TD Asset Management Inc Raises Stock Holdings in Airbnb, Inc. $ABNB

TD Asset Management Inc boosted its stake in shares of Airbnb, Inc. (NASDAQ:ABNB) by 69.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 371,409 shares of the company’s stock after purchasing an additional 152,144 shares during the period. TD Asset Management Inc’s holdings in Airbnb were worth $45,096,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Root Financial Partners LLC bought a new position in Airbnb in the third quarter worth approximately $32,000. NewSquare Capital LLC lifted its stake in shares of Airbnb by 86.4% during the 2nd quarter. NewSquare Capital LLC now owns 287 shares of the company’s stock valued at $38,000 after buying an additional 133 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. increased its stake in Airbnb by 55.5% in the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 311 shares of the company’s stock worth $38,000 after buying an additional 111 shares in the last quarter. SJS Investment Consulting Inc. raised its holdings in Airbnb by 4,255.6% during the third quarter. SJS Investment Consulting Inc. now owns 392 shares of the company’s stock valued at $48,000 after acquiring an additional 383 shares during the period. Finally, Golden State Wealth Management LLC boosted its stake in shares of Airbnb by 85.9% in the second quarter. Golden State Wealth Management LLC now owns 370 shares of the company’s stock worth $49,000 after acquiring an additional 171 shares during the period. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Large institutional buying: Several big funds (Vanguard, Harris Associates, AQR, Clearbridge) have recently increased stakes in ABNB, signaling confidence from long-term investors. MarketBeat ABNB Report
• Positive Sentiment: Revenue growth and top-line beat: Airbnb’s latest quarter showed revenue up ~12.9% year-over-year and beat consensus, suggesting continued demand resilience in travel. MarketBeat Earnings Coverage
• Positive Sentiment: Sector outperformance / strong growth profile: Coverage notes ABNB has outperformed many consumer-discretionary peers and ranks highly on growth metrics, supporting medium-term upside potential. Barchart: Performance vs Peers
• Neutral Sentiment: New third‑party co‑listing service (10XBNB): A press release touts platforms that let entrepreneurs earn Airbnb income without owning property; likely limited direct impact on Airbnb’s financials near-term. GlobeNewswire: 10XBNB Release
• Neutral Sentiment: Short-interest data appears noisy/invalid this cycle (reported as zero with NaN changes), so do not read meaningful directional pressure from those feeds today.
• Neutral Sentiment: Mixed analyst picture: Several firms have adjusted price targets (some higher) but consensus remains around a “Hold” with an average target near $148 — implies limited uniform conviction among analysts. MarketBeat Analyst Summary
• Negative Sentiment: Insider selling by co‑founder/director Joseph Gebbia: He sold 58,000 shares (multiple recent sales), which can dent sentiment even if pre-scheduled or for diversification. InsiderTrades: Gebbia Sale
• Negative Sentiment: EPS miss: Airbnb reported EPS below consensus ($0.56 vs. $0.66), which often drives short‑term weakness despite the revenue beat. MarketBeat Earnings Coverage
• Negative Sentiment: High-profile fund rebalancing: Coverage notes Cathie Wood trimmed exposure even as Airbnb posts strong revenue — such moves from prominent managers can amplify selling pressure. Benzinga: Cathie Wood Trim

Insider Activity

In other news, CEO Brian Chesky sold 51,230 shares of the stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $131.16, for a total value of $6,719,326.80. Following the sale, the chief executive officer directly owned 45,854 shares in the company, valued at approximately $6,014,210.64. This represents a 52.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Nathan Blecharczyk sold 141,063 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $121.96, for a total value of $17,204,043.48. Following the sale, the insider directly owned 11,520 shares of the company’s stock, valued at $1,404,979.20. This represents a 92.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 853,775 shares of company stock valued at $107,713,177. 27.91% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Argus upgraded Airbnb to a “strong-buy” rating in a research note on Tuesday, February 17th. Royal Bank Of Canada restated an “outperform” rating on shares of Airbnb in a research report on Wednesday, January 14th. Wells Fargo & Company lifted their price target on shares of Airbnb from $128.00 to $133.00 and gave the company an “equal weight” rating in a report on Friday, February 13th. Morgan Stanley set a $120.00 price target on shares of Airbnb in a research note on Friday, February 13th. Finally, DA Davidson cut their price objective on Airbnb from $155.00 to $150.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $148.69.

Airbnb Stock Down 1.4%

NASDAQ ABNB opened at $135.11 on Friday. Airbnb, Inc. has a 52 week low of $99.88 and a 52 week high of $144.75. The firm has a market capitalization of $82.24 billion, a price-to-earnings ratio of 33.44, a PEG ratio of 1.85 and a beta of 1.15. The company has a fifty day moving average of $130.81 and a two-hundred day moving average of $126.21.

Airbnb (NASDAQ:ABNB) last released its earnings results on Thursday, February 12th. The company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.10). Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The firm had revenue of $2.78 billion during the quarter, compared to the consensus estimate of $2.71 billion. During the same quarter last year, the business posted $0.73 EPS. Airbnb’s revenue was up 12.9% compared to the same quarter last year. Equities research analysts anticipate that Airbnb, Inc. will post 4.31 EPS for the current year.

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.