Integrity Advisory Solutions LLC bought a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 1,154 shares of the social networking company’s stock, valued at approximately $848,000.
Several other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. boosted its stake in Meta Platforms by 0.8% in the 2nd 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 during the period. State Street Corp raised its stake in 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 valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Meta Platforms by 1.3% in the second quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock valued at $37,902,948,000 after purchasing an additional 682,768 shares in the last quarter. Norges Bank purchased a new stake in shares of Meta Platforms in the second quarter valued at $23,155,393,000. Finally, Charles Schwab Investment Management Inc. boosted its position in shares of Meta Platforms by 1.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock worth $10,694,644,000 after buying an additional 262,550 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Meta Platforms
In other news, COO Javier Olivan sold 2,461 shares of the stock in a transaction dated Sunday, February 15th. The stock was sold at an average price of $639.77, for a total transaction of $1,574,473.97. Following the transaction, the chief operating officer owned 12,108 shares of the company’s stock, valued at approximately $7,746,335.16. This represents a 16.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Susan J. Li sold 56,571 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The SEC filing for this sale provides additional information. Insiders have sold a total of 159,891 shares of company stock worth $102,464,356 over the last three months. Corporate insiders own 13.61% of the company’s stock.
Meta Platforms Trading Up 1.0%
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results 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 for 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% on a year-over-year basis. During the same quarter in the prior year, the business posted $8.02 EPS. On average, research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.
Meta Platforms Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be 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 of this dividend is Monday, March 16th. Meta Platforms’s dividend payout ratio is presently 8.94%.
Key Meta Platforms News
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Meta acquired Moltbook, a viral social network built for AI agents, and will bring Moltbook founders into its Superintelligence Labs — a hire-and-build move that strengthens Meta’s AI research and product roadmap, reinforcing the company’s long-term AI leadership case. Article Title
- Positive Sentiment: AMD announced a multiyear mega-deal to supply large-scale AI compute infrastructure to Meta — this supports Meta’s ability to scale AI training and products, and signals capital deployment toward compute that underpins revenue-generating AI services. Article Title
- Positive Sentiment: High-profile investor interest and bullish commentary (e.g., Bill Ackman inclusion and articles naming Meta a leading Magnificent 7 pick) are supporting sentiment and could attract fresh inflows into META shares. Article Title
- Neutral Sentiment: Meta publicly denied reports that CEO Mark Zuckerberg sidelined Chief AI Officer Alexandr Wang, aiming to shore up internal stability and reassure investors about continuity in AI leadership. This reduces short-term governance uncertainty. Article Title
- Neutral Sentiment: Former Meta AI chief Yann LeCun’s startup AMI raised ~$1.03B on a large valuation — a sign of strong investor appetite for alternative AI approaches and a reminder that top AI talent and innovation can show up outside Meta; potential competitive signal but not an immediate revenue threat. Article Title
- Negative Sentiment: Meta will charge advertisers a location fee (2%–5%) to offset digital services taxes in some European countries — this raises the effective cost to advertisers, could pressure ad demand or margins in the region, and is being adopted by other big ad platforms as well. Article Title
- Negative Sentiment: A Dutch appeals court upheld a ruling requiring Meta to offer chronological feeds in the Netherlands, limiting use of profiling-based ranking there — a regulatory/operational constraint that could increase compliance costs and set precedents for other jurisdictions. Article Title
Analyst Ratings Changes
A number of research analysts have recently weighed in on the company. Mizuho lifted their price target on Meta Platforms from $815.00 to $850.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Royal Bank Of Canada restated an “outperform” rating and set a $810.00 price objective on shares of Meta Platforms in a research report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft lifted their target price on Meta Platforms from $880.00 to $920.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Evercore upped their target price on Meta Platforms from $875.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a research report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average price target of $844.44.
Check Out Our Latest Stock Analysis on Meta Platforms
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.
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