Mitsubishi UFJ Asset Management Co. Ltd. Increases Stock Holdings in Airbnb, Inc. $ABNB

Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in Airbnb, Inc. (NASDAQ:ABNB) by 1.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,001,731 shares of the company’s stock after buying an additional 19,093 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Airbnb were worth $133,240,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Sumitomo Life Insurance Co. lifted its stake in shares of Airbnb by 15.0% during the 3rd quarter. Sumitomo Life Insurance Co. now owns 66,071 shares of the company’s stock worth $8,022,000 after acquiring an additional 8,636 shares during the last quarter. Cerity Partners LLC lifted its stake in shares of Airbnb by 18.1% during the 3rd quarter. Cerity Partners LLC now owns 364,824 shares of the company’s stock worth $44,297,000 after acquiring an additional 55,838 shares during the last quarter. National Pension Service lifted its stake in shares of Airbnb by 1.1% during the 3rd quarter. National Pension Service now owns 1,096,411 shares of the company’s stock worth $133,126,000 after acquiring an additional 12,453 shares during the last quarter. Chicago Partners Investment Group LLC lifted its stake in shares of Airbnb by 87.5% during the 3rd quarter. Chicago Partners Investment Group LLC now owns 23,155 shares of the company’s stock worth $2,964,000 after acquiring an additional 10,808 shares during the last quarter. Finally, Syntax Research Inc. bought a new stake in shares of Airbnb during the 3rd quarter worth approximately $1,865,000. 80.76% of the stock is owned by institutional investors.

Airbnb Price Performance

Shares of ABNB stock opened at $139.88 on Thursday. Airbnb, Inc. has a 1-year low of $110.81 and a 1-year high of $147.25. The stock’s fifty day moving average price is $133.12 and its 200 day moving average price is $129.19. The company has a market cap of $85.15 billion, a price-to-earnings ratio of 34.62, a price-to-earnings-growth ratio of 1.70 and a beta of 1.20.

Airbnb (NASDAQ:ABNB) last announced its earnings results on Thursday, February 12th. The company reported $0.56 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.10). Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The business had revenue of $2.78 billion for the quarter, compared to analysts’ expectations of $2.71 billion. During the same quarter last year, the firm earned $0.73 earnings per share. The firm’s quarterly revenue was up 12.9% compared to the same quarter last year. As a group, equities research analysts anticipate that Airbnb, Inc. will post 4.95 earnings per share for the current year.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Multiple firms and analysts remain constructive — Evercore ISI reaffirmed its buy stance and Oppenheimer reportedly upgraded ABNB, supporting investor confidence. Evercore ISI Sticks to Its Buy Rating for Airbnb (ABNB) Oppenheimer upgrades Airbnb (ABNB)
• Positive Sentiment: Options traders are positioned for upside into the print, signaling market participants expect a positive surprise or follow‑through after earnings (implied move ~7–8%). Ahead of Airbnb Earnings, Here Is What Barchart Options Data Shows for ABNB Stock Airbnb (ABNB) Stock Q1 Earnings Preview: Key Metrics Investors Should Watch
• Positive Sentiment: Broad Wall Street commentary remains moderately optimistic on Airbnb’s medium‑term prospects despite past underperformance, which supports continued buy-side interest. Are Wall Street Analysts Bullish on Airbnb Stock?
• Neutral Sentiment: Earnings timing and consensus: ABNB reports Q1 results May 7 after the close; previews highlight GBV and revenue growth, with analysts and preview pieces flagging EPS/revenue and AI initiatives as key items to watch. McDonald’s earnings, Fed commentary, labor data: What to Watch Airbnb (ABNB) Expected to Announce Quarterly Earnings on Thursday
• Neutral Sentiment: Analyst/preview coverage flags metrics investors will focus on (GBV, revenue growth, margins, and commentary on AI/product initiatives) — these items will determine post‑earnings direction. Airbnb (ABNB) Reports Q1 Earnings This Week. What Shareholders Should Expect
• Negative Sentiment: Insider selling: Director Joseph Gebbia sold 58,000 shares (~$8.14M) and CFO Elinor Mertz sold 3,750 shares — large insider sales can spook some investors ahead of earnings. Joseph Gebbia insider sale Elinor Mertz insider sale
• Negative Sentiment: Some market commentators urge caution — at current levels a sell case exists ahead of earnings, reflecting valuation concerns and limited YTD share gains. Airbnb: At $140 Into Q1 Earnings I Would Sell

Analyst Ratings Changes

ABNB has been the subject of a number of research analyst reports. Wedbush raised Airbnb from a “neutral” rating to a “neutral” rating in a research report on Monday. HC Wainwright raised Airbnb to a “buy” rating in a research report on Monday. TD Cowen lifted their target price on Airbnb from $150.00 to $160.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Barclays lifted their target price on Airbnb from $120.00 to $122.00 and gave the company an “equal weight” rating in a research report on Friday, February 13th. Finally, Cantor Fitzgerald raised Airbnb from a “neutral” rating to an “overweight” rating in a research report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Airbnb has a consensus rating of “Moderate Buy” and a consensus price target of $153.00.

Insider Buying and Selling at Airbnb

In related news, insider Nathan Blecharczyk sold 24,788 shares of the business’s stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $145.86, for a total transaction of $3,615,577.68. Following the transaction, the insider directly owned 11,920 shares in the company, valued at $1,738,651.20. The trade was a 67.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Joseph Gebbia sold 58,000 shares of the business’s stock in a transaction on Monday, April 6th. The stock was sold at an average price of $126.16, for a total value of $7,317,280.00. Following the transaction, the director owned 170,015 shares in the company, valued at approximately $21,449,092.40. This trade represents a 25.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 457,075 shares of company stock worth $60,358,795. 27.21% of the stock is owned by company insiders.

Airbnb Company 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.