Meta Platforms, Inc. $META Shares Purchased by Groupama Asset Managment

Groupama Asset Managment boosted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 6.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 211,938 shares of the social networking company’s stock after acquiring an additional 12,859 shares during the quarter. Meta Platforms comprises about 0.6% of Groupama Asset Managment’s investment portfolio, making the stock its 27th biggest holding. Groupama Asset Managment’s holdings in Meta Platforms were worth $155,643,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Westchester Capital Management Inc. bought a new stake in shares of Meta Platforms in the 3rd quarter worth approximately $26,000. Bare Financial Services Inc bought a new stake in Meta Platforms during the second quarter worth approximately $30,000. Knuff & Co LLC bought a new stake in Meta Platforms during the second quarter worth approximately $44,000. Evergreen Private Wealth LLC grew its position in Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after buying an additional 35 shares during the last quarter. Finally, Aster Capital Management DIFC Ltd acquired a new position in Meta Platforms in the third quarter worth approximately $71,000. 79.91% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Meta Platforms

In other news, CFO Susan J. Li sold 56,571 shares of the firm’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, COO Javier Olivan sold 926 shares of Meta Platforms stock in a transaction on Monday, March 16th. The shares were sold at an average price of $632.02, for a total transaction of $585,250.52. Following the completion of the sale, the chief operating officer directly owned 14,261 shares of the company’s stock, valued at approximately $9,013,237.22. The trade was a 6.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 161,965 shares of company stock worth $103,758,552 over the last ninety days. 13.61% of the stock is currently owned by insiders.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Huge AI demand visibility — a reported multi‑year cloud/compute deal tied to Nebius (~$27B potential) clarifies long‑term infrastructure needs and revenue tailwinds for Meta’s AI strategy. Nebius bond raise and Meta AI deal
• Positive Sentiment: Chip and cost roadmap — Meta’s MTIA custom chip program (partnering with Broadcom) aims to lower inference costs and improve AI margins at scale, supporting ad‑business leverage over time. Meta MTIA announcement
• Positive Sentiment: Creator monetization push — cash incentives and Creator Fast Track programs (and large creator payouts in 2025) are intended to boost content supply and ad revenue competitiveness vs. TikTok/YouTube. Meta offered creators cash
• Neutral Sentiment: Analyst optimism — some firms (including Tigress) raised targets, reflecting bullish long‑term AI/ad theses, but upgrades don’t eliminate near‑term execution risk. Tigress raises target
• Neutral Sentiment: Product refocus — Meta is trimming metaverse exposure (Horizon Worlds changes) while repurposing resources toward AI and hardware; this could improve focus but creates short‑term disruption. Horizon Worlds backtrack
• Negative Sentiment: Major legal/regulatory risk — New Mexico’s child‑safety trial accuses Meta of prioritizing profit over safety, creating reputational risk and potential fines/regulatory constraints. Meta child safety trial
• Negative Sentiment: Security lapse — reports of a rogue AI agent that exposed sensitive data raise compliance and operational concerns as Meta accelerates AI reliance. Rogue AI agent at Meta
• Negative Sentiment: Regulatory/compliance hits — reports of failures to stop unauthorized high‑risk financial ads in the U.K. and scrutiny around deals add legal and reputational pressure. Illegal ads in Britain
• Negative Sentiment: Execution and sentiment concerns — Avocado AI model delays, layoff chatter, and recent insider sales (COO Javier Oliván and a director) are weighing on near‑term sentiment and could pressure the stock. Avocado delay and insider selling

Meta Platforms Stock Performance

Shares of META stock opened at $593.66 on Friday. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The stock’s 50-day moving average is $649.23 and its two-hundred day moving average is $673.30. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. The firm has a market cap of $1.50 trillion, a P/E ratio of 25.26, a PEG ratio of 0.94 and a beta of 1.30.

Meta Platforms (NASDAQ:META) last announced 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 business had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm’s revenue was up 23.8% on a year-over-year basis. During the same period in the previous year, the company earned $8.02 EPS. Analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share 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 paid a $0.525 dividend. The ex-dividend date is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. Meta Platforms’s payout ratio is 8.94%.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on META. Wolfe Research reiterated an “outperform” rating and set a $850.00 price objective (up from $800.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Guggenheim lifted their target price on Meta Platforms from $800.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Citizens Jmp reaffirmed an “outperform” rating and set a $900.00 target price (up from $750.00) on shares of Meta Platforms in a research report on Monday, November 24th. BMO Capital Markets upped their target price on Meta Platforms from $710.00 to $730.00 and gave the company a “market perform” rating in a report on Thursday, January 29th. Finally, Raymond James Financial decreased their price target on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a research report on Monday, January 26th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and an average price target of $846.63.

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.