Adelphi Trust Co purchased a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 2,300 shares of the social networking company’s stock, valued at approximately $1,518,000. Meta Platforms makes up approximately 1.2% of Adelphi Trust Co’s investment portfolio, making the stock its 21st biggest position.

Several other hedge funds also recently made changes to their positions in META. Westchester Capital Management Inc. bought a new stake in shares of Meta Platforms in the 3rd quarter worth $26,000. Dorato Capital Management bought a new stake in shares of Meta Platforms in the fourth quarter worth $62,000. PMV Capital Advisers LLC grew its holdings in shares of Meta Platforms by 26.3% in the fourth quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company’s stock worth $63,000 after acquiring an additional 20 shares during the period. Evergreen Private Wealth LLC raised its holdings in Meta Platforms by 64.8% in the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after purchasing an additional 35 shares during the period. Finally, eCIO Inc. bought a new position in Meta Platforms in the 4th quarter worth $66,000. 79.91% of the stock is currently owned by institutional investors.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Meta signed a multiyear, multibillion-dollar agreement to deploy tens of millions of AWS Graviton5 cores to power its agentic AI workloads — investors view this as a scalable, cost-efficient way to boost AI capacity and cut future capex risk. Meta strikes deal with Amazon’s cloud unit to use its CPU chips
• Positive Sentiment: Management announced plans to cut ~10% of the workforce (~8,000 roles) and freeze hiring for ~6,000 openings to “run more efficiently” and offset AI investments — a move markets often reward when paired with heavy AI capex. Meta will cut 10% of workforce as it pushes more into AI
• Positive Sentiment: Analyst support and buy-side interest (price-target upgrades and bullish notes on AI-driven ad monetization) are reinforcing the upside narrative around revenue and margins. Guggenheim reaffirms buy and sets $850 target
• Neutral Sentiment: Insider sales by the COO were disclosed (executed under a Rule 10b5‑1 plan) — routine but noted by traders watching insider activity. SEC filing: Javier Olivan insider sales
• Negative Sentiment: Staff reactions describe weeks of limbo and morale damage (“28 days of hell”) ahead of the May cuts, raising execution and product-risk concerns if key teams are disrupted. Meta employees react to pending job cuts
• Negative Sentiment: Reports that Meta is tracking employee keystrokes and web usage to train AI models raise privacy/ethical questions and potential regulatory scrutiny that could create reputational or legal costs. Meta is tracking employee usage for AI training
• Negative Sentiment: Ongoing legal/ESG pressures (court rulings, shareholder proposals on human rights and AI energy/climate impacts) remain a medium-term headwind for sentiment and could spur additional disclosures or costs. Meta faces new ESG pressures

Analyst Upgrades and Downgrades

A number of brokerages recently commented on META. Roth Mkm decreased 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. Piper Sandler increased their price target on Meta Platforms from $840.00 to $880.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. DA Davidson increased their price objective on shares of Meta Platforms from $825.00 to $850.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Sanford C. Bernstein reissued an “outperform” rating and set a $900.00 price objective (up from $870.00) on shares of Meta Platforms in a report on Thursday, January 29th. Finally, Robert W. Baird raised their price target on Meta Platforms from $815.00 to $830.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $837.09.

Get Our Latest Analysis on Meta Platforms

Meta Platforms Trading Up 2.5%

META opened at $675.50 on Friday. 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 $1.71 trillion, a PE ratio of 28.74, a P/E/G ratio of 1.07 and a beta of 1.31. The business’s 50 day moving average price is $628.34 and its 200 day moving average price is $650.06. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60.

Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating 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 analysts’ expectations of $58.33 billion. During the same period in the prior year, the firm posted $8.02 earnings per share. The firm’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, equities research analysts expect that Meta Platforms, Inc. will post 29.83 EPS for the current year.

Meta Platforms Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were issued a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, March 16th. Meta Platforms’s payout ratio is currently 8.94%.

Insider Buying and Selling at Meta Platforms

In related news, COO Javier Olivan sold 926 shares of the business’s stock in a transaction on Monday, April 20th. The stock was sold at an average price of $680.09, for a total value of $629,763.34. Following the sale, the chief operating officer owned 9,631 shares in the company, valued at approximately $6,549,946.79. The trade was a 8.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 580 shares of the business’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $667.00, for a total transaction of $386,860.00. Following the completion of the transaction, the director owned 3,847 shares of the company’s stock, valued at approximately $2,565,949. This trade represents a 13.10% 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. Insiders sold a total of 166,117 shares of company stock worth $106,367,778 in the last quarter. Company insiders own 13.61% of the company’s stock.

Meta Platforms Profile

(Free Report)

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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