62,355 Shares in Airbnb, Inc. $ABNB Bought by S&CO Inc.

S&CO Inc. acquired a new stake in Airbnb, Inc. (NASDAQ:ABNB) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 62,355 shares of the company’s stock, valued at approximately $8,923,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Transamerica Financial Advisors LLC grew its holdings in shares of Airbnb by 143.6% during the 4th quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock valued at $26,000 after purchasing an additional 112 shares during the last quarter. Entrust Financial LLC acquired a new position in Airbnb during the 4th quarter worth approximately $27,000. Meeder Asset Management Inc. lifted its stake in Airbnb by 96.3% in the 1st quarter. Meeder Asset Management Inc. now owns 214 shares of the company’s stock valued at $27,000 after purchasing an additional 105 shares during the last quarter. Sunbelt Securities Inc. lifted its stake in Airbnb by 397.7% in the 3rd quarter. Sunbelt Securities Inc. now owns 219 shares of the company’s stock valued at $27,000 after purchasing an additional 175 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new stake in Airbnb in the third quarter valued at approximately $27,000. Institutional investors own 80.76% of the company’s stock.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Strong Q2 results and guidance: Airbnb reported approximately $3.6 billion in revenue and $1.37 in adjusted earnings per share, exceeding analyst expectations. Revenue rose about 16%–17% year over year, while free cash flow increased 30%. The company also raised its annual revenue outlook, helping ease concerns about travel demand and geopolitical risks. Airbnb Stock Surges Near 52-Week Peak on Strong Q2 Performance
• Positive Sentiment: AI and hotel expansion support the growth narrative: Management highlighted AI-driven product improvements and expansion into hotels as potential sources of additional bookings, efficiency and profit growth. Investors appear encouraged that Airbnb can use AI to improve discovery, personalization and operations. Airbnb Q2 2026 Earnings Call Transcript
• Positive Sentiment: Improved investor sentiment: Eight reported institutional inflows over the past 30 days and the stock’s recent momentum suggest increased demand from large investors following the earnings beat and outlook improvement. Airbnb Sales Gains, Guidance Boost Shares
• Neutral Sentiment: CEO Brian Chesky said AI now writes a substantial portion of Airbnb’s code and emphasized maintaining a startup-like “founder mode.” The comments reinforce the company’s technology strategy but do not by themselves change near-term financial estimates. Airbnb CEO on AI and Founder Mode
• Negative Sentiment: Valuation and consistency concerns remain: A comparison with MercadoLibre noted that Airbnb’s seasonal revenue can fluctuate more than MercadoLibre’s consistently growing revenue, which may make Airbnb’s elevated valuation harder to justify. Airbnb vs. MercadoLibre Revenue Trajectories
• Negative Sentiment: Phillip Securities downgraded Airbnb to “Moderate Sell,” while director Nathan Blecharczyk reportedly sold 531,000 shares. Neither necessarily signals deteriorating fundamentals, but both could weigh on sentiment after the recent rally. Airbnb Cut to Moderate Sell

Insiders Place Their Bets

In other Airbnb news, CFO Elinor Mertz sold 3,748 shares of Airbnb stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $153.34, for a total value of $574,718.32. Following the completion of the sale, the chief financial officer directly owned 441,542 shares of the company’s stock, valued at approximately $67,706,050.28. The trade was a 0.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Nathan Blecharczyk sold 531,000 shares of Airbnb stock in a transaction on Friday, August 7th. The shares were sold at an average price of $174.41, for a total transaction of $92,611,710.00. Following the completion of the sale, the insider directly owned 171,370 shares of the company’s stock, valued at approximately $29,888,641.70. This trade represents a 75.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 3,164,675 shares of company stock valued at $466,636,153. 27.21% of the stock is currently owned by corporate insiders.

Airbnb Price Performance

Airbnb stock opened at $184.06 on Friday. The stock has a market capitalization of $110.21 billion, a price-to-earnings ratio of 41.83, a PEG ratio of 2.13 and a beta of 1.14. Airbnb, Inc. has a 52-week low of $110.81 and a 52-week high of $187.12. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.41 and a current ratio of 1.41. The stock’s 50 day moving average price is $148.90 and its two-hundred day moving average price is $137.66.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, beating the consensus estimate of $1.26 by $0.11. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The company had revenue of $3.61 billion during the quarter, compared to analyst estimates of $3.58 billion. During the same quarter in the previous year, the business posted $1.03 EPS. Airbnb’s revenue for the quarter was up 16.3% compared to the same quarter last year. On average, equities analysts predict that Airbnb, Inc. will post 5.22 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms have weighed in on ABNB. KeyCorp reaffirmed a “sector weight” rating on shares of Airbnb in a research note on Monday, August 10th. Piper Sandler set a $150.00 price target on Airbnb in a research note on Friday, August 7th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $170.00 price target on shares of Airbnb in a research note on Friday, May 8th. Sanford C. Bernstein reissued an “outperform” rating and set a $168.00 price objective on shares of Airbnb in a report on Monday, August 10th. Finally, Oppenheimer boosted their price objective on Airbnb from $180.00 to $190.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $172.00.

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.