Capelight Capital Asset Management LP acquired a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,000 shares of the social networking company’s stock, valued at approximately $3,300,000. Meta Platforms makes up 2.7% of Capelight Capital Asset Management LP’s investment portfolio, making the stock its 11th largest position.

Several other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in shares of Meta Platforms by 1.7% during the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after buying an additional 570 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares in the last quarter. Headwater Capital Co Ltd increased its holdings in shares of Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after buying an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. acquired a new position in shares of Meta Platforms during the second quarter worth $213,000. Finally, Capital & Planning LLC acquired a new position in shares of Meta Platforms during the second quarter worth $322,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Meta Platforms Stock Performance

Shares of Meta Platforms stock opened at $608.74 on Friday. The company has a quick ratio of 2.60, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $796.25. The stock has a market cap of $1.54 trillion, a price-to-earnings ratio of 22.13, a P/E/G ratio of 0.99 and a beta of 1.31. The company’s fifty day moving average is $629.62 and its 200 day moving average is $648.40.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping the consensus estimate of $6.67 by $3.77. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The company had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. During the same quarter in the previous year, the firm posted $6.43 earnings per share. Meta Platforms’s revenue for the quarter was up 33.1% on a year-over-year basis. Sell-side analysts forecast that Meta Platforms, Inc. will post 29.81 EPS for the current year.

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Monday, March 16th were given a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio is 7.63%.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. DA Davidson upped their price target on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Argus reiterated a “buy” rating and set a $800.00 price target on shares of Meta Platforms in a report on Monday, February 2nd. Monness Crespi & Hardt upped their price target on shares of Meta Platforms from $808.00 to $890.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Canaccord Genuity Group upped their price target on shares of Meta Platforms from $900.00 to $930.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, Pivotal Research lowered their price target on shares of Meta Platforms from $930.00 to $910.00 and set a “buy” rating for the company in a report on Thursday, January 29th. Four analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $840.67.

Read Our Latest Stock Report on META

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Q1 beat & AI ad momentum — Meta reported robust Q1 revenue and EPS, and management highlighted AI-driven ad tools and full‑stack model+chip co‑design that are expanding ad automation and advertiser reach. Meta Does Things Their Own Way
• Positive Sentiment: Robotics/AI talent add — Meta acquired humanoid‑robot startup Assured Robot Intelligence to accelerate robotics model optimization, signaling product diversification in AI/robotics. WSJ: Meta Acquires Assured Robot Intelligence
• Positive Sentiment: Energy and creator initiatives — Meta is signing energy partnerships (space solar/long‑duration storage) to secure power for compute-heavy AI centers and piloting stablecoin creator payouts — moves that support long‑term AI scale and monetization. AI drives growth (context)
• Neutral Sentiment: Analyst reactions mixed — Some firms (e.g., Stifel) trimmed price targets but retained “buy”; others raised targets on longer‑term AI upside. These tweaks sustain divergent Wall Street views on valuation vs. heavy CapEx. Benzinga: Analyst Moves
• Neutral Sentiment: Insider sales disclosed — COO Javier Oliván sold shares under a Rule 10b5‑1 plan; routine but notable given market noise. SEC Filing
• Negative Sentiment: Large CapEx raise spooks investors — Meta lifted 2026 capital expenditure guidance materially (now targeting major AI data‑center buildout), prompting concerns about near‑term free‑cash‑flow and returns; that is the primary reason the stock has been sold. Reuters: CapEx & market reaction
• Negative Sentiment: Regulatory/legal pressure — Threats to pull apps from New Mexico over child‑safety rules and US senators’ scrutiny over ad removals amplify litigation/compliance risk and potential costs. Reuters: Lawmaker Scrutiny
• Negative Sentiment: Reality Labs losses & deal setbacks — Continued multi‑billion losses in Reality Labs and a blocked Manus acquisition in China highlight near‑term cash drag and execution risks on speculative bets. CNBC: Reality Labs Loss

Insiders Place Their Bets

In other Meta Platforms news, COO Javier Olivan sold 629 shares of the company’s stock in a transaction on Monday, April 27th. The shares were sold at an average price of $670.84, for a total transaction of $421,958.36. Following the sale, the chief operating officer owned 2,372 shares of the company’s stock, valued at approximately $1,591,232.48. This represents a 20.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, 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 company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $667.00, for a total transaction of $386,860.00. Following the sale, the director directly owned 3,847 shares in the company, valued at $2,565,949. This trade represents a 13.10% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 167,155 shares of company stock worth $107,067,129 in the last ninety days. Insiders own 13.61% of the company’s stock.

Meta Platforms Company 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.

See Also

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Before you consider Meta Platforms, you’ll want to hear this.

MarketBeat keeps track of Wall Street’s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on… and Meta Platforms wasn’t on the list.

While Meta Platforms currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here