Meta Platforms, Inc. $META Stake Increased by International Assets Investment Management LLC

International Assets Investment Management LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META) by 10.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 19,469 shares of the social networking company’s stock after acquiring an additional 1,797 shares during the quarter. Meta Platforms accounts for about 0.7% of International Assets Investment Management LLC’s portfolio, making the stock its 24th largest position. International Assets Investment Management LLC’s holdings in Meta Platforms were worth $12,852,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Diversify Wealth Management LLC increased its stake in shares of Meta Platforms by 2.4% in the fourth quarter. Diversify Wealth Management LLC now owns 30,307 shares of the social networking company’s stock worth $19,126,000 after buying an additional 715 shares during the last quarter. FSB Premier Wealth Management Inc. increased its stake in shares of Meta Platforms by 5.8% in the fourth quarter. FSB Premier Wealth Management Inc. now owns 7,346 shares of the social networking company’s stock worth $4,849,000 after buying an additional 404 shares during the last quarter. Olstein Capital Management L.P. increased its stake in shares of Meta Platforms by 14.0% in the fourth quarter. Olstein Capital Management L.P. now owns 5,700 shares of the social networking company’s stock worth $3,763,000 after buying an additional 700 shares during the last quarter. MGO One Seven LLC increased its stake in shares of Meta Platforms by 2.8% in the fourth quarter. MGO One Seven LLC now owns 54,356 shares of the social networking company’s stock worth $35,880,000 after buying an additional 1,502 shares during the last quarter. Finally, Summerhill Capital Management lnc. increased its stake in shares of Meta Platforms by 0.8% in the fourth quarter. Summerhill Capital Management lnc. now owns 12,761 shares of the social networking company’s stock worth $8,423,000 after buying an additional 96 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the stock. Jefferies Financial Group lifted their price target on shares of Meta Platforms from $910.00 to $1,000.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Raymond James Financial dropped their price target on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a research note on Monday, January 26th. Stifel Nicolaus dropped their price target on shares of Meta Platforms from $805.00 to $780.00 and set a “buy” rating for the company in a research note on Friday, May 1st. BMO Capital Markets boosted their target price on shares of Meta Platforms from $710.00 to $730.00 and gave the company a “market perform” rating in a research note on Thursday, January 29th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on shares of Meta Platforms from $880.00 to $920.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $840.31.

Meta Platforms News Roundup

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

• Positive Sentiment: Bill Ackman’s Pershing Square continues to hold Meta alongside other megacap AI leaders, reinforcing the view that META remains a core long-term AI and digital ads name. Microsoft, Meta, Amazon and Google. Is Ackman’s Hedge Fund Just a Mag 7 Play?
• Positive Sentiment: Analysts and market commentary continue to point out that Meta’s latest earnings beat was strong, with faster revenue growth and better-than-expected EPS, which supports the bull case despite recent volatility.
• Neutral Sentiment: Meta is getting attention as one of the most-watched stocks on Zacks, suggesting investors are closely focused on what comes next for AI spending, ad growth, and margins. Meta Platforms, Inc. (META) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Meta is still a key part of the AI trade, but commentary about an AI bubble and crowded megacap positioning is keeping sentiment cautious around the stock. UBS warns AI stocks are overheating as growth expectations collide with history
• Negative Sentiment: Meta’s CFO said 2026 capital expenditures are expected to keep rising, intensifying concerns that heavy AI infrastructure spending could weigh on free cash flow and near-term profitability. Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up
• Negative Sentiment: Meta is facing fresh legal and regulatory pressure, including a New Mexico youth-safety trial, an Italian lawsuit over minors’ social media use, and a California suit tied to AI scam ads and advertising practices. Meta and Google fund US kids’ groups, as critics warn of social media risk
• Negative Sentiment: Some fund managers trimmed META holdings, which may add to near-term caution even though other investors increased exposure. ARK Investment’s Cathie Wood Cuts Meta Platforms Stake Sharply

Insider Transactions at Meta Platforms

In other news, COO Javier Olivan sold 2,778 shares of the company’s stock in a transaction dated Monday, April 13th. The shares were sold at an average price of $629.45, for a total transaction of $1,748,612.10. Following the completion of the transaction, the chief operating officer owned 10,557 shares in the company, valued at approximately $6,645,103.65. This represents a 20.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 8,089 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following 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 position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 160,352 shares of company stock worth $102,559,436. Insiders own 13.53% of the company’s stock.

Meta Platforms Price Performance

Meta Platforms stock opened at $614.23 on Monday. The company has a 50-day simple moving average of $622.18 and a 200-day simple moving average of $639.94. The firm has a market capitalization of $1.55 trillion, a P/E ratio of 22.33, a P/E/G ratio of 1.08 and a beta of 1.25. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $796.25.

Meta Platforms (NASDAQ:META) last released 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. The business had revenue of $56.31 billion during the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The company’s quarterly revenue was up 33.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $6.43 earnings per share. As a group, equities analysts expect that Meta Platforms, Inc. will post 29.65 earnings per share for the current year.

Meta Platforms Company 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.