Airbnb, Inc. $ABNB Shares Sold by US Bancorp DE

Key Points

• Institutional and insider selling: US Bancorp DE trimmed its stake in Airbnb by 17.1%, selling 17,149 shares and leaving it with 83,156 shares valued at $11.29M, while insiders have sold 399,075 shares worth $52.17M over the past 90 days (including co‑founder Nathan Blecharczyk's sale of 24,788 shares for about $3.62M).
• Mixed results and analyst stance: Airbnb missed EPS in its most recent quarter ($0.56 vs. $0.66) but beat revenue ($2.78B), and analysts maintain a consensus rating of "Moderate Buy" with a $151.73 average price target amid several target adjustments.
• Offsetting catalysts: The company benefits from travel tailwinds (record Canadian travel) but faces potential headwinds from a congressional probe into Chinese AI use and uneven host economics after the World Cup, which could increase volatility and regulatory risk.

US Bancorp DE trimmed its position in shares of Airbnb, Inc. (NASDAQ:ABNB - Free Report) by 17.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 83,156 shares of the company's stock after selling 17,149 shares during the quarter. US Bancorp DE's holdings in Airbnb were worth $11,286,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in ABNB. Aster Capital Management DIFC Ltd acquired a new position in shares of Airbnb during the third quarter worth about $25,000. ORG Partners LLC grew its position in Airbnb by 97.0% during the fourth quarter. ORG Partners LLC now owns 195 shares of the company's stock worth $26,000 after buying an additional 96 shares during the period. Sunbelt Securities Inc. grew its position in Airbnb by 397.7% during the third quarter. Sunbelt Securities Inc. now owns 219 shares of the company's stock worth $27,000 after buying an additional 175 shares during the period. Wiser Advisor Group LLC acquired a new position in Airbnb during the third quarter worth about $27,000. Finally, Aventura Private Wealth LLC acquired a new position in Airbnb during the fourth quarter worth about $29,000. 80.76% of the stock is currently owned by institutional investors and hedge funds.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb said 2025 was a record year for Canadian domestic travel and travel from Canada to non‑U.S. international destinations hit the highest level since 2019 — a clear demand tailwind for bookings and regional revenue. 2025 was record year for Canadian domestic travel: Airbnb
• Positive Sentiment: Market commentary shows ABNB trading stronger than the broader market this session, reflecting short‑term optimism among traders. Airbnb, Inc. (ABNB) Rises Higher Than Market: Key Facts
• Neutral Sentiment: High retail and institutional interest — ABNB has been heavily searched and discussed recently, which can amplify intraday moves and volatility but doesn't itself change fundamentals. Investors Heavily Search Airbnb, Inc. (ABNB): Here is What You Need to Know
• Neutral Sentiment: Competition note — Booking Holdings completed a 25‑for‑1 split (separate company news). It may shift investor attention within travel stocks but doesn't directly change Airbnb's operations. 1 Reason I'd Buy Booking Holdings Stock and Never Sell
• Negative Sentiment: House Republicans launched a probe into U.S. companies' use of Chinese AI, naming Airbnb — potential regulatory scrutiny and data‑security concerns could weigh on sentiment if investigations advance. 'CAUSE FOR ALARM': Republicans probe Chinese AI use by US firms
• Negative Sentiment: Analyst previews warned Airbnb lacks the mix likely to produce an earnings beat in the upcoming report, raising the risk of a negative reaction around the print. Airbnb, Inc. (ABNB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
• Negative Sentiment: WSJ profile: some hosts who invested heavily to prepare for World Cup demand report disappointing returns — points to uneven host economics and raises questions about supply-side responses and localized pricing power. Airbnb Hosts Prepped Their Homes for a World Cup Windfall. They're Still Waiting.

Analysts Set New Price Targets

ABNB has been the topic of several recent analyst reports. DA Davidson lowered their target price on shares of Airbnb from $155.00 to $150.00 and set a "buy" rating on the stock in a research report on Tuesday, February 17th. Cantor Fitzgerald restated a "neutral" rating and set a $135.00 target price on shares of Airbnb in a research report on Monday, April 27th. BMO Capital Markets upped their target price on shares of Airbnb from $130.00 to $140.00 and gave the stock a "market perform" rating in a research report on Friday, February 13th. Tigress Financial lowered their target price on shares of Airbnb from $200.00 to $185.00 and set a "buy" rating on the stock in a research report on Wednesday, April 8th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of Airbnb in a research report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $151.73.

Insider Activity

In other news, insider Nathan Blecharczyk sold 24,788 shares of the stock in a transaction that occurred on Wednesday, April 22nd. The shares were sold at an average price of $145.86, for a total value of $3,615,577.68. Following the sale, the insider directly owned 11,920 shares in the company, valued at $1,738,651.20. This represents a 67.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Elinor Mertz sold 3,750 shares of the stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $130.99, for a total transaction of $491,212.50. Following the completion of the sale, the chief financial officer owned 394,359 shares in the company, valued at $51,657,085.41. This represents a 0.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 399,075 shares of company stock worth $52,168,585 over the last ninety days. 27.91% of the stock is currently owned by insiders.

Airbnb Trading Up 0.9%

Shares of ABNB opened at $141.66 on Friday. The firm's 50-day moving average is $132.54 and its two-hundred day moving average is $128.92. Airbnb, Inc. has a twelve month low of $110.81 and a twelve month high of $147.25. The firm has a market capitalization of $86.23 billion, a P/E ratio of 35.06, a PEG ratio of 1.73 and a beta of 1.20.

Airbnb (NASDAQ:ABNB - Get Free Report) last released 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). The business had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The firm's revenue for the quarter was up 12.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.73 earnings per share. Analysts predict that Airbnb, Inc. will post 4.94 EPS for the current year.

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.

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