Meta Platforms, Inc. $META Position Raised by China Universal Asset Management Co. Ltd.

China Universal Asset Management Co. Ltd. increased its position in Meta Platforms, Inc. (NASDAQ:META) by 2.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 48,854 shares of the social networking company’s stock after acquiring an additional 1,090 shares during the period. Meta Platforms makes up about 3.0% of China Universal Asset Management Co. Ltd.’s portfolio, making the stock its 7th biggest holding. China Universal Asset Management Co. Ltd.’s holdings in Meta Platforms were worth $35,877,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in META. ODonnell Financial Services LLC increased its holdings in shares of Meta Platforms by 4.7% in the third quarter. ODonnell Financial Services LLC now owns 1,129 shares of the social networking company’s stock valued at $829,000 after purchasing an additional 51 shares during the period. Northeast Financial Group Inc. boosted its position in Meta Platforms by 8.6% in the third quarter. Northeast Financial Group Inc. now owns 380 shares of the social networking company’s stock valued at $279,000 after buying an additional 30 shares during the last quarter. New Millennium Group LLC increased its holdings in Meta Platforms by 33.1% in the 3rd quarter. New Millennium Group LLC now owns 14,239 shares of the social networking company’s stock worth $10,457,000 after buying an additional 3,539 shares during the period. Jupiter Asset Management Ltd. raised its position in Meta Platforms by 31.2% during the 3rd quarter. Jupiter Asset Management Ltd. now owns 263,956 shares of the social networking company’s stock worth $193,844,000 after buying an additional 62,726 shares during the last quarter. Finally, Y.D. More Investments Ltd lifted its stake in Meta Platforms by 6.9% during the 3rd quarter. Y.D. More Investments Ltd now owns 43,519 shares of the social networking company’s stock valued at $31,957,000 after acquiring an additional 2,815 shares during the period. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on META shares. Oppenheimer lowered shares of Meta Platforms from an “outperform” rating to a “market perform” rating in a research note on Thursday, October 30th. Arete Research set a $718.00 price target on Meta Platforms in a research report on Thursday, December 4th. Jefferies Financial Group boosted their price objective on Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Roth Mkm dropped their target price on Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Finally, Citigroup reissued an “outperform” rating on shares of Meta Platforms in a report on Thursday, January 29th. 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 stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $844.44.

Meta Platforms Stock Performance

NASDAQ:META opened at $657.01 on Friday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. The stock has a market capitalization of $1.66 trillion, a PE ratio of 27.96, a P/E/G ratio of 1.01 and a beta of 1.28. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The company has a fifty day moving average of $656.04 and a two-hundred day moving average of $686.79.

Meta Platforms (NASDAQ:META) last released its 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. 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%. The company’s quarterly revenue was up 23.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $8.02 earnings per share. As a group, research analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The company 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. The ex-dividend date of this dividend is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is presently 8.94%.

Insider Transactions at Meta Platforms

In other news, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $646.00, for a total value of $374,680.00. Following the sale, the director directly owned 6,167 shares of the company’s stock, valued at $3,983,882. The trade was a 8.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Javier Olivan sold 2,461 shares of the stock in a transaction on Sunday, February 15th. The shares were sold at an average price of $639.77, for a total value of $1,574,473.97. Following the completion of the transaction, the chief operating officer directly owned 12,108 shares of the company’s stock, valued at approximately $7,746,335.16. This represents a 16.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 103,837 shares of company stock worth $66,356,760. 13.61% of the stock is owned by insiders.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Major AMD GPU agreement strengthens Meta’s AI scale and supplier diversification, supporting long‑term ad/AI monetization potential even as it implies higher capital spending. META Taps AMD GPUs
• Positive Sentiment: Report that Meta will rent Google TPUs to accelerate model development gives the company faster access to compute and reduces dependence on any single vendor, aiding short‑term AI progress. Google signs multibillion-dollar AI chip deal with Meta
• Positive Sentiment: Meta’s quarterly cash dividend ($0.525/share) adds a modest income component and can help stabilize the stock amid a heavy AI capex cycle. MarketBeat META overview
• Neutral Sentiment: Meta is reportedly planning a stablecoin/payments pilot in H2 2026 — a long‑term monetization opportunity that could boost creator payouts and cross‑border settlement, but timing, partners and regulation remain key uncertainties. CoinDesk: Meta stablecoin plans
• Neutral Sentiment: Short interest in META declined meaningfully in February, reducing a potential downside crowd and making rallies easier to sustain (short‑covering risk lower).
• Negative Sentiment: Insider selling: CFO Susan Li reported large share sales (most recently disclosed Feb. 24 filing), and COO Javier Olivan sold shares — routine but can be interpreted negatively by some investors. SEC filing: Susan J. Li sale
• Negative Sentiment: Ongoing litigation and regulatory scrutiny — high‑profile U.S. trial over alleged social‑media harm and EU antitrust disputes — keep headline risk and potential compliance costs elevated. Reuters: social‑media trial Reuters: EU court adviser on antitrust
• Negative Sentiment: AI talent movement (e.g., OpenAI hiring a Meta researcher) and high ongoing capex projections (guidance points to elevated 2026 spending) are reminders that competition for talent and costly infrastructure could pressure margins before long‑term gains materialize. Reuters: OpenAI hires Meta researcher

Meta Platforms Company 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.