Public Sector Pension Investment Board boosted its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 14.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 36,837 shares of the company’s stock after buying an additional 4,707 shares during the quarter. Public Sector Pension Investment Board’s holdings in Airbnb were worth $4,473,000 at the end of the most recent reporting period.
Several other large investors have also made changes to their positions in ABNB. DDD Partners LLC raised its holdings in shares of Airbnb by 3.9% during the second quarter. DDD Partners LLC now owns 2,041 shares of the company’s stock worth $270,000 after purchasing an additional 76 shares during the last quarter. SBI Securities Co. Ltd. grew its position in Airbnb by 0.8% during the 2nd quarter. SBI Securities Co. Ltd. now owns 10,552 shares of the company’s stock worth $1,396,000 after purchasing an additional 85 shares during the period. LRI Investments LLC raised its stake in shares of Airbnb by 7.5% during the 3rd quarter. LRI Investments LLC now owns 1,260 shares of the company’s stock valued at $153,000 after buying an additional 88 shares during the last quarter. Brookstone Capital Management raised its stake in shares of Airbnb by 4.0% during the 3rd quarter. Brookstone Capital Management now owns 2,350 shares of the company’s stock valued at $285,000 after buying an additional 91 shares during the last quarter. Finally, SYM FINANCIAL Corp lifted its holdings in shares of Airbnb by 4.9% in the 3rd quarter. SYM FINANCIAL Corp now owns 1,953 shares of the company’s stock valued at $237,000 after buying an additional 91 shares during the period. 80.76% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
Several analysts recently commented on the company. Jefferies Financial Group raised their target price on Airbnb from $160.00 to $165.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Barclays raised their price objective on shares of Airbnb from $120.00 to $122.00 and gave the stock an “equal weight” rating in a research note on Friday, February 13th. Argus raised shares of Airbnb to a “strong-buy” rating in a report on Tuesday. BNP Paribas Exane initiated coverage on shares of Airbnb in a report on Monday, November 24th. They set a “hold” rating on the stock. Finally, Deutsche Bank Aktiengesellschaft upgraded 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. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Airbnb has an average rating of “Hold” and an average target price of $148.69.
Insider Transactions at Airbnb
In other Airbnb news, CFO Elinor Mertz sold 3,750 shares of Airbnb stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $130.00, for a total value of $487,500.00. Following the completion of the transaction, the chief financial officer directly owned 410,530 shares of the company’s stock, valued at $53,368,900. The trade was a 0.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Joseph Gebbia sold 58,000 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $121.15, for a total transaction of $7,026,700.00. Following the sale, the director directly owned 402,015 shares in the company, valued at $48,704,117.25. This represents a 12.61% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,027,422 shares of company stock valued at $127,060,208. Corporate insiders own 27.91% of the company’s stock.
Airbnb Stock Up 1.2%
NASDAQ ABNB opened at $125.81 on Friday. The firm has a market cap of $77.44 billion, a PE ratio of 31.14, a P/E/G ratio of 1.69 and a beta of 1.15. The business’s fifty day simple moving average is $131.10 and its 200-day simple moving average is $126.01. Airbnb, Inc. has a 52 week low of $99.88 and a 52 week high of $157.75.
Airbnb (NASDAQ:ABNB – Get Free Report) last announced 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 business had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. During the same period last year, the company earned $0.73 EPS. The business’s revenue for the quarter was up 12.9% on a year-over-year basis. Research analysts expect that Airbnb, Inc. will post 4.31 EPS for the current year.
More Airbnb News
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Argus upgraded Airbnb to a “strong‑buy,” adding upward pressure by signaling bullish analyst conviction. Argus Upgrade
- Positive Sentiment: RBC Capital issued a “buy” on ABNB, reinforcing the broker‑upgrade momentum that can attract momentum and institutional buying. RBC Buy
- Positive Sentiment: Airbnb is pivoting into AI-driven travel features and reportedly hired talent from Meta — a strategic move investors view as enhancing long‑term engagement and valuation upside. AI Pivot & Meta Hire
- Positive Sentiment: Operationally proactive: Airbnb is offering up to $750 to recruit first‑time hosts in FIFA World Cup cities, which could expand short‑term supply ahead of a demand spike. Host Incentive
- Neutral Sentiment: Analysts and investors are digesting management’s Q4 call — a “Top 5 analyst questions” piece highlights the key execution and margin topics investors will watch next. Analyst Questions
- Neutral Sentiment: Comparison pieces (e.g., CCL vs. ABNB) and Zacks commentary frame ABNB as a leisure/recreation play with potential upside versus peers — useful context but not an immediate catalyst. CCL vs ABNB
- Neutral Sentiment: Zacks’ analyst blog highlights ABNB among consumer names with upside potential amid sector weakness — supportive background research but not a direct driver. Zacks Analyst Blog
- Negative Sentiment: Short‑interest notices in recent feeds show an “increase” but report zero shares and NaN changes — the feed appears erroneous. If genuine, rising short interest would be a headwind; current data is unreliable and adds uncertainty.
- Negative Sentiment: Fundamental caution: Airbnb’s most recent quarter beat revenue but missed EPS (reported $0.56 vs. $0.66 expected), which remains a near‑term valuation risk that can amplify selloffs if growth/margin concerns persist.
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.
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