Meta Platforms, Inc. $META Shares Acquired by Haven Capital Group Inc.

Haven Capital Group Inc. lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 34.2% in the 2nd quarter, Holdings Channel.com reports. The firm owned 3,405 shares of the social networking company’s stock after buying an additional 867 shares during the quarter. Meta Platforms comprises about 1.6% of Haven Capital Group Inc.’s portfolio, making the stock its 18th largest holding. Haven Capital Group Inc.’s holdings in Meta Platforms were worth $1,918,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Auto Owners Insurance Co lifted its stake in shares of Meta Platforms by 76,587.7% in the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock worth $69,502,379,000 after acquiring an additional 105,154,977 shares during the period. Norges Bank acquired a new position in shares of Meta Platforms during the fourth quarter worth about $22,152,075,000. Vanguard Group Inc. increased its stake 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 worth $132,015,115,000 after acquiring an additional 7,269,279 shares during the period. Corient Private Wealth LLC raised its holdings in Meta Platforms by 488.1% during the fourth 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 raised its holdings in Meta Platforms by 5.1% during the fourth 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.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Meta released Muse Glimmer, a 30-billion-parameter open-weight AI model designed to run locally on consumer computers. The strategy could accelerate developer adoption, improve Meta’s recommendation and advertising systems, and pressure rivals such as OpenAI and Anthropic by making advanced AI more widely available. Meta Muse Glimmer model
• Positive Sentiment: Analysts and bullish commentary continue to highlight Meta’s underlying advertising strength. Second-quarter revenue rose about 28% year over year, supported by higher ad impressions and pricing, while WhatsApp monetization and AI-powered business tools provide potential additional growth. Meta valuation and advertising growth
• Positive Sentiment: Mark Zuckerberg’s plan to make AI broadly accessible reinforces Meta’s long-term positioning in consumer AI and could expand engagement across Facebook, Instagram and WhatsApp. Zuckerberg AI vision
• Neutral Sentiment: Meta and other leading AI companies will meet White House officials regarding voluntary safety testing for advanced models. The meeting may increase compliance costs, but coordinated standards could reduce longer-term regulatory uncertainty. AI safety discussions
• Neutral Sentiment: Reported short-interest data shows zero shares and therefore provides no meaningful indication of bearish positioning.
• Negative Sentiment: Meta will unwind its planned $2 billion acquisition of Chinese AI startup Manus after regulatory pressure from China. The reversal highlights geopolitical obstacles to Meta’s AI expansion and eliminates a potential source of technology and talent. Manus deal unwinds
• Negative Sentiment: Investors remain concerned that Meta’s 2026 capital expenditures could reach $130 billion to $145 billion. Rapidly rising costs have compressed margins and sharply reduced free cash flow, while analysts have lowered some future EPS forecasts. Meta AI spending and margins
• Negative Sentiment: A major court ruling allows more than 3,000 lawsuits alleging that social-media platforms encouraged addictive use among young people to proceed. The litigation creates potentially significant financial, reputational and regulatory risk for Meta. Youth addiction lawsuits

Meta Platforms Stock Up 0.7%

Shares of NASDAQ:META opened at $599.12 on Wednesday. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The company has a market capitalization of $1.53 trillion, a P/E ratio of 22.57, a P/E/G ratio of 1.02 and a beta of 1.25. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25. The stock’s fifty day simple moving average is $597.54 and its 200-day simple moving average is $621.56.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. During the same quarter in the prior year, the business posted $7.14 EPS. The company’s revenue for the quarter was up 28.0% compared to the same quarter last year. As a group, equities research analysts forecast that Meta Platforms, Inc. will post 28.5 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were issued a dividend of $0.525 per share. 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 7.91%.

Insider Activity

In other Meta Platforms news, CTO Andrew Bosworth sold 7,847 shares of the business’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $607.83, for a total value of $4,769,642.01. Following the completion of the transaction, the chief technology officer directly owned 414 shares in the company, valued at approximately $251,641.62. The trade was a 94.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible 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, COO Javier Olivan sold 3,348 shares of Meta Platforms stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the sale, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at approximately $5,708,013.06. This represents a 26.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 36,715 shares of company stock worth $22,374,725. Corporate insiders own 13.53% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on META shares. Susquehanna lowered their price objective on Meta Platforms from $900.00 to $650.00 and set a “positive” rating on the stock in a report on Thursday, July 30th. TD Cowen cut their target price on Meta Platforms from $800.00 to $750.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Rosenblatt Securities reduced their price target on Meta Platforms from $1,015.00 to $883.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $800.00 price objective on shares of Meta Platforms in a report on Thursday, July 30th. Finally, Scotiabank reiterated a “sector perform” rating and issued a $600.00 price objective on shares of Meta Platforms in a research report on Thursday, July 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $785.32.

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.