RFG Advisory LLC boosted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 7.2% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 27,281 shares of the social networking company’s stock after buying an additional 1,823 shares during the quarter. RFG Advisory LLC’s holdings in Meta Platforms were worth $15,608,000 as of its most recent SEC filing.
Other large investors have also bought and sold shares of the company. First National Bank Sioux Falls lifted 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 valued at $1,321,000 after purchasing an additional 14 shares during the period. Levin Capital Strategies L.P. boosted its position in shares of Meta Platforms by 1.4% during the fourth quarter. Levin Capital Strategies L.P. now owns 984 shares of the social networking company’s stock valued at $649,000 after purchasing an additional 14 shares in the last quarter. Vista Capital Partners Inc. grew its stake in Meta Platforms by 1.3% in the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock worth $794,000 after purchasing an additional 14 shares during the period. Arcataur Capital Management LLC grew its stake in Meta Platforms by 0.9% in the fourth quarter. Arcataur Capital Management LLC now owns 1,736 shares of the social networking company’s stock worth $1,146,000 after purchasing an additional 15 shares during the period. Finally, Acorn Creek Capital LLC raised its holdings in Meta Platforms by 0.7% in the fourth quarter. Acorn Creek Capital LLC now owns 2,118 shares of the social networking company’s stock worth $1,398,000 after purchasing an additional 15 shares in the last quarter. 79.91% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In
Several brokerages have commented on META. Morgan Stanley lowered their price objective on Meta Platforms from $825.00 to $775.00 and set an “overweight” rating for the company in a research report on Monday, March 30th. BNP Paribas Exane initiated coverage on shares of Meta Platforms in a research report on Tuesday, June 2nd. They issued an “outperform” rating on the stock. KeyCorp reissued an “overweight” rating and set a $760.00 price target on shares of Meta Platforms in a research report on Thursday, April 30th. Barclays boosted their price objective on shares of Meta Platforms from $800.00 to $830.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Finally, TD Cowen cut their price objective on shares of Meta Platforms from $820.00 to $800.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Three research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $840.60.
Insider Activity at Meta Platforms
In related news, COO Javier Olivan sold 2,778 shares of the firm’s stock in a transaction that occurred on Monday, April 13th. The shares were sold at an average price of $629.45, for a total value of $1,748,612.10. Following the sale, the chief operating officer owned 10,557 shares in the company, valued at approximately $6,645,103.65. This trade represents a 20.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 7,847 shares of the business’s stock in a transaction on 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 approximately $251,641.62. This represents a 94.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Insiders sold 39,013 shares of company stock valued at $24,115,999 over the last ninety days. Company insiders own 13.53% of the company’s stock.
Meta Platforms Trading Up 1.4%
Meta Platforms stock opened at $550.25 on Friday. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.35 and a quick ratio of 2.35. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $796.25. The stock has a market capitalization of $1.39 trillion, a PE ratio of 20.00, a price-to-earnings-growth ratio of 0.97 and a beta of 1.23. The business’s fifty day moving average is $612.28 and its 200 day moving average is $630.76.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping analysts’ consensus estimates of $6.67 by $3.77. The business had revenue of $56.31 billion during the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.Meta Platforms’s revenue was up 33.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $6.43 EPS. On average, sell-side analysts predict that Meta Platforms, Inc. will post 29.35 EPS for the current year.
Meta Platforms Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were paid a $0.525 dividend. The ex-dividend date was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms’s payout ratio is currently 7.63%.
Key Meta Platforms News
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Wedbush’s Dan Ives said Meta is being treated like a “bear market” stock despite its central role in the AI buildout, arguing the recent selloff is more about short-term impatience than a broken AI thesis.
- Positive Sentiment: Analyst commentary said Meta’s AI push is driving revenue growth, stronger ad engagement, and rising user activity, supporting the case for further upside.
- Positive Sentiment: Qualcomm’s new AI data-center push and partnerships with Meta and Microsoft reinforce Meta’s role in major AI infrastructure deals, which may support long-term growth expectations. Qualcomm stock jumps on AI data center push, Meta and Microsoft deals
- Positive Sentiment: One article framed Meta as one of the most attractive mega-cap tech names after the 2026 selloff, suggesting the stock could have meaningful recovery potential from current levels.
- Neutral Sentiment: Mark Zuckerberg is reportedly pushing Meta to explore working with prediction-market platforms Polymarket and Kalshi as part of an Arena app aimed at younger users, which could expand engagement but is still early-stage. Mark Zuckerberg Urges Meta to Explore Working With Polymarket and Kalshi
- Neutral Sentiment: Consumer-sentiment commentary said Meta continues to keep users on its platforms longer, but investor sentiment remains weighed down by AI spending concerns. Ca$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.
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.
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