Meta Platforms, Inc. $META is Railway Pension Investments Ltd’s 9th Largest Position

Railway Pension Investments Ltd boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 66.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 257,320 shares of the social networking company’s stock after purchasing an additional 102,600 shares during the quarter. Meta Platforms comprises about 2.6% of Railway Pension Investments Ltd’s investment portfolio, making the stock its 9th largest position. Railway Pension Investments Ltd’s holdings in Meta Platforms were worth $188,971,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC increased its stake in 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 acquiring an additional 570 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Meta Platforms by 10.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after purchasing an additional 875 shares during the period. Headwater Capital Co Ltd boosted its holdings in shares of Meta Platforms by 294.7% in the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after purchasing an additional 112,000 shares during the period. Jones Financial Companies Lllp increased its position in shares of Meta Platforms by 38.6% during the 1st quarter. Jones Financial Companies Lllp now owns 283,481 shares of the social networking company’s stock valued at $163,479,000 after purchasing an additional 78,963 shares during the last quarter. Finally, Nova Wealth Management Inc. raised its holdings in Meta Platforms by 357.1% during the 1st quarter. Nova Wealth Management Inc. now owns 160 shares of the social networking company’s stock valued at $92,000 after buying an additional 125 shares during the period. Institutional investors own 79.91% of the company’s stock.

Meta Platforms Stock Performance

Shares of NASDAQ:META opened at $653.06 on Friday. The firm’s 50 day simple moving average is $641.26 and its 200-day simple moving average is $703.56. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.98 and a current ratio of 1.98. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25. The firm has a market cap of $1.65 trillion, a PE ratio of 28.85, a price-to-earnings-growth ratio of 1.29 and a beta of 1.29.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings data on Wednesday, October 29th. The social networking company reported $7.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.74 by $0.51. The company had revenue of $51.24 billion for the quarter, compared to analysts’ expectations of $49.34 billion. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.Meta Platforms’s revenue was up 26.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.03 earnings per share. As a group, equities analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were given a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is presently 9.28%.

Wall Street Analyst Weigh In

Several research firms have commented on META. Arete Research set a $718.00 price objective on shares of Meta Platforms in a research note on Thursday, December 4th. Cantor Fitzgerald lifted their price target on shares of Meta Platforms from $720.00 to $750.00 and gave the stock an “overweight” rating in a research note on Thursday. TD Cowen reduced their price objective on shares of Meta Platforms from $875.00 to $810.00 and set a “buy” rating on the stock in a research report on Thursday, October 30th. Royal Bank Of Canada decreased their price objective on shares of Meta Platforms from $840.00 to $810.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. Finally, JPMorgan Chase & Co. cut their target price on Meta Platforms from $875.00 to $800.00 and set an “overweight” rating on the stock in a research note on Thursday, October 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $822.89.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Secured multi‑gigawatt nuclear power deals (Vistra, TerraPower, Oklo) to supply Meta’s Prometheus AI data center — long‑dated agreements help lock in reliable, low‑carbon capacity for heavy AI compute and reduce power‑supply risk for future growth. Meta strikes nuclear power agreements with three companies
• Positive Sentiment: Nuclear deals receive broad coverage (TechCrunch, Bloomberg) and have already lifted shares of partners (Oklo, Vistra) — a signal markets view the agreements as material to Meta’s AI infrastructure buildout and future margins. Meta signs deals with three nuclear companies for 6+ GW
• Positive Sentiment: Strong demand signals for Meta’s Ray‑Ban Display AI glasses — company paused international rollout because U.S. demand outstripped limited inventory, which supports upside for Reality Labs if Meta can scale production. Meta’s New AI Glasses See “Unprecedented Demand”
• Neutral Sentiment: Analyst activity mixed but constructive: some price targets trimmed (Guggenheim lowered its target) yet many firms retain Buy/Outperform views given AI growth and healthy fundamentals — watch updates for guidance impact. Guggenheim price target note
• Negative Sentiment: Regulatory risk in China — Beijing announced a probe/assessment of Meta’s ~$2B Manus acquisition to check export/security compliance; this creates near‑term transaction uncertainty and geopolitical headline risk. China to assess/investigate Manus deal
• Negative Sentiment: Insider selling: COO Javier Oliván disclosed small, regular share sales — routine but sometimes interpreted by market participants as a mild near‑term negative signal. SEC filing: Javier Oliván sale

Insider Activity

In other Meta Platforms news, CFO Susan J. Li sold 6,875 shares of the firm’s stock in a transaction dated Saturday, November 15th. The shares were sold at an average price of $609.46, for a total transaction of $4,190,037.50. Following the transaction, the chief financial officer owned 88,370 shares of the company’s stock, valued at approximately $53,857,980.20. This trade represents a 7.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Robert M. Kimmitt sold 600 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $609.35, for a total transaction of $365,610.00. Following the completion of the sale, the director directly owned 7,347 shares of the company’s stock, valued at $4,476,894.45. The trade was a 7.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 41,555 shares of company stock valued at $25,869,502. Company insiders own 13.61% of the company’s stock.

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.