Meta Platforms (NASDAQ:META) Shares Acquired Rep. Cleo Fields

Representative Cleo Fields (Democratic-Louisiana) recently bought shares of Meta Platforms, Inc. (NASDAQ:META). In a filing disclosed on February 24th, the Representative disclosed that they had bought between $100,001 and $250,000 in Meta Platforms stock on February 3rd. The trade occurred in the Representative’s “MORGAN STANLEY – E*TRADE #2” account.

Representative Cleo Fields also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Apple (NASDAQ:AAPL) on 2/12/2026.
• Purchased $15,001 – $50,000 in shares of Lam Research (NASDAQ:LRCX) on 2/3/2026.
• Purchased $100,001 – $250,000 in shares of Alphabet (NASDAQ:GOOGL) on 2/3/2026.
• Purchased $100,001 – $250,000 in shares of Micron Technology (NASDAQ:MU) on 2/3/2026.
• Purchased $50,001 – $100,000 in shares of Advanced Micro Devices (NASDAQ:AMD) on 2/3/2026.
• Purchased $50,001 – $100,000 in shares of IREN (NASDAQ:IREN) on 1/20/2026.
• Purchased $50,001 – $100,000 in shares of Meta Platforms (NASDAQ:META) on 1/20/2026.
• Purchased $50,001 – $100,000 in shares of Netflix (NASDAQ:NFLX) on 1/20/2026.
• Purchased $100,001 – $250,000 in shares of Alphabet (NASDAQ:GOOG) on 1/20/2026.
• Purchased $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOG) on 1/12/2026.

Meta Platforms Trading Up 2.3%

NASDAQ META opened at $653.69 on Thursday. The company has a market cap of $1.65 trillion, a price-to-earnings ratio of 27.82, a price-to-earnings-growth ratio of 1.09 and a beta of 1.28. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. 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 business’s fifty day moving average is $656.19 and its 200 day moving average is $687.00.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating the consensus estimate of $8.16 by $0.72. The firm 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 business’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period last year, the company earned $8.02 earnings per share. As a group, sell-side analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

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%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. Mizuho lifted their target price on shares of Meta Platforms from $815.00 to $850.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft raised their price target 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. Canaccord Genuity Group boosted their price objective on shares of Meta Platforms from $900.00 to $930.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Wedbush raised their target price on Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Finally, Truist Financial lifted their target price on Meta Platforms from $875.00 to $900.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, Meta Platforms 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: Big AMD AI deal validates Meta’s AI roadmap and diversifies suppliers — Meta agreed to deploy up to ~6 gigawatts of AMD Instinct GPUs (a multi‑year, multi‑billion-dollar commitment and potential equity stake), a major catalyst for confidence in Meta’s AI infrastructure strategy. AMD clinches second mega chip supply deal, this time with Meta
• Positive Sentiment: Short interest fell meaningfully in February (down ~16.5%), reducing one source of downward pressure and making squeezes less likely to amplify sell-offs in the near term.
• Neutral Sentiment: Wall Street reaction is mixed but constructive — some banks (e.g., BofA) see long‑term earnings upside from the AMD tie‑up despite higher capex, while others remain cautious about elevated investment intensity. Meta-AMD AI deal boosts scale but extends high capex cycle, analysts say
• Neutral Sentiment: Policy and operational items could affect costs or timelines — the White House plans talks with Big Tech on data‑center power costs (potentially easing power concerns), and Meta will appear at the Morgan Stanley TMT conference (CFO Susan Li on March 4). White House to host Big Tech in pledge to rein in power costs Meta to Participate in the Morgan Stanley Technology, Media & Telecom Conference
• Neutral Sentiment: Product/monetization runway: reports that Meta is preparing a stablecoin/payments push in H2 2026 are a longer‑term monetization positive but carry regulatory and execution risk. Meta Hopes to Launch Stablecoin Payments Project This Year
• Negative Sentiment: Insider selling — CFO Susan Li disclosed a large sale (18,789 shares, ~21% reduction at the time) and COO Javier Olivan sold shares recently; such high‑value insider sales can prompt investor concern about executive conviction even if they are often for diversification or taxes. SEC filing: Susan J. Li sale SEC filing: Javier Olivan sale
• Negative Sentiment: High‑profile investor exit — reports that billionaire Stanley Druckenmiller eliminated his fund’s Meta position may weigh on sentiment and be interpreted as a vote of caution by some institutional players. Billionaire Investor Stanley Druckenmiller Eliminated His Fund’s Position in Meta Platforms
• Negative Sentiment: Legal/reputational risk from ongoing litigation — court filings about encryption and child‑safety concerns could prompt regulatory scrutiny and headline risk. Meta executive warned Facebook Messenger encryption plan was ‘so irresponsible’

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Norges Bank bought a new position in Meta Platforms during the fourth quarter worth $22,152,075,000. Laurel Wealth Advisors LLC increased its stake in Meta Platforms by 73,443.1% in the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock valued at $6,212,506,000 after purchasing an additional 8,405,558 shares in the last quarter. Vanguard Group Inc. raised its holdings in shares of Meta Platforms by 3.8% during the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock valued at $132,015,115,000 after purchasing an additional 7,269,279 shares during the period. Corient Private Wealth LLC boosted its position in shares of Meta Platforms by 488.1% during the 4th quarter. Corient Private Wealth LLC now owns 5,466,595 shares of the social networking company’s stock worth $3,608,445,000 after purchasing an additional 4,537,076 shares in the last quarter. Finally, State Street Corp boosted its position in shares of Meta Platforms by 5.1% during the 4th quarter. State Street Corp now owns 90,841,345 shares of the social networking company’s stock worth $59,963,463,000 after purchasing an additional 4,395,763 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Meta Platforms

In related news, COO Javier Olivan sold 926 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $652.68, for a total transaction of $604,381.68. Following the transaction, the chief operating officer directly owned 17,039 shares of the company’s stock, valued at approximately $11,121,014.52. This represents a 5.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $639.18, for a total value of $370,724.40. Following the completion of the sale, the director directly owned 5,007 shares of the company’s stock, valued at $3,200,374.26. This trade represents a 10.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 48,135 shares of company stock valued at $31,063,415. 13.61% of the stock is currently owned by corporate insiders.

About Representative FIELDS

Cleo Fields (Democratic Party) is a member of the U.S. House, representing Louisiana’s 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Fields (Democratic Party) is running for re-election to the U.S. House to represent Louisiana’s 6th Congressional District. He declared candidacy for the primary scheduled on November 3, 2026.

Cleo Fields graduated from McKinley High School in 1980. He earned a bachelor’s degree in mass communications from Southern University in 1984 and a J.D. from the Southern University Law Center in 1987. His career experience includes working as a state legislator and U.S. congressman. When Fields was elected to the Louisiana State Senate in 1986, he was the youngest person ever elected to the State Senate in Louisiana’s history. In 1995, Fields ran for governor of Louisiana, becoming the first African American since reconstruction to make the runoff.

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.