Intermede Investment Partners Ltd Has $80.57 Million Holdings in Airbnb, Inc. $ABNB

Posted by Geri Gentry on May 25th, 2026

Intermede Investment Partners Ltd lessened its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 4.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 593,646 shares of the company’s stock after selling 29,622 shares during the quarter. Airbnb accounts for approximately 3.3% of Intermede Investment Partners Ltd’s holdings, making the stock its 11th largest holding. Intermede Investment Partners Ltd’s holdings in Airbnb were worth $80,570,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. ORG Partners LLC raised its stake in shares of Airbnb by 97.0% in the 4th quarter. ORG Partners LLC now owns 195 shares of the company’s stock valued at $26,000 after purchasing an additional 96 shares during the period. Entrust Financial LLC acquired a new stake in shares of Airbnb in the 4th quarter valued at about $27,000. Aster Capital Management DIFC Ltd acquired a new stake in shares of Airbnb in the 3rd quarter valued at about $25,000. Aventura Private Wealth LLC acquired a new stake in shares of Airbnb in the 4th quarter valued at about $29,000. Finally, Sunbelt Securities Inc. raised its stake in shares of Airbnb by 397.7% in the 3rd quarter. Sunbelt Securities Inc. now owns 219 shares of the company’s stock valued at $27,000 after purchasing an additional 175 shares during the period. Institutional investors and hedge funds own 80.76% of the company’s stock.

Insider Transactions at Airbnb

In other news, CFO Elinor Mertz sold 3,750 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $143.00, for a total transaction of $536,250.00. Following the completion of the sale, the chief financial officer owned 463,415 shares in the company, valued at $66,268,345. The trade was a 0.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Nathan Blecharczyk sold 2,739 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $131.40, for a total value of $359,904.60. Following the sale, the insider owned 81,631 shares of the company’s stock, valued at approximately $10,726,313.40. This represents a 3.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 454,317 shares of company stock worth $62,219,594 over the last quarter. Company insiders own 27.21% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. DA Davidson lifted their price target on Airbnb from $150.00 to $162.00 and gave the company a “buy” rating in a research note on Monday, May 11th. BMO Capital Markets lifted their price target on Airbnb from $130.00 to $140.00 and gave the company a “market perform” rating in a research note on Friday, February 13th. Evercore reissued an “outperform” rating on shares of Airbnb in a research note on Friday, May 8th. Morgan Stanley cut Airbnb from an “underweight” rating to an “underweight” rating in a report on Monday, May 4th. Finally, Benchmark raised their price objective on Airbnb from $145.00 to $160.00 and gave the company a “buy” rating in a report on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $157.67.

Check Out Our Latest Research Report on Airbnb

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

Positive Sentiment: Airbnb is expanding beyond home rentals into boutique hotels, car rentals, airport and train pickups, luggage storage, grocery delivery through Instacart, and FIFA World Cup-related experiences. Investors may see this as a way to open new revenue streams and boost app engagement. Airbnb to add grocery delivery and car rentals ahead of World Cup
Positive Sentiment: The company is also adding AI-powered travel tools and AI support features, which could improve efficiency and make the platform more attractive to travelers and hosts. Airbnb may have a front seat for the new AI-dominated world
Neutral Sentiment: Analysts continue to frame the strategy shift as Airbnb trying to become an “Amazon for services,” but investors still need evidence that the new offerings will lift profits rather than just add complexity. Should Airbnb’s One-Stop Travel Pivot Reshape How ABNB Investors View Its Core Platform Strategy?
Neutral Sentiment: Airbnb is also getting attention ahead of the 2026 World Cup, which could lift travel demand, but some coverage notes booking trends are still uneven across host cities. Wall Street Breakfast Podcast: Summer Travel Meets FIFA Fever
Negative Sentiment: New EU short-term-rental transparency rules are raising regulatory risk and could increase compliance costs in a key market, weighing on sentiment toward Airbnb’s core business. Airbnb expands into hotels, cars, groceries
Negative Sentiment: Recent insider sales, including director Joseph Gebbia’s large share sale and Chief Strategy Officer Nathan Blecharczyk’s smaller sale, are also pressuring sentiment. SEC filing for Joseph Gebbia transaction

Airbnb Stock Performance

Airbnb stock opened at $132.35 on Monday. Airbnb, Inc. has a 52 week low of $110.81 and a 52 week high of $147.25. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44. The stock has a market capitalization of $79.77 billion, a P/E ratio of 32.60, a PEG ratio of 1.42 and a beta of 1.20. The stock has a 50-day simple moving average of $133.54 and a 200 day simple moving average of $129.85.

Airbnb (NASDAQ:ABNB – Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.26 EPS for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.05). Airbnb had a return on equity of 31.24% and a net margin of 19.90%.The business had revenue of $2.68 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter in the previous year, the business posted $0.24 EPS. The company’s revenue for the quarter was up 17.9% on a year-over-year basis. Analysts expect that Airbnb, Inc. will post 4.91 earnings per share for the current year.

About Airbnb

(Free Report)

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.