Campbell & CO Investment Adviser LLC Acquires 6,350 Shares of Meta Platforms, Inc. $META

Campbell & CO Investment Adviser LLC boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 254.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 8,849 shares of the social networking company’s stock after acquiring an additional 6,350 shares during the quarter. Meta Platforms makes up approximately 0.5% of Campbell & CO Investment Adviser LLC’s holdings, making the stock its 12th biggest holding. Campbell & CO Investment Adviser LLC’s holdings in Meta Platforms were worth $6,499,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Norges Bank acquired a new stake in shares of Meta Platforms in the second quarter valued at approximately $23,155,393,000. Laurel Wealth Advisors LLC lifted its holdings in Meta Platforms by 73,443.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock worth $6,212,506,000 after buying an additional 8,405,558 shares in the last quarter. State Street Corp boosted its position in Meta Platforms by 1.9% in 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 buying an additional 1,650,435 shares during the last quarter. Vanguard Group Inc. boosted its position in Meta Platforms by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock valued at $142,149,566,000 after buying an additional 1,532,568 shares during the last quarter. Finally, Corient Private Wealth LLC increased its stake in shares of Meta Platforms by 103.5% in the 2nd quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company’s stock valued at $1,475,166,000 after buying an additional 1,016,667 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insider Activity

In other news, insider Jennifer Newstead sold 519 shares of the company’s stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total transaction of $341,860.11. Following the completion of the transaction, the insider directly owned 28,658 shares of the company’s stock, valued at $18,876,738.02. This represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $608.35, for a total value of $314,516.95. Following the completion of the sale, the chief operating officer directly owned 10,649 shares in the company, valued at approximately $6,478,319.15. This represents a 4.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 40,632 shares of company stock worth $25,055,572 over the last three months. Corporate insiders own 13.61% of the company’s stock.

Meta Platforms News Roundup

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

• Positive Sentiment: Threads ad rollout expands immediate ad-monetization optionality for a 400M+ MAU product, supporting near-term revenue upside. Read More.
• Positive Sentiment: Analysts and investors point to attractive valuation after the pullback (multiple firms reiterating buys and high price targets), encouraging value-oriented buying. Read More.
• Positive Sentiment: Operational/tech progress: Meta’s AI lab reportedly delivered its first in-house models, a signal that internal AI capability is advancing and could support future product monetization and efficiency gains. Read More.
• Positive Sentiment: Hardware/metaverse upside: TD Cowen raised its PT and Meta plans to ramp Meta Glasses production, which supports longer-term diversification of revenue streams. Read More.
• Neutral Sentiment: Meta suspended teen access to its AI characters globally while it builds a teen-specific version — a precautionary move that reduces regulatory/PR risk but could slow feature engagement and short-term monetization from those users. Read More.
• Neutral Sentiment: Upcoming earnings (Jan. 28) and especially 2026 CapEx guidance are the primary near-term catalysts — strong revenue/AI updates could lift shares, while higher-than-expected CapEx would likely pressure the stock. Read More.
• Neutral Sentiment: Insider activity: COO Javier Oliván’s routine share sales continue to be disclosed; amounts are modest relative to his holdings and the company, so impact is limited. Read More.
• Negative Sentiment: Regulatory risk: UK regulator Ofcom opened an investigation into Meta’s responsiveness on WhatsApp data requests, increasing compliance uncertainty in Europe. Read More.
• Negative Sentiment: Legal risk: Meta is contesting evidence limits ahead of a New Mexico child-safety trial — unfavorable rulings or negative publicity could weigh on sentiment. Read More.
• Negative Sentiment: Analyst pressure: Some firms have trimmed price targets (Stifel cut its PT; UBS trimmed earlier), reflecting sensitivity to guidance and spending — these moves can cap near-term upside if guidance disappoints. Read More.

Analyst Ratings Changes

META has been the topic of several research reports. Jefferies Financial Group reaffirmed a “buy” rating and set a $910.00 price target on shares of Meta Platforms in a research note on Thursday. Arete Research set a $718.00 price objective on Meta Platforms in a report on Thursday, December 4th. Sanford C. Bernstein restated an “outperform” rating and set a $870.00 target price (down from $900.00) on shares of Meta Platforms in a research report on Thursday, October 30th. Benchmark lowered shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Thursday, October 30th. Finally, Royal Bank Of Canada lowered their price target on shares of Meta Platforms from $840.00 to $810.00 and set an “outperform” rating for the company in a research report on Thursday, October 30th. Four analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $818.57.

Meta Platforms Stock Performance

Shares of META opened at $658.76 on Friday. The firm has a market cap of $1.66 trillion, a P/E ratio of 29.10, a PEG ratio of 1.31 and a beta of 1.29. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.98 and a current ratio of 1.98. The firm’s 50 day moving average price is $642.15 and its two-hundred day moving average price is $697.15.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings data on Wednesday, October 29th. The social networking company reported $7.25 EPS for the quarter, topping analysts’ consensus estimates of $6.74 by $0.51. The business had revenue of $51.24 billion for 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 firm’s quarterly revenue was up 26.2% on a year-over-year basis. During the same period last year, the business posted $6.03 earnings per share. On average, analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were paid a $0.525 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is currently 9.28%.

Meta Platforms Profile

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.