Tounjian Advisory Partners LLC Decreases Stake in Meta Platforms, Inc. $META

Tounjian Advisory Partners LLC trimmed its holdings in Meta Platforms, Inc. (NASDAQ:META) by 49.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,172 shares of the social networking company’s stock after selling 9,066 shares during the period. Meta Platforms comprises about 2.3% of Tounjian Advisory Partners LLC’s investment portfolio, making the stock its 6th biggest position. Tounjian Advisory Partners LLC’s holdings in Meta Platforms were worth $6,735,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Westchester Capital Management Inc. bought a new position in Meta Platforms in the 3rd quarter worth approximately $26,000. Bare Financial Services Inc bought a new position in shares of Meta Platforms during the second quarter worth $30,000. Knuff & Co LLC purchased a new position in Meta Platforms during the second quarter valued at $44,000. Spurstone Advisory Services LLC bought a new stake in Meta Platforms in the 2nd quarter valued at $59,000. Finally, Evergreen Private Wealth LLC increased its holdings in Meta Platforms by 64.8% in the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock valued at $65,000 after acquiring an additional 35 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.

Insider Transactions at Meta Platforms

In related news, CFO Susan J. Li sold 56,571 shares of the business’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total value of $5,106,100.36. Following the completion of the sale, the chief technology officer owned 2,841 shares in the company, valued at approximately $1,793,352.84. The trade was a 74.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 160,927 shares of company stock worth $103,155,254. 13.61% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on META shares. TD Cowen restated a “buy” rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Needham & Company LLC restated a “hold” rating on shares of Meta Platforms in a report on Thursday, January 29th. Robert W. Baird lifted their price objective on Meta Platforms from $815.00 to $830.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Sanford C. Bernstein reiterated an “outperform” rating and set a $900.00 target price (up from $870.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Finally, Wells Fargo & Company boosted their price target on shares of Meta Platforms from $849.00 to $856.00 and gave the stock an “overweight” rating in a research report on Monday, February 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $844.44.

Meta Platforms News Roundup

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

• Positive Sentiment: Closed multiyear AI/content and chip-supply deals that should improve model training quality and reduce sourcing risk — supports AI product road map and longer-term ad/engagement upside. Read More.
• Positive Sentiment: Signed paid content-licensing arrangements (reported coverage highlights a News Corp deal) and created a new applied-AI engineering organization to speed model development — both point to faster commercialization of AI features that can lift ad yields. Read More.
• Positive Sentiment: Prominent investors and some brokers continue to list META as a buy or top idea (e.g., inclusion on Bill Ackman-related lists and select upgrades), supporting demand from long-term investors. Read More.
• Neutral Sentiment: Company presented at investor conferences and several sell‑side reports reiterated valuation/scale arguments — useful for analyst color but not an immediate catalyst. Read More.
• Negative Sentiment: Wall Street downgrades and cut price targets citing concerns that Meta is “lagging on AI” — raises short-term growth and competition worries and likely contributed to intraday selling pressure. Read More.
• Negative Sentiment: Large insider sales disclosed: CFO Susan Li sold roughly $36.5M and COO Javier Olivan also executed significant sales — while often planned (tax/vesting), these filers increase headline risk and can create short-term supply. Read More.
• Negative Sentiment: Regulatory and competition pressure in Europe and Indonesia — Meta agreed to allow rival AI chatbots on WhatsApp in Europe (for a fee) to head off EU action, and Indonesia issued warnings over disinformation and algorithm transparency, adding compliance and revenue uncertainty in key markets. Read More. Read More.
• Negative Sentiment: 13F filings show several high‑profile managers trimmed or exited META in Q4 — signals profit‑taking and reduced conviction from some large investors. Read More.

Meta Platforms Stock Performance

NASDAQ META opened at $644.86 on Friday. The business’s 50 day moving average price is $654.99 and its 200-day moving average price is $681.65. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The company has a market cap of $1.63 trillion, a P/E ratio of 27.44, a P/E/G ratio of 1.02 and a beta of 1.30. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60.

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

Meta Platforms Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be paid a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is currently 8.94%.

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.