J. Safra Sarasin Holding AG decreased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 14.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 104,623 shares of the social networking company’s stock after selling 18,315 shares during the quarter. Meta Platforms accounts for approximately 1.2% of J. Safra Sarasin Holding AG’s holdings, making the stock its 19th biggest holding. J. Safra Sarasin Holding AG’s holdings in Meta Platforms were worth $76,839,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Goldstone Financial Group LLC grew its holdings in Meta Platforms by 44.4% during the 3rd quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after acquiring an additional 1,153 shares during the last quarter. CW Advisors LLC lifted its position in shares of Meta Platforms by 27.8% during the second quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock worth $130,467,000 after purchasing an additional 38,432 shares in the last quarter. Sequoia Financial Advisors LLC grew its stake in shares of Meta Platforms by 11.0% during the second quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company’s stock valued at $155,387,000 after purchasing an additional 20,912 shares during the last quarter. Stephens Inc. AR grew its stake in shares of Meta Platforms by 5.6% during the second quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company’s stock valued at $62,507,000 after purchasing an additional 4,473 shares during the last quarter. Finally, Motiv8 Investments LLC increased its holdings in shares of Meta Platforms by 11.5% in the second quarter. Motiv8 Investments LLC now owns 2,080 shares of the social networking company’s stock valued at $1,535,000 after purchasing an additional 214 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
META has been the topic of a number of recent research reports. Wedbush increased their price objective on Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Arete Research set a $718.00 price target on Meta Platforms in a research note on Thursday, December 4th. Barclays reiterated an “overweight” rating and issued a $800.00 price target (up previously from $770.00) on shares of Meta Platforms in a report on Thursday, January 29th. Stifel Nicolaus boosted their price objective on Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, Wells Fargo & Company raised their target price on shares of Meta Platforms from $754.00 to $849.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Five research analysts have rated the stock with a Strong Buy rating, forty-one have given a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $848.50.
Insider Transactions at Meta Platforms
In other news, CTO Andrew Bosworth sold 11,690 shares of the firm’s stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $593.31, for a total transaction of $6,935,793.90. Following the sale, the chief technology officer owned 2,415 shares of the company’s stock, valued at $1,432,843.65. This trade represents a 82.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Susan J. Li sold 6,875 shares of Meta Platforms stock in a transaction dated Saturday, November 15th. The shares were sold at an average price of $609.46, for a total value of $4,190,037.50. Following the transaction, the chief financial officer owned 88,370 shares in the company, valued at $53,857,980.20. This trade represents a 7.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 39,594 shares of company stock valued at $24,325,407. Insiders own 13.61% of the company’s stock.
Meta Platforms News Summary
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Q4 results and forward guide strengthened the bull case: Meta beat on revenue and EPS and its guidance prompted upgrades and bullish analyst notes, supporting near‑term upside. Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?
- Positive Sentiment: AI monetization and user metrics are improving: Seeking Alpha highlights AI-driven ad redistributions (Lattice/GEM), daily active users up ~7% to 3.58B, ad impressions +18% and Reels watch time +30% — signals that AI is already boosting engagement and ad revenue. Meta: Buy The AI Revolution
- Positive Sentiment: Institutional support: Several funds have added to Meta (e.g., Davis Selected Advisers, Alecta), and brokers have raised targets or reiterated buys—helps sustain buying momentum after the beat. Alecta Pensionsforsakring, Omsesidigt boosts Meta Platforms stake
- Neutral Sentiment: CapEx is rising as Meta scales AI infrastructure: Meta guided to much higher 2026 capex (investing in MTIA and data centers) — strategic for growth but capital‑intensive; impact on margins depends on monetization pace. Soaring Hyperscaler CapEx Signals Good Things Ahead for Broadcom
- Neutral Sentiment: ESG / renewable moves: Meta expanded a PPA for the Skull Creek solar plant — supports sustainability goals but has no immediate revenue impact. Zelestra Expands Relationship with Meta in the US (Skull Creek PPA)
- Negative Sentiment: Insider selling: COO Javier Olivan disclosed multiple small sales (recently 517 shares), which is minor in size but can feed short‑term profit‑taking narratives. SEC Filing – Javier Olivan sale
- Negative Sentiment: Regulatory risk in key markets: India’s top court questioned WhatsApp’s data‑sharing with Meta entities — any reimposed restrictions or fines could hurt growth/engagement in a large market. India’s top court questions WhatsApp data sharing
- Negative Sentiment: Cost and margin worries: Elevated AI and data‑center spending has investors debating trade‑off between near‑term margin pressure and long‑term gains; some profit‑taking followed the recent rally. Meta: Still A ‘Buy,’ But Nearing The End Of Its Run As Expenses Mount
Meta Platforms Stock Up 0.2%
Shares of NASDAQ META opened at $670.21 on Friday. The stock has a market cap of $1.69 trillion, a P/E ratio of 28.52, a P/E/G ratio of 1.14 and a beta of 1.28. The firm has a 50 day moving average price of $656.48 and a 200 day moving average price of $695.54. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping the consensus estimate of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The company had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. During the same period last year, the business posted $8.02 earnings per share. The business’s revenue for the quarter was up 23.8% compared to the same quarter last year. Analysts expect 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. Shareholders of record on Monday, December 15th were issued 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 payout ratio is currently 8.94%.
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.
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