Y.D. More Investments Ltd Raises Holdings in Meta Platforms, Inc. $META

Y.D. More Investments Ltd raised its position in Meta Platforms, Inc. (NASDAQ:META) by 6.9% during the third quarter, HoldingsChannel reports. The firm owned 43,519 shares of the social networking company’s stock after purchasing an additional 2,815 shares during the period. Meta Platforms comprises 1.8% of Y.D. More Investments Ltd’s holdings, making the stock its 13th biggest position. Y.D. More Investments Ltd’s holdings in Meta Platforms were worth $31,957,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in META. Brighton Jones LLC grew its position in shares of Meta Platforms by 1.7% in the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock valued at $20,230,000 after purchasing an additional 570 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares during the last quarter. Headwater Capital Co Ltd grew its holdings in Meta Platforms by 294.7% in the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock valued at $86,454,000 after buying an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. acquired a new stake in shares of Meta Platforms in the 2nd quarter worth $213,000. Finally, Capital & Planning LLC acquired a new stake in shares of Meta Platforms in the 2nd quarter worth $322,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms News Summary

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

• Positive Sentiment: Major AI infrastructure deals — Meta expanded its multi‑year AI hardware partnerships (AMD GPUs commitment and a reported multibillion‑dollar arrangement to rent Google TPUs) that accelerate model training scale and support ad/AI revenue growth expectations. Meta-AMD AI deal boosts scale Google signs multibillion-dollar AI chip deal with Meta
• Positive Sentiment: Enforcement vs. ad scams — Meta filed lawsuits and took technical enforcement actions against advertisers accused of celebrity‑impersonation scams, a move aimed at protecting ad quality and user trust (positive for advertiser relationships and brand safety). Meta Platforms files lawsuits against scam advertisers
• Positive Sentiment: Short interest fell meaningfully in February, reducing near‑term bearish pressure and signaling less hedge‑fund pessimism about the shares.
• Neutral Sentiment: Investor access / visibility — CFO Susan Li will present at the Morgan Stanley TMT conference March 4, providing an opportunity for management to update on capex, AI cadence and monetization plans. Meta to Participate in the Morgan Stanley TMT Conference
• Neutral Sentiment: Talent turnover — OpenAI hired a high‑profile Meta AI researcher; talent movement in the AI space is noteworthy but common, and Meta’s broad AI hiring and partnerships partly offset concerns. OpenAI hires Meta AI researcher
• Negative Sentiment: EU legal pressure — An adviser to Europe’s top court backed regulators in a dispute over Meta’s antitrust information requests, increasing regulatory risk and potential compliance costs in the region. EU court adviser rejects Meta’s fight
• Negative Sentiment: Ongoing litigation and reputation risk — Testimony in a high‑profile California trial about social‑media harms and new Instagram parent‑alert policies keep regulatory/legal scrutiny and potential liabilities on investors’ radars. Woman suing Meta, YouTube expected to testify Instagram to alert parents of teen searches
• Negative Sentiment: Insider selling — Recent large share sales by senior executives (CFO and COO) may be read negatively by some investors even though insiders often sell for diversification or tax reasons. SEC filing: Susan J. Li sale

Meta Platforms Trading Up 0.5%

Shares of NASDAQ META opened at $657.01 on Friday. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock has a market capitalization of $1.66 trillion, a PE ratio of 27.96, a PEG ratio of 1.01 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 stock has a fifty day simple moving average of $656.04 and a 200-day simple moving average of $686.79.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.16 by $0.72. The firm had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.Meta Platforms’s revenue was up 23.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $8.02 EPS. On average, equities analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Monday, March 16th will be issued a $0.525 dividend. The ex-dividend date is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s payout ratio is 8.94%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on META shares. Zacks Research lowered shares of Meta Platforms from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. BNP Paribas Exane began coverage on shares of Meta Platforms in a report on Monday, November 24th. They issued an “outperform” rating and a $800.00 target price on the stock. Benchmark downgraded shares of Meta Platforms from a “buy” rating to a “hold” rating in a report on Thursday, October 30th. TD Cowen reaffirmed a “buy” rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Meta Platforms in a report on Monday, December 29th. Three research 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. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $844.44.

Insider Buying and Selling at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the business’s stock in a transaction 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 owned 6,167 shares in the company, valued at $3,983,882. The trade was a 8.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction on 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 sale, the chief technology officer owned 2,841 shares in the company, valued at approximately $1,793,352.84. The trade was a 74.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 103,837 shares of company stock worth $66,356,760. 13.61% of the stock is currently owned by company 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.