Fagan Associates Inc. boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 35.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,110 shares of the social networking company’s stock after buying an additional 4,958 shares during the quarter. Meta Platforms makes up approximately 1.7% of Fagan Associates Inc.’s portfolio, making the stock its 14th biggest position. Fagan Associates Inc.’s holdings in Meta Platforms were worth $12,614,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Ashton Thomas Private Wealth LLC lifted its stake in shares of Meta Platforms by 34.2% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company’s stock valued at $38,373,000 after purchasing an additional 13,311 shares during the period. Keybank National Association OH increased its holdings in Meta Platforms by 15.7% during the 4th quarter. Keybank National Association OH now owns 133,798 shares of the social networking company’s stock worth $88,319,000 after purchasing an additional 18,169 shares in the last quarter. Becker Capital Management Inc. increased its holdings in Meta Platforms by 5.0% during the 3rd quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company’s stock worth $25,741,000 after purchasing an additional 1,657 shares in the last quarter. Diversified Trust Co. increased its holdings in Meta Platforms by 4.1% during the 4th quarter. Diversified Trust Co. now owns 84,059 shares of the social networking company’s stock worth $55,487,000 after purchasing an additional 3,336 shares in the last quarter. Finally, Cramer Rosenthal Mcglynn LLC grew its holdings in shares of Meta Platforms by 16.2% in the third quarter. Cramer Rosenthal Mcglynn LLC now owns 6,933 shares of the social networking company’s stock valued at $5,091,000 after acquiring an additional 968 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

More Meta Platforms News

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

• Positive Sentiment: Several analysts remain bullish on Meta Platforms, with recent notes from firms like BofA and Erste Group lifting earnings estimates or price targets after strong Q1 results, reinforcing expectations for meaningful upside. Article Title
• Positive Sentiment: Meta’s AI push is drawing attention as the company reportedly works on AI agents and improved models like Muse Spark, which could support new products and future monetization opportunities. Article Title
• Neutral Sentiment: Commentary pieces continue to frame Meta as an important AI and large-cap tech name, but these are mostly opinion-driven and do not add new fundamental information for the stock. Article Title
• Neutral Sentiment: Meta was also mentioned in a deal roundup about acquiring Assured Robot Intelligence, but the report provided little detail, so the market impact is unclear. Article Title
• Negative Sentiment: Reports highlighting employee dissatisfaction and impending layoffs suggest Meta’s AI transformation is creating internal friction, while also reminding investors that the company’s AI ambitions come with higher costs. Article Title
• Negative Sentiment: Investor concern remains centered on Meta’s enormous 2026 capex plan, estimated at $125 billion to $145 billion, which is fueling fears that profitability could come under pressure before AI investments pay off. Article Title

Insider Transactions at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $667.00, for a total transaction of $386,860.00. Following the sale, the director owned 3,847 shares in the company, valued at $2,565,949. This trade represents a 13.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 926 shares of the firm’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $607.74, for a total value of $562,767.24. Following the sale, the chief operating officer owned 7,779 shares in the company, valued at $4,727,609.46. The trade was a 10.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 167,676 shares of company stock worth $107,299,848 in the last 90 days. Company insiders own 13.61% of the company’s stock.

Meta Platforms Stock Performance

Shares of META stock opened at $609.63 on Monday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25. The company has a market capitalization of $1.54 trillion, a PE ratio of 22.16, a price-to-earnings-growth ratio of 1.07 and a beta of 1.25. The business’s fifty day moving average is $627.67 and its 200 day moving average is $645.30.

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 (EPS) for the quarter, topping analysts’ consensus estimates of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The company had revenue of $56.31 billion for the quarter, compared to the consensus estimate of $55.56 billion. During the same quarter last year, the business posted $6.43 earnings per share. The firm’s revenue was up 33.1% compared to the same quarter last year. On average, equities research analysts anticipate that Meta Platforms, Inc. will post 29.68 EPS for the current fiscal 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 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 (DPR) is presently 7.63%.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on META. Citigroup reaffirmed an “outperform” rating on shares of Meta Platforms in a report on Thursday, January 29th. Roth Mkm restated a “buy” rating on shares of Meta Platforms in a research report on Thursday, April 30th. Piper Sandler restated an “overweight” rating and set a $800.00 target price (down from $880.00) on shares of Meta Platforms in a research report on Thursday, April 30th. Robert W. Baird increased their target price on Meta Platforms from $815.00 to $830.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Finally, BMO Capital Markets increased their target price on Meta Platforms from $710.00 to $730.00 and gave the stock a “market perform” rating in a research report on Thursday, January 29th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and a consensus target price of $840.31.

View Our Latest Report on META

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.

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