Airbnb, Inc. $ABNB Shares Acquired by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co increased its stake in shares of Airbnb, Inc. (NASDAQ:ABNB) by 8.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 84,005 shares of the company’s stock after acquiring an additional 6,700 shares during the period. Varma Mutual Pension Insurance Co’s holdings in Airbnb were worth $10,200,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Caxton Associates LLP acquired a new position in shares of Airbnb in the first quarter valued at approximately $258,000. Intech Investment Management LLC grew its position in Airbnb by 55.8% in the 1st 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 last quarter. Sivia Capital Partners LLC grew its position in Airbnb by 18.8% in the 2nd 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 last quarter. Concurrent Investment Advisors LLC increased its stake in Airbnb by 2.1% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 6,767 shares of the company’s stock valued at $896,000 after buying an additional 141 shares during the period. Finally, Sequoia Financial Advisors LLC raised its position in Airbnb by 25.0% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 11,713 shares of the company’s stock worth $1,550,000 after buying an additional 2,344 shares during the last quarter. Institutional investors and hedge funds own 80.76% of the company’s stock.

Airbnb Trading Up 4.6%

Shares of Airbnb stock opened at $121.35 on Friday. The company has a 50-day moving average of $131.25 and a two-hundred day moving average of $126.26. Airbnb, Inc. has a 12-month low of $99.88 and a 12-month high of $163.93. The stock has a market cap of $74.70 billion, a PE ratio of 30.04, a price-to-earnings-growth ratio of 1.79 and a beta of 1.15.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.56 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.10). Airbnb had a return on equity of 30.96% and a net margin of 20.51%.The firm had revenue of $2.78 billion for the quarter, compared to analysts’ expectations of $2.71 billion. During the same period last year, the firm earned $0.73 EPS. Airbnb’s revenue was up 12.9% compared to the same quarter last year. On average, sell-side analysts forecast that Airbnb, Inc. will post 4.31 EPS for the current fiscal year.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Q4 revenue beat and stronger-than-expected Q1 revenue outlook driven by premium bookings and accelerating bookings/GBV — the topline and guidance are the main bullish catalysts supporting the rally. Airbnb forecasts revenue above estimates (Reuters)
• Positive Sentiment: AI adoption: Airbnb says about one-third of U.S. & Canada customer support is now handled by its custom AI agent, with plans to scale globally — signals potential structural cost savings and better service scale over time. Airbnb AI handles one-third of support (TechCrunch)
• Neutral Sentiment: Mixed quarter: EPS missed consensus ($0.56 vs. $0.66) even as revenue rose ~13% Y/Y — positive demand trends but margin/investment-driven profit pressure creates a binary outcome depending on execution. Q4 earnings miss, revenues rise (Zacks)
• Neutral Sentiment: Analyst reactions remain mixed — some price-target trims but continued buy/support from select firms; consensus still around a Hold with varied upside estimates, so analyst flow may moderate near-term momentum. Analyst notes and price target moves (Benzinga)
• Neutral Sentiment: Short-interest reporting appears anomalous (0 shares / NaN changes) — likely a data/reporting error rather than a genuine change in short positioning, so limited informational value for trading.
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.0M at ~$121.15) — repeated insider sales can weigh on near-term sentiment even if for diversification. Joseph Gebbia insider sale (SEC filing)
• Negative Sentiment: Institutional rebalancing: ARK (Cathie Wood) reduced Airbnb exposure in recent days, a visible high-profile sale that can amplify negative headlines even if not fundamental. ARK reduces Airbnb position (Blockonomi)

Insider Transactions at Airbnb

In other Airbnb news, CTO Aristotle N. Balogh sold 2,565 shares of the company’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $134.79, for a total value of $345,736.35. Following the sale, the chief technology officer owned 165,086 shares of the company’s stock, valued at approximately $22,251,941.94. This represents a 1.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Elinor Mertz sold 3,750 shares of Airbnb stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $130.00, for a total value of $487,500.00. Following the transaction, the chief financial officer directly owned 410,530 shares of the company’s stock, valued at $53,368,900. This trade represents a 0.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,027,422 shares of company stock valued at $127,060,208 in the last three months. 27.91% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on ABNB. BMO Capital Markets boosted their price target on shares of Airbnb from $130.00 to $140.00 and gave the stock a “market perform” rating in a research note on Friday. Sanford C. Bernstein lowered their price objective on Airbnb from $165.00 to $162.00 and set an “outperform” rating on the stock in a report on Tuesday, January 6th. Wells Fargo & Company boosted their target price on Airbnb from $128.00 to $133.00 and gave the stock an “equal weight” rating in a research report on Friday. Weiss Ratings reissued a “hold (c)” rating on shares of Airbnb in a report on Wednesday, January 21st. Finally, BNP Paribas Exane initiated coverage on Airbnb in a research note on Monday, November 24th. They issued a “hold” rating on the stock. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, seventeen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $148.88.

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.