Meta Platforms, Inc. $META Position Lessened by Fort Point Capital Partners LLC

Fort Point Capital Partners LLC lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 21.6% in the third quarter, HoldingsChannel reports. The firm owned 5,604 shares of the social networking company’s stock after selling 1,548 shares during the quarter. Fort Point Capital Partners LLC’s holdings in Meta Platforms were worth $4,115,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in META. Delos Wealth Advisors LLC increased its position in Meta Platforms by 29.7% in the third quarter. Delos Wealth Advisors LLC now owns 131 shares of the social networking company’s stock worth $96,000 after buying an additional 30 shares during the period. Dorsal Capital Management LP boosted its holdings in shares of Meta Platforms by 4.3% during the third quarter. Dorsal Capital Management LP now owns 240,000 shares of the social networking company’s stock valued at $176,251,000 after acquiring an additional 10,000 shares during the period. EFG Asset Management Americas Corp. boosted its holdings in shares of Meta Platforms by 0.4% during the third quarter. EFG Asset Management Americas Corp. now owns 13,710 shares of the social networking company’s stock valued at $10,068,000 after acquiring an additional 60 shares during the period. Elevation Point Wealth Partners LLC grew its position in shares of Meta Platforms by 50.3% during the third quarter. Elevation Point Wealth Partners LLC now owns 18,760 shares of the social networking company’s stock worth $13,777,000 after acquiring an additional 6,275 shares during the last quarter. Finally, Eminence Capital LP increased its holdings in shares of Meta Platforms by 5.6% in the 3rd quarter. Eminence Capital LP now owns 58,578 shares of the social networking company’s stock worth $43,019,000 after acquiring an additional 3,100 shares during the period. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms Trading Up 2.2%

Shares of NASDAQ:META opened at $627.45 on Tuesday. The company has a 50 day moving average of $652.62 and a 200-day moving average of $676.01. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The firm has a market cap of $1.59 trillion, a P/E ratio of 26.70, a P/E/G ratio of 0.95 and a beta of 1.30. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25.

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, beating analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The business had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. During the same quarter last year, the business earned $8.02 earnings per share. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. As a group, analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be given a dividend of $0.525 per share. The ex-dividend date is Monday, March 16th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Reports that Meta is preparing to cut roughly 20% of its workforce pushed expectations for multi‑billion dollar annual cost savings and sparked a rally as investors priced in faster path to profitability. Meta shares jump after Reuters report on plans for layoffs of 20% or more
• Positive Sentiment: JPMorgan reiterated an Overweight rating and reiterated a high price target, providing institutional support for the stock amid the headlines. Analysts set Meta stock price target
• Neutral Sentiment: Meta signed a large multi‑year AI infrastructure agreement with Nebius (reported up to $27B) — it secures compute capacity critical for scaling AI but also confirms very large future spend commitments. Markets see this as strategic but capital‑intensive. Meta signs deal worth up to $27 billion with Nebius for AI infrastructure
• Neutral Sentiment: Several bullish analyst/strategy pieces argue the pullback is a buying opportunity given Meta’s scale, ad growth and AI monetization runway — providing counterweight to cost/CapEx concerns. Delays, Compute Deals, And Sky‑High CapEx: Why I’m Still Bullish On Meta
• Neutral Sentiment: Nebius and other cloud partners have seen strong share moves on the deal, highlighting that Meta’s AI commitments are reshaping the supplier landscape even if the direct near‑term benefit to Meta is mixed. Meta’s $27B AI Cloud Deal Sends Nebius Group Stock Soaring
• Negative Sentiment: Multiple reports flag surging AI spending, product delays (Avocado AI, smart glasses) and high CapEx plans — investors worry these investments could pressure margins and cash flow before monetization. Meta Reportedly Plans Job Cuts as AI Spending Surges
• Negative Sentiment: Advertiser pushback on a new Facebook/Instagram payment policy raises modest short‑term ad revenue execution risk if it leads to reduced spend from affected advertisers. Why some Facebook and Instagram advertisers are freaking out about a new payment policy
• Negative Sentiment: Macro/regulatory uncertainty — including EU debates over content‑detection rules — keeps policy risk on investors’ radars; outcomes could affect compliance costs and product implementations in Europe. EU fails to extend rules on child abuse content detection by online platforms

Insider Transactions at Meta Platforms

In other news, COO Javier Olivan sold 926 shares of the company’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $634.94, for a total value of $587,954.44. Following the completion of the sale, the chief operating officer owned 15,187 shares in the company, valued at $9,642,833.78. This represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CFO Susan J. Li sold 56,571 shares of the firm’s stock in a transaction dated 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. In the last 90 days, insiders have sold 159,830 shares of company stock valued at $102,409,190. Corporate insiders own 13.61% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on META shares. Roth Mkm cut their price objective on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Wedbush raised their price target on shares of Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Bank of America lifted their price target on Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Monness Crespi & Hardt boosted their price objective on Meta Platforms from $808.00 to $890.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Mizuho increased their price objective on Meta Platforms from $815.00 to $850.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $844.44.

Meta Platforms 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.