Cornerstone Investment Partners LLC Boosts Position in Meta Platforms, Inc. $META

Cornerstone Investment Partners LLC raised its stake in Meta Platforms, Inc. (NASDAQ:META) by 1.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 179,103 shares of the social networking company’s stock after buying an additional 2,873 shares during the quarter. Meta Platforms accounts for approximately 4.6% of Cornerstone Investment Partners LLC’s holdings, making the stock its 4th biggest holding. Cornerstone Investment Partners LLC’s holdings in Meta Platforms were worth $118,224,000 as of its most recent filing with the SEC.

Other hedge funds also recently added to or reduced their stakes in the company. Westchester Capital Management Inc. bought a new stake in Meta Platforms in the third quarter valued at $26,000. Key Capital Management INC bought a new stake in shares of Meta Platforms during the fourth quarter valued at about $48,000. Fairway Wealth LLC raised its stake in shares of Meta Platforms by 36.8% during the fourth quarter. Fairway Wealth LLC now owns 78 shares of the social networking company’s stock valued at $51,000 after purchasing an additional 21 shares in the last quarter. Evergreen Private Wealth LLC raised its stake in shares of Meta Platforms by 64.8% during the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock valued at $65,000 after purchasing an additional 35 shares in the last quarter. Finally, PMV Capital Advisers LLC raised its stake in shares of Meta Platforms by 26.3% during the fourth quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company’s stock valued at $63,000 after purchasing an additional 20 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. Wall Street Zen upgraded shares of Meta Platforms from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Robert W. Baird lifted their price objective on shares of Meta Platforms from $815.00 to $830.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Truist Financial cut their price objective on shares of Meta Platforms from $900.00 to $840.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Erste Group Bank cut shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Thursday, April 2nd. Finally, Sanford C. Bernstein cut their price objective on shares of Meta Platforms from $900.00 to $850.00 and set an “outperform” rating on the stock in a research note on Thursday, April 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $840.31.

Insider Activity

In other Meta Platforms news, COO Javier Olivan sold 926 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $607.74, for a total transaction of $562,767.24. Following the sale, the chief operating officer owned 7,779 shares in the company, valued at approximately $4,727,609.46. The trade was a 10.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 580 shares of the business’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $667.00, for a total value of $386,860.00. Following the sale, the director owned 3,847 shares in the company, valued at approximately $2,565,949. The trade was a 13.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 168,193 shares of company stock worth $107,642,717. Corporate insiders own 13.61% of the company’s stock.

Meta Platforms Price Performance

Shares of Meta Platforms stock opened at $616.81 on Friday. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The company’s 50-day moving average price is $627.67 and its two-hundred day moving average price is $645.30. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $796.25. The stock has a market cap of $1.56 trillion, a PE ratio of 22.42, a price-to-earnings-growth ratio of 1.07 and a beta of 1.25.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, topping the consensus estimate of $6.67 by $3.77. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The firm had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. During the same period in the previous year, the business earned $6.43 earnings per share. Meta Platforms’s revenue for the quarter was up 33.1% compared to the same quarter last year. As a group, sell-side analysts anticipate that Meta Platforms, Inc. will post 29.67 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Monday, March 16th were issued 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, March 16th. Meta Platforms’s payout ratio is presently 7.63%.

Key Meta Platforms News

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

• Positive Sentiment: Q1 beat and valuation support — analysts highlight a 33% revenue increase and large EPS beat, arguing META is undervalued after the pullback; this reinforces buy thesis given strong ad monetization and cash flow. Meta Is Undervalued, But Will Need A Second Growth Engine (Rating Upgrade)
• Positive Sentiment: Institutional accumulation — Fisher Asset Management recently increased its Meta stake, signaling continued confidence from large investors and supporting near-term demand for shares. Fisher Asset Management Boosts Meta Stake With 75,590 Shares
• Positive Sentiment: Data-center demand validation — Corning disclosed a multi-year, $6B supply agreement that names Meta among hyperscale customers, validating ongoing infrastructure commitment that underpins Meta’s AI/data-center strategy. Light Speed Returns: Corning Cashes In on NVIDIA Growth
• Neutral Sentiment: Product roadmap — reports say Meta is building a consumer-friendly agentic AI assistant, which could drive longer-term user/product monetization but is still early-stage. Big Tech’s Personal AI Agents Are Coming for the to-Do List
• Neutral Sentiment: Financing activity — Bloomberg-sourced reports say Meta is working on up to ~$13B in data-center financing for an El Paso build; that eases near-term cash outflow but also signals large ongoing capital needs. Here’s Why Meta Platforms (META) Is Among the 10 Strong Buy S&P 500 Stocks to Invest In
• Neutral Sentiment: Legal update — Meta has asked a judge to overturn a landmark jury verdict in a social-media addiction case; an appeal reduces immediate downside but legal overhang remains. Meta asks California judge to throw out landmark social media addiction verdict
• Negative Sentiment: Massive capex concern — coverage highlights Meta’s projected 2026 capex of $125–$145B (plus an extra $10B on AI), which keeps investors anxious about cash deployment, near-term margins, and capital returns. Tens of Thousands of Tech Workers Are Being Laid Off in 2026. The $725 Billion That Replaced Them Is Going to Four Companies.
• Negative Sentiment: Insider selling — COO Javier Olivan executed stock sales under a 10b5-1 plan; while pre-arranged, such disclosures can add to short-term selling pressure. SEC filing: Javier Olivan insider sale
• Negative Sentiment: Analyst pushback — some firms (eg. Mizuho) have trimmed expectations, reflecting concern that ad growth and margin leverage may slow as Meta scales heavy infra spending. Mizuho Has Lowered Expectations for Meta Platforms (NASDAQ:META) Stock Price

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.