Sendero Wealth Management LLC Has $6.94 Million Stake in Airbnb, Inc. $ABNB

Sendero Wealth Management LLC decreased its position in Airbnb, Inc. (NASDAQ:ABNB) by 21.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 51,141 shares of the company’s stock after selling 13,897 shares during the quarter. Airbnb accounts for about 0.8% of Sendero Wealth Management LLC’s investment portfolio, making the stock its 24th biggest holding. Sendero Wealth Management LLC’s holdings in Airbnb were worth $6,941,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in ABNB. Vanguard Group Inc. lifted its stake in Airbnb by 1.7% in the third quarter. Vanguard Group Inc. now owns 38,295,288 shares of the company’s stock valued at $4,649,814,000 after acquiring an additional 649,323 shares during the last quarter. Harris Associates L P increased its stake in shares of Airbnb by 43.2% during the 2nd quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock worth $1,884,168,000 after purchasing an additional 4,292,383 shares during the last quarter. AQR Capital Management LLC raised its holdings in shares of Airbnb by 58.6% during the 3rd quarter. AQR Capital Management LLC now owns 4,269,937 shares of the company’s stock valued at $518,456,000 after purchasing an additional 1,577,338 shares in the last quarter. Independent Franchise Partners LLP acquired a new stake in shares of Airbnb in the 3rd quarter valued at $505,672,000. Finally, Norges Bank bought a new stake in Airbnb in the second quarter worth $483,644,000. Institutional investors own 80.76% of the company’s stock.

Airbnb Stock Performance

Shares of NASDAQ:ABNB opened at $131.06 on Friday. The company has a market cap of $79.78 billion, a P/E ratio of 32.44, a P/E/G ratio of 1.62 and a beta of 1.12. The stock’s 50-day moving average is $128.94 and its 200-day moving average is $126.87. Airbnb, Inc. has a 52-week low of $99.88 and a 52-week high of $143.88.

Airbnb (NASDAQ:ABNB) last posted its quarterly earnings data 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 analyst estimates of $2.71 billion. During the same period in the prior year, the firm posted $0.73 EPS. Airbnb’s revenue for the quarter was up 12.9% on a year-over-year basis. As a group, equities analysts predict that Airbnb, Inc. will post 4.31 EPS for the current year.

Analyst Ratings Changes

A number of analysts have weighed in on ABNB shares. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Airbnb in a research report on Wednesday, January 14th. B. Riley Financial raised Airbnb from a “neutral” rating to a “buy” rating and raised their price objective for the company from $140.00 to $170.00 in a research note on Monday, January 12th. Mizuho boosted their target price on Airbnb from $156.00 to $175.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Sanford C. Bernstein decreased their target price on Airbnb from $165.00 to $162.00 and set an “outperform” rating for the company in a research report on Tuesday, January 6th. Finally, Argus upgraded Airbnb to a “strong-buy” rating in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $147.79.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Truist upgraded Airbnb to Hold from Sell and raised its price target to $129 after boosting 2026 adjusted-EBITDA and earnings forecasts, reflecting stronger-than-expected travel demand and improved 2026 outlooks. This reduced bearish pressure and supported intraday buying. Airbnb upgraded by Truist on stronger 2026 outlook
• Positive Sentiment: Company strategy and 2026 guidance: management is pitching Airbnb as a broader travel platform (homes + experiences + services + hotels) with expectations for reaccelerating revenue growth in 2026 — a narrative that supports a higher growth multiple if execution continues. Airbnb Broadens Travel Platform As 2026 Growth Expectations Build
• Positive Sentiment: Analyst and media coverage is increasingly constructive (BMO, Deutsche Bank, Jefferies upgrades/target increases and buy-side commentary noting ABNB’s resilience in a higher-rate environment), which supports investor demand and sentiment. Wall Street Turns Less Bearish on Airbnb: Truist Raises Target to $129
• Positive Sentiment: Coverage framing AI as an operational and product opportunity for Airbnb (improving matching, personalization and operations) reinforces the growth narrative rather than posing a competitive threat. Airbnb: AI Is An Opportunity, Not A Threat
• Neutral Sentiment: Short-interest reports for March show large increases but contain reporting errors/NaNs and inconsistent days-to-cover metrics; treat these figures as noisy data until corrected — not yet a clear signal of rising bearish positioning.
• Neutral Sentiment: General buy-the-stock-in-a-high-rate-environment articles and unrelated VC/tech ecosystem stories provide background-positive sentiment but are unlikely to move fundamentals materially on their own. Airbnb and 6 Other Stocks to Buy That Can Thrive Even if Interest Rates Don’t Fall
• Negative Sentiment: Insider selling: Director Joseph Gebbia sold 58,000 shares (~$7.7M) and reduced his stake by ~20% in the filing — a large, disclosed sale that can weigh on near-term sentiment even if done for diversification or tax reasons. SEC Filing: Insider Sale — Joseph Gebbia

Insiders Place Their Bets

In other news, insider Nathan Blecharczyk sold 4,260 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $125.29, for a total transaction of $533,735.40. Following the completion of the transaction, the insider directly owned 49,250 shares in the company, valued at $6,170,532.50. The trade was a 7.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Elinor Mertz sold 3,750 shares of the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $130.00, for a total value of $487,500.00. Following the completion of the sale, the chief financial officer directly owned 402,417 shares of the company’s stock, valued at $52,314,210. This represents a 0.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 421,510 shares of company stock valued at $55,107,650 in the last three months. Company insiders own 27.91% of the company’s stock.

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.