Airbnb, Inc. $ABNB Shares Sold by US Bancorp DE

US Bancorp DE lowered its stake in Airbnb, Inc. (NASDAQ:ABNB) by 5.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 100,305 shares of the company’s stock after selling 5,581 shares during the quarter. US Bancorp DE’s holdings in Airbnb were worth $12,179,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Root Financial Partners LLC purchased a new position in Airbnb in the 3rd quarter worth approximately $32,000. NewSquare Capital LLC lifted its holdings in Airbnb by 86.4% in the 2nd quarter. NewSquare Capital LLC now owns 287 shares of the company’s stock worth $38,000 after buying an additional 133 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. lifted its holdings in Airbnb by 55.5% in the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 311 shares of the company’s stock worth $38,000 after buying an additional 111 shares in the last quarter. SJS Investment Consulting Inc. grew its stake in shares of Airbnb by 4,255.6% during the third quarter. SJS Investment Consulting Inc. now owns 392 shares of the company’s stock valued at $48,000 after acquiring an additional 383 shares in the last quarter. Finally, Golden State Wealth Management LLC lifted its stake in shares of Airbnb by 85.9% in the second quarter. Golden State Wealth Management LLC now owns 370 shares of the company’s stock worth $49,000 after acquiring an additional 171 shares in the last quarter. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Airbnb Price Performance

ABNB stock opened at $135.11 on Friday. The firm has a fifty day moving average price of $130.81 and a two-hundred day moving average price of $126.24. Airbnb, Inc. has a 1-year low of $99.88 and a 1-year high of $144.75. The firm has a market cap of $82.24 billion, a price-to-earnings ratio of 33.44, a PEG ratio of 1.83 and a beta of 1.15.

Airbnb (NASDAQ:ABNB) last posted 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). The business had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The company’s quarterly revenue was up 12.9% on a year-over-year basis. During the same period last year, the firm posted $0.73 earnings per share. As a group, analysts expect that Airbnb, Inc. will post 4.31 EPS for the current fiscal year.

Insider Activity

In related news, insider Nathan Blecharczyk sold 141,063 shares of the company’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $121.96, for a total transaction of $17,204,043.48. Following the completion of the transaction, the insider directly owned 11,520 shares in the company, valued at $1,404,979.20. This represents a 92.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Brian Chesky sold 51,230 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $131.16, for a total value of $6,719,326.80. Following the completion of the sale, the chief executive officer directly owned 45,854 shares in the company, valued at $6,014,210.64. This represents a 52.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 853,775 shares of company stock valued at $107,713,177. 27.91% of the stock is currently owned by insiders.

Airbnb News Roundup

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Large institutional buying: Several big funds (Vanguard, Harris Associates, AQR, Clearbridge) have recently increased stakes in ABNB, signaling confidence from long-term investors. MarketBeat ABNB Report
• Positive Sentiment: Revenue growth and top-line beat: Airbnb’s latest quarter showed revenue up ~12.9% year-over-year and beat consensus, suggesting continued demand resilience in travel. MarketBeat Earnings Coverage
• Positive Sentiment: Sector outperformance / strong growth profile: Coverage notes ABNB has outperformed many consumer-discretionary peers and ranks highly on growth metrics, supporting medium-term upside potential. Barchart: Performance vs Peers
• Neutral Sentiment: New third‑party co‑listing service (10XBNB): A press release touts platforms that let entrepreneurs earn Airbnb income without owning property; likely limited direct impact on Airbnb’s financials near-term. GlobeNewswire: 10XBNB Release
• Neutral Sentiment: Short-interest data appears noisy/invalid this cycle (reported as zero with NaN changes), so do not read meaningful directional pressure from those feeds today.
• Neutral Sentiment: Mixed analyst picture: Several firms have adjusted price targets (some higher) but consensus remains around a “Hold” with an average target near $148 — implies limited uniform conviction among analysts. MarketBeat Analyst Summary
• Negative Sentiment: Insider selling by co‑founder/director Joseph Gebbia: He sold 58,000 shares (multiple recent sales), which can dent sentiment even if pre-scheduled or for diversification. InsiderTrades: Gebbia Sale
• Negative Sentiment: EPS miss: Airbnb reported EPS below consensus ($0.56 vs. $0.66), which often drives short‑term weakness despite the revenue beat. MarketBeat Earnings Coverage
• Negative Sentiment: High-profile fund rebalancing: Coverage notes Cathie Wood trimmed exposure even as Airbnb posts strong revenue — such moves from prominent managers can amplify selling pressure. Benzinga: Cathie Wood Trim

Analysts Set New Price Targets

A number of brokerages have weighed in on ABNB. BTIG Research restated a “neutral” rating on shares of Airbnb in a research note on Friday, November 7th. Benchmark reduced their target price on Airbnb from $155.00 to $145.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Citizens Jmp upgraded shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $160.00 price target for the company in a research note on Wednesday, February 4th. TD Cowen upped their price target on shares of Airbnb from $150.00 to $160.00 and gave the company a “buy” rating in a report on Friday, February 13th. Finally, Mizuho set a $156.00 price objective on shares of Airbnb in a report on Friday, November 7th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Airbnb currently has a consensus rating of “Hold” and a consensus price target of $148.69.

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.