Rhumbline Advisers Decreases Stake in Airbnb, Inc. $ABNB

Rhumbline Advisers decreased its holdings in Airbnb, Inc. (NASDAQ:ABNB) by 1.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 826,252 shares of the company’s stock after selling 11,435 shares during the period. Rhumbline Advisers’ holdings in Airbnb were worth $100,323,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of ABNB. Caxton Associates LLP purchased a new position in Airbnb in the 1st quarter valued at approximately $258,000. Intech Investment Management LLC grew its position in shares of Airbnb by 55.8% in the first quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock valued at $1,453,000 after purchasing an additional 4,353 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of 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 during the period. IFP Advisors Inc lifted its holdings in Airbnb by 4.3% during the 2nd quarter. IFP Advisors Inc now owns 2,398 shares of the company’s stock worth $317,000 after purchasing an additional 99 shares in the last quarter. Finally, Blue Trust Inc. boosted its stake in Airbnb by 140.6% in the 2nd quarter. Blue Trust Inc. now owns 1,364 shares of the company’s stock worth $181,000 after purchasing an additional 797 shares during the period. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Airbnb Stock Down 0.6%

NASDAQ ABNB opened at $119.55 on Thursday. The company has a 50-day simple moving average of $131.40 and a two-hundred day simple moving average of $126.48. Airbnb, Inc. has a 12-month low of $99.88 and a 12-month high of $163.93. The firm has a market cap of $73.59 billion, a price-to-earnings ratio of 28.40, a PEG ratio of 1.86 and a beta of 1.15.

Insider Buying and Selling

In related news, insider Nathan Blecharczyk sold 141,063 shares of the company’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $121.96, for a total transaction of $17,204,043.48. Following the completion of the sale, 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 transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Joseph Gebbia sold 232,000 shares of the firm’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $114.22, for a total value of $26,499,040.00. Following the completion of the sale, the director directly owned 15 shares in the company, valued at $1,713.30. The trade was a 99.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,027,422 shares of company stock valued at $127,060,208 over the last three months. 27.91% of the stock is owned by company insiders.

Airbnb News Roundup

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Options/volatility signals point to potential upside optionality ahead of the earnings report, which could limit downside or spark a post‑report rally if results beat expectations. Airbnb’s (ABNB) Upcoming Earnings Present a ‘Binary’ Opportunity
• Neutral Sentiment: Q4 earnings event is imminent (reports after the close Feb 12) — this is the primary near-term catalyst and creates binary risk/reward for the stock depending on revenue, margin, guidance and travel demand commentary. What to expect from Airbnb’s Q4 print
• Neutral Sentiment: Market commentary and previews are running across outlets (TipRanks, MSN, Seeking Alpha) debating whether ABNB is a buy into earnings — these pieces raise expectations but also highlight the stock’s YTD weakness, contributing to mixed investor positioning. Is Airbnb Stock (ABNB) a Buy Ahead of Q4 Earnings?
• Neutral Sentiment: Polymarket and other prediction/odds platforms are tracking whether ABNB will beat consensus, which can influence short-term flows but does not change fundamentals ahead of the release. Polymarket Odds: Will COIN, RIVN, ABNB Beat Earnings Tomorrow?
• Neutral Sentiment: Reports note potential catalysts that could re‑rate the stock (demand recovery, margin leverage, product expansion), but these are longer‑term and hinge on results and guidance. What Catalysts Could Shift The Airbnb (ABNB) Story As Views And Valuation Converge
• Neutral Sentiment: Short-interest reporting in recent feeds shows anomalous “0 shares” figures and NaN changes — this looks like a data/reporting error rather than a real surge in shorting, so it likely has limited informational value for traders. SEC Filing (insider transaction disclosure)
• Negative Sentiment: Director Joseph Gebbia sold 58,000 shares (~$7.0M at ~$121.15) and reduced his stake by ~12.6% — insider selling can pressure sentiment ahead of earnings even if reasons are personal diversification. Joseph Gebbia insider sale

Analyst Ratings Changes

ABNB has been the topic of a number of recent analyst reports. UBS Group increased their price target on shares of Airbnb from $147.00 to $149.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. Wells Fargo & Company set a $128.00 target price on shares of Airbnb and gave the stock an “equal weight” rating in a research note on Friday, January 9th. Jefferies Financial Group boosted their price target on shares of Airbnb from $160.00 to $165.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Airbnb in a research report on Wednesday, January 14th. Finally, KeyCorp started coverage on Airbnb in a research report on Thursday, October 23rd. They set a “sector weight” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, nineteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Airbnb presently has an average rating of “Hold” and an average price target of $148.85.

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.