Munich Reinsurance Co Stock Corp in Munich Buys New Stake in Meta Platforms, Inc. $META

Munich Reinsurance Co Stock Corp in Munich purchased a new stake in Meta Platforms, Inc. (NASDAQ:META) during the third quarter, according to its most recent filing with the SEC. The fund purchased 78,113 shares of the social networking company’s stock, valued at approximately $57,365,000. Meta Platforms comprises about 1.4% of Munich Reinsurance Co Stock Corp in Munich’s portfolio, making the stock its 29th largest holding.

Several other hedge funds have also bought and sold shares of META. Brighton Jones LLC increased its position in Meta Platforms by 1.7% in the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after purchasing an additional 570 shares during the last quarter. Revolve Wealth Partners LLC lifted its position 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 valued at $5,537,000 after purchasing an additional 875 shares during the last quarter. Headwater Capital Co Ltd grew its stake in shares of 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 worth $86,454,000 after buying an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in shares of Meta Platforms in the 2nd quarter worth about $213,000. Finally, Capital & Planning LLC bought a new stake in shares of Meta Platforms in the 2nd quarter worth about $322,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Meta Platforms Trading Up 0.1%

META stock opened at $654.86 on Thursday. The company has a market capitalization of $1.66 trillion, a PE ratio of 27.87, a P/E/G ratio of 1.01 and a beta of 1.30. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The firm’s 50-day moving average is $654.42 and its 200 day moving average is $679.16. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60.

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

Meta Platforms Dividend Announcement

The business 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 dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 16th. Meta Platforms’s payout ratio is currently 8.94%.

Key Meta Platforms News

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

• Positive Sentiment: Rolled out a roadmap of four new in‑house AI chips to expand data‑center capacity and cut dependence on third‑party hardware — a move that should lower long‑term costs and support Meta’s AI scale and margins. Meta unveils plans for batch of in-house AI chips
• Positive Sentiment: Acquired Moltbook, a viral social network for AI agents, and brought its founders into Meta’s Superintelligence Labs — an inexpensive talent & capability win that reinforces Meta’s AI roadmap and content‑generation/testing capabilities. Meta acquires AI agent social network Moltbook
• Positive Sentiment: Launched AI‑powered anti‑scam tools across WhatsApp, Facebook and Messenger — a user‑safety boost that can protect engagement and advertiser confidence on its platforms. Meta rolls out new scam detection tools to Facebook, WhatsApp, and Messenger
• Neutral Sentiment: Street commentary (Evercore/Barron’s) suggests internet names including META may be oversold after AI worries and geopolitical risk — a catalyst that could attract value buyers but depends on macro sentiment. Amazon, Uber, and Other Internet Stocks Look Too Cheap After AI and Iran Worries
• Negative Sentiment: Insider selling: COO Javier Olivan sold multiple blocks of shares (hundreds of shares reported), trimming his position — a near‑term negative signal that can weigh on sentiment even if routine. SEC filing: Javier Olivan sales
• Negative Sentiment: Announced a 2–5% “location fee” for advertisers to cover some European digital taxes — could pressure ad rates/advertiser spend in affected markets and be a small drag on revenue growth. Meta to charge advertisers a fee to offset Europe’s digital taxes
• Negative Sentiment: Dutch appeals court upheld a ruling forcing Meta to offer chronological feeds in the Netherlands — a regulatory loss that could affect engagement/personalization and set precedents for further restrictions. Dutch court upholds ruling forcing Meta to offer chronological feeds

Wall Street Analyst Weigh In

A number of research analysts recently commented on META shares. BMO Capital Markets increased their price target on shares of Meta Platforms from $710.00 to $730.00 and gave the company a “market perform” rating in a report on Thursday, January 29th. Mizuho boosted their price objective on Meta Platforms from $815.00 to $850.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Scotiabank upped their price objective on Meta Platforms from $685.00 to $700.00 and gave the company a “sector perform” rating in a research report on Thursday, January 29th. Pivotal Research lowered their price objective on Meta Platforms from $930.00 to $910.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Finally, Raymond James Financial dropped their target price on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a report on Monday, January 26th. 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. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $844.44.

Insider Activity at Meta Platforms

In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction on 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 completion of the sale, the chief technology officer directly owned 2,841 shares of the company’s stock, valued at $1,793,352.84. The trade was a 74.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Susan J. Li sold 56,571 shares of the company’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $644.70, for a total value of $36,471,323.70. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 161,446 shares of company stock worth $103,451,688. Company insiders own 13.61% of the company’s stock.

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.