Rafferty Asset Management LLC Raises Holdings in Airbnb, Inc. $ABNB

Rafferty Asset Management LLC boosted its stake in Airbnb, Inc. (NASDAQ:ABNB) by 3.1% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 153,954 shares of the company’s stock after buying an additional 4,608 shares during the quarter. Rafferty Asset Management LLC’s holdings in Airbnb were worth $18,693,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Fort Washington Investment Advisors Inc. OH boosted its stake in shares of Airbnb by 3.5% during the 3rd quarter. Fort Washington Investment Advisors Inc. OH now owns 962,551 shares of the company’s stock worth $116,873,000 after purchasing an additional 32,501 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its stake in shares of Airbnb by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 2,925,689 shares of the company’s stock valued at $387,186,000 after buying an additional 31,120 shares during the period. Sumitomo Life Insurance Co. lifted its stake in shares of Airbnb by 15.0% during the third quarter. Sumitomo Life Insurance Co. now owns 66,071 shares of the company’s stock valued at $8,022,000 after buying an additional 8,636 shares during the period. Cerity Partners LLC boosted its position in Airbnb by 18.1% during the third quarter. Cerity Partners LLC now owns 364,824 shares of the company’s stock worth $44,297,000 after acquiring an additional 55,838 shares during the last quarter. Finally, National Pension Service grew its stake in Airbnb by 1.1% in the 3rd quarter. National Pension Service now owns 1,096,411 shares of the company’s stock worth $133,126,000 after acquiring an additional 12,453 shares during the period. Institutional investors and hedge funds own 80.76% of the company’s stock.

Airbnb Stock Down 1.4%

Shares of 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 company has a market capitalization of $82.24 billion, a price-to-earnings ratio of 33.44, a price-to-earnings-growth ratio of 1.83 and a beta of 1.15. The company has a 50 day moving average of $130.81 and a two-hundred day moving average of $126.24.

Airbnb (NASDAQ:ABNB) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.56 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The firm had revenue of $2.78 billion during the quarter, compared to analysts’ expectations of $2.71 billion. During the same period in the previous year, the company earned $0.73 earnings per share. The business’s quarterly revenue was up 12.9% on a year-over-year basis. On average, equities analysts anticipate that Airbnb, Inc. will post 4.31 earnings per share for the current year.

Insider Activity at Airbnb

In other Airbnb news, 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 transaction of $17,204,043.48. Following the completion of the sale, the insider owned 11,520 shares in the company, valued at $1,404,979.20. This trade represents a 92.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Joseph Gebbia sold 58,000 shares of Airbnb stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $118.47, for a total value of $6,871,260.00. Following the sale, the director owned 692,015 shares in the company, valued at $81,983,017.05. This represents a 7.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 853,775 shares of company stock valued at $107,713,177. Insiders own 27.91% of the company’s stock.

Airbnb News Summary

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

Analysts Set New Price Targets

A number of research analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft raised Airbnb from a “hold” rating to a “buy” rating and set a $154.00 price target on the stock in a research note on Friday, February 13th. BMO Capital Markets upped their target price on Airbnb from $130.00 to $140.00 and gave the company a “market perform” rating in a research note on Friday, February 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of Airbnb in a research report on Wednesday, January 21st. TD Cowen raised their price target on Airbnb from $150.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, BNP Paribas Exane started coverage on shares of Airbnb in a research note on Monday, November 24th. They set a “hold” rating for the company. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $148.69.

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.