Airbnb, Inc. $ABNB Shares Sold by Atria Investments Inc

Atria Investments Inc lessened its holdings in Airbnb, Inc. (NASDAQ:ABNB) by 21.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 55,572 shares of the company’s stock after selling 15,119 shares during the quarter. Atria Investments Inc’s holdings in Airbnb were worth $6,748,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Illinois Municipal Retirement Fund lifted its stake in shares of Airbnb by 13.7% in the 3rd quarter. Illinois Municipal Retirement Fund now owns 78,311 shares of the company’s stock valued at $9,509,000 after purchasing an additional 9,413 shares during the period. Varma Mutual Pension Insurance Co boosted its holdings in shares of Airbnb by 8.7% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 84,005 shares of the company’s stock worth $10,200,000 after purchasing an additional 6,700 shares during the last quarter. Savvy Advisors Inc. acquired a new position in shares of Airbnb during the 3rd quarter valued at about $406,000. Caprock Group LLC acquired a new stake in Airbnb during the third quarter worth $2,242,000. Finally, ING Groep NV raised its stake in shares of Airbnb by 8.7% in the 3rd quarter. ING Groep NV now owns 486,661 shares of the company’s stock valued at $59,090,000 after acquiring an additional 38,891 shares during the period. 80.76% of the stock is currently owned by institutional investors and hedge funds.

Airbnb Price Performance

Shares of NASDAQ:ABNB opened at $121.35 on Friday. Airbnb, Inc. has a 12 month low of $99.88 and a 12 month high of $163.93. The business’s 50 day simple moving average is $131.25 and its 200-day simple moving average is $126.26. The firm has a market capitalization of $74.70 billion, a price-to-earnings ratio of 30.04, a price-to-earnings-growth ratio of 1.79 and a beta of 1.15.

Airbnb (NASDAQ:ABNB) last posted its earnings results 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). The business had revenue of $2.78 billion for the quarter, compared to analysts’ expectations of $2.71 billion. Airbnb had a net margin of 20.51% and a return on equity of 30.96%. The business’s revenue was up 12.9% compared to the same quarter last year. During the same quarter last year, the business posted $0.73 earnings per share. On average, equities analysts anticipate that Airbnb, Inc. will post 4.31 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO Brian Chesky sold 51,230 shares of the company’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $131.16, for a total transaction of $6,719,326.80. Following the completion of the sale, the chief executive officer directly owned 45,854 shares in the company, valued at $6,014,210.64. This represents a 52.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Joseph Gebbia sold 232,000 shares of the business’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $114.22, for a total value of $26,499,040.00. Following the sale, the director owned 15 shares of the company’s stock, valued at $1,713.30. The trade was a 99.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,027,422 shares of company stock valued at $127,060,208 in the last quarter. 27.91% of the stock is currently owned by company insiders.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Q4 revenue beat and stronger-than-expected Q1 revenue outlook driven by premium bookings and accelerating bookings/GBV — the topline and guidance are the main bullish catalysts supporting the rally. Airbnb forecasts revenue above estimates (Reuters)
• Positive Sentiment: AI adoption: Airbnb says about one-third of U.S. & Canada customer support is now handled by its custom AI agent, with plans to scale globally — signals potential structural cost savings and better service scale over time. Airbnb AI handles one-third of support (TechCrunch)
• Neutral Sentiment: Mixed quarter: EPS missed consensus ($0.56 vs. $0.66) even as revenue rose ~13% Y/Y — positive demand trends but margin/investment-driven profit pressure creates a binary outcome depending on execution. Q4 earnings miss, revenues rise (Zacks)
• Neutral Sentiment: Analyst reactions remain mixed — some price-target trims but continued buy/support from select firms; consensus still around a Hold with varied upside estimates, so analyst flow may moderate near-term momentum. Analyst notes and price target moves (Benzinga)
• Neutral Sentiment: Short-interest reporting appears anomalous (0 shares / NaN changes) — likely a data/reporting error rather than a genuine change in short positioning, so limited informational value for trading.
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.0M at ~$121.15) — repeated insider sales can weigh on near-term sentiment even if for diversification. Joseph Gebbia insider sale (SEC filing)
• Negative Sentiment: Institutional rebalancing: ARK (Cathie Wood) reduced Airbnb exposure in recent days, a visible high-profile sale that can amplify negative headlines even if not fundamental. ARK reduces Airbnb position (Blockonomi)

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. DA Davidson reaffirmed a “buy” rating and set a $155.00 target price on shares of Airbnb in a research note on Friday, December 5th. BTIG Research reissued a “neutral” rating on shares of Airbnb in a research report on Friday, November 7th. Weiss Ratings restated a “hold (c)” rating on shares of Airbnb in a research note on Wednesday, January 21st. 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 note on Tuesday, January 6th. Finally, Mizuho set a $156.00 target price on Airbnb in a research report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, seventeen have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Airbnb currently has an average rating of “Hold” and an average target price of $148.88.

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.