Meta Platforms, Inc. $META Stock Position Lifted by Tokio Marine Asset Management Co. Ltd.

Tokio Marine Asset Management Co. Ltd. boosted its stake in Meta Platforms, Inc. (NASDAQ:META) by 5.9% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 74,660 shares of the social networking company’s stock after buying an additional 4,146 shares during the quarter. Meta Platforms makes up about 1.9% of Tokio Marine Asset Management Co. Ltd.’s holdings, making the stock its 7th biggest position. Tokio Marine Asset Management Co. Ltd.’s holdings in Meta Platforms were worth $54,829,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of META. Bare Financial Services Inc purchased a new stake in shares of Meta Platforms during the second quarter worth $30,000. Evergreen Private Wealth LLC increased its position in Meta Platforms by 237.5% in the 2nd quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company’s stock worth $40,000 after purchasing an additional 38 shares during the last quarter. Briaud Financial Planning Inc purchased a new stake in shares of Meta Platforms during the 2nd quarter worth about $42,000. Knuff & Co LLC purchased a new stake in shares of Meta Platforms during the 2nd quarter worth about $44,000. Finally, WFA Asset Management Corp lifted its holdings in shares of Meta Platforms by 42.6% during the 2nd quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock valued at $49,000 after buying an additional 20 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Threads mobile usage now reportedly exceeds X, signaling faster user engagement growth for Meta’s social stack — a potential long‑term ad/reach tailwind. Meta’s Threads surpasses X on mobile usage
• Positive Sentiment: Analysts remain bullish on Meta’s AI-driven ad improvements, data‑center/power deals and hardware (Ray‑Ban smart glasses) expansion — supports upside case and long‑term revenue/ROI expectations. Analysts bullish on Meta Platforms (META) amid AI expansion and long-term power deals
• Positive Sentiment: Consumer/investor commentary highlights Meta as a value/contrarian buy given its AI investments and scale — supports possible near‑term buying interest. The Most ‘Hated’ Name In the Market Right Now Is a Screaming Buy
• Neutral Sentiment: Market context: “Magnificent Seven” leadership is fragmenting as the AI trade rotates — a broader sector dynamic that can weigh on META even if company fundamentals remain strong. The Magnificent Seven Drove Markets. Now They’re Pulling in Different Directions.
• Negative Sentiment: The UK Gambling Commission accused Meta of tolerating illegal gambling ads on its platforms — raises regulatory/legal risk and potential fines or ad‑policy costs in a major market. Meta ‘turning a blind eye’ to illegal gambling ads, UK Gambling Commission says
• Negative Sentiment: Policy risk: analysts warn Meta (and peers) could be hurt if other countries follow Australia’s under‑16 social‑media ban — potential user/ad revenue hit in affected markets. Meta and Snap Face Social-Media Ban Threat. These Countries Could Follow Australia.
• Negative Sentiment: Some investors and fund managers flag that accelerated AI capex is a near‑term margin/headwind risk and has tempered enthusiasm in activist/hedge circles. Accelerated AI Spending Hit Meta Platforms (META)
• Negative Sentiment: High‑profile commentary (e.g., Jim Cramer) frames Meta as a “lone wolf,” feeding short‑term selling pressure amid sector rotation and expectations reset. Meta (META)’s Shares Are Down Because It’s A Lone Wolf, Says Jim Cramer

Analysts Set New Price Targets

Several equities analysts recently weighed in on META shares. Jefferies Financial Group cut their price objective on shares of Meta Platforms from $950.00 to $910.00 and set a “buy” rating on the stock in a research report on Thursday, October 30th. BNP Paribas Exane initiated coverage on shares of Meta Platforms in a research note on Monday, November 24th. They set an “outperform” rating and a $800.00 price target on the stock. Needham & Company LLC restated a “hold” rating on shares of Meta Platforms in a report on Thursday, October 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Meta Platforms in a research note on Monday, December 29th. Finally, Erste Group Bank downgraded shares of Meta Platforms from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. 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. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $822.96.

Meta Platforms Stock Performance

NASDAQ:META opened at $620.25 on Tuesday. The firm has a market capitalization of $1.56 trillion, a PE ratio of 27.40, a PEG ratio of 1.22 and a beta of 1.29. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 0.15. The firm’s fifty day simple moving average is $640.79 and its 200 day simple moving average is $699.31.

Meta Platforms (NASDAQ:META) last released its earnings results on Wednesday, October 29th. The social networking company reported $7.25 earnings per share for the quarter, topping analysts’ consensus estimates of $6.74 by $0.51. The firm had revenue of $51.24 billion during the quarter, compared to analyst estimates of $49.34 billion. Meta Platforms had a net margin of 30.89% and a return on equity of 39.35%. The business’s revenue was up 26.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $6.03 EPS. On average, sell-side analysts anticipate that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

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

Insider Buying and Selling at Meta Platforms

In other news, insider Jennifer Newstead sold 519 shares of the firm’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $658.69, for a total value of $341,860.11. Following the sale, the insider owned 28,658 shares in the company, valued at approximately $18,876,738.02. This trade represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Robert M. Kimmitt sold 580 shares of the business’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $646.00, for a total transaction of $374,680.00. Following the transaction, the director directly owned 6,167 shares in the company, valued at $3,983,882. This trade represents a 8.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 39,535 shares of company stock valued at $24,382,453 in the last 90 days. 13.61% of the stock is currently owned by insiders.

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.