Cramer Rosenthal Mcglynn LLC Has $5.09 Million Stock Holdings in Meta Platforms, Inc. $META

Cramer Rosenthal Mcglynn LLC raised its position in Meta Platforms, Inc. (NASDAQ:META) by 16.2% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 6,933 shares of the social networking company’s stock after acquiring an additional 968 shares during the period. Cramer Rosenthal Mcglynn LLC’s holdings in Meta Platforms were worth $5,091,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the company. Westchester Capital Management Inc. acquired a new position in Meta Platforms during the third quarter worth $26,000. Bare Financial Services Inc bought a new position in Meta Platforms in the second quarter valued at $30,000. Knuff & Co LLC acquired a new stake in Meta Platforms in the 2nd quarter valued at $44,000. Spurstone Advisory Services LLC acquired a new stake in Meta Platforms in the 2nd quarter valued at $59,000. Finally, Evergreen Private Wealth LLC lifted its position in Meta Platforms by 64.8% during the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after buying an additional 35 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Wolfe Research restated an “outperform” rating and set a $850.00 price objective (up from $800.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Wedbush upped their target price on Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a research report on Thursday, March 5th. Pivotal Research decreased their price target on Meta Platforms from $930.00 to $910.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Finally, Zacks Research lowered Meta Platforms from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Meta Platforms presently has a consensus rating of “Moderate Buy” and a consensus target price of $844.44.

Meta Platforms Trading Up 1.0%

Shares of NASDAQ:META opened at $654.07 on Wednesday. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. 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 company has a market capitalization of $1.65 trillion, a P/E ratio of 27.83, a price-to-earnings-growth ratio of 1.00 and a beta of 1.30. The company has a 50-day simple moving average of $654.53 and a 200 day simple moving average of $679.33.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results 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 firm had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business’s revenue was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $8.02 earnings per share. Sell-side analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors 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 payout ratio is presently 8.94%.

Meta Platforms News Summary

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

• Positive Sentiment: Meta acquired Moltbook, a viral social network built for AI agents, and will bring Moltbook founders into its Superintelligence Labs — a hire-and-build move that strengthens Meta’s AI research and product roadmap, reinforcing the company’s long-term AI leadership case. Article Title
• Positive Sentiment: AMD announced a multiyear mega-deal to supply large-scale AI compute infrastructure to Meta — this supports Meta’s ability to scale AI training and products, and signals capital deployment toward compute that underpins revenue-generating AI services. Article Title
• Positive Sentiment: High-profile investor interest and bullish commentary (e.g., Bill Ackman inclusion and articles naming Meta a leading Magnificent 7 pick) are supporting sentiment and could attract fresh inflows into META shares. Article Title
• Neutral Sentiment: Meta publicly denied reports that CEO Mark Zuckerberg sidelined Chief AI Officer Alexandr Wang, aiming to shore up internal stability and reassure investors about continuity in AI leadership. This reduces short-term governance uncertainty. Article Title
• Neutral Sentiment: Former Meta AI chief Yann LeCun’s startup AMI raised ~$1.03B on a large valuation — a sign of strong investor appetite for alternative AI approaches and a reminder that top AI talent and innovation can show up outside Meta; potential competitive signal but not an immediate revenue threat. Article Title
• Negative Sentiment: Meta will charge advertisers a location fee (2%–5%) to offset digital services taxes in some European countries — this raises the effective cost to advertisers, could pressure ad demand or margins in the region, and is being adopted by other big ad platforms as well. Article Title
• Negative Sentiment: A Dutch appeals court upheld a ruling requiring Meta to offer chronological feeds in the Netherlands, limiting use of profiling-based ranking there — a regulatory/operational constraint that could increase compliance costs and set precedents for other jurisdictions. Article Title

Insider Activity at Meta Platforms

In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total value of $5,106,100.36. Following the transaction, the chief technology officer directly owned 2,841 shares in the company, valued at $1,793,352.84. The trade was a 74.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Javier Olivan sold 926 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $637.21, for a total transaction of $590,056.46. Following the completion of the transaction, the chief operating officer directly owned 16,113 shares in the company, valued at $10,267,364.73. The trade was a 5.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 159,891 shares of company stock worth $102,464,356. Company insiders own 13.61% of the company’s stock.

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.