GSA Capital Partners LLP Has $1.78 Million Stake in Meta Platforms, Inc. $META

GSA Capital Partners LLP lowered its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 62.9% during the third quarter, HoldingsChannel reports. The firm owned 2,429 shares of the social networking company’s stock after selling 4,126 shares during the quarter. GSA Capital Partners LLP’s holdings in Meta Platforms were worth $1,784,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Goldstone Financial Group LLC increased its holdings in Meta Platforms by 44.4% during the 3rd quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after purchasing an additional 1,153 shares in the last quarter. CW Advisors LLC boosted its position in shares of Meta Platforms by 27.8% during the second quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock worth $130,467,000 after buying an additional 38,432 shares during the period. Ashton Thomas Private Wealth LLC grew its holdings in shares of Meta Platforms by 34.2% during the third quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company’s stock worth $38,373,000 after buying an additional 13,311 shares in the last quarter. Stephens Inc. AR grew its holdings in shares of Meta Platforms by 5.6% during the second quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company’s stock worth $62,507,000 after buying an additional 4,473 shares in the last quarter. Finally, Cherokee Insurance Co acquired a new stake in Meta Platforms in the 2nd quarter valued at approximately $3,321,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Key Meta Platforms News

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

• Positive Sentiment: Board approved a quarterly cash dividend of $0.525/share (payable Mar. 26); Goldman Sachs lists Meta among top growth picks — this boosts yield and buyback/dividend narrative that can support the stock. Meta (META) Strengthens Investor Appeal With Dividend Payout and Platform Expansion Efforts
• Positive Sentiment: Billionaire and institutional buying headlines (e.g., Bill Ackman, David Tepper coverage) are being cited by media — signals of high-profile conviction that can attract momentum buyers. A Billionaire Just Bet Big on This AI Stock. Should Investors Follow Suit?
• Positive Sentiment: Industry-level tailwind: Bridgewater projects ~ $650B of AI capex among big tech in 2026 — validates Meta’s heavy AI investment as part of a broad secular cycle that could expand ad/compute monetization over time. Big Tech to invest about $650 billion in AI in 2026, Bridgewater says
• Neutral Sentiment: Market commentary and analyst features (Jim Cramer, MarketBeat, Motley Fool) highlight Meta’s long-term AI/cloud ambitions and relative valuation within the “Magnificent Seven” — supportive for medium/long-term holders but not immediate catalysts. Jim Cramer Believes Meta’s (META) Developing Its Own Cloud Business
• Negative Sentiment: Investor concern about funding model: coverage highlights hyperscalers (including Meta) increasingly using debt to finance AI buildouts — shifts risk profile and worries some investors about rising leverage and capital allocation. How the AI debt binge shattered hyperscalers’ ‘unspoken contract’ with investors
• Negative Sentiment: WSJ reports Meta continues to borrow billions for AI despite strong free cash flow — reinforces investor unease that spending pace and financing choices could pressure margins or returns. Meta Rakes It In, Yet Still Borrows Billions for AI
• Negative Sentiment: Regulatory/legal risk: India’s Supreme Court will review appeals by Meta/WhatsApp over a ~₹213 crore penalty related to privacy policy — an active legal overhang in a key growth market. Indian Supreme Court To Hear Meta, WhatsApp Pleas Against ₹213 Crore Penalty Over Privacy Policy
• Negative Sentiment: Minor insider selling disclosed (director sale ~ $370k) — not large enough alone to move fundamentals but adds to mixed sentiment. Insider Selling: Meta Platforms (NASDAQ:META) Director Sells $370,724.40 in Stock

Wall Street Analyst Weigh In

A number of research firms have weighed in on META. Barclays reaffirmed an “overweight” rating and set a $800.00 price target (up previously from $770.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Jefferies Financial Group raised their target price on shares of Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Cantor Fitzgerald reissued an “overweight” rating and set a $860.00 price target (up from $750.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Evercore increased their price objective on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Finally, DA Davidson raised their price objective on Meta Platforms from $825.00 to $850.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $844.44.

Insider Activity

In other news, Director Robert M. Kimmitt sold 580 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $646.00, for a total value of $374,680.00. Following the completion of the transaction, the director directly owned 6,167 shares in the company, valued at approximately $3,983,882. The trade was a 8.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Javier Olivan sold 2,461 shares of the stock in a transaction that occurred on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total transaction of $1,574,473.97. Following the sale, the chief operating officer owned 12,108 shares in the company, valued at $7,746,335.16. This represents a 16.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 27,791 shares of company stock worth $17,835,648. 13.61% of the stock is currently owned by insiders.

Meta Platforms Stock Down 2.8%

Meta Platforms stock opened at $637.25 on Tuesday. The stock has a market cap of $1.61 trillion, a P/E ratio of 27.12, a P/E/G ratio of 1.12 and a beta of 1.28. The company’s 50-day moving average price is $656.47 and its two-hundred day moving average price is $688.15. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25.

Meta Platforms (NASDAQ:META) last released 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 the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the previous year, the company posted $8.02 EPS. As a group, analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be given 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 payout ratio is presently 8.94%.

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.