Keybank National Association OH Lowers Holdings in Airbnb, Inc. $ABNB

Keybank National Association OH reduced its position in Airbnb, Inc. (NASDAQ:ABNB) by 11.2% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 31,790 shares of the company’s stock after selling 3,995 shares during the quarter. Keybank National Association OH’s holdings in Airbnb were worth $4,014,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the company. Merit Financial Group LLC raised its stake in shares of Airbnb by 72.1% during the 4th quarter. Merit Financial Group LLC now owns 32,994 shares of the company’s stock worth $4,478,000 after buying an additional 13,818 shares in the last quarter. North Dakota State Investment Board acquired a new stake in shares of Airbnb in the 4th quarter valued at approximately $2,785,000. North Star Asset Management Inc. boosted its stake in shares of Airbnb by 13.4% in the fourth quarter. North Star Asset Management Inc. now owns 78,564 shares of the company’s stock valued at $10,663,000 after buying an additional 9,294 shares in the last quarter. Mitsubishi UFJ Trust & Banking Corp grew its holdings in Airbnb by 18.3% during the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 223,291 shares of the company’s stock worth $30,305,000 after acquiring an additional 34,573 shares during the period. Finally, Markel Group Inc. grew its holdings in Airbnb by 5.8% during the fourth quarter. Markel Group Inc. now owns 240,289 shares of the company’s stock worth $32,612,000 after acquiring an additional 13,156 shares during the period. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb Stock Performance

Shares of ABNB stock opened at $148.93 on Friday. The stock has a fifty day moving average price of $137.87 and a 200 day moving average price of $133.58. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44. The stock has a market cap of $89.76 billion, a PE ratio of 36.68, a P/E/G ratio of 1.60 and a beta of 1.14. Airbnb, Inc. has a 1 year low of $110.81 and a 1 year high of $150.19.

Airbnb (NASDAQ:ABNB) last posted its 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 during the quarter, compared to analyst estimates of $2.62 billion. During the same period last year, the company posted $0.24 EPS. The firm’s revenue for the quarter was up 17.9% on a year-over-year basis. Sell-side analysts forecast that Airbnb, Inc. will post 4.91 earnings per share for the current fiscal year.

Insider Buying and Selling at Airbnb

In other Airbnb news, Director Kenneth I. Chenault sold 8,346 shares of the firm’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $150.00, for a total transaction of $1,251,900.00. Following the completion of the transaction, the director directly owned 40,879 shares in the company, valued at approximately $6,131,850. This trade represents a 16.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Joseph Gebbia sold 294,903 shares of Airbnb stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $148.43, for a total transaction of $43,772,452.29. Following the transaction, the director owned 2,622,452 shares of the company’s stock, valued at approximately $389,250,550.36. The trade was a 10.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 2,339,621 shares of company stock valued at $322,629,605 over the last 90 days. 27.21% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Weiss Ratings raised Airbnb from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, May 12th. Susquehanna upped their price target on shares of Airbnb from $150.00 to $170.00 and gave the stock a “positive” rating in a research note on Friday, May 8th. Morgan Stanley downgraded shares of Airbnb from an “underweight” rating to an “underweight” rating in a report on Monday, May 4th. Citizens Jmp raised their price objective on shares of Airbnb from $160.00 to $170.00 and gave the company a “market outperform” rating in a research note on Friday, May 8th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $173.00 price objective on shares of Airbnb in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $158.36.

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.

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.