Meiji Yasuda Asset Management Co Ltd. Has $1.59 Million Stake in Airbnb, Inc. $ABNB

Meiji Yasuda Asset Management Co Ltd. increased its stake in Airbnb, Inc. (NASDAQ:ABNB) by 454.5% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,102 shares of the company’s stock after acquiring an additional 10,739 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.’s holdings in Airbnb were worth $1,591,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Caxton Associates LLP bought a new stake in Airbnb in the first quarter valued at $258,000. Intech Investment Management LLC boosted its position in shares of Airbnb by 55.8% during the 1st quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock worth $1,453,000 after purchasing an additional 4,353 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of Airbnb by 18.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock worth $776,000 after purchasing an additional 927 shares in the last quarter. Sigma Planning Corp grew its stake in shares of Airbnb by 19.7% in the 2nd quarter. Sigma Planning Corp now owns 3,511 shares of the company’s stock valued at $465,000 after buying an additional 579 shares during the period. Finally, First Horizon Advisors Inc. grew its stake in shares of Airbnb by 25.1% in the 2nd quarter. First Horizon Advisors Inc. now owns 504 shares of the company’s stock valued at $67,000 after buying an additional 101 shares during the period. 80.76% of the stock is owned by institutional investors.

Airbnb Stock Down 1.9%

ABNB stock opened at $133.23 on Monday. The firm has a market capitalization of $81.10 billion, a PE ratio of 32.98, a P/E/G ratio of 1.50 and a beta of 1.12. Airbnb, Inc. has a twelve month low of $99.88 and a twelve month high of $143.88. The stock’s 50 day moving average is $130.56 and its 200-day moving average is $126.57.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.10). The company had revenue of $2.78 billion for 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 company’s quarterly revenue was up 12.9% compared to the same quarter last year. During the same quarter last year, the company posted $0.73 EPS. On average, equities research analysts anticipate that Airbnb, Inc. will post 4.31 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts recently weighed in on ABNB shares. DA Davidson dropped their price target on Airbnb from $155.00 to $150.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. BNP Paribas Exane initiated coverage on Airbnb in a research note on Monday, November 24th. They issued a “hold” rating for the company. Benchmark decreased their price objective on Airbnb from $155.00 to $145.00 and set a “buy” rating for the company in a report on Friday, February 13th. Jefferies Financial Group upped their target price on Airbnb from $160.00 to $165.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Finally, Wedbush reiterated a “neutral” rating and issued a $130.00 target price on shares of Airbnb in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $149.42.

Insider Activity

In related news, insider Nathan Blecharczyk sold 36,370 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $123.24, for a total transaction of $4,482,238.80. Following the transaction, the insider directly owned 11,520 shares of the company’s stock, valued at $1,419,724.80. This trade represents a 75.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Brian Chesky sold 51,230 shares of the business’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $131.16, for a total transaction of $6,719,326.80. Following the transaction, the chief executive officer owned 45,854 shares in the company, valued at approximately $6,014,210.64. This trade represents a 52.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 485,858 shares of company stock valued at $63,189,093 over the last quarter. 27.91% of the stock is owned by insiders.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Seeking Alpha highlights accelerating bookings and strong free cash flow, reinforcing Airbnb’s operational momentum and cash-generation profile that support valuation. Article Title
• Positive Sentiment: Mizuho (reported by American Banking News) said ABNB’s stock is expected to rise, signaling at least one analyst view that upside remains and contributing to ongoing analyst support. Article Title
• Positive Sentiment: Coverage on eco‑tourism and product innovation points to differentiated demand (eco-conscious travelers, new product features) that could broaden demand and improve long‑term growth visibility. Article Title
• Neutral Sentiment: Q4 earnings roundups reiterate a mixed print: revenue beat but an EPS miss (reported in February), so fundamentals are improving but near‑term profitability metrics disappointed some expectations. Article Title
• Neutral Sentiment: Short‑interest reporting in the feeds shows anomalous/zero values and appears unreliable; it does not provide a clear short‑pressure signal at this time.
• Negative Sentiment: Benzinga and other outlets point to fresh escalations in the U.S.–Israel–Iran conflict as the immediate driver of weakness — geopolitical risk is reducing near‑term travel visibility and investor appetite for travel/leisure exposure. Article Title
• Negative Sentiment: Insider selling: CFO Elinor Mertz sold multiple small blocks of shares recently (3,750 shares on Mar 2), which some investors interpret as a modest negative signal despite the small size relative to overall insider holdings. Article Title

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.