California First Leasing Corp boosted its holdings in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 16.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 58,885 shares of the company’s stock after purchasing an additional 8,170 shares during the period. Airbnb makes up 2.4% of California First Leasing Corp’s portfolio, making the stock its 15th largest position. California First Leasing Corp’s holdings in Airbnb were worth $7,436,000 as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in the business. Patton Fund Management Inc. lifted its stake in shares of Airbnb by 4.3% in the 4th quarter. Patton Fund Management Inc. now owns 1,874 shares of the company’s stock valued at $254,000 after acquiring an additional 77 shares during the last quarter. BOKF NA boosted its stake in shares of Airbnb by 11.0% during the fourth quarter. BOKF NA now owns 787 shares of the company’s stock valued at $107,000 after purchasing an additional 78 shares during the period. Yoder Wealth Management Inc. boosted its stake in shares of Airbnb by 0.3% during the fourth quarter. Yoder Wealth Management Inc. now owns 26,389 shares of the company’s stock valued at $3,582,000 after purchasing an additional 84 shares during the period. Private Advisor Group LLC grew its holdings in shares of Airbnb by 1.0% in the third quarter. Private Advisor Group LLC now owns 8,295 shares of the company’s stock worth $1,007,000 after purchasing an additional 86 shares during the last quarter. Finally, FSB Premier Wealth Management Inc. increased its stake in shares of Airbnb by 3.4% in the fourth quarter. FSB Premier Wealth Management Inc. now owns 2,692 shares of the company’s stock worth $365,000 after buying an additional 89 shares during the period. 80.76% of the stock is currently owned by hedge funds and other institutional investors.
Insider Transactions at Airbnb
In other news, Director Kenneth I. Chenault sold 8,346 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $150.00, for a total value of $1,251,900.00. Following the completion of the transaction, the director owned 40,879 shares in the company, valued at $6,131,850. This trade represents a 16.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Nathan Blecharczyk sold 31,033 shares of the firm’s stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $146.43, for a total value of $4,544,162.19. Following the completion of the transaction, the insider owned 77,600 shares of the company’s stock, valued at approximately $11,362,968. The trade was a 28.57% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 2,281,621 shares of company stock valued at $315,312,325. Insiders own 27.21% of the company’s stock.
Analyst Ratings Changes
Get Our Latest Stock Report on Airbnb
Airbnb Price Performance
Shares of NASDAQ ABNB opened at $148.93 on Monday. The firm has a fifty day simple moving average of $137.87 and a two-hundred day simple moving average of $133.59. Airbnb, Inc. has a 12 month low of $110.81 and a 12 month high of $150.19. The company has a current ratio of 1.44, a quick ratio of 1.44 and a debt-to-equity ratio of 0.32. The firm has a market capitalization 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.
Airbnb (NASDAQ:ABNB – Get Free Report) last announced its earnings results on Thursday, May 7th. The company reported $0.26 earnings per share for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.05). Airbnb had a net margin of 19.90% and a return on equity of 31.24%. The company had revenue of $2.68 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same period in the previous year, the firm posted $0.24 EPS. The company’s revenue for the quarter was up 17.9% on a year-over-year basis. Equities analysts expect that Airbnb, Inc. will post 4.91 earnings per share for the current year.
Airbnb News Roundup
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.
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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