Meta Platforms, Inc. $META Position Raised by Hamilton Capital Partners LLC

Hamilton Capital Partners LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META) by 15.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 54,897 shares of the social networking company’s stock after purchasing an additional 7,281 shares during the period. Meta Platforms comprises approximately 9.8% of Hamilton Capital Partners LLC’s holdings, making the stock its 5th largest position. Hamilton Capital Partners LLC’s holdings in Meta Platforms were worth $31,408,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Vista Capital Partners Inc. increased its stake in shares of Meta Platforms by 1.3% during the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock valued at $794,000 after purchasing an additional 14 shares in the last quarter. First National Bank Sioux Falls grew its stake in shares of Meta Platforms by 0.7% in the 4th quarter. First National Bank Sioux Falls now owns 2,001 shares of the social networking company’s stock worth $1,321,000 after buying an additional 14 shares during the last quarter. Levin Capital Strategies L.P. grew its stake in shares of Meta Platforms by 1.4% in the 4th quarter. Levin Capital Strategies L.P. now owns 984 shares of the social networking company’s stock worth $649,000 after buying an additional 14 shares during the last quarter. Arcataur Capital Management LLC increased its position in Meta Platforms by 0.9% during the 4th quarter. Arcataur Capital Management LLC now owns 1,736 shares of the social networking company’s stock valued at $1,146,000 after buying an additional 15 shares in the last quarter. Finally, Acorn Creek Capital LLC raised its stake in Meta Platforms by 0.7% during the fourth quarter. Acorn Creek Capital LLC now owns 2,118 shares of the social networking company’s stock valued at $1,398,000 after buying an additional 15 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.

Meta Platforms Stock Up 1.4%

Meta Platforms stock opened at $550.25 on Friday. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $796.25. The stock has a fifty day simple moving average of $612.28 and a two-hundred day simple moving average of $630.76. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The firm has a market cap of $1.39 trillion, a price-to-earnings ratio of 20.00, a PEG ratio of 0.96 and a beta of 1.23.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The firm had revenue of $56.31 billion for the quarter, compared to the consensus estimate of $55.56 billion. During the same period in the prior year, the company posted $6.43 earnings per share. The company’s quarterly revenue was up 33.1% on a year-over-year basis. Equities analysts predict that Meta Platforms, Inc. will post 29.35 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a dividend of $0.525 per share. The ex-dividend date was Monday, June 15th. This represents a $2.10 annualized dividend and a yield of 0.4%. Meta Platforms’s dividend payout ratio is currently 7.63%.

Insider Activity at Meta Platforms

In other news, CTO Andrew Bosworth sold 7,847 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $607.83, for a total transaction of $4,769,642.01. Following the sale, the chief technology officer owned 414 shares of the company’s stock, valued at $251,641.62. This trade represents a 94.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Curtis J. Mahoney sold 2,079 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the transaction, the insider directly owned 1,118 shares of the company’s stock, valued at $681,890.56. The trade was a 65.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 39,013 shares of company stock worth $24,115,999 over the last quarter. 13.53% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research firms have commented on META. Wall Street Zen downgraded Meta Platforms from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. Tigress Financial raised their price target on Meta Platforms from $935.00 to $945.00 and gave the company a “strong-buy” rating in a report on Wednesday, March 18th. Susquehanna upgraded shares of Meta Platforms from a “positive” rating to a “positive” rating in a research note on Tuesday, June 2nd. Guggenheim cut their price objective on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Finally, Roth Mkm restated a “buy” rating on shares of Meta Platforms in a research note on Thursday, April 30th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $840.60.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Wedbush’s Dan Ives said Meta is being treated like a “bear market” stock despite its central role in the AI buildout, arguing the recent selloff is more about short-term impatience than a broken AI thesis.
• Positive Sentiment: Analyst commentary said Meta’s AI push is driving revenue growth, stronger ad engagement, and rising user activity, supporting the case for further upside.
• Positive Sentiment: Qualcomm’s new AI data-center push and partnerships with Meta and Microsoft reinforce Meta’s role in major AI infrastructure deals, which may support long-term growth expectations. Qualcomm stock jumps on AI data center push, Meta and Microsoft deals
• Positive Sentiment: One article framed Meta as one of the most attractive mega-cap tech names after the 2026 selloff, suggesting the stock could have meaningful recovery potential from current levels.
• Neutral Sentiment: Mark Zuckerberg is reportedly pushing Meta to explore working with prediction-market platforms Polymarket and Kalshi as part of an Arena app aimed at younger users, which could expand engagement but is still early-stage. Mark Zuckerberg Urges Meta to Explore Working With Polymarket and Kalshi
• Neutral Sentiment: Consumer-sentiment commentary said Meta continues to keep users on its platforms longer, but investor sentiment remains weighed down by AI spending concerns. Ca$htag$: Is META Winning Over Consumers?
• Negative Sentiment: Meta is facing fresh legal and reputational pressure after Sarah Wynn-Williams accused the company of surveilling her to silence criticism, adding to headline risk around the stock.
• Negative Sentiment: Multiple reports continue to highlight investor concern that Meta’s aggressive AI infrastructure spending is compressing near-term cash flow, which has been a major factor behind the stock’s weakness.

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.