Key Points
- Airbnb co-founder Nathan Blecharczyk sold 13,615 shares for approximately $2.35 million, reducing his direct ownership by 39.8% to 20,567 shares. The transaction follows several large sales in recent weeks.
- Airbnb reported strong quarterly results, with EPS of $1.37 versus the $1.26 consensus estimate and revenue of $3.61 billion, up 16.3% year over year.
- ABNB opened at $167.51, below the analyst consensus price target of $181.42; coverage remains broadly positive, with a “Moderate Buy” consensus rating, while Truist maintained a Hold rating.
Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) insider Nathan Blecharczyk sold 13,615 shares of the stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $172.36, for a total transaction of $2,346,681.40. Following the completion of the transaction, the insider directly owned 20,567 shares of the company's stock, valued at approximately $3,544,928.12. The trade was a 39.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.
Nathan Blecharczyk also recently made the following trade(s):
- On Monday, August 31st, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The shares were sold at an average price of $187.27, for a total value of $2,549,681.05.
- On Friday, August 28th, Nathan Blecharczyk sold 57,160 shares of Airbnb stock. The stock was sold at an average price of $190.71, for a total value of $10,900,983.60.
- On Wednesday, August 26th, Nathan Blecharczyk sold 19,659 shares of Airbnb stock. The stock was sold at an average price of $190.73, for a total transaction of $3,749,561.07.
- On Tuesday, August 25th, Nathan Blecharczyk sold 202,652 shares of Airbnb stock. The stock was sold at an average price of $190.28, for a total value of $38,560,622.56.
- On Monday, August 24th, Nathan Blecharczyk sold 150,640 shares of Airbnb stock. The shares were sold at an average price of $190.94, for a total value of $28,763,201.60.
- On Thursday, August 20th, Nathan Blecharczyk sold 2,738 shares of Airbnb stock. The shares were sold at an average price of $184.42, for a total value of $504,941.96.
- On Monday, August 17th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The stock was sold at an average price of $182.86, for a total value of $2,489,638.90.
- On Friday, August 7th, Nathan Blecharczyk sold 531,000 shares of Airbnb stock. The stock was sold at an average price of $174.41, for a total value of $92,611,710.00.
- On Monday, August 3rd, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The shares were sold at an average price of $151.80, for a total value of $2,066,757.00.
- On Monday, July 20th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The stock was sold at an average price of $145.43, for a total value of $1,980,029.45.
Airbnb Price Performance
ABNB opened at $167.51 on Thursday. The firm has a market cap of $100.30 billion, a PE ratio of 38.07, a P/E/G ratio of 1.94 and a beta of 1.16. The stock has a 50-day moving average price of $166.94 and a 200-day moving average price of $146.59. Airbnb, Inc. has a 1 year low of $110.81 and a 1 year high of $193.45. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.41.
Airbnb (NASDAQ:ABNB - Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The company reported $1.37 EPS for the quarter, beating the consensus estimate of $1.26 by $0.11. The company had revenue of $3.61 billion for the quarter, compared to the consensus estimate of $3.58 billion. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. Airbnb's revenue for the quarter was up 16.3% on a year-over-year basis. During the same period in the prior year, the firm posted $1.03 EPS. Sell-side analysts predict that Airbnb, Inc. will post 5.24 earnings per share for the current fiscal year.
Institutional Investors Weigh In On Airbnb
Several institutional investors and hedge funds have recently added to or reduced their stakes in ABNB. North Dakota State Investment Board purchased a new stake in shares of Airbnb during the 4th quarter worth approximately $2,785,000. North Star Asset Management Inc. grew its holdings in shares of Airbnb by 13.4% in the fourth quarter. North Star Asset Management Inc. now owns 78,564 shares of the company's stock valued at $10,663,000 after purchasing an additional 9,294 shares in the last quarter. Carmignac Gestion increased its position in Airbnb by 40.8% in the first quarter. Carmignac Gestion now owns 659,570 shares of the company's stock worth $83,290,000 after purchasing an additional 191,200 shares during the last quarter. OMERS ADMINISTRATION Corp increased its position in Airbnb by 21.7% in the first quarter. OMERS ADMINISTRATION Corp now owns 42,696 shares of the company's stock worth $5,392,000 after purchasing an additional 7,613 shares during the last quarter. Finally, Markel Group Inc. lifted its position in Airbnb by 5.8% during the fourth quarter. Markel Group Inc. now owns 240,289 shares of the company's stock valued at $32,612,000 after purchasing an additional 13,156 shares during the last quarter. Hedge funds and other institutional investors own 80.76% of the company's stock.
Key Headlines Impacting Airbnb
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Airbnb is committing an initial $250 million to affordable and mixed-income housing projects, aiming to unlock up to $5 billion in investment over the next decade. The first $6.4 million investment will support 201 affordable units in Austin, Texas. The program may help address criticism that short-term rentals worsen housing affordability and could reduce regulatory pressure over time. Airbnb affordable housing fund article
- Positive Sentiment: The housing accelerator will begin in Austin and combine project financing with support for pro-housing policies, zoning reform and construction technology. Investors may view this as a potential long-term competitive and regulatory advantage, although the financial returns are not yet established. Airbnb Austin housing accelerator article
- Neutral Sentiment: Truist Financial maintained its Hold rating on ABNB, signaling that the analyst sees limited conviction for a material near-term move higher. Broader analyst commentary on consumer-cyclical companies also provides no clear bullish catalyst for Airbnb. Truist Airbnb Hold rating
- Negative Sentiment: Co-founder Nathan Blecharczyk sold 13,615 shares for approximately $2.35 million, reducing his position by 39.8%. While insider sales can reflect diversification or planned transactions, the sale may weigh on sentiment because it represents a substantial reduction in his holdings. Nathan Blecharczyk insider transaction
Analyst Ratings Changes
Several equities research analysts recently weighed in on the stock. Royal Bank Of Canada set a $165.00 price target on shares of Airbnb in a research report on Monday, August 10th. Evercore set a $200.00 price objective on Airbnb in a research report on Monday, August 24th. Susquehanna increased their target price on Airbnb from $170.00 to $200.00 and gave the company a "positive" rating in a research note on Friday, August 7th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of Airbnb in a report on Monday, August 31st. Finally, Citizens Jmp boosted their price target on Airbnb from $170.00 to $190.00 and gave the stock a "market outperform" rating in a research note on Friday, August 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $181.42.
View Our Latest Report on Airbnb
Airbnb Company Profile
(
Get Free Report)
Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and other service providers. Through its platform and mobile applications, users can search for, book and review a broad range of lodging options, including private homes, apartments, rooms and other distinctive properties.
The company also offers Airbnb Experiences, which enables guests to discover and book activities hosted by local experts. In addition, Airbnb has expanded into related travel services, including services designed to support hosts and help them manage listings, reservations and guest relationships.
Founded in 2008 by Brian Chesky, Joe Gebbia and Nathan Blecharczyk, Airbnb serves travelers and hosts across a broad international market, with listings and activities available in destinations around the world.
See Also

This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].