Brevan Howard Capital Management LP Has $6.51 Million Stock Holdings in Airbnb, Inc. $ABNB

Brevan Howard Capital Management LP trimmed its holdings in Airbnb, Inc. (NASDAQ:ABNB) by 47.8% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 53,588 shares of the company’s stock after selling 49,138 shares during the quarter. Brevan Howard Capital Management LP’s holdings in Airbnb were worth $6,507,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in ABNB. Harris Associates L P lifted its position in shares of Airbnb by 43.2% during the second quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock worth $1,884,168,000 after purchasing an additional 4,292,383 shares in the last quarter. Independent Franchise Partners LLP acquired a new stake in shares of Airbnb in the third quarter valued at approximately $505,672,000. Norges Bank acquired a new stake in shares of Airbnb in the second quarter valued at approximately $483,644,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Airbnb by 453.5% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,325,498 shares of the company’s stock worth $403,782,000 after purchasing an additional 2,724,682 shares during the last quarter. Finally, AQR Capital Management LLC lifted its holdings in Airbnb by 58.6% during the 3rd quarter. AQR Capital Management LLC now owns 4,269,937 shares of the company’s stock worth $518,456,000 after buying an additional 1,577,338 shares in the last quarter. Institutional investors and hedge funds own 80.76% of the company’s stock.

Insider Activity

In related news, CTO Aristotle N. Balogh sold 15,263 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $135.00, for a total transaction of $2,060,505.00. Following the completion of the transaction, the chief technology officer owned 165,736 shares in the company, valued at approximately $22,374,360. The trade was a 8.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Nathan Blecharczyk sold 4,260 shares of Airbnb stock in a transaction on Friday, February 20th. The stock was sold at an average price of $125.29, for a total transaction of $533,735.40. Following the transaction, the insider directly owned 49,250 shares in the company, valued at approximately $6,170,532.50. This represents a 7.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 490,568 shares of company stock worth $64,120,119 over the last quarter. 27.91% of the stock is owned by insiders.

Airbnb Stock Down 1.1%

NASDAQ:ABNB opened at $126.30 on Friday. Airbnb, Inc. has a 12-month low of $99.88 and a 12-month high of $143.88. The stock’s fifty day simple moving average is $130.07 and its 200-day simple moving average is $126.68. The firm has a market capitalization of $76.88 billion, a P/E ratio of 31.26, a P/E/G ratio of 1.55 and a beta of 1.12.

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

Wall Street Analyst Weigh In

ABNB has been the topic of a number of recent research reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Airbnb in a research report on Wednesday, January 21st. Cantor Fitzgerald set a $121.00 price target on Airbnb in a research note on Friday, February 13th. Wedbush reiterated a “neutral” rating and issued a $130.00 price target on shares of Airbnb in a report on Friday, February 13th. Mizuho lifted their price objective on Airbnb from $156.00 to $175.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of Airbnb in a report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $147.40.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analysts and bulls still point to upside: several research shops continue to have buy ratings and higher targets (TD Cowen raised its target, B. Riley upgraded to buy) and some commentary highlights resilient travel demand that supports medium‑term revenue growth. MarketBeat Analyst Coverage and Positive Notes
• Neutral Sentiment: Macro/geopolitical headlines: escalation in the Middle East has been flagged as a potential demand headwind for global travel but so far is a directional risk rather than a confirmed revenue hit. Benzinga – Middle East Tensions
• Neutral Sentiment: Short‑interest reporting in public feeds this week is inconsistent (zeros/NaNs). That data isn’t signaling a clear short squeeze or large new short position — rely on official exchange disclosures for a definitive read.
• Negative Sentiment: Unexpected $2.5B bond offering: multiple outlets report the company launched a $2.5B bond sale to refinance March 2026 maturities. The surprise move and the potential increase in interest expense or implied change in funding strategy pressured the stock. Blockonomi – $2.5B Bond Issuance
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.6M at reported prices) in early March; repeated, sizable insider sales can weigh on sentiment even if for diversification or personal reasons. SEC filing: SEC Filing – Gebbia Sale
• Negative Sentiment: Technical/market reaction: coverage notes the stock fell below its 50‑day moving average after the bond announcement — a technical signal that can trigger short‑term selling from momentum and quant strategies. Barchart – 50‑Day Moving Average

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.