Harvest Portfolios Group Inc. Increases Stock Holdings in Airbnb, Inc. $ABNB

Harvest Portfolios Group Inc. boosted its stake in Airbnb, Inc. (NASDAQ:ABNB) by 12.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 62,073 shares of the company’s stock after acquiring an additional 6,710 shares during the quarter. Harvest Portfolios Group Inc.’s holdings in Airbnb were worth $7,537,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Fort Washington Investment Advisors Inc. OH increased its position in shares of Airbnb by 3.5% during the third quarter. Fort Washington Investment Advisors Inc. OH now owns 962,551 shares of the company’s stock worth $116,873,000 after acquiring an additional 32,501 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in Airbnb by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 2,925,689 shares of the company’s stock valued at $387,186,000 after purchasing an additional 31,120 shares during the last quarter. Cerity Partners LLC grew its stake in Airbnb by 18.1% during the 3rd quarter. Cerity Partners LLC now owns 364,824 shares of the company’s stock valued at $44,297,000 after purchasing an additional 55,838 shares in the last quarter. Sumitomo Life Insurance Co. increased its holdings in Airbnb by 15.0% during the 3rd quarter. Sumitomo Life Insurance Co. now owns 66,071 shares of the company’s stock worth $8,022,000 after purchasing an additional 8,636 shares during the last quarter. Finally, National Pension Service increased its holdings in Airbnb by 1.1% during the 3rd quarter. National Pension Service now owns 1,096,411 shares of the company’s stock worth $133,126,000 after purchasing an additional 12,453 shares during the last quarter. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb Stock Down 1.4%

Shares of NASDAQ:ABNB opened at $135.11 on Friday. The company has a market cap of $82.24 billion, a PE ratio of 33.44, a P/E/G ratio of 1.85 and a beta of 1.15. Airbnb, Inc. has a fifty-two week low of $99.88 and a fifty-two week high of $144.75. The firm has a 50-day simple moving average of $130.81 and a 200 day simple moving average of $126.21.

Airbnb (NASDAQ:ABNB) last issued its earnings results on Thursday, February 12th. The company reported $0.56 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). The business had revenue of $2.78 billion during the quarter, compared to the consensus estimate of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The business’s revenue was up 12.9% on a year-over-year basis. During the same period in the prior year, the business earned $0.73 EPS. As a group, research analysts forecast that Airbnb, Inc. will post 4.31 EPS for the current fiscal year.

Insider Activity at Airbnb

In related news, insider Nathan Blecharczyk sold 141,063 shares of the company’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $121.96, for a total transaction of $17,204,043.48. Following the completion of the transaction, the insider directly owned 11,520 shares in the company, valued at $1,404,979.20. This represents a 92.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Joseph Gebbia sold 58,000 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $118.47, for a total value of $6,871,260.00. Following the completion of the sale, the director directly owned 692,015 shares in the company, valued at $81,983,017.05. This represents a 7.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 853,775 shares of company stock worth $107,713,177 in the last 90 days. 27.91% of the stock is currently owned by company insiders.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Large institutional buying: Several big funds (Vanguard, Harris Associates, AQR, Clearbridge) have recently increased stakes in ABNB, signaling confidence from long-term investors. MarketBeat ABNB Report
• Positive Sentiment: Revenue growth and top-line beat: Airbnb’s latest quarter showed revenue up ~12.9% year-over-year and beat consensus, suggesting continued demand resilience in travel. MarketBeat Earnings Coverage
• Positive Sentiment: Sector outperformance / strong growth profile: Coverage notes ABNB has outperformed many consumer-discretionary peers and ranks highly on growth metrics, supporting medium-term upside potential. Barchart: Performance vs Peers
• Neutral Sentiment: New third‑party co‑listing service (10XBNB): A press release touts platforms that let entrepreneurs earn Airbnb income without owning property; likely limited direct impact on Airbnb’s financials near-term. GlobeNewswire: 10XBNB Release
• Neutral Sentiment: Short-interest data appears noisy/invalid this cycle (reported as zero with NaN changes), so do not read meaningful directional pressure from those feeds today.
• Neutral Sentiment: Mixed analyst picture: Several firms have adjusted price targets (some higher) but consensus remains around a “Hold” with an average target near $148 — implies limited uniform conviction among analysts. MarketBeat Analyst Summary
• Negative Sentiment: Insider selling by co‑founder/director Joseph Gebbia: He sold 58,000 shares (multiple recent sales), which can dent sentiment even if pre-scheduled or for diversification. InsiderTrades: Gebbia Sale
• Negative Sentiment: EPS miss: Airbnb reported EPS below consensus ($0.56 vs. $0.66), which often drives short‑term weakness despite the revenue beat. MarketBeat Earnings Coverage
• Negative Sentiment: High-profile fund rebalancing: Coverage notes Cathie Wood trimmed exposure even as Airbnb posts strong revenue — such moves from prominent managers can amplify selling pressure. Benzinga: Cathie Wood Trim

Analysts Set New Price Targets

Several research firms have recently commented on ABNB. BMO Capital Markets increased their target price on Airbnb from $130.00 to $140.00 and gave the company a “market perform” rating in a research note on Friday, February 13th. Wells Fargo & Company increased their price objective on shares of Airbnb from $128.00 to $133.00 and gave the company an “equal weight” rating in a research note on Friday, February 13th. Citigroup raised shares of Airbnb from a “neutral” rating to an “outperform” rating in a report on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft upgraded shares of Airbnb from a “hold” rating to a “buy” rating and set a $154.00 target price on the stock in a research note on Friday, February 13th. Finally, Jefferies Financial Group lifted their price target on Airbnb from $160.00 to $165.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $148.69.

Airbnb Company 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.