111,814 Shares in Airbnb, Inc. $ABNB Purchased by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. acquired a new stake in Airbnb, Inc. (NASDAQ:ABNB) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 111,814 shares of the company’s stock, valued at approximately $17,550,000.

Several other large investors also recently bought and sold shares of ABNB. AIA Group Ltd grew its holdings in shares of Airbnb by 33.9% during the third quarter. AIA Group Ltd now owns 97,730 shares of the company’s stock worth $15,700,000 after buying an additional 24,735 shares during the last quarter. Provenance Wealth Advisors LLC acquired a new position in Airbnb in the 3rd quarter valued at about $913,000. Associated Banc Corp purchased a new stake in Airbnb during the 3rd quarter valued at approximately $17,970,000. Putney Financial Group LLC purchased a new stake in Airbnb during the 3rd quarter valued at approximately $32,000. Finally, Oregon Public Employees Retirement Fund raised its stake in Airbnb by 0.4% during the 3rd quarter. Oregon Public Employees Retirement Fund now owns 51,578 shares of the company’s stock valued at $8,286,000 after acquiring an additional 229 shares during the last quarter. Institutional investors and hedge funds own 80.76% of the company’s stock.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb has added more than 1 million listings to American Express Travel. Eligible U.S. cardholders can earn Membership Rewards points and receive statement credits on qualifying Airbnb bookings, giving the company access to Amex’s travel customers and a potential new booking channel. Airbnb brings over 1 million listings to a major card travel portal
• Positive Sentiment: UBS raised its price target to $181 from $172, while keeping a neutral rating. The higher target is a modestly supportive analyst signal, though the neutral rating indicates limited conviction. UBS price-target update
• Neutral Sentiment: Investors are looking for Q3 updates on travel demand, bookings, and AI-related improvements. Previews see these as potential supports for results, but note that higher costs could weigh on margins; the actual results are due Nov. 5. Airbnb to report Q3 earnings: what’s in store for the stock?
• Negative Sentiment: Options-market data cited by Barchart suggests investors are bracing for a potentially downward move after earnings. This reflects event risk and expectations—not a confirmed forecast of Airbnb’s results or share-price direction. Barchart options data ahead of earnings
• Negative Sentiment: CEO Brian Chesky said his “founder mode” leadership approach contributed to the departure of executives who did not want to work under it. The comments may draw attention to leadership and retention risks, although they describe past challenges. Airbnb CEO discusses founder mode and executive departures
• Negative Sentiment: Chief Accounting Officer David Bernstein sold 1,756 shares, reducing his holdings by 3.85%. He still owns 43,899 shares, so the sale is a limited insider signal. SEC filing on David Bernstein’s stock sale

Analysts Set New Price Targets

ABNB has been the topic of several recent research reports. Argus boosted their price objective on shares of Airbnb from $165.00 to $220.00 and gave the company a “buy” rating in a research note on Friday, August 21st. Piper Sandler set a $150.00 target price on shares of Airbnb in a research note on Friday, August 7th. HSBC lifted their target price on shares of Airbnb from $162.00 to $177.00 and gave the company a “buy” rating in a report on Friday, August 7th. BNP Paribas Exane boosted their price target on shares of Airbnb from $150.00 to $175.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. Finally, Susquehanna increased their price target on shares of Airbnb from $170.00 to $200.00 and gave the stock a “positive” rating in a report on Friday, August 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $182.65.

Insider Buying and Selling at Airbnb

In other news, insider Nathan Blecharczyk sold 13,615 shares of the firm’s stock in a transaction dated Monday, October 26th. The shares were sold at an average price of $170.81, for a total transaction of $2,325,578.15. Following the completion of the transaction, the insider owned 20,567 shares in the company, valued at approximately $3,513,049.27. This trade represents a 39.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CAO David Bernstein sold 1,756 shares of the business’s stock in a transaction dated Monday, November 2nd. The stock was sold at an average price of $167.38, for a total value of $293,919.28. Following the sale, the chief accounting officer owned 43,899 shares in the company, valued at approximately $7,347,814.62. The trade was a 3.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,283,723 shares of company stock valued at $230,764,440. Insiders own 27.21% of the company’s stock.

Airbnb Price Performance

ABNB opened at $176.37 on Thursday. The company has a 50-day moving average of $169.32 and a 200-day moving average of $147.22. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.41 and a current ratio of 1.41. Airbnb, Inc. has a 1-year low of $110.81 and a 1-year high of $193.45. The company has a market capitalization of $105.61 billion, a P/E ratio of 40.08, a PEG ratio of 1.91 and a beta of 1.26.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $3.58 billion. During the same quarter last year, the business posted $1.03 EPS. The business’s revenue was up 16.3% on a year-over-year basis. Equities analysts expect that Airbnb, Inc. will post 5.29 EPS for the current fiscal year.

Airbnb 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.