Meta Platforms, Inc. $META Shares Purchased by Ameriflex Group Inc.

Ameriflex Group Inc. grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 39.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,307 shares of the social networking company’s stock after acquiring an additional 1,219 shares during the quarter. Meta Platforms comprises about 1.2% of Ameriflex Group Inc.’s holdings, making the stock its 18th largest position. Ameriflex Group Inc.’s holdings in Meta Platforms were worth $3,163,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. Westchester Capital Management Inc. acquired a new position in shares of Meta Platforms in the 3rd quarter valued at $26,000. Bare Financial Services Inc acquired a new stake in shares of Meta Platforms during the 2nd quarter worth $30,000. Knuff & Co LLC acquired a new stake in shares of Meta Platforms during the 2nd quarter worth $44,000. Spurstone Advisory Services LLC purchased a new position in shares of Meta Platforms in the 2nd quarter worth $59,000. Finally, Evergreen Private Wealth LLC boosted its holdings in Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock valued at $65,000 after acquiring an additional 35 shares during the last quarter. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Meta Platforms News Roundup

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

Insiders Place Their Bets

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of the company’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total value of $5,106,100.36. Following the sale, the chief technology officer directly owned 2,841 shares in the company, valued at approximately $1,793,352.84. The trade was a 74.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 161,446 shares of company stock worth $103,451,688 in the last quarter. 13.61% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a research report on Thursday, January 29th. Wedbush raised their price objective on Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Stifel Nicolaus boosted their target price on Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Pivotal Research dropped their target price on shares of Meta Platforms from $930.00 to $910.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Finally, Citigroup restated an “outperform” rating on shares of Meta Platforms in a report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $844.44.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $654.86 on Thursday. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick 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 PEG ratio of 1.01 and a beta of 1.30. The business has a 50-day moving average of $654.42 and a 200-day moving average of $679.16.

Meta Platforms (NASDAQ:META) last announced its earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating the consensus estimate of $8.16 by $0.72. The business 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 company’s revenue was up 23.8% on a year-over-year basis. During the same period last year, the business posted $8.02 EPS. On average, equities analysts anticipate that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

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

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.