Meta Platforms, Inc. $META is Universal Beteiligungs und Servicegesellschaft mbH’s 6th Largest Position

Universal Beteiligungs und Servicegesellschaft mbH reduced its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 2.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,016,341 shares of the social networking company’s stock after selling 54,066 shares during the period. Meta Platforms accounts for about 2.5% of Universal Beteiligungs und Servicegesellschaft mbH’s investment portfolio, making the stock its 6th largest position. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Meta Platforms were worth $1,480,761,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in shares of Meta Platforms during the 2nd quarter worth about $23,155,393,000. Laurel Wealth Advisors LLC raised its holdings in Meta Platforms by 73,443.1% in the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock valued at $6,212,506,000 after buying an additional 8,405,558 shares during the period. State Street Corp lifted its position in Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after buying an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. grew its stake in Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after buying an additional 1,532,568 shares during the period. Finally, Corient Private Wealth LLC increased its position in shares of Meta Platforms by 103.5% in the second quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company’s stock worth $1,475,166,000 after acquiring an additional 1,016,667 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Key Meta Platforms News

Here are the key news stories impacting Meta Platforms this week:

• Positive Sentiment: Q4 beat and strong guidance — Meta reported $59.9B revenue and $8.88 EPS (both above estimates) and guided Q1 revenue to $53.5B–$56.5B, signaling continued ad strength and giving investors confidence the AI investments are starting to lift monetization. CNBC: Meta beats on top, bottom lines, gives stronger-than-expected forecast
• Positive Sentiment: Wall Street upgrades and target increases — Multiple firms raised price targets and ratings after the print, reflecting renewed analyst conviction in revenue upside and AI tailwinds (several targets now imply double‑digit upside). MarketBeat: Meta Soars After-Hours
• Positive Sentiment: Technical/market momentum — Analysts and technical commentators note the stock reclaimed key levels and is showing breakout momentum after earnings, which supports further near‑term buying. FXEmpire: Technical Breakout Signals Higher Prices
• Neutral Sentiment: Local PR / community investment — Meta committed $50M to develop a Sac State downtown center; positive for brand and local relations but unlikely to move fundamentals materially. BizJournals: Meta commits $50M to Sac State downtown center
• Neutral Sentiment: Product tests to diversify revenue — Meta is testing premium subscription tiers across Instagram/Facebook/WhatsApp; potential upside long term but unclear near‑term revenue impact. CNET: Meta confirms testing of premium subscriptions
• Negative Sentiment: Huge 2026 CapEx ramp announced — Management expects 2026 capital expenditures of roughly $115B–$135B to build AI infrastructure, a front‑loaded commitment that raises questions about near‑term returns and margin pressure. Reuters: Meta expects annual capital expenditures to rise
• Negative Sentiment: Reality Labs remains a drag — The XR/Reality Labs unit posted an operating loss (~$6.02B in Q4) and prior reporting shows large cash burn, highlighting ongoing margin risk. CNBC: Reality Labs posts $6.02B loss
• Negative Sentiment: XR cash burn and uncertainty — Reporting that Reality Labs burned ~$19B recently (and has had layoffs) is a reminder that Meta’s non‑ad investments are costly and uncertain. TechCrunch: Meta burned $19B on VR
• Negative Sentiment: Small insider sale — COO Javier Oliván sold 517 shares (disclosed); amount is modest but some investors note insider sales when evaluating sentiment. SEC filing: Oliván insider sale

Meta Platforms Stock Performance

Meta Platforms stock opened at $738.31 on Friday. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 0.15. The stock has a market cap of $1.86 trillion, a P/E ratio of 31.42, a price-to-earnings-growth ratio of 1.33 and a beta of 1.29. The stock has a 50 day moving average of $649.61 and a 200-day moving average of $696.14.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.16 by $0.72. The firm had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 39.91%. The firm’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the prior year, the company posted $8.02 earnings per share. On average, analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were paid a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is 9.28%.

Insider Activity at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $618.28, for a total transaction of $358,602.40. Following the sale, the director owned 5,587 shares in the company, valued at $3,454,330.36. This represents a 9.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $665.00, for a total value of $343,805.00. Following the completion of the transaction, the chief operating officer owned 10,132 shares of the company’s stock, valued at approximately $6,737,780. The trade was a 4.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 40,113 shares of company stock valued at $24,621,042 over the last three months. 13.61% of the stock is owned by insiders.

Analyst Ratings Changes

Several research firms recently weighed in on META. Wells Fargo & Company lifted their target price on shares of Meta Platforms from $754.00 to $849.00 and gave the company an “overweight” rating in a report on Thursday. Zacks Research cut Meta Platforms from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Deutsche Bank Aktiengesellschaft upped their target price on Meta Platforms from $880.00 to $920.00 and gave the stock a “buy” rating in a research report on Thursday. Piper Sandler raised their target price on Meta Platforms from $840.00 to $880.00 and gave the company an “overweight” rating in a report on Thursday. Finally, BMO Capital Markets upped their price target on Meta Platforms from $710.00 to $730.00 and gave the stock a “market perform” rating in a report on Thursday. Five research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $847.98.

About Meta Platforms

Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.