Zwj Investment Counsel 13F: Adds $1.9M to Airbnb (ABNB) Stake
Zwj Investment Counsel grew its stake in Airbnb, Inc. by 16.5% to bring its total investment to 85,116 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Zwj Investment Counsel added 12,025 shares to its stake in Airbnb, Inc. ($ABNB), a 16.45% increase, according to a 13F filing with the SEC dated October 15, 2026. It reported 85,116 shares worth $13.67 million at the end of the quarter.
Since the filing, $ABNB is down 0.3% to date (from the $174.28 close on Oct 15, 2026).
Find the original: Zwj Investment Counsel 13F filings on SEC EDGAR
ABNB
Airbnb, Inc.
Key Points
- Zwj Investment Counsel lifted its stake in Airbnb, Inc. by 16.5% during the period, acquiring 12,025 additional shares.
- The fund's total holding reached 85,116 shares with a reported value of approximately $13.7 million at the close of the period.
- Airbnb shares traded around $172.14, with analysts maintaining a consensus buy recommendation and a mean price target of $183.15.
Get $ABNB trade alerts by text
We text you when insiders, Congress or big funds trade $ABNB. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Airbnb, Inc. alert may contain errors. Disclosures
Zwj Investment Counsel added to its travel services holdings, lifting its stake in Airbnb, Inc. (NasdaqGS: ABNB) by 16.5% during the period. According to its latest Form 13F filing with the SEC, the firm purchased an additional 12,025 shares to bring its total count to 85,116 shares. The value of the position stood at about $13.7 million at the reporting date. This backward-looking filing captures holdings as of that past date and may not reflect the firm's current portfolio today.
Zwj Investment Counsel vs. the S&P 500
Hypothetical returns from Zwj Investment Counsel's disclosed trades, not real profit or advice. How we model this.
What Changed in Zwj Investment Counsel's Airbnb Position
Zwj Investment Counsel built on its previous position of 73,091 shares by adding 12,025 shares. That increase of 16.5% pushed the total portfolio weight up to 85,116 shares, valued at $13.7 million. The filing reflects investment choices made prior to public disclosure.
Other Institutional Activity in Airbnb
Other major institutional investors adjusted their positions in Airbnb around the same time. Blackrock Inc. grew its holdings by 1,111,668 shares, ending with 33,056,139 shares worth about $5.7 billion. Vanguard Capital Management LLC lifted its stake by 480,879 shares to reach 26,615,598 shares valued at approximately $4.6 billion. Harris Associates L.P. trimmed its position by 300,850 shares, leaving it with 18,861,551 shares worth about $3.3 billion. State Street Corporation added 416,734 shares for a total of 18,150,096 shares valued at roughly $3.1 billion. Invesco Ltd. raised its stake by 1,276,691 shares, closing the period with 16,173,900 shares worth about $2.8 billion.
Airbnb, Inc. Stock Up 3.6%
Airbnb shares traded near $172.14 on Friday. The stock sits between its 52-week low of $110.81 and its 52-week high of $193.45. Its 50-day moving average rests near $171.92, while its 200-day moving average stands around $144.63. The company carries a market capitalization of roughly $102.8 billion and a trailing P/E ratio of 39.7, alongside a forward P/E ratio of 28.1.
Recent Earnings
Airbnb reported revenue of $13.2 billion over the annual period, representing a revenue growth rate of 16.5%. The company posted earnings of $4.39 per share, with a net margin of 20.5% and a return on equity of 34.5%. Its next quarterly earnings release is scheduled for November 5, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
12 analysts raised price targets.
-
EPS & revenue
EPS missed estimates by 11.9%. Revenue met estimates.
-
Profit surprise
EBITDA missed by 83 percent. Operating income beat by 2 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
1 upgrade, 12 target raises.
-
Earnings quality
Gross margin up 0.6 points. Operating margin up 1.5 points. Positive free cash flow.
Earnings Call Summary
Airbnb delivered a strong quarter with $2.678 billion in revenue, up 18 percent year over year, beating guidance. Gross booking value grew 19 percent and nights booked accelerated, though there was a 100 basis point headwind from Middle East conflict. The company is driving growth through Reserve Now Pay Later, which now represents 20 percent of bookings, app improvements that drove 22 percent app nights growth, and new initiatives like hotels and experiences. Management highlighted that nearly 60 percent of engineering code is now written with AI assistance, doubling the industry average.
Guidance Airbnb raised full year revenue growth outlook to low to mid-teens percent. For the next quarter, they guided $3.54 billion to $3.6 billion in revenue, representing 14 to 16 percent growth year over year. They expect adjusted EBITDA margin to be at least 35 percent for the full year.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Insider Buying and Selling at Airbnb, Inc.
Company insiders were active in the stock during recent months. On June 24, 2026, Chief Strategy Officer Nathan Blecharczyk acquired 88,366 shares, and subsequently purchased another 96,263 shares on June 26, 2026. Separately, Blecharczyk disposed of 88,366 shares at a price of $0.00 on June 24, 2026. On October 12, 2026, an insider named Blecharczyk Nathan sold 13,615 shares for a total value of $2.25 million.
Analysts Set New Price Targets
Wall Street firms updated their views on Airbnb ahead of the filing. On October 7, 2026, Wells Fargo maintained its Overweight rating while lowering its price target to $185.00 from $186.00. Keybanc upgraded the stock to Overweight with a $191.00 price target on October 2, 2026. RBC Capital reiterated its Outperform rating and $195.00 price target on September 21, 2026. Citizens maintained a Market Outperform rating and raised its target to $200.00 from $190.00 on September 18, 2026. Truist Securities maintained a Hold rating while raising its target to $161.00 from $134.00 on September 10, 2026. Across the street, the stock holds a consensus buy recommendation from 40 analysts, with a mean price target of $183.15.
About Airbnb, Inc.
Airbnb operates a prominent online platform that connects travelers with hosts offering short-term lodging, unique stays, and local experiences worldwide. By bridging hosts and guests through digital applications, the company has reshaped the global hospitality and travel services sector. Institutional interest from firms like Zwj Investment Counsel highlights ongoing professional engagement with the travel platform as it approaches its upcoming late-year earnings report.
Bottom Line
Zwj Investment Counsel's higher share count reflects past positioning reported in regulatory filings. Investors will look toward the company's next earnings report on November 5, 2026, for updated financial metrics. Form 13F filings look backward and do not provide a real-time picture of current portfolio holdings.
Related Filing Alerts
Source: Zwj Investment Counsel's 13F filing on $ABNB (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Zwj Investment Counsel 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts