Airbnb, Inc. $ABNB Shares Bought by Van Hulzen Asset Management LLC

Van Hulzen Asset Management LLC grew its stake in shares of Airbnb, Inc. (NASDAQ:ABNB) by 281.2% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 28,777 shares of the company’s stock after buying an additional 21,227 shares during the period. Van Hulzen Asset Management LLC’s holdings in Airbnb were worth $4,118,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Caxton Associates LLP acquired a new stake in Airbnb during the first quarter worth about $258,000. Intech Investment Management LLC raised its holdings in Airbnb by 55.8% in the first quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock valued at $1,453,000 after buying an additional 4,353 shares during the period. Sivia Capital Partners LLC raised its holdings in Airbnb by 18.8% in the second quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock valued at $776,000 after buying an additional 927 shares during the period. WINTON GROUP Ltd acquired a new position in Airbnb during the second quarter valued at approximately $411,000. Finally, NewEdge Advisors LLC lifted its position in Airbnb by 9.8% during the second quarter. NewEdge Advisors LLC now owns 54,054 shares of the company’s stock valued at $7,153,000 after buying an additional 4,811 shares in the last quarter. 80.76% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Airbnb news, insider Nathan Blecharczyk sold 531,000 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $174.41, for a total value of $92,611,710.00. Following the sale, the insider owned 171,370 shares in the company, valued at approximately $29,888,641.70. This trade represents a 75.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Joseph Gebbia Jr. sold 294,903 shares of the company’s stock in a transaction dated 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 directly 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 disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 2,288,689 shares of company stock worth $374,988,733. Insiders own 27.21% of the company’s stock.

Airbnb Stock Down 2.8%

Shares of Airbnb stock opened at $169.63 on Thursday. Airbnb, Inc. has a twelve month low of $110.81 and a twelve month high of $193.45. The stock has a market capitalization of $101.57 billion, a price-to-earnings ratio of 38.55, a PEG ratio of 2.02 and a beta of 1.16. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32. The business’s 50 day simple moving average is $164.80 and its 200-day simple moving average is $145.19.

Airbnb (NASDAQ:ABNB) last posted its earnings results on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.26 by $0.11. The company had revenue of $3.61 billion for the quarter, compared to analysts’ expectations of $3.58 billion. Airbnb had a return on equity of 33.38% and a net margin of 20.45%.The firm’s quarterly revenue was up 16.3% compared to the same quarter last year. During the same period last year, the business posted $1.03 earnings per share. Equities research analysts forecast that Airbnb, Inc. will post 5.24 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on ABNB. Morgan Stanley boosted their price objective on Airbnb from $120.00 to $125.00 and gave the stock an “underweight” rating in a research note on Thursday, July 30th. Truist Financial upped their target price on shares of Airbnb from $129.00 to $134.00 and gave the company a “hold” rating in a research note on Friday, June 12th. Rosenblatt Securities started coverage on shares of Airbnb in a research note on Tuesday, September 1st. They set a “buy” rating and a $220.00 price target on the stock. Sanford C. Bernstein upped their price objective on shares of Airbnb from $168.00 to $217.00 and gave the company an “outperform” rating in a research report on Monday, August 24th. Finally, Citigroup boosted their price target on Airbnb from $175.00 to $193.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $179.10.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analyst upgrades signal confidence in Airbnb’s growth outlook. Raymond James upgraded ABNB to “outperform” with a $200 price target, and Robert W. Baird also raised its target from $175 to $200 while maintaining an “outperform” rating. The firms cited potential upside from Airbnb’s asset-light home-rental model and a recovering travel sector. Bull v. Bear: ABNB Upgrade Backs Stock, Travel Sector Resurgence
• Neutral Sentiment: Management’s investor-conference appearance may provide additional strategic context. Airbnb presented at the Goldman Sachs Communacopia + Technology Conference, but the available item is a transcript and does not identify a major new catalyst. Airbnb Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
• Negative Sentiment: Proposed European Union rules could increase regulatory pressure. New plans would give European cities more flexibility to restrict short-term rentals in tourism-heavy areas to address housing affordability. Tighter limits, licensing requirements, or reduced availability could constrain Airbnb’s listings, nights booked, and revenue in important European markets. EU helps cities tighten screws on Airbnb, holiday rentals

About Airbnb

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and other service providers. Through its platform and mobile applications, users can search for, book and review a broad range of lodging options, including private homes, apartments, rooms and other distinctive properties.

The company also offers Airbnb Experiences, which enables guests to discover and book activities hosted by local experts. In addition, Airbnb has expanded into related travel services, including services designed to support hosts and help them manage listings, reservations and guest relationships.

Founded in 2008 by Brian Chesky, Joe Gebbia and Nathan Blecharczyk, Airbnb serves travelers and hosts across a broad international market, with listings and activities available in destinations around the world.