ABN Amro Investment Solutions Buys 14,077 Shares of Meta Platforms, Inc. $META

ABN Amro Investment Solutions increased its stake in Meta Platforms, Inc. (NASDAQ:META) by 36.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 53,022 shares of the social networking company’s stock after purchasing an additional 14,077 shares during the period. ABN Amro Investment Solutions’ holdings in Meta Platforms were worth $38,938,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Norges Bank bought a new stake in shares of Meta Platforms during the 2nd quarter worth approximately $23,155,393,000. Laurel Wealth Advisors LLC increased its stake in Meta Platforms by 73,443.1% in the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock valued at $6,212,506,000 after acquiring an additional 8,405,558 shares during the last quarter. State Street Corp raised its position in Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. lifted its stake in Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares during the last quarter. Finally, Corient Private Wealth LLC boosted its holdings 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 purchasing an additional 1,016,667 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insider Activity

In related news, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $639.18, for a total transaction of $370,724.40. Following the completion of the transaction, the director owned 5,007 shares of the company’s stock, valued at $3,200,374.26. This trade represents a 10.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Susan J. Li sold 6,418 shares of the company’s stock in a transaction on Sunday, February 15th. The shares were sold at an average price of $639.77, for a total transaction of $4,106,043.86. Following the sale, the chief financial officer directly owned 73,346 shares in the company, valued at $46,924,570.42. This trade represents a 8.05% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 28,827 shares of company stock valued at $18,469,022. Company insiders own 13.61% of the company’s stock.

Meta Platforms Trading Up 1.7%

NASDAQ META opened at $655.66 on Friday. The business’s 50-day moving average price is $656.67 and its two-hundred day moving average price is $689.61. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The firm has a market capitalization of $1.66 trillion, a PE ratio of 27.90, a price-to-earnings-growth ratio of 1.12 and a beta of 1.28. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27.

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

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be given a $0.525 dividend. The ex-dividend date is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s payout ratio is 8.94%.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Secured multiyear GPU/CPU and codesign deal with NVIDIA that locks supply and a roadmap (Rubin/Vera, confidential computing) — this makes Meta’s AI rollout and large‑scale personalization (e.g., WhatsApp agents) more credible and is a primary driver of investor buying. Read More.
• Positive Sentiment: Latest results and marketing metrics show AI is improving ad efficiency — Q4 revenue and EPS beat and stronger ad metrics support the thesis that AI can monetize engagement and help justify infrastructure spend. Read More.
• Positive Sentiment: Large institutional/activist positioning (including Bill Ackman / Pershing Square and other funds adding stakes) is providing conviction behind the rally and reduces short‑term supply risk. Read More.
• Neutral Sentiment: Horizon Worlds is being repositioned to mobile and explicitly decoupled from Quest VR — this reduces near‑term execution risk for Reality Labs but also signals less near‑term upside if VR hardware adoption stalls. Read More.
• Neutral Sentiment: Product/ecosystem updates (revived smartwatch plans; third‑party “Made for Meta” integrations like Virtuix) expand the device roadmap but are unlikely to move core ad revenue near term. Read More.
• Negative Sentiment: Very large 2026 CapEx guidance (~$115–$135B) raises real margin and ROIC risk — if AI monetization lags, the spending could compress returns and leave Meta exposed to depreciating infrastructure. Read More.
• Negative Sentiment: Notable insider selling (COO, CFO and at least one director disclosed multi‑trade sales) can add short‑term supply and raises questions about timing of personal liquidity events. Read More.
• Negative Sentiment: Ongoing legal and child‑safety scrutiny (Zuckerberg testimony, PTA distancing, and public reporting on content/encryption tradeoffs) is an overhang that could affect user engagement, regulatory costs or ad targeting over time. Read More.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Sanford C. Bernstein reissued an “outperform” rating and set a $900.00 price target (up previously from $870.00) on shares of Meta Platforms in a report on Thursday, January 29th. Stifel Nicolaus lifted their target price on Meta Platforms from $785.00 to $820.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Argus reissued a “buy” rating and set a $800.00 target price on shares of Meta Platforms in a research note on Monday, February 2nd. Bank of America raised their price target on shares of Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Finally, BMO Capital Markets lifted their price target on shares of Meta Platforms from $710.00 to $730.00 and gave the company a “market perform” rating in a report on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $844.29.

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.