Meta Platforms, Inc. $META is Proem Advisors LLC’s 8th Largest Position

Proem Advisors LLC lifted its position in Meta Platforms, Inc. (NASDAQ:META) by 75.0% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 35,000 shares of the social networking company’s stock after acquiring an additional 15,000 shares during the quarter. Meta Platforms comprises about 2.7% of Proem Advisors LLC’s portfolio, making the stock its 8th biggest holding. Proem Advisors LLC’s holdings in Meta Platforms were worth $25,703,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position 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 purchasing an additional 1,532,568 shares in the last quarter. State Street Corp raised its stake in shares of Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after buying an additional 1,650,435 shares during the period. Geode Capital Management LLC raised its stake in shares of Meta Platforms by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock worth $37,902,948,000 after buying an additional 682,768 shares during the period. Norges Bank purchased a new position in shares of Meta Platforms during the 2nd quarter valued at approximately $23,155,393,000. Finally, Charles Schwab Investment Management Inc. grew its stake in Meta Platforms by 1.8% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock valued at $10,694,644,000 after acquiring an additional 262,550 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insider Buying and Selling

In other Meta Platforms news, COO Javier Olivan sold 517 shares of the business’s stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $665.00, for a total value of $343,805.00. Following the transaction, the chief operating officer directly owned 10,132 shares in the company, valued at $6,737,780. The trade was a 4.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Jennifer Newstead sold 519 shares of the stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $658.69, for a total transaction of $341,860.11. Following the completion of the sale, the insider directly owned 28,658 shares of the company’s stock, valued at approximately $18,876,738.02. This trade represents a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 40,113 shares of company stock worth $24,621,042. Insiders own 13.61% of the company’s stock.

Meta Platforms Price Performance

NASDAQ:META opened at $716.50 on Friday. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25. The stock has a market cap of $1.81 trillion, a PE ratio of 30.49, a P/E/G ratio of 1.46 and a beta of 1.29. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.98 and a current ratio of 2.60. The stock has a 50 day moving average price of $652.06 and a 200 day moving average price of $696.01.

Meta Platforms (NASDAQ:META) last released its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The company had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. During the same quarter in the previous year, the company posted $8.02 earnings per share. The firm’s revenue for the quarter was up 23.8% compared to the same quarter last year. Equities research analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is presently 8.94%.

Wall Street Analysts Forecast Growth

META has been the subject of a number of research analyst reports. Scotiabank upped their price objective on shares of Meta Platforms from $685.00 to $700.00 and gave the stock a “sector perform” rating in a research report on Thursday. Wedbush boosted their target price on shares of Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a research note on Thursday. Deutsche Bank Aktiengesellschaft upped their price target on shares of Meta Platforms from $880.00 to $920.00 and gave the stock a “buy” rating in a research report on Thursday. Citizens Jmp reaffirmed an “outperform” rating and issued a $900.00 price target (up from $750.00) on shares of Meta Platforms in a research note on Monday, November 24th. Finally, TD Cowen reiterated a “buy” rating on shares of Meta Platforms in a research note on Tuesday, January 13th. Five analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $847.98.

More Meta Platforms News

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

• Positive Sentiment: Q4 beat + AI narrative shift: Meta reported stronger‑than‑expected Q4 revenue and EPS and management framed ad strength as early proof that AI investments are improving monetization and engagement — a narrative some analysts now call an AI profit cycle. Meta’s Story Just Flipped — Seeking Alpha
• Positive Sentiment: Strong guidance & analyst upgrades: Q1 revenue guidance topped Street expectations and many firms raised price targets or reiterated buys, supporting the recent rally and giving institutional investors cover to support higher valuations. MarketBeat: Meta Soars After‑Hours
• Neutral Sentiment: Business diversification tests: Meta is piloting premium subscriptions for Instagram/Facebook/WhatsApp and expanding AI features — potential long‑term upside but unclear near‑term revenue impact. CNBC: Premium subscription tests
• Neutral Sentiment: Supply deals validate buildout but signal capital intensity: large supplier agreements (e.g., with Corning) back the AI data‑center plan while confirming heavy multi‑year spending. CNBC: Corning deal
• Negative Sentiment: Massive 2026 CapEx: Management guided to $115B–$135B of capex for 2026 — far above prior levels — raising near‑term cash intensity and margin dilution concerns despite management saying operating income should hold. Reuters: CapEx rise
• Negative Sentiment: Reality Labs drag: XR/Reality Labs continues to burn cash (multi‑billion losses), creating an ongoing margin headwind and execution risk for non‑ad businesses. TechCrunch: $19B VR burn
• Negative Sentiment: Regulatory & reputational headlines: A New Mexico trial alleging platforms exposed minors to exploitation and reports about content‑blocking controversies add legal and reputational risk that can pressure multiple‑quarter sentiment. Reuters: New Mexico trial
• Negative Sentiment: Near‑term profit‑taking & headline noise: high short‑term expectations after the rally, occasional pundit criticism (e.g., Jim Cramer) and small insider sales add to volatility and can push the stock down after its run. 247WallSt: Jim Cramer critique

Meta Platforms Company Profile

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.