First National Bank of Omaha Invests $25.28 Million in Meta Platforms, Inc. $META

First National Bank of Omaha purchased a new stake in Meta Platforms, Inc. (NASDAQ:META) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 34,421 shares of the social networking company’s stock, valued at approximately $25,278,000. Meta Platforms makes up 1.6% of First National Bank of Omaha’s investment portfolio, making the stock its 8th largest holding.

Several other large investors have also recently bought and sold shares of META. Vanguard Group Inc. lifted its stake in shares of 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 valued at $142,149,566,000 after acquiring an additional 1,532,568 shares during the period. State Street Corp raised its holdings in Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Geode Capital Management LLC raised its holdings in Meta Platforms by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock worth $37,902,948,000 after purchasing an additional 682,768 shares during the last quarter. Norges Bank acquired a new position in Meta Platforms during the 2nd quarter valued at about $23,155,393,000. Finally, Charles Schwab Investment Management Inc. boosted its stake in shares of Meta Platforms by 1.8% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock valued at $10,694,644,000 after purchasing an additional 262,550 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on META shares. Roth Mkm dropped their price target on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research note on Monday, January 26th. Oppenheimer cut shares of Meta Platforms from an “outperform” rating to a “market perform” rating in a research report on Thursday, October 30th. Arete Research set a $718.00 price target on Meta Platforms in a research report on Thursday, December 4th. Canaccord Genuity Group lifted their price objective on Meta Platforms from $900.00 to $930.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Benchmark lowered Meta Platforms from a “buy” rating to a “hold” rating in a research note on Thursday, October 30th. Three equities research 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $844.44.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Big AI chip deal with AMD: Meta agreed to a multiyear supply/partnership to deploy up to ~6 GW of AMD AI GPUs and could purchase as much as 10% of AMD, representing billions in committed chip spend that diversifies Meta’s supplier base and validates its large-scale AI buildout. VIEW AMD secures Meta as next big AI chip customer
• Positive Sentiment: Shareholder return: Meta declared a quarterly cash dividend of $0.525 per share, payable March 26, which supports total-return investors and can help underpin the stock during AI‑capex cycles. Meta (META) Strengthens Investor Appeal With Dividend Payout
• Neutral Sentiment: Stablecoin/payments push: Multiple reports say Meta is preparing to re-enter payments with stablecoin integration across Facebook, Instagram and WhatsApp potentially in H2 2026 — a longer‑term monetization opportunity but subject to partner deals and regulatory scrutiny. Meta Hopes to Launch Stablecoin Payments Project This Year
• Neutral Sentiment: Renewable power deal: Meta signed a long-term offtake for an 80 MW solar project in Pennsylvania to support US data‑center operations — positive for operations/ESG but limited immediate financial impact. MN8 Energy Supports Meta’s U.S. Data Center Operations
• Neutral Sentiment: Analyst sentiment: Consensus analyst coverage remains positive-to-cautious (consensus “Moderate Buy”), suggesting Wall Street sees upside tied to AI execution but also recognizes valuation and capex risks. Meta Platforms Given Consensus Rating of “Moderate Buy”
• Negative Sentiment: Insider sale: CFO Susan J. Li sold 18,789 shares (~$12.2M at ~$650 average), lowering her stake ~21%; insider sales can raise concern about executive conviction despite routine explanations. SEC filing: Susan J. Li sale
• Negative Sentiment: Legal/reputational risk: Court filings show internal warnings that planned end‑to‑end encryption could impede reporting of child‑exploitation cases, heightening regulatory and litigation risk that could create headlines and potential compliance costs. Meta executive warned Facebook Messenger encryption plan was ‘so irresponsible’

Meta Platforms Stock Performance

META stock opened at $639.30 on Wednesday. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The firm has a market cap of $1.62 trillion, a PE ratio of 27.20, a P/E/G ratio of 1.09 and a beta of 1.28. The business’s 50-day moving average price is $656.11 and its two-hundred day moving average price is $687.24.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 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 for the quarter, compared to analyst estimates of $58.33 billion. During the same quarter last year, the firm posted $8.02 earnings per share. Meta Platforms’s revenue was up 23.8% compared to the same quarter last year. As a group, research analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

Insider Buying and Selling

In other news, Director Robert M. Kimmitt sold 580 shares of the stock in a transaction on Monday, December 15th. The shares were sold at an average price of $646.00, for a total transaction of $374,680.00. Following the completion of the sale, the director owned 6,167 shares of the company’s stock, valued at $3,983,882. This represents a 8.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Susan J. Li sold 18,789 shares of the business’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $650.00, for a total transaction of $12,212,850.00. Following the completion of the sale, the chief financial officer directly owned 68,888 shares in the company, valued at $44,777,200. This represents a 21.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 46,580 shares of company stock valued at $30,048,498. 13.61% of the stock is owned by corporate 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.