Glynn Capital Management LLC Sells 2,466 Shares of Meta Platforms, Inc. $META

Glynn Capital Management LLC lessened its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 96.4% in the third quarter, Holdings Channel.com reports. The fund owned 92 shares of the social networking company’s stock after selling 2,466 shares during the quarter. Meta Platforms comprises 0.0% of Glynn Capital Management LLC’s holdings, making the stock its 24th largest holding. Glynn Capital Management LLC’s holdings in Meta Platforms were worth $68,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in META. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its stake in shares of Meta Platforms by 0.4% during the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company’s stock worth $2,587,000 after purchasing an additional 13 shares during the period. Trust Co of the South lifted its stake in Meta Platforms by 0.8% in the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock valued at $1,359,000 after buying an additional 14 shares during the period. Sentinel Pension Advisors LLC boosted its holdings in Meta Platforms by 1.6% during the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after buying an additional 14 shares during the last quarter. Alpine Bank Wealth Management grew its position in shares of Meta Platforms by 0.3% during the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock worth $3,159,000 after buying an additional 14 shares during the period. Finally, Valued Wealth Advisors LLC grew its position in shares of Meta Platforms by 3.2% during the 3rd quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company’s stock worth $334,000 after buying an additional 14 shares during the period. Institutional investors own 79.91% of the company’s stock.

Insiders Place Their Bets

In other news, CTO Andrew Bosworth sold 8,089 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total value of $5,106,100.36. Following the sale, the chief technology officer directly owned 2,841 shares of the company’s stock, valued at approximately $1,793,352.84. This represents a 74.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Susan J. Li sold 56,571 shares of the firm’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 160,410 shares of company stock valued at $102,809,055. 13.61% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

META has been the topic of a number of analyst reports. Piper Sandler increased their price target on shares of Meta Platforms from $840.00 to $880.00 and gave the company an “overweight” rating in a research report on Thursday, January 29th. Erste Group Bank raised shares of Meta Platforms from a “hold” rating to a “buy” rating in a research note on Thursday. Argus reiterated a “buy” rating and issued a $800.00 target price on shares of Meta Platforms in a report on Monday, February 2nd. Roth Mkm reduced their price target on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Finally, Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $844.44.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Closed multiyear AI/content and chip-supply deals that should improve model training quality and reduce sourcing risk — supports AI product road map and longer-term ad/engagement upside. Read More.
• Positive Sentiment: Signed paid content-licensing arrangements (reported coverage highlights a News Corp deal) and created a new applied-AI engineering organization to speed model development — both point to faster commercialization of AI features that can lift ad yields. Read More.
• Positive Sentiment: Prominent investors and some brokers continue to list META as a buy or top idea (e.g., inclusion on Bill Ackman-related lists and select upgrades), supporting demand from long-term investors. Read More.
• Neutral Sentiment: Company presented at investor conferences and several sell‑side reports reiterated valuation/scale arguments — useful for analyst color but not an immediate catalyst. Read More.
• Negative Sentiment: Wall Street downgrades and cut price targets citing concerns that Meta is “lagging on AI” — raises short-term growth and competition worries and likely contributed to intraday selling pressure. Read More.
• Negative Sentiment: Large insider sales disclosed: CFO Susan Li sold roughly $36.5M and COO Javier Olivan also executed significant sales — while often planned (tax/vesting), these filers increase headline risk and can create short-term supply. Read More.
• Negative Sentiment: Regulatory and competition pressure in Europe and Indonesia — Meta agreed to allow rival AI chatbots on WhatsApp in Europe (for a fee) to head off EU action, and Indonesia issued warnings over disinformation and algorithm transparency, adding compliance and revenue uncertainty in key markets. Read More. Read More.
• Negative Sentiment: 13F filings show several high‑profile managers trimmed or exited META in Q4 — signals profit‑taking and reduced conviction from some large investors. Read More.

Meta Platforms Stock Performance

Shares of NASDAQ META opened at $644.86 on Monday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. The stock has a 50 day moving average price of $654.99 and a 200 day moving average price of $680.69. The stock has a market capitalization of $1.63 trillion, a PE ratio of 27.44, a price-to-earnings-growth ratio of 1.00 and a beta of 1.30. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping the consensus estimate 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 analyst estimates of $58.33 billion. During the same quarter in the previous year, the firm earned $8.02 EPS. The business’s quarterly revenue was up 23.8% on a year-over-year basis. Analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

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

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.