Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 4,800 shares of the company’s stock, valued at approximately $606,000.
A number of other large investors have also recently made changes to their positions in ABNB. Caxton Associates LLP purchased a new stake in Airbnb during the 1st quarter worth about $258,000. Intech Investment Management LLC boosted its position in shares of Airbnb by 55.8% during the 1st quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock worth $1,453,000 after acquiring an additional 4,353 shares in the last quarter. Sivia Capital Partners LLC raised its position 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 worth $776,000 after acquiring an additional 927 shares in the last quarter. WINTON GROUP Ltd purchased a new stake in Airbnb during the second quarter worth approximately $411,000. Finally, NewEdge Advisors LLC lifted its stake in Airbnb by 9.8% during the second quarter. NewEdge Advisors LLC now owns 54,054 shares of the company’s stock worth $7,153,000 after purchasing an additional 4,811 shares during the last quarter. 80.76% of the stock is currently owned by hedge funds and other institutional investors.
Insider Transactions at Airbnb
In other news, CEO Brian Chesky sold 265,746 shares of the stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $132.22, for a total value of $35,136,936.12. Following the completion of the transaction, the chief executive officer owned 11,206,389 shares in the company, valued at $1,481,708,753.58. This trade represents a 2.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Joseph Gebbia sold 294,903 shares of the firm’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $148.43, for a total transaction of $43,772,452.29. Following the completion of the sale, the director owned 2,622,452 shares of the company’s stock, valued at $389,250,550.36. This trade represents a 10.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,339,621 shares of company stock valued at $322,629,605 in the last ninety days. 27.21% of the stock is currently owned by company insiders.
Analysts Set New Price Targets
Read Our Latest Stock Report on ABNB
Key Airbnb News
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Airbnb is benefiting from a World Cup-related hosting boost, with the company offering $750 incentives to Americans to open their homes and hosts reportedly earning around $3,000 on average. That highlights strong short-term demand for its marketplace and could support investor sentiment around revenue growth. Article: Airbnb offered $750 to Americans to open up their homes during the World Cup—mostly women took it up and now they’re earning thousands
- Positive Sentiment: CEO Brian Chesky’s comments that Airbnb can become an “Amazon for services” reinforce the company’s long-term growth story beyond home rentals, including hotels, car rentals, grocery delivery, luggage storage, and AI features. Article: Airbnb, Inc. (ABNB)’s Chesky says App can become an ‘Amazon for services’
- Positive Sentiment: Recent analyst commentary remains supportive, with Robert W. Baird raising its price target to $160 and reiterating an Outperform rating, suggesting Wall Street still sees upside for Airbnb from travel demand and platform expansion.
- Neutral Sentiment: Airbnb continues to attract broad investor attention, including comparisons with other travel and consumer stocks, but these pieces are mostly framing articles rather than direct catalysts for the shares. Article: Airbnb vs. MGM Resorts International: Which Consumer Stock Is a Better Buy in 2026?
- Negative Sentiment: Heavy insider selling is the main caution signal: director Joseph Gebbia sold 294,903 shares, and director Kenneth Chenault sold 8,346 shares. Large insider sales can weigh on sentiment because they may be read as reduced confidence or a desire to lock in gains.
- Negative Sentiment: Additional insider sales from co-founder Nathan Blecharczyk add to the pressure, reinforcing concerns that recent gains may be meeting some profit-taking from company insiders.
Airbnb Price Performance
Airbnb stock opened at $148.93 on Friday. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.44 and a quick ratio of 1.44. Airbnb, Inc. has a 1-year low of $110.81 and a 1-year high of $150.19. The company has a market cap of $89.76 billion, a PE ratio of 36.68, a price-to-earnings-growth ratio of 1.60 and a beta of 1.14. The stock’s 50 day moving average price is $137.87 and its 200 day moving average price is $133.58.
Airbnb (NASDAQ:ABNB – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.31 by ($0.05). The business had revenue of $2.68 billion during the quarter, compared to analysts’ expectations of $2.62 billion. Airbnb had a return on equity of 31.24% and a net margin of 19.90%.The company’s revenue was up 17.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.24 EPS. On average, sell-side analysts predict that Airbnb, Inc. will post 4.91 EPS for the current fiscal year.
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.
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