Meta Platforms, Inc. $META Stock Holdings Trimmed by L & S Advisors Inc

L & S Advisors Inc lowered its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 6.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 28,369 shares of the social networking company’s stock after selling 1,990 shares during the quarter. Meta Platforms comprises approximately 2.0% of L & S Advisors Inc’s portfolio, making the stock its 7th biggest position. L & S Advisors Inc’s holdings in Meta Platforms were worth $20,834,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Norges Bank purchased a new stake in Meta Platforms in the second quarter worth about $23,155,393,000. Laurel Wealth Advisors LLC boosted its position in shares of Meta Platforms by 73,443.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock worth $6,212,506,000 after purchasing an additional 8,405,558 shares in the last quarter. State Street Corp grew its stake in shares of Meta Platforms by 1.9% in the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after buying an additional 1,650,435 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of Meta Platforms by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after buying an additional 1,532,568 shares during the last quarter. Finally, Corient Private Wealth LLC increased its position in Meta Platforms by 103.5% during the 2nd quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company’s stock valued at $1,475,166,000 after buying an additional 1,016,667 shares in the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Meta Platforms

In other news, COO Javier Olivan sold 926 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $652.68, for a total value of $604,381.68. Following the transaction, the chief operating officer owned 17,039 shares in the company, valued at $11,121,014.52. This represents a 5.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $639.18, for a total transaction of $370,724.40. Following the completion of the transaction, the director directly owned 5,007 shares in the company, valued at approximately $3,200,374.26. The trade was a 10.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 48,135 shares of company stock worth $31,063,415 over the last 90 days. 13.61% of the stock is owned by company insiders.

Key Meta Platforms News

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

• Positive Sentiment: Big AMD AI deal validates Meta’s AI roadmap and diversifies suppliers — Meta agreed to deploy up to ~6 gigawatts of AMD Instinct GPUs (a multi‑year, multi‑billion-dollar commitment and potential equity stake), a major catalyst for confidence in Meta’s AI infrastructure strategy. AMD clinches second mega chip supply deal, this time with Meta
• Positive Sentiment: Short interest fell meaningfully in February (down ~16.5%), reducing one source of downward pressure and making squeezes less likely to amplify sell-offs in the near term.
• Neutral Sentiment: Wall Street reaction is mixed but constructive — some banks (e.g., BofA) see long‑term earnings upside from the AMD tie‑up despite higher capex, while others remain cautious about elevated investment intensity. Meta-AMD AI deal boosts scale but extends high capex cycle, analysts say
• Neutral Sentiment: Policy and operational items could affect costs or timelines — the White House plans talks with Big Tech on data‑center power costs (potentially easing power concerns), and Meta will appear at the Morgan Stanley TMT conference (CFO Susan Li on March 4). White House to host Big Tech in pledge to rein in power costs Meta to Participate in the Morgan Stanley Technology, Media & Telecom Conference
• Neutral Sentiment: Product/monetization runway: reports that Meta is preparing a stablecoin/payments push in H2 2026 are a longer‑term monetization positive but carry regulatory and execution risk. Meta Hopes to Launch Stablecoin Payments Project This Year
• Negative Sentiment: Insider selling — CFO Susan Li disclosed a large sale (18,789 shares, ~21% reduction at the time) and COO Javier Olivan sold shares recently; such high‑value insider sales can prompt investor concern about executive conviction even if they are often for diversification or taxes. SEC filing: Susan J. Li sale SEC filing: Javier Olivan sale
• Negative Sentiment: High‑profile investor exit — reports that billionaire Stanley Druckenmiller eliminated his fund’s Meta position may weigh on sentiment and be interpreted as a vote of caution by some institutional players. Billionaire Investor Stanley Druckenmiller Eliminated His Fund’s Position in Meta Platforms
• Negative Sentiment: Legal/reputational risk from ongoing litigation — court filings about encryption and child‑safety concerns could prompt regulatory scrutiny and headline risk. Meta executive warned Facebook Messenger encryption plan was ‘so irresponsible’

Wall Street Analyst Weigh In

Several equities research analysts have commented on META shares. Roth Mkm dropped their target price on Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Morgan Stanley lifted their price target on Meta Platforms from $750.00 to $825.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $810.00 price target on shares of Meta Platforms in a research note on Thursday, January 29th. Citigroup restated an “outperform” rating on shares of Meta Platforms in a report on Thursday, January 29th. Finally, Truist Financial upped their price objective on Meta Platforms from $875.00 to $900.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, Meta Platforms has an average rating of “Moderate Buy” and an average target price of $844.44.

Meta Platforms Price Performance

Shares of META opened at $653.69 on Thursday. The firm has a fifty day simple moving average of $656.19 and a two-hundred day simple moving average of $687.00. The firm has a market cap of $1.65 trillion, a PE ratio of 27.82, a P/E/G ratio of 1.09 and a beta of 1.28. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25.

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

Meta Platforms Dividend Announcement

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

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.