Danica Pension Livsforsikringsaktieselskab Makes New $108.46 Million Investment in Meta Platforms, Inc. $META

Danica Pension Livsforsikringsaktieselskab acquired a new position in Meta Platforms, Inc. (NASDAQ:META) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 147,695 shares of the social networking company’s stock, valued at approximately $108,464,000. Meta Platforms makes up approximately 1.7% of Danica Pension Livsforsikringsaktieselskab’s investment portfolio, making the stock its 24th largest holding.

A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in 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 boosted its stake in shares of Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after acquiring an additional 1,650,435 shares during the period. Geode Capital Management LLC grew its position in shares of Meta Platforms by 1.3% during the second 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 in the last quarter. Capital World Investors grew its position in shares of Meta Platforms by 0.7% during the third quarter. Capital World Investors now owns 39,247,690 shares of the social networking company’s stock worth $28,823,375,000 after purchasing an additional 278,180 shares in the last quarter. Finally, Norges Bank bought a new stake in Meta Platforms during the 2nd quarter valued at approximately $23,155,393,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on META. Deutsche Bank Aktiengesellschaft upped their price target on Meta Platforms from $880.00 to $920.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. DA Davidson boosted their target price on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. BNP Paribas Exane initiated coverage on shares of Meta Platforms in a research report on Monday, November 24th. They set an “outperform” rating and a $800.00 target price for the company. Roth Mkm cut their target price 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. Finally, BMO Capital Markets boosted their price target on shares of Meta Platforms from $710.00 to $730.00 and gave the stock a “market perform” rating in a research note on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $844.44.

Meta Platforms Stock Down 0.8%

NASDAQ META opened at $622.66 on Wednesday. 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 $1.58 trillion, a P/E ratio of 26.50, a P/E/G ratio of 0.97 and a beta of 1.30. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25. The stock has a 50 day moving average price of $651.86 and a 200-day moving average price of $675.20.

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 the consensus estimate of $8.16 by $0.72. The company had revenue of $59.89 billion for 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%. Meta Platforms’s quarterly revenue was up 23.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $8.02 earnings per share. As a group, equities analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

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

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Global user engagement is rising — Meta reported ~17% higher total time spent year‑over‑year across its platforms, which supports ad monetization and long‑term revenue growth. InsiderMonkey: User Engagement
• Positive Sentiment: Meta unveiled four MTIA custom AI chips and explicitly confirmed the Broadcom (AVGO) partnership — a move that helps scale inference workloads efficiently and could improve unit economics as GenAI inference rolls out. Meta AI blog: MTIA chips
• Neutral Sentiment: Analysts and buy‑the‑dip voices remain mixed but constructive — several pieces argue fundamentals (mid‑20% revenue growth last year, high margins) justify buying on weakness; JPMorgan reiterated an Overweight with a high target. Fool: Buy on pullback Finbold: JPMorgan target
• Neutral Sentiment: Smaller partner news (MONAT integration) expands social‑commerce use cases but is unlikely to move Meta’s top‑line materially in the near term. GlobeNewswire: MONAT integration
• Negative Sentiment: Huge AI infrastructure commitments — public reports show Meta has signed supply agreements (up to ~$27B with Nebius and large third‑party commitments) and is planning very large AI‑related CapEx — raising near‑term cash and margin pressure perceptions. CNBC: $27B Nebius deal
• Negative Sentiment: Layoff reports and related uncertainty — multiple outlets cite that Meta is considering cuts up to ~20% of staff to offset AI costs; that spurs short‑term volatility even if intended to improve long‑term efficiency. Reuters: Layoff report CNET: Workforce/AI spending
• Negative Sentiment: Regulatory and execution risks — reports of delays in Meta’s latest AI model and heightened scrutiny (e.g., China probing the Manus acquisition) increase downside risk and geopolitical/regulatory uncertainty. NYTimes: China scrutiny Fool: AI model delay

Insider Transactions at Meta Platforms

In related news, COO Javier Olivan sold 926 shares of Meta Platforms stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $634.94, for a total value of $587,954.44. Following the completion of the transaction, the chief operating officer owned 15,187 shares in the company, valued at approximately $9,642,833.78. This trade represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of the business’s stock in a transaction that occurred on 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 $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 a total of 159,830 shares of company stock worth $102,409,190 in the last three months. Insiders own 13.61% of the company’s stock.

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.