Lee Johnson Capital Management LLC decreased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 87.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,079 shares of the social networking company’s stock after selling 14,261 shares during the period. Lee Johnson Capital Management LLC’s holdings in Meta Platforms were worth $1,372,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. State Street Corp raised its position in shares of Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after acquiring an additional 1,650,435 shares during the last quarter. Capital World Investors boosted its position in shares of Meta Platforms by 0.7% in the 3rd quarter. Capital World Investors now owns 39,247,690 shares of the social networking company’s stock worth $28,823,375,000 after purchasing an additional 278,180 shares during the last quarter. Norges Bank bought a new position in shares of Meta Platforms in the 2nd quarter worth $23,155,393,000. Invesco Ltd. grew its stake in shares of Meta Platforms by 0.8% during the third quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company’s stock worth $12,597,374,000 after purchasing an additional 142,229 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of Meta Platforms by 1.8% during the second quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock worth $10,694,644,000 after purchasing an additional 262,550 shares during the period. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Meta Platforms

In other news, COO Javier Olivan sold 2,461 shares of the firm’s stock in a transaction dated Sunday, February 15th. The stock was sold at an average price of $639.77, for a total value of $1,574,473.97. Following the completion of the transaction, the chief operating officer owned 12,108 shares in the company, valued at $7,746,335.16. This trade represents a 16.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 162,484 shares of company stock worth $104,015,906 in the last three months. Insiders own 13.61% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on META. BMO Capital Markets increased their target price on Meta Platforms from $710.00 to $730.00 and gave the company a “market perform” rating in a research note on Thursday, January 29th. TD Cowen restated a “buy” rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Evercore upped their price target on Meta Platforms from $875.00 to $900.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Argus reiterated a “buy” rating and issued a $800.00 price target on shares of Meta Platforms in a research report on Monday, February 2nd. Finally, KeyCorp reduced their price objective on shares of Meta Platforms from $875.00 to $835.00 and set an “overweight” rating on the stock in a research note on Monday, January 26th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $846.63.

Check Out Our Latest Stock Analysis on META

Meta Platforms Price Performance

Shares of META opened at $525.72 on Friday. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The stock has a market capitalization of $1.33 trillion, a P/E ratio of 22.37, a P/E/G ratio of 0.81 and a beta of 1.30. The company has a 50 day moving average of $643.93 and a 200-day moving average of $666.63.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The business 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 posted $8.02 earnings per share. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. As a group, equities research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The firm 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 annualized dividend and a yield of 0.4%. Meta Platforms’s payout ratio is 8.94%.

Meta Platforms News Roundup

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

• Positive Sentiment: Entergy revised its Louisiana data-center deal with Meta so Meta will pay full cost-of-service and fund local energy upgrades (including seven natural‑gas plants), reducing project/regulatory risk for the hyperscale build. Entergy revised Meta data-center deal (Reuters)
• Positive Sentiment: Some sell‑the‑news rhetoric has created value opportunities: analysts point to cheaper valuation metrics and upgraded EPS forecasts, with commentators highlighting potential cost-savings from restructuring. Meta Platforms: Lean Into The Fear (Seeking Alpha)
• Neutral Sentiment: Meta is aggressively doubling down on AI infrastructure (Arm CPU initiative, large new data‑center programs) — a long‑term strategic positive for AI monetization but a near‑term cash drain that fuels investor uncertainty. Meta deepens AI strategy with new Arm CPU initiative (Zacks)
• Neutral Sentiment: Meta paid its first 2026 dividend ($0.525/share) — a modest income signal to investors but not material to the valuation story. Meta paid dividend (Finbold)
• Negative Sentiment: Two recent jury verdicts (including a $375M award and punitive damages from a social‑media addiction case) have raised the prospect of broader legal liability, regulatory changes and appeals that could increase future costs and compliance expenses. Meta shares slip after US jury verdicts (Reuters)
• Negative Sentiment: Market reaction: Meta joins a tech selloff this week (Nasdaq weakness), with share price declines of double‑digit percentages from recent highs as investors factor in litigation risk and margin pressure from AI capex. Tech stocks suffer worst week in nearly a year (CNBC)
• Negative Sentiment: Several outlets report steep intraday drops and heavy option activity as traders reposition; headlines argue the verdicts could trigger follow‑on litigation or regulatory remedies that resemble a “Big Tobacco”‑style reckoning. Meta stock plunges after lawsuit defeats (Blockonomi)

About Meta Platforms

(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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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.

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