Janney Montgomery Scott LLC Reduces Holdings in Airbnb, Inc. $ABNB

Janney Montgomery Scott LLC decreased its stake in shares of Airbnb, Inc. (NASDAQ:ABNB) by 15.5% during the first quarter, HoldingsChannel reports. The firm owned 44,551 shares of the company’s stock after selling 8,202 shares during the quarter. Janney Montgomery Scott LLC’s holdings in Airbnb were worth $5,626,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Merit Financial Group LLC lifted its position in Airbnb by 72.1% during the fourth quarter. Merit Financial Group LLC now owns 32,994 shares of the company’s stock valued at $4,478,000 after buying an additional 13,818 shares during the period. North Dakota State Investment Board purchased a new stake in shares of Airbnb in the 4th quarter worth about $2,785,000. North Star Asset Management Inc. grew its position in shares of Airbnb by 13.4% in the 4th quarter. North Star Asset Management Inc. now owns 78,564 shares of the company’s stock worth $10,663,000 after buying an additional 9,294 shares during the period. Mitsubishi UFJ Trust & Banking Corp increased its stake in shares of Airbnb by 18.3% in the 4th 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 in the last quarter. Finally, Markel Group Inc. increased its stake in shares of Airbnb by 5.8% in the 4th 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 in the last quarter. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb Stock Performance

Shares of Airbnb stock opened at $148.93 on Friday. Airbnb, Inc. has a 1 year low of $110.81 and a 1 year high of $150.19. The firm’s 50-day moving average is $137.87 and its 200 day moving average is $133.58. The stock has a market cap of $89.76 billion, a price-to-earnings ratio of 36.68, a PEG ratio of 1.60 and a beta of 1.14. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.44 and a quick ratio of 1.44.

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

Insider Activity

In related news, insider Nathan Blecharczyk sold 31,033 shares of the firm’s stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $146.43, for a total transaction of $4,544,162.19. Following the completion of the sale, the insider owned 77,600 shares of the company’s stock, valued at $11,362,968. This trade represents a 28.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Joseph Gebbia sold 294,903 shares of the business’s stock in a transaction that occurred on 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 completion of 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 2,339,621 shares of company stock worth $322,629,605. Corporate insiders own 27.21% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Raymond James Financial raised shares of Airbnb from a “market perform” rating to a “strong-buy” rating in a research report on Monday, May 4th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $170.00 target price on shares of Airbnb in a research note on Friday, May 8th. DA Davidson lifted their target price on shares of Airbnb from $150.00 to $162.00 and gave the company a “buy” rating in a report on Monday, May 11th. Needham & Company LLC started coverage on Airbnb in a research report on Monday, May 4th. They issued a “buy” rating on the stock. Finally, Jefferies Financial Group set a $160.00 price target on Airbnb in a research note on Friday, June 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $158.36.

More Airbnb News

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.

About Airbnb

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.