PKO Investment Management Joint Stock Co Lowers Holdings in Airbnb, Inc. $ABNB

03 May 2026, 07:57 by Jessica Moore · The Cerbat Gem

PKO Investment Management Joint Stock Co trimmed its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 35.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,000 shares of the company’s stock after selling 6,000 shares during the period. PKO Investment Management Joint Stock Co’s holdings in Airbnb were worth $1,493,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in ABNB. Caxton Associates LLP bought a new position in Airbnb in the first quarter worth about $258,000. Intech Investment Management LLC boosted its stake in Airbnb by 55.8% in the first quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock valued at $1,453,000 after acquiring an additional 4,353 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Airbnb by 18.8% in the second quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock valued at $776,000 after acquiring an additional 927 shares in the last quarter. WINTON GROUP Ltd acquired a new stake in shares of Airbnb in the 2nd quarter worth $411,000. Finally, NewEdge Advisors LLC grew its stake in Airbnb by 9.8% during the 2nd quarter. NewEdge Advisors LLC now owns 54,054 shares of the company’s stock worth $7,153,000 after buying an additional 4,811 shares during the last quarter. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Analysts Set New Price Targets

ABNB has been the subject of a number of recent analyst reports. Mizuho lifted their target price on shares of Airbnb from $156.00 to $175.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. Wedbush reissued a “neutral” rating and issued a $130.00 price objective on shares of Airbnb in a report on Friday, February 13th. B. Riley Financial upgraded Airbnb from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $140.00 to $170.00 in a research note on Monday, January 12th. Citigroup raised shares of Airbnb from a “neutral” rating to an “outperform” rating in a report on Wednesday, February 4th. Finally, Benchmark cut their price target on Airbnb from $155.00 to $145.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $151.73.

Get Our Latest Stock Report on ABNB

Airbnb Stock Up 0.9%

NASDAQ ABNB opened at $141.66 on Friday. The firm has a market cap of $86.23 billion, a PE ratio of 35.06, a P/E/G ratio of 1.73 and a beta of 1.20. The business’s fifty day simple moving average is $132.54 and its 200-day simple moving average is $128.92. Airbnb, Inc. has a 52 week low of $110.81 and a 52 week high of $147.25.

Airbnb (NASDAQ:ABNB – Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.56 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The business had revenue of $2.78 billion for the quarter, compared to analysts’ expectations of $2.71 billion. During the same quarter in the prior year, the company posted $0.73 earnings per share. The business’s revenue for the quarter was up 12.9% compared to the same quarter last year. Research analysts expect that Airbnb, Inc. will post 4.94 EPS for the current year.

Key Stories Impacting Airbnb

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.

Insider Buying and Selling at Airbnb

In related news, insider Nathan Blecharczyk sold 24,788 shares of Airbnb stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $145.86, for a total value of $3,615,577.68. Following the completion of the transaction, the insider directly owned 11,920 shares in the company, valued at approximately $1,738,651.20. This trade represents a 67.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Joseph Gebbia sold 58,000 shares of the business’s stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $126.16, for a total transaction of $7,317,280.00. Following the transaction, the director owned 170,015 shares of the company’s stock, valued at $21,449,092.40. This trade represents a 25.44% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 399,075 shares of company stock valued at $52,168,585 in the last 90 days. Company insiders own 27.91% of the company’s stock.

About Airbnb

(Free Report)

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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