Keybank National Association OH Has $84.92 Million Stock Position in Meta Platforms, Inc. $META

Keybank National Association OH boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 1.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 115,629 shares of the social networking company’s stock after buying an additional 1,390 shares during the period. Keybank National Association OH’s holdings in Meta Platforms were worth $84,916,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its stake in Meta Platforms by 0.4% in the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company’s stock worth $2,587,000 after acquiring an additional 13 shares in the last quarter. Hemington Wealth Management increased its holdings in shares of Meta Platforms by 0.6% in the 2nd quarter. Hemington Wealth Management now owns 2,223 shares of the social networking company’s stock valued at $1,641,000 after purchasing an additional 14 shares during the period. Vista Capital Partners Inc. increased its holdings in shares of Meta Platforms by 1.3% in the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock valued at $794,000 after purchasing an additional 14 shares during the period. Trust Co of the South lifted its position in shares of Meta Platforms by 0.8% in the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock worth $1,359,000 after purchasing an additional 14 shares in the last quarter. Finally, Sentinel Pension Advisors LLC boosted its holdings in shares of Meta Platforms by 1.6% during the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after purchasing an additional 14 shares during the period. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Meta Platforms Stock Down 1.3%

Shares of Meta Platforms stock opened at $661.46 on Monday. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock has a 50 day moving average price of $656.76 and a two-hundred day moving average price of $694.99. The stock has a market capitalization of $1.67 trillion, a P/E ratio of 28.15, a PEG ratio of 1.13 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. The business had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. Meta Platforms’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same period in the previous year, the company earned $8.02 earnings per share. Equities analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The company also recently declared 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. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio is 8.94%.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Wedbush increased their target price on shares of Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Benchmark cut Meta Platforms from a “buy” rating to a “hold” rating in a research report on Thursday, October 30th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $900.00 target price (up from $870.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Citigroup reaffirmed an “outperform” rating on shares of Meta Platforms in a research note on Thursday, January 29th. Finally, Stifel Nicolaus lifted their price target on Meta Platforms from $785.00 to $820.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Four research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $847.40.

Meta Platforms News Roundup

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

• Positive Sentiment: Analyst & media bullishness around Meta’s AI leadership and product traction reinforces upside potential — commentators (e.g., Jim Cramer) highlight Meta’s progress in automating model development, which supports the view that Meta can scale AI more efficiently. Meta Platforms (META) CEO Zuckerberg Has “Figured Out How to Have AI Make AI,” Says Jim Cramer
• Positive Sentiment: Bull case pieces argue Meta is monetizing AI strongly (ad redistribution, Reels engagement, models like Lattice/GEM), underpinning revenue and margins upside if execution continues. Meta: Buy The AI Revolution
• Positive Sentiment: Meta’s elevated 2026 capex guide and extension of MTIA from inference to training signal sustained hyperscaler demand for AI infrastructure — positive for long‑term AI revenue capture and for partners/suppliers. Meta Soars After-Hours Forecasting Fastest Growth Since 2021
• Neutral Sentiment: Mixed institutional moves: some funds (e.g., First Eagle) trimmed positions while others boosted stakes (Alecta, Davis), reflecting both profit‑taking and conviction — a wash for longer‑term ownership trends. First Eagle Investment Management Trims Meta Platforms Stake
• Neutral Sentiment: ESG/energy moves (new PPA for Skull Creek solar) reduce power/operational risk long‑term but are non‑revenue and increase near‑term capital/contract commitments. Zelestra Expands Relationship with Meta — Skull Creek Solar PPA
• Negative Sentiment: Broad market pressure: a broad Big Tech sell‑off tied to fears of an AI spending bubble has removed over $1 trillion from sector values, pressuring META alongside peers as investors de‑risk. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
• Negative Sentiment: Sell‑side caution: Needham warns of 10–15% downside citing valuation and capex risk — analyst caution can amplify short‑term selling if investors fear margin pressure from rising AI spend. Why Needham Warns That Meta Platforms Stock Could Be Headed for 10%-15% Downside
• Negative Sentiment: Legal/regulatory risk: reports questioning the legality of Meta’s data collection and renewed scrutiny around research/data practices (e.g., Moltbook comparisons to 2017 experiments) raise reputational and compliance concerns in key markets. Why Meta Platforms’ data collection is illegal Moltbook furor reminiscent of 2017 Facebook research experiment
• Negative Sentiment: Insider selling: small, regular sales by COO Javier Olivan have been disclosed — modest on their own but can feed narratives of near‑term profit taking. SEC Filing – Javier Olivan sale

Insider Activity

In other Meta Platforms news, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $714.60, for a total value of $369,448.20. Following the transaction, the chief operating officer directly owned 9,615 shares of the company’s stock, valued at $6,870,879. The trade was a 5.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Jennifer Newstead sold 519 shares of the company’s stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total value of $341,860.11. Following the transaction, the insider owned 28,658 shares of the company’s stock, valued at approximately $18,876,738.02. This trade represents a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 38,561 shares of company stock valued at $23,673,584. 13.61% of the stock is owned by insiders.

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.