S&CO Inc. Invests $8.92 Million in Airbnb, Inc. $ABNB

S&CO Inc. bought a new position in Airbnb, Inc. (NASDAQ:ABNB) during the second quarter, according to its most recent filing with the SEC. The firm bought 62,355 shares of the company’s stock, valued at approximately $8,923,000.

A number of other large investors also recently modified their holdings of ABNB. Harris Associates L P increased its stake in Airbnb by 21.0% during the 4th quarter. Harris Associates L P now owns 18,694,408 shares of the company’s stock valued at $2,537,205,000 after purchasing an additional 3,240,477 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of Airbnb by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 10,076,465 shares of the company’s stock valued at $1,368,338,000 after buying an additional 47,966 shares in the last quarter. AQR Capital Management LLC lifted its stake in shares of Airbnb by 58.4% in the fourth quarter. AQR Capital Management LLC now owns 6,762,784 shares of the company’s stock valued at $917,845,000 after buying an additional 2,492,847 shares in the last quarter. Clearbridge Investments LLC grew its holdings in shares of Airbnb by 3.7% during the fourth quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company’s stock valued at $824,356,000 after buying an additional 216,455 shares during the last quarter. Finally, Independent Franchise Partners LLP grew its holdings in shares of Airbnb by 23.6% during the fourth quarter. Independent Franchise Partners LLP now owns 5,146,272 shares of the company’s stock valued at $698,452,000 after buying an additional 981,624 shares during the last quarter. 80.76% of the stock is currently owned by institutional investors.

Airbnb Stock Performance

Shares of ABNB stock opened at $184.06 on Friday. The firm has a market cap of $110.21 billion, a price-to-earnings ratio of 41.83, a P/E/G ratio of 2.13 and a beta of 1.14. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.41 and a current ratio of 1.41. Airbnb, Inc. has a 52 week low of $110.81 and a 52 week high of $187.12. The firm’s 50-day simple moving average is $148.90 and its two-hundred day simple moving average is $137.66.

Airbnb (NASDAQ:ABNB) last released its earnings results on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, beating 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 firm had revenue of $3.61 billion for the quarter, compared to analysts’ expectations of $3.58 billion. During the same period in the previous year, the company earned $1.03 earnings per share. The company’s quarterly revenue was up 16.3% on a year-over-year basis. As a group, equities analysts forecast that Airbnb, Inc. will post 5.22 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms have recently commented on ABNB. Needham & Company LLC started coverage on shares of Airbnb in a research report on Monday, May 4th. They set a “buy” rating for the company. Jefferies Financial Group raised their price target on shares of Airbnb from $160.00 to $175.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. UBS Group boosted their price objective on Airbnb from $163.00 to $172.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. Sanford C. Bernstein reissued an “outperform” rating and issued a $168.00 price objective on shares of Airbnb in a research note on Monday, August 10th. Finally, Raymond James Financial upgraded Airbnb from a “market perform” rating to a “strong-buy” 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, twelve have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Airbnb has a consensus rating of “Moderate Buy” and an average price target of $172.00.

Insider Buying and Selling

In other Airbnb news, insider Nathan Blecharczyk sold 531,000 shares of the stock in a transaction on 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 completion of the transaction, the insider directly owned 171,370 shares of the company’s stock, valued at approximately $29,888,641.70. This represents a 75.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Joseph Gebbia sold 265,000 shares of the firm’s stock in a transaction on Monday, July 27th. The stock was sold at an average price of $145.70, for a total value of $38,610,500.00. Following the completion of the sale, the director directly owned 1,828,518 shares of the company’s stock, valued at $266,415,072.60. This represents a 12.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 3,164,675 shares of company stock worth $466,636,153 in the last three months. Insiders own 27.21% of the company’s stock.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Strong Q2 results and guidance: Airbnb reported approximately $3.6 billion in revenue and $1.37 in adjusted earnings per share, exceeding analyst expectations. Revenue rose about 16%–17% year over year, while free cash flow increased 30%. The company also raised its annual revenue outlook, helping ease concerns about travel demand and geopolitical risks. Airbnb Stock Surges Near 52-Week Peak on Strong Q2 Performance
• Positive Sentiment: AI and hotel expansion support the growth narrative: Management highlighted AI-driven product improvements and expansion into hotels as potential sources of additional bookings, efficiency and profit growth. Investors appear encouraged that Airbnb can use AI to improve discovery, personalization and operations. Airbnb Q2 2026 Earnings Call Transcript
• Positive Sentiment: Improved investor sentiment: Eight reported institutional inflows over the past 30 days and the stock’s recent momentum suggest increased demand from large investors following the earnings beat and outlook improvement. Airbnb Sales Gains, Guidance Boost Shares
• Neutral Sentiment: CEO Brian Chesky said AI now writes a substantial portion of Airbnb’s code and emphasized maintaining a startup-like “founder mode.” The comments reinforce the company’s technology strategy but do not by themselves change near-term financial estimates. Airbnb CEO on AI and Founder Mode
• Negative Sentiment: Valuation and consistency concerns remain: A comparison with MercadoLibre noted that Airbnb’s seasonal revenue can fluctuate more than MercadoLibre’s consistently growing revenue, which may make Airbnb’s elevated valuation harder to justify. Airbnb vs. MercadoLibre Revenue Trajectories
• Negative Sentiment: Phillip Securities downgraded Airbnb to “Moderate Sell,” while director Nathan Blecharczyk reportedly sold 531,000 shares. Neither necessarily signals deteriorating fundamentals, but both could weigh on sentiment after the recent rally. Airbnb Cut to Moderate Sell

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.