Airbnb, Inc. $ABNB Stock Holdings Lowered by Cullinan Associates Inc.

Cullinan Associates Inc. lowered its position in shares of Airbnb, Inc. (NASDAQ:ABNB) by 57.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,720 shares of the company’s stock after selling 25,100 shares during the period. Cullinan Associates Inc.’s holdings in Airbnb were worth $3,007,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in ABNB. Wellington Management Group LLP lifted its position in Airbnb by 80.6% in the 2nd quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock valued at $827,929,000 after acquiring an additional 2,581,539 shares in the last quarter. Amundi boosted its stake in Airbnb by 8.6% during the 1st quarter. Amundi now owns 4,686,765 shares of the company’s stock valued at $591,845,000 after purchasing an additional 370,426 shares during the last quarter. Assenagon Asset Management S.A. boosted its stake in Airbnb by 114.6% during the 3rd quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock valued at $546,454,000 after purchasing an additional 1,816,522 shares during the last quarter. Jennison Associates LLC increased its holdings in shares of Airbnb by 9,331.0% in the 1st quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock worth $400,681,000 after purchasing an additional 3,139,315 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. increased its holdings in shares of Airbnb by 61.1% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 2,201,279 shares of the company’s stock worth $353,635,000 after purchasing an additional 835,208 shares in the last quarter. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, insider Nathan Blecharczyk sold 202,652 shares of Airbnb stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $190.28, for a total value of $38,560,622.56. Following the completion of the sale, the insider owned 179,567 shares of the company’s stock, valued at $34,168,008.76. The trade was a 53.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. In the last quarter, insiders sold 524,377 shares of company stock valued at $98,303,710. Company insiders own 27.21% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on ABNB. Raymond James Financial restated an “outperform” rating on shares of Airbnb in a research note on Tuesday. HSBC increased their price objective on Airbnb from $162.00 to $177.00 and gave the company a “buy” rating in a research report on Friday, August 7th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $185.00 price objective on shares of Airbnb in a report on Friday. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $190.00 price objective (up from $175.00) on shares of Airbnb in a report on Monday, August 31st. Finally, Gordon Haskett boosted their target price on Airbnb from $146.00 to $180.00 and gave the stock a “hold” rating in a research report on Thursday, September 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $193.85.

Airbnb Trading Up 11.7%

Shares of ABNB stock opened at $189.99 on Friday. Airbnb, Inc. has a 12-month low of $110.81 and a 12-month high of $193.45. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32. The firm’s 50 day moving average is $169.07 and its 200 day moving average is $147.71. The stock has a market capitalization of $113.76 billion, a P/E ratio of 35.51, a P/E/G ratio of 2.17 and a beta of 1.26.

Airbnb (NASDAQ:ABNB) last posted its earnings results on Thursday, November 5th. The company reported $3.16 EPS for the quarter, topping analysts’ consensus estimates of $2.85 by $0.31. The business had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.75 billion. Airbnb had a net margin of 23.02% and a return on equity of 40.71%. The firm’s revenue was up 18.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.21 EPS. Research analysts expect that Airbnb, Inc. will post 5.43 earnings per share for the current year.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb reported Q3 revenue of $4.87 billion, up 18.9% year over year and above estimates. Adjusted earnings of $3.16 per share also beat forecasts. Booking demand strengthened, with nights booked up 16%, marking the company’s fastest revenue growth in more than three years. Airbnb Q3 results
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens from the mid teens and forecast Q4 revenue of $3.22 billion to $3.28 billion. Executives described the business as “back in growth mode,” citing resilient global travel demand and stronger bookings. Airbnb raises its annual outlook
• Positive Sentiment: The company authorized a $12 billion stock buyback, which could support shareholder returns. Management also pointed to AI-driven efficiency and hotel expansion as opportunities to improve operations and broaden growth. Q3 highlights, buyback and growth plans
• Positive Sentiment: Several analysts raised price targets after the results, including Oppenheimer, Citi and RBC, reinforcing the view that accelerating growth could support further gains. Analysts raise Airbnb price targets
• Neutral Sentiment: Some analysts remain cautious, arguing that valuation may limit upside despite the stronger outlook. Commentary also flagged possible effects from currency movements and a payment feature on reported results; these are potential caveats, not evidence that demand has weakened. Analysis of Q3 results and potential caveats

Airbnb Company Profile

Airbnb operates an online marketplace that connects travelers with hosts offering short-term stays and other travel-related services. Listings include apartments, houses, rooms and distinctive accommodations, with options ranging from brief visits to longer stays. The platform also offers bookable experiences in destinations around the world.

Founded in 2007 in San Francisco, Airbnb was started by Brian Chesky, Nathan Blecharczyk and Joe Gebbia. The company serves guests and hosts in more than 220 countries and regions, providing tools for listing properties, managing reservations and handling payments.

Brian Chesky is Airbnb’s co-founder and chief executive officer.