective on shares of Airbnb from $149.00 to $153.00 and gave the company a “neutral” rating in a research note on Monday. Finally, Tigress Financial cut their price objective on shares of Airbnb from $200.00 to $185.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $151.73.

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.