Fifth Third Bancorp lowered its position in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 24.2% during the 4th quarter, HoldingsChannel reports. The firm owned 12,411 shares of the company’s stock after selling 3,964 shares during the period. Fifth Third Bancorp’s holdings in Airbnb were worth $1,684,000 at the end of the most recent reporting period.
Several other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. increased 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 Airbnb by 43.2% in the second quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock valued at $1,884,168,000 after acquiring an additional 4,292,383 shares during the last quarter. AQR Capital Management LLC increased its stake in Airbnb by 58.6% in the third quarter. AQR Capital Management LLC now owns 4,269,937 shares of the company’s stock valued at $518,456,000 after acquiring an additional 1,577,338 shares during the last quarter. Independent Franchise Partners LLP bought a new position in Airbnb in the third quarter valued at $505,672,000. Finally, Akre Capital Management LLC increased its stake in Airbnb by 19.0% in the second quarter. Akre Capital Management LLC now owns 3,473,243 shares of the company’s stock valued at $459,649,000 after acquiring an additional 555,510 shares during the last quarter. Institutional investors own 80.76% of the company’s stock.
Airbnb Trading Down 2.0%
Airbnb stock opened at $138.86 on Tuesday. The firm has a 50-day moving average of $132.54 and a 200-day moving average of $128.96. The firm has a market cap of $84.53 billion, a P/E ratio of 34.37, a P/E/G ratio of 1.73 and a beta of 1.20. Airbnb, Inc. has a 1-year low of $110.81 and a 1-year high of $147.25.
Airbnb News Summary
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Oppenheimer upgraded ABNB to Outperform and set a $180 price target, arguing that Hotels expansion, Reserve Now Pay Later (RNPL) and AI-driven search should materially lift organic revenue above current Street estimates. Oppenheimer lifts Airbnb rating, sees ‘organic revenue levers materializing’
- Positive Sentiment: Coverage note and write-ups expand on the upgrade thesis — highlighting Hotels, RNPL and AI as durable revenue accelerators and suggesting event catalysts (e.g., large sporting events like the World Cup) could re-rate shares. Oppenheimer Upgrades Airbnb to Outperform With $180 Price Target
- Neutral Sentiment: Airbnb co‑founder Joe Gebbia is participating in the National Design Studio initiative, which is positive PR and reinforces Airbnb’s design/brand credibility but is unlikely to move near-term revenue. Redesigning America’s Digital Infrastructure
- Neutral Sentiment: Weekly analyst-roundup mentions ABNB among top Wall Street calls; useful for context but not a direct catalyst. Ahead of Airbnb (ABNB) Q1 Earnings: Get Ready With Wall Street Estimates
- Neutral Sentiment: Coverage in thematic pieces (e.g., lists of cyclical stocks) flags Airbnb as a candidate for summer recovery, but these are general macro-driven narratives rather than company-specific catalysts. 3 Cyclical Stocks to Buy For A Potential Summer Recovery
- Negative Sentiment: Near-term risk: several previews and analyst notes stress that Q1 results (and guidance) are a make-or-break moment for 2026 performance — any miss or conservative outlook could offset the upgrade-driven optimism. Broader market jitters (pre-market weakness cited in roundups) also pressure the stock. Airbnb Q1 Earnings Preview: A Make Or Break Moment For 2026 Performance
Analyst Ratings Changes
A number of research analysts recently commented on ABNB shares. Scotiabank started coverage on Airbnb in a research note on Monday. They issued an “outperform” rating on the stock. Citigroup raised Airbnb from a “neutral” rating to an “outperform” rating in a research note on Wednesday, February 4th. DA Davidson reduced their target price on Airbnb from $155.00 to $150.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Royal Bank Of Canada cut Airbnb from an “outperform” rating to a “sector perform” rating in a research note on Monday. Finally, Argus raised Airbnb to a “strong-buy” rating in a research note on Tuesday, February 17th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $153.00.
Read Our Latest Stock Report on ABNB
Insider Transactions at Airbnb
In other news, Director Joseph Gebbia sold 58,000 shares of the stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $142.59, for a total transaction of $8,270,220.00. Following the completion of the sale, the director directly owned 112,015 shares in the company, valued at approximately $15,972,218.85. This represents a 34.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Elinor Mertz sold 3,750 shares of the stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $130.99, for a total transaction of $491,212.50. Following the sale, the chief financial officer owned 394,359 shares of the company’s stock, valued at approximately $51,657,085.41. This represents a 0.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 395,325 shares of company stock worth $51,681,085. Company insiders own 27.21% of the company’s stock.
About Airbnb
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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