Meta Platforms, Inc. $META Shares Sold by L.M. Kohn & Company

L.M. Kohn & Company lessened its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 84.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 434 shares of the social networking company’s stock after selling 2,330 shares during the quarter. L.M. Kohn & Company’s holdings in Meta Platforms were worth $319,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in Meta Platforms by 1.7% during the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after purchasing an additional 570 shares during the period. Revolve Wealth Partners LLC increased its stake in Meta Platforms by 10.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock valued at $5,537,000 after purchasing an additional 875 shares during the period. Headwater Capital Co Ltd raised its holdings in shares of Meta Platforms by 294.7% in the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock valued at $86,454,000 after buying an additional 112,000 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. acquired a new stake in shares of Meta Platforms during the second quarter worth about $213,000. Finally, Capital & Planning LLC purchased a new position in shares of Meta Platforms during the second quarter worth about $322,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms Stock Performance

Shares of META opened at $661.46 on Monday. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The company has a 50-day simple moving average of $656.76 and a 200-day simple moving average of $694.99. The company has a market capitalization of $1.67 trillion, a PE ratio of 28.15, a P/E/G ratio of 1.13 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last issued 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 in the prior year, the business posted $8.02 earnings per share. The firm’s revenue for the quarter was up 23.8% compared to the same quarter last year. Equities research analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were given 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 payout ratio is presently 8.94%.

Insiders Place Their Bets

In related news, Director Robert M. Kimmitt sold 580 shares of the stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $618.28, for a total value of $358,602.40. Following the sale, the director directly owned 5,587 shares of the company’s stock, valued at approximately $3,454,330.36. This represents a 9.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Jennifer Newstead sold 519 shares of the firm’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $658.69, for a total transaction of $341,860.11. Following the transaction, the insider owned 28,658 shares of the company’s stock, valued at $18,876,738.02. This trade represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 38,561 shares of company stock worth $23,673,584. 13.61% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts have commented on META shares. Citizens Jmp reaffirmed an “outperform” rating and set a $900.00 price objective (up from $750.00) on shares of Meta Platforms in a research note on Monday, November 24th. Arete Research set a $718.00 price target on Meta Platforms in a research note on Thursday, December 4th. Raymond James Financial decreased their price target on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a report on Monday, January 26th. Monness Crespi & Hardt boosted their price objective on shares of Meta Platforms from $808.00 to $890.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Finally, Mizuho upped their price objective on shares of Meta Platforms from $815.00 to $850.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average price target of $847.40.

More Meta Platforms News

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

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.