Krane Funds Advisors LLC Buys 2,978 Shares of Meta Platforms, Inc. $META

Krane Funds Advisors LLC increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 84.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 6,489 shares of the social networking company’s stock after buying an additional 2,978 shares during the period. Meta Platforms accounts for about 0.1% of Krane Funds Advisors LLC’s portfolio, making the stock its 18th largest holding. Krane Funds Advisors LLC’s holdings in Meta Platforms were worth $4,619,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Westchester Capital Management Inc. acquired a new position in shares of Meta Platforms in the third quarter valued at approximately $26,000. Bare Financial Services Inc bought a new stake in Meta Platforms in the 2nd quarter valued at $30,000. Briaud Financial Planning Inc acquired a new position in Meta Platforms in the 2nd quarter valued at $42,000. Knuff & Co LLC bought a new position in Meta Platforms during the 2nd quarter worth $44,000. Finally, WFA Asset Management Corp lifted its holdings in shares of Meta Platforms by 42.6% during the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock worth $49,000 after buying an additional 20 shares in the last quarter. 79.91% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently commented on META. Zacks Research downgraded shares of Meta Platforms from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Wedbush increased their target price on shares of Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. JPMorgan Chase & Co. raised their target price on shares of Meta Platforms from $800.00 to $825.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Citizens Jmp reiterated an “outperform” rating and issued a $900.00 price target (up from $750.00) on shares of Meta Platforms in a research note on Monday, November 24th. Finally, TD Cowen restated a “buy” rating on shares of Meta Platforms in a research note on Tuesday, January 13th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average target price of $844.44.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Reported multiyear deal to rent Google’s TPU chips to accelerate model training — expands Meta’s compute capacity quickly without buying all hardware, supporting AI roadmap and ad/AI monetization prospects. Read More.
• Positive Sentiment: Deal with AMD for GPUs and plans for very large 2026 capex (reported commitments and nuclear power pacts) strengthen Meta’s in‑house training scale and long‑term AI competitiveness, which investors view as revenue‑accretive over time. Read More.
• Positive Sentiment: Meta is trialing stablecoin payments across Facebook/Instagram/WhatsApp, targeting faster payments and adoption in underbanked markets — a potential new revenue stream and higher engagement in emerging markets. Read More.
• Positive Sentiment: Company sued advertisers over celebrity‑impersonation scams and took technical enforcement actions — a move to shore up ad quality and preserve advertiser trust. Read More.
• Neutral Sentiment: OpenAI hired a high‑profile Meta AI researcher — talent movement highlights competition for AI engineers but is common across the sector and not unique to Meta. Read More.
• Neutral Sentiment: Analyst/industry comparisons show Alphabet gaining share in AI‑fuelled search and investing aggressively — useful context for competitive positioning but not an immediate earnings event. Read More.
• Negative Sentiment: EU court adviser sided with regulators in a dispute over antitrust data requests — raises regulatory/compliance risk and potential costs in Europe. Read More.
• Negative Sentiment: High‑profile US trial testimony about social‑media harms and new Instagram parent‑alert policies keep litigation and reputational risk elevated, which can pressure sentiment and regulatory scrutiny. Read More.
• Negative Sentiment: Large insider sales by CFO Susan Li (55,702 shares) and recent COO selling may be read negatively by some investors, adding near‑term selling pressure despite common non‑signal reasons for sales; SEC filing available. Read More.

Meta Platforms Stock Performance

Meta Platforms stock opened at $648.18 on Monday. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock has a market cap of $1.64 trillion, a PE ratio of 27.58, a P/E/G ratio of 1.01 and a beta of 1.30. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25. The business’s 50-day moving average price is $655.83 and its two-hundred day moving average price is $684.58.

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 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%. The firm’s revenue was up 23.8% on a year-over-year basis. During the same period in the previous year, the firm posted $8.02 EPS. As a group, analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

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 paid a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms’s dividend payout ratio is presently 8.94%.

Insider Transactions at Meta Platforms

In related news, CFO Susan J. Li sold 55,702 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $633.61, for a total transaction of $35,293,344.22. Following the sale, the chief financial officer owned 13,186 shares in the company, valued at $8,354,781.46. The trade was a 80.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total value of $5,106,100.36. Following the completion of the transaction, the chief technology officer owned 2,841 shares of the company’s stock, valued at $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 103,320 shares of company stock valued at $66,026,381 over the last quarter. 13.61% of the stock is currently owned by insiders.

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.