Keybank National Association OH trimmed its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 11.2% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 31,790 shares of the company’s stock after selling 3,995 shares during the period. Keybank National Association OH’s holdings in Airbnb were worth $4,014,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also made changes to their positions in the company. Patton Fund Management Inc. raised its position in shares of Airbnb by 4.3% during the 4th quarter. Patton Fund Management Inc. now owns 1,874 shares of the company’s stock worth $254,000 after acquiring an additional 77 shares in the last quarter. BOKF NA increased its stake in Airbnb by 11.0% in 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 last quarter. Yoder Wealth Management Inc. increased its stake in Airbnb by 0.3% in 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 last quarter. Private Advisor Group LLC increased its stake in Airbnb by 1.0% in the third quarter. Private Advisor Group LLC now owns 8,295 shares of the company’s stock valued at $1,007,000 after purchasing an additional 86 shares during the last quarter. Finally, FSB Premier Wealth Management Inc. raised its holdings in Airbnb by 3.4% during the fourth quarter. FSB Premier Wealth Management Inc. now owns 2,692 shares of the company’s stock worth $365,000 after purchasing an additional 89 shares in the last quarter. 80.76% of the stock is owned by institutional investors and hedge funds.
Airbnb News Summary
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.
Insider Buying and Selling at Airbnb
Analyst Ratings Changes
Several analysts have recently weighed in on the stock. Susquehanna boosted their price objective on shares of Airbnb from $150.00 to $170.00 and gave the stock a “positive” rating in a research report on Friday, May 8th. Citizens Jmp lifted their price target on shares of Airbnb from $160.00 to $170.00 and gave the stock a “market outperform” rating in a research note on Friday, May 8th. Benchmark boosted their price target on shares of Airbnb from $145.00 to $160.00 and gave the company a “buy” rating in a research report on Friday, May 8th. HC Wainwright upgraded shares of Airbnb to a “buy” rating in a research note on Monday, May 4th. Finally, Barclays raised their price objective on Airbnb from $122.00 to $125.00 and gave the stock an “equal weight” rating in a report on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $158.36.
Check Out Our Latest Stock Analysis on ABNB
Airbnb Stock Performance
Shares of ABNB opened at $148.93 on Friday. 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 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 company’s 50 day simple moving average is $137.87 and its 200-day simple moving average is $133.58. Airbnb, Inc. has a 12-month low of $110.81 and a 12-month high of $150.19.
Airbnb (NASDAQ:ABNB – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.26 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 net margin of 19.90% and a return on equity of 31.24%. The firm’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter last year, the company earned $0.24 EPS. As a group, equities analysts predict that Airbnb, Inc. will post 4.91 EPS for the current year.
Airbnb 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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