E. Ohman J or Asset Management AB Decreases Stock Holdings in Meta Platforms, Inc. $META

E. Ohman J or Asset Management AB reduced its holdings in Meta Platforms, Inc. (NASDAQ:META) by 15.3% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 97,421 shares of the social networking company’s stock after selling 17,658 shares during the period. Meta Platforms makes up 1.3% of E. Ohman J or Asset Management AB’s portfolio, making the stock its 12th largest holding. E. Ohman J or Asset Management AB’s holdings in Meta Platforms were worth $54,876,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. RHL Group LLC purchased a new position in shares of Meta Platforms in the 4th quarter worth approximately $28,000. Strategic Wealth Advisors LLC purchased a new stake in Meta Platforms during the 4th quarter valued at $29,000. Niles Investment Management LLC bought a new stake in Meta Platforms in the fourth quarter worth $29,000. Axiom Investment Management LLC bought a new stake in Meta Platforms in the first quarter worth $36,000. Finally, Bayban boosted its stake in Meta Platforms by 100.0% during the first quarter. Bayban now owns 70 shares of the social networking company’s stock worth $40,000 after buying an additional 35 shares during the period. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Meta Platforms News Summary

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

• Positive Sentiment: Muse Glimmer strengthens Meta’s AI positioning. Meta released Muse Glimmer, a 30-billion-parameter open-weight model licensed under Apache 2.0. Designed for autonomous AI agents, 4-bit quantization allows it to run locally on high-end consumer computers rather than exclusively through cloud infrastructure. The release could expand developer adoption, accelerate innovation and challenge the closed-model strategies of OpenAI and Anthropic. Meta returns to open source with Muse Glimmer
• Positive Sentiment: Zuckerberg outlined a broad AI distribution strategy. CEO Mark Zuckerberg said Meta intends to make advanced AI—including open models and personal AI agents—widely available and affordable. Investors may view the approach as a way to commoditize competing AI software while using developer feedback and improved models to increase engagement and advertising performance across Facebook and Instagram. Meta launches new AI model as Zuckerberg champions open-weight push
• Neutral Sentiment: The strategy remains a long-term bet. Meta’s second-quarter revenue increased 28% year over year to $60.8 billion, supported by strong ad impressions and pricing, but the company missed the consensus EPS estimate. The open-weight launch may improve Meta’s competitive position, yet the financial benefits are indirect and could take time to materialize. Meta Platforms stock overview
• Negative Sentiment: AI spending continues to pressure near-term returns. Meta expects full-year capital expenditures of approximately $130 billion to $145 billion. The spending has sharply reduced free cash flow and compressed operating margins, prompting concerns that AI infrastructure investments may not generate sufficient demand or earnings growth soon enough. Meta’s Free Cash Flow Will Surge
• Negative Sentiment: Regulatory and trust risks remain overhangs. Meta faces a U.S. trial brought by four states that could involve claims of up to $1.4 trillion, while separate child-safety rulings and public skepticism toward AI and Meta’s smart glasses add reputational risk. These headlines could limit enthusiasm despite the company’s strong balance sheet. Meta faces $1.4T penalties

Insider Buying and Selling

In other Meta Platforms news, Director Robert M. Kimmitt sold 500 shares of Meta Platforms stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $561.56, for a total transaction of $280,780.00. Following the completion of the sale, the director directly owned 2,943 shares in the company, valued at approximately $1,652,671.08. The trade was a 14.52% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 837 shares of the business’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $607.85, for a total transaction of $508,770.45. Following the transaction, the chief operating officer owned 6,290 shares of the company’s stock, valued at $3,823,376.50. This represents a 11.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 36,715 shares of company stock worth $22,374,725. 13.53% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. Monness Crespi & Hardt cut their price objective on shares of Meta Platforms from $890.00 to $730.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Roth Capital restated a “buy” rating on shares of Meta Platforms in a report on Thursday, April 30th. Barclays cut their price target on shares of Meta Platforms from $830.00 to $780.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Rosenblatt Securities reduced their price objective on shares of Meta Platforms from $1,015.00 to $883.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Finally, Citigroup decreased their price objective on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Four analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $785.32.

Meta Platforms Price Performance

META opened at $594.92 on Tuesday. The firm has a market capitalization of $1.50 trillion, a PE ratio of 22.41, a price-to-earnings-growth ratio of 1.00 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The business’s 50-day moving average is $597.51 and its two-hundred day moving average is $621.66. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $796.25.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same period in the previous year, the company posted $7.14 earnings per share. The business’s revenue for the quarter was up 28.0% on a year-over-year basis. Research analysts anticipate that Meta Platforms, Inc. will post 28.84 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms’s payout ratio is 7.91%.

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.