Strs Ohio Trims Position in Airbnb, Inc. $ABNB

Strs Ohio trimmed its position in shares of Airbnb, Inc. (NASDAQ:ABNB) by 7.5% during the 1st quarter, Holdings Channel reports. The firm owned 89,130 shares of the company’s stock after selling 7,238 shares during the period. Strs Ohio’s holdings in Airbnb were worth $11,255,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of ABNB. ORG Partners LLC increased its stake in Airbnb by 97.0% in the 4th quarter. ORG Partners LLC now owns 195 shares of the company’s stock worth $26,000 after buying an additional 96 shares in the last quarter. Transamerica Financial Advisors LLC lifted its position in shares of Airbnb by 143.6% in the fourth quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock valued at $26,000 after acquiring an additional 112 shares in the last quarter. Entrust Financial LLC purchased a new position in shares of Airbnb in the fourth quarter valued at about $27,000. Sunbelt Securities Inc. boosted its stake in shares of Airbnb by 397.7% in the third quarter. Sunbelt Securities Inc. now owns 219 shares of the company’s stock worth $27,000 after acquiring an additional 175 shares during the period. Finally, Wiser Advisor Group LLC bought a new position in shares of Airbnb in the third quarter worth about $27,000. Institutional investors own 80.76% of the company’s stock.

Airbnb Price Performance

NASDAQ:ABNB opened at $148.93 on Monday. The company has a current ratio of 1.44, a quick ratio of 1.44 and a debt-to-equity ratio of 0.32. The company has a market capitalization of $89.76 billion, a P/E ratio of 36.68, a P/E/G ratio of 1.60 and a beta of 1.14. Airbnb, Inc. has a 12 month low of $110.81 and a 12 month high of $150.19. The business’s 50-day moving average is $137.87 and its 200 day moving average is $133.59.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.26 earnings per share for the quarter, missing the consensus estimate of $0.31 by ($0.05). Airbnb had a net margin of 19.90% and a return on equity of 31.24%. The firm had revenue of $2.68 billion for the quarter, compared to analysts’ expectations of $2.62 billion. During the same quarter in the prior year, the business earned $0.24 EPS. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. On average, equities research analysts forecast that Airbnb, Inc. will post 4.91 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Joseph Gebbia sold 294,903 shares of the company’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $148.43, for a total transaction of $43,772,452.29. Following the sale, the director owned 2,622,452 shares of the company’s stock, valued at $389,250,550.36. This represents a 10.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Brian Chesky sold 265,746 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $132.22, for a total transaction of $35,136,936.12. Following the transaction, the chief executive officer owned 11,206,389 shares of the company’s stock, valued at $1,481,708,753.58. This trade represents a 2.32% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 2,281,621 shares of company stock worth $315,312,325. 27.21% of the stock is currently owned by insiders.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb is benefiting from a World Cup-related hosting boost, with the company offering $750 incentives to Americans to open their homes and hosts reportedly earning around $3,000 on average. That highlights strong short-term demand for its marketplace and could support investor sentiment around revenue growth. Article: Airbnb offered $750 to Americans to open up their homes during the World Cup—mostly women took it up and now they’re earning thousands
• Positive Sentiment: CEO Brian Chesky’s comments that Airbnb can become an “Amazon for services” reinforce the company’s long-term growth story beyond home rentals, including hotels, car rentals, grocery delivery, luggage storage, and AI features. Article: Airbnb, Inc. (ABNB)’s Chesky says App can become an ‘Amazon for services’
• Positive Sentiment: Recent analyst commentary remains supportive, with Robert W. Baird raising its price target to $160 and reiterating an Outperform rating, suggesting Wall Street still sees upside for Airbnb from travel demand and platform expansion.
• Neutral Sentiment: Airbnb continues to attract broad investor attention, including comparisons with other travel and consumer stocks, but these pieces are mostly framing articles rather than direct catalysts for the shares. Article: Airbnb vs. MGM Resorts International: Which Consumer Stock Is a Better Buy in 2026?
• Negative Sentiment: Heavy insider selling is the main caution signal: director Joseph Gebbia sold 294,903 shares, and director Kenneth Chenault sold 8,346 shares. Large insider sales can weigh on sentiment because they may be read as reduced confidence or a desire to lock in gains.
• Negative Sentiment: Additional insider sales from co-founder Nathan Blecharczyk add to the pressure, reinforcing concerns that recent gains may be meeting some profit-taking from company insiders.

Wall Street Analyst Weigh In

Several analysts recently issued reports on ABNB shares. Needham & Company LLC started coverage on Airbnb in a research note on Monday, May 4th. They set a “buy” rating on the stock. Wells Fargo & Company upped their price target on Airbnb from $178.00 to $181.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Oppenheimer raised shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $180.00 price objective for the company in a report on Monday, May 4th. Wedbush upgraded shares of Airbnb from a “neutral” rating to a “neutral” rating in a research report on Monday, May 4th. Finally, HC Wainwright raised shares of Airbnb to a “buy” rating in a report on Monday, May 4th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $158.36.

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.