Fox Run Management L.L.C. Lowers Stock Position in Airbnb, Inc. $ABNB

Fox Run Management L.L.C. trimmed its holdings in Airbnb, Inc. (NASDAQ:ABNB) by 55.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,840 shares of the company’s stock after selling 4,708 shares during the quarter. Fox Run Management L.L.C.’s holdings in Airbnb were worth $466,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of ABNB. Fort Washington Investment Advisors Inc. OH grew its holdings in shares of Airbnb by 3.5% in the 3rd quarter. Fort Washington Investment Advisors Inc. OH now owns 962,551 shares of the company’s stock worth $116,873,000 after acquiring an additional 32,501 shares during the period. Charles Schwab Investment Management Inc. boosted its position in Airbnb by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 2,925,689 shares of the company’s stock worth $387,186,000 after purchasing an additional 31,120 shares in the last quarter. Cerity Partners LLC grew its holdings in Airbnb by 18.1% in the third quarter. Cerity Partners LLC now owns 364,824 shares of the company’s stock valued at $44,297,000 after purchasing an additional 55,838 shares during the last quarter. National Pension Service increased its position in shares of Airbnb by 1.1% in the third quarter. National Pension Service now owns 1,096,411 shares of the company’s stock valued at $133,126,000 after buying an additional 12,453 shares in the last quarter. Finally, Abacus FCF Advisors LLC increased its position in shares of Airbnb by 7.8% in the third quarter. Abacus FCF Advisors LLC now owns 135,577 shares of the company’s stock valued at $16,462,000 after buying an additional 9,864 shares in the last quarter. Institutional investors and hedge funds own 80.76% of the company’s stock.

Airbnb Stock Performance

ABNB stock opened at $135.11 on Monday. The company has a 50 day moving average price of $130.81 and a two-hundred day moving average price of $126.26. The stock has a market capitalization of $82.24 billion, a P/E ratio of 33.44, a PEG ratio of 1.83 and a beta of 1.12. Airbnb, Inc. has a one year low of $99.88 and a one year high of $144.75.

Airbnb (NASDAQ:ABNB) last posted its quarterly earnings data 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). The business had revenue of $2.78 billion for the quarter, compared to analyst estimates of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.Airbnb’s revenue for the quarter was up 12.9% compared to the same quarter last year. During the same quarter last year, the business earned $0.73 EPS. Research analysts forecast that Airbnb, Inc. will post 4.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages recently commented on ABNB. TD Cowen increased their price objective on shares of Airbnb from $150.00 to $160.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Barclays increased their price target on shares of Airbnb from $120.00 to $122.00 and gave the company an “equal weight” rating in a research report on Friday, February 13th. Benchmark cut their price objective on Airbnb from $155.00 to $145.00 and set a “buy” rating for the company in a research report on Friday, February 13th. UBS Group upped their target price on Airbnb from $147.00 to $149.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Finally, Wells Fargo & Company raised their price target on Airbnb from $128.00 to $133.00 and gave the stock an “equal weight” rating in a research report on Friday, February 13th. Two equities 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 issued a Sell rating to the company’s stock. According to MarketBeat, Airbnb currently has an average rating of “Hold” and a consensus target price of $148.69.

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

Insiders Place Their Bets

In other news, insider Nathan Blecharczyk sold 4,260 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $125.29, for a total transaction of $533,735.40. Following the completion of the transaction, the insider owned 49,250 shares of the company’s stock, valued at $6,170,532.50. This represents a 7.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Elinor Mertz sold 3,750 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $130.00, for a total transaction of $487,500.00. Following the completion of the sale, the chief financial officer directly owned 410,530 shares in the company, valued at $53,368,900. This represents a 0.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 795,226 shares of company stock worth $100,778,211 over the last 90 days. Corporate insiders own 27.83% of the company’s stock.

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.