Black Swift Group LLC Purchases 6,645 Shares of Meta Platforms, Inc. $META

Black Swift Group LLC boosted its position in Meta Platforms, Inc. (NASDAQ:META) by 51.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 19,540 shares of the social networking company’s stock after purchasing an additional 6,645 shares during the quarter. Meta Platforms comprises approximately 2.5% of Black Swift Group LLC’s investment portfolio, making the stock its 9th largest position. Black Swift Group LLC’s holdings in Meta Platforms were worth $14,350,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in META. Trust Co of the South lifted its stake in shares of Meta Platforms by 0.8% in the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock worth $1,359,000 after buying an additional 14 shares in the last quarter. Sentinel Pension Advisors LLC grew its position in shares of Meta Platforms by 1.6% in the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock valued at $672,000 after purchasing an additional 14 shares in the last quarter. Alpine Bank Wealth Management grew its position in shares of Meta Platforms by 0.3% in the third quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock valued at $3,159,000 after purchasing an additional 14 shares in the last quarter. Valued Wealth Advisors LLC increased its holdings in shares of Meta Platforms by 3.2% in the third quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company’s stock valued at $334,000 after purchasing an additional 14 shares during the last quarter. Finally, Vista Capital Partners Inc. increased its holdings in shares of Meta Platforms by 1.3% in the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock valued at $794,000 after purchasing an additional 14 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Barclays reissued an “overweight” rating and set a $800.00 price objective (up from $770.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Cantor Fitzgerald reissued an “overweight” rating and set a $860.00 price target (up from $750.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Robert W. Baird raised their price objective on shares of Meta Platforms from $815.00 to $830.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Mizuho boosted their target price on shares of Meta Platforms from $815.00 to $850.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Jefferies Financial Group increased their price target on shares of Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $844.44.

Meta Platforms Price Performance

Meta Platforms stock opened at $654.86 on Thursday. The company’s 50 day simple moving average is $654.42 and its 200-day simple moving average is $679.16. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The company has a market capitalization of $1.66 trillion, a price-to-earnings ratio of 27.87, a price-to-earnings-growth ratio of 1.01 and a beta of 1.30.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings data 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. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The firm had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. During the same quarter last year, the company posted $8.02 EPS. The firm’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, equities research analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Dividend Announcement

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

Insider Buying and Selling

In other Meta Platforms news, COO Javier Olivan sold 2,461 shares of Meta Platforms stock in a transaction dated Sunday, February 15th. The stock was 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 $7,746,335.16. The trade was a 16.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Susan J. Li sold 56,571 shares of the business’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 161,446 shares of company stock valued at $103,451,688. Corporate insiders own 13.61% of the company’s stock.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Rolled out a roadmap of four new in‑house AI chips to expand data‑center capacity and cut dependence on third‑party hardware — a move that should lower long‑term costs and support Meta’s AI scale and margins. Meta unveils plans for batch of in-house AI chips
• Positive Sentiment: Acquired Moltbook, a viral social network for AI agents, and brought its founders into Meta’s Superintelligence Labs — an inexpensive talent & capability win that reinforces Meta’s AI roadmap and content‑generation/testing capabilities. Meta acquires AI agent social network Moltbook
• Positive Sentiment: Launched AI‑powered anti‑scam tools across WhatsApp, Facebook and Messenger — a user‑safety boost that can protect engagement and advertiser confidence on its platforms. Meta rolls out new scam detection tools to Facebook, WhatsApp, and Messenger
• Neutral Sentiment: Street commentary (Evercore/Barron’s) suggests internet names including META may be oversold after AI worries and geopolitical risk — a catalyst that could attract value buyers but depends on macro sentiment. Amazon, Uber, and Other Internet Stocks Look Too Cheap After AI and Iran Worries
• Negative Sentiment: Insider selling: COO Javier Olivan sold multiple blocks of shares (hundreds of shares reported), trimming his position — a near‑term negative signal that can weigh on sentiment even if routine. SEC filing: Javier Olivan sales
• Negative Sentiment: Announced a 2–5% “location fee” for advertisers to cover some European digital taxes — could pressure ad rates/advertiser spend in affected markets and be a small drag on revenue growth. Meta to charge advertisers a fee to offset Europe’s digital taxes
• Negative Sentiment: Dutch appeals court upheld a ruling forcing Meta to offer chronological feeds in the Netherlands — a regulatory loss that could affect engagement/personalization and set precedents for further restrictions. Dutch court upholds ruling forcing Meta to offer chronological feeds

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.