Crossmark Global Holdings Inc. reduced its position in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 7.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 172,045 shares of the company’s stock after selling 13,273 shares during the period. Crossmark Global Holdings Inc.’s holdings in Airbnb were worth $27,639,000 at the end of the most recent quarter.
Several other hedge funds have also bought and sold shares of ABNB. Carmignac Gestion raised its holdings in Airbnb by 40.8% during the first quarter. Carmignac Gestion now owns 659,570 shares of the company’s stock worth $83,290,000 after buying an additional 191,200 shares during the last quarter. OMERS ADMINISTRATION Corp lifted its stake in shares of Airbnb by 21.7% in the first quarter. OMERS ADMINISTRATION Corp now owns 42,696 shares of the company’s stock valued at $5,392,000 after buying an additional 7,613 shares in the last quarter. Plato Investment Management Ltd bought a new position in shares of Airbnb in the second quarter valued at $3,070,000. SummitTX Capital L.P. bought a new position in shares of Airbnb in the first quarter valued at $2,645,000. Finally, ZWJ Investment Counsel Inc. lifted its stake in shares of Airbnb by 16.5% in the third quarter. ZWJ Investment Counsel Inc. now owns 85,116 shares of the company’s stock valued at $13,674,000 after buying an additional 12,025 shares in the last quarter. Institutional investors and hedge funds own 80.76% of the company’s stock.
Airbnb Trading Down 1.8%
Shares of Airbnb stock opened at $173.69 on Thursday. The company has a market capitalization of $104.00 billion, a P/E ratio of 39.47, a price-to-earnings-growth ratio of 2.03 and a beta of 1.24. The stock has a fifty day simple moving average of $172.40 and a 200 day simple moving average of $152.52. 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.
Airbnb (NASDAQ:ABNB – Get Free Report) last issued 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 return on equity of 33.38% and a net margin of 20.45%. The business had revenue of $3.61 billion for the quarter, compared to analysts’ expectations of $3.58 billion. During the same period last year, the business earned $1.03 EPS. The business’s revenue was up 16.3% on a year-over-year basis. On average, sell-side analysts anticipate that Airbnb, Inc. will post 5.28 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of brokerages have recently issued reports on ABNB. Benchmark lifted their price objective on shares of Airbnb from $160.00 to $180.00 and gave the company a “buy” rating in a report on Friday, August 7th. Royal Bank Of Canada started coverage on shares of Airbnb in a report on Friday, October 2nd. They issued an “outperform” rating on the stock. UBS Group upped their target price on shares of Airbnb from $163.00 to $172.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. Phillip Securities cut shares of Airbnb from a “hold” rating to a “moderate sell” rating in a research report on Tuesday, August 11th. Finally, Citigroup reiterated a “market outperform” rating on shares of Airbnb in a research note on Friday, September 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Airbnb presently has an average rating of “Moderate Buy” and a consensus price target of $181.93.
View Our Latest Stock Report on Airbnb
Insider Buying and Selling at Airbnb
In other news, CAO David Bernstein sold 1,369 shares of the stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $168.01, for a total value of $230,005.69. Following the completion of the sale, the chief accounting officer owned 45,655 shares in the company, valued at $7,670,496.55. This represents a 2.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Nathan Blecharczyk sold 13,615 shares of the firm’s stock in a transaction dated Monday, October 12th. The shares were sold at an average price of $165.18, for a total transaction of $2,248,925.70. Following the transaction, the insider directly owned 20,567 shares in the company, valued at $3,397,257.06. The trade was a 39.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 1,550,715 shares of company stock valued at $269,396,918. Company insiders own 27.21% of the company’s stock.
Airbnb News Summary
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Large global marketplace supports long-term growth. Airbnb has more than 9 million active listings across approximately 220 countries, giving it significant scale and helping sustain its competitive position in global travel. Analysts generally remain constructive, with the stock carrying a “Moderate Buy” consensus and an average price target above its recent trading level. Airbnb vs. Booking: Which Stock Is a Better Buy in 2026?
- Positive Sentiment: Recent operating momentum remains a potential catalyst. Airbnb’s latest reported quarter exceeded earnings and revenue expectations, with revenue growth of 16.3% year over year. Its asset-light model, high net margin and expanded AI and travel-service features could support engagement and additional revenue per trip. Airbnb’s Recent Stock Momentum
- Neutral Sentiment: Institutional ownership is substantial, but trading flows were mixed. Hedge funds and other institutional investors own roughly 80.8% of Airbnb, with several major firms increasing positions. However, separate coverage reported that exchange-traded funds were net sellers, which may have added short-term pressure. ETFs Are Net Sellers of Airbnb
- Negative Sentiment: Host backlash creates a platform-execution risk. Hosts objecting to the new chore restrictions could increase operating costs or reduce participation if the policy is not implemented carefully. Airbnb Limits Chores for Guests
- Negative Sentiment: Insider selling adds a modest negative signal. Chief Accounting Officer David Bernstein sold 1,369 shares for approximately $230,000, though he retained a sizable stake. Airbnb CAO Stock Sale
Airbnb Company Profile
Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and service providers. Its platform enables users to search for, book and review a broad range of stays, including private rooms, entire homes, apartments and other distinctive properties.
In addition to lodging, Airbnb offers experiences and activities hosted by local individuals and businesses. The company also provides tools and services that help hosts create listings, manage bookings, communicate with guests and receive payments.
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