Meta Platforms, Inc. $META Shares Sold by David J Yvars Group

David J Yvars Group lowered its holdings in Meta Platforms, Inc. (NASDAQ:META) by 38.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,116 shares of the social networking company’s stock after selling 1,937 shares during the period. Meta Platforms accounts for 1.1% of David J Yvars Group’s investment portfolio, making the stock its 16th biggest position. David J Yvars Group’s holdings in Meta Platforms were worth $2,057,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in META. Westchester Capital Management Inc. acquired a new position in shares of Meta Platforms during the 3rd quarter valued at about $26,000. Bare Financial Services Inc acquired a new stake in shares of Meta Platforms in the second quarter worth approximately $30,000. Knuff & Co LLC purchased a new stake in Meta Platforms in the second quarter valued at approximately $44,000. PMV Capital Advisers LLC grew its holdings in Meta Platforms by 26.3% in the fourth quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company’s stock valued at $63,000 after purchasing an additional 20 shares during the period. Finally, Evergreen Private Wealth LLC increased its position in Meta Platforms by 64.8% during the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after purchasing an additional 35 shares during the last quarter. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Meta Platforms

In other Meta Platforms news, COO Javier Olivan sold 926 shares of the stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $605.38, for a total value of $560,581.88. Following the completion of the sale, the chief operating officer owned 13,335 shares of the company’s stock, valued at $8,072,742.30. This trade represents a 6.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $632.02, for a total transaction of $366,571.60. Following the sale, the director owned 4,427 shares in the company, valued at $2,797,952.54. This represents a 11.58% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 162,484 shares of company stock worth $104,015,906. 13.61% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on META. Raymond James Financial cut their price target on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a research note on Monday, January 26th. Truist Financial upped their price objective on Meta Platforms from $875.00 to $900.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Morgan Stanley increased their target price on Meta Platforms from $750.00 to $825.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $810.00 target price on shares of Meta Platforms in a report on Thursday, January 29th. Finally, 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. Four equities research 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 company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $846.63.

Meta Platforms Stock Performance

NASDAQ:META opened at $525.72 on Friday. The firm’s fifty day simple moving average is $643.93 and its 200 day simple moving average is $667.32. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The firm has a market capitalization of $1.33 trillion, a price-to-earnings ratio of 22.37, a PEG ratio of 0.85 and a beta of 1.30.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. During the same period in the prior year, the firm earned $8.02 EPS. The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. As a group, equities research analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were paid a $0.525 dividend. The ex-dividend date was Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Entergy revised its Louisiana data-center deal with Meta so Meta will pay full cost-of-service and fund local energy upgrades (including seven natural‑gas plants), reducing project/regulatory risk for the hyperscale build. Entergy revised Meta data-center deal (Reuters)
• Positive Sentiment: Some sell‑the‑news rhetoric has created value opportunities: analysts point to cheaper valuation metrics and upgraded EPS forecasts, with commentators highlighting potential cost-savings from restructuring. Meta Platforms: Lean Into The Fear (Seeking Alpha)
• Neutral Sentiment: Meta is aggressively doubling down on AI infrastructure (Arm CPU initiative, large new data‑center programs) — a long‑term strategic positive for AI monetization but a near‑term cash drain that fuels investor uncertainty. Meta deepens AI strategy with new Arm CPU initiative (Zacks)
• Neutral Sentiment: Meta paid its first 2026 dividend ($0.525/share) — a modest income signal to investors but not material to the valuation story. Meta paid dividend (Finbold)
• Negative Sentiment: Two recent jury verdicts (including a $375M award and punitive damages from a social‑media addiction case) have raised the prospect of broader legal liability, regulatory changes and appeals that could increase future costs and compliance expenses. Meta shares slip after US jury verdicts (Reuters)
• Negative Sentiment: Market reaction: Meta joins a tech selloff this week (Nasdaq weakness), with share price declines of double‑digit percentages from recent highs as investors factor in litigation risk and margin pressure from AI capex. Tech stocks suffer worst week in nearly a year (CNBC)
• Negative Sentiment: Several outlets report steep intraday drops and heavy option activity as traders reposition; headlines argue the verdicts could trigger follow‑on litigation or regulatory remedies that resemble a “Big Tobacco”‑style reckoning. Meta stock plunges after lawsuit defeats (Blockonomi)

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.