26,950 Airbnb, Inc. $ABNB Shares Sold by Paragon Capital Management Ltd

09 Oct 2026, 17:15 by Michael Walen · The Markets Daily

Paragon Capital Management Ltd reduced its holdings in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 7.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 336,481 shares of the company’s stock after selling 26,950 shares during the period. Airbnb makes up about 10.1% of Paragon Capital Management Ltd’s investment portfolio, making the stock its 3rd largest position. Paragon Capital Management Ltd’s holdings in Airbnb were worth $54,056,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Carmignac Gestion increased its stake in Airbnb by 40.8% in the first quarter. Carmignac Gestion now owns 659,570 shares of the company’s stock valued at $83,290,000 after acquiring an additional 191,200 shares during the period. OMERS ADMINISTRATION Corp lifted its stake in Airbnb by 21.7% during 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 period. NFJ Investment Group LLC bought a new position in Airbnb during the fourth quarter worth about $13,961,000. Plato Investment Management Ltd acquired a new stake in Airbnb during the second quarter valued at approximately $3,070,000. Finally, SummitTX Capital L.P. acquired a new stake in Airbnb during the first quarter valued at approximately $2,645,000. 80.76% of the stock is currently owned by institutional investors and hedge funds.

Airbnb Price Performance

NASDAQ ABNB traded up $2.25 during trading hours on Friday, reaching $165.49. 699,437 shares of the company’s stock were exchanged, compared to its average volume of 4,323,591. The stock has a market cap of $99.09 billion, a PE ratio of 37.61, a price-to-earnings-growth ratio of 1.84 and a beta of 1.24. Airbnb, Inc. has a one year low of $110.81 and a one year high of $193.45. The firm has a fifty day moving average of $171.36 and a 200-day moving average of $149.79. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32.

Airbnb (NASDAQ:ABNB – Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.26 by $0.11. The firm had revenue of $3.61 billion during the quarter, compared to the consensus estimate of $3.58 billion. Airbnb had a return on equity of 33.38% and a net margin of 20.45%.The business’s revenue for the quarter was up 16.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.03 EPS. On average, equities research analysts predict that Airbnb, Inc. will post 5.28 earnings per share for the current fiscal year.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

Positive Sentiment: Bernstein issued a Buy rating. The upgrade or positive initiation provides a fresh bullish signal and may support the view that Airbnb’s marketplace expansion and earnings growth justify further upside. Airbnb Gets a Buy from Bernstein
Positive Sentiment: Growth investors continue to highlight Airbnb’s operating strengths. Coverage points to the company’s ability to attract customers, expand beyond traditional home rentals and use technology to improve its marketplace, supporting the long-term growth case. Three Reasons Growth Investors Will Love Airbnb
Positive Sentiment: Airbnb’s cash generation is a notable attraction. The company produced free cash flow equivalent to approximately 5.1% of its market value over the past year, above the S&P 500 median cited in the report. Strong cash generation can support investments, buybacks or other shareholder returns. Should You Buy Airbnb Stock for Its Cash?
Positive Sentiment: Airbnb was selected as a CNBC “Final Trade.” The endorsement adds near-term visibility among active investors, although it is not a fundamental estimate of value. CNBC Final Trades
Neutral Sentiment: Analysts are comparing Airbnb with Booking Holdings. The relative-upside discussion may influence sector allocations, but the available report summary does not establish which stock offers the stronger risk-reward profile. Airbnb or Booking: Which Travel Stock Offers More Upside?
Negative Sentiment: Valuation remains the main risk. Airbnb trades at more than twice the price-to-earnings multiples of some travel peers, meaning investors are already paying a premium for future expansion. Any slowdown in bookings, new initiatives or margins could pressure the shares. Is Airbnb’s Growth Worth Paying More Than Twice as Much as Its Peers?

Insider Activity at Airbnb

In related news, CEO Brian Chesky sold 200,000 shares of the company’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $174.79, for a total transaction of $34,958,000.00. Following the transaction, the chief executive officer owned 10,501,685 shares in the company, valued at $1,835,589,521.15. This represents a 1.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Joseph Gebbia Jr. sold 265,000 shares of the stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $145.70, for a total transaction of $38,610,500.00. Following the sale, the director directly owned 1,828,518 shares in the company, valued at approximately $266,415,072.60. This represents a 12.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,549,346 shares of company stock valued at $268,898,016 over the last ninety days. 27.21% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on ABNB. Oppenheimer increased their target price on Airbnb from $180.00 to $190.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Wall Street Zen cut Airbnb from a “buy” rating to a “hold” rating in a research report on Sunday, October 4th. Truist Financial increased their price objective on Airbnb from $134.00 to $161.00 and gave the stock a “hold” rating in a research note on Thursday, September 10th. BMO Capital Markets lifted their price objective on Airbnb from $146.00 to $165.00 and gave the company a “market perform” rating in a report on Monday, August 10th. Finally, Robert W. Baird boosted their target price on shares of Airbnb from $175.00 to $200.00 and gave the company an “outperform” rating in a research note on Tuesday, September 8th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Airbnb presently has a consensus rating of “Moderate Buy” and an average target price of $182.94.

View Our Latest Analysis on Airbnb

Airbnb Profile

(Free Report)

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel-related experiences with hosts offering homes, apartments, rooms and other lodging options. The company’s platform supports booking and managing stays in a wide range of destinations, from major cities to rural and resort areas.