Meta Platforms, Inc. $META Shares Bought by CCM Investment Advisers LLC

CCM Investment Advisers LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META) by 2.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,987 shares of the social networking company’s stock after acquiring an additional 1,071 shares during the period. Meta Platforms makes up approximately 2.5% of CCM Investment Advisers LLC’s investment portfolio, making the stock its 10th biggest position. CCM Investment Advisers LLC’s holdings in Meta Platforms were worth $25,735,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the stock. State Street Corp boosted its stake in Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares in the last quarter. Capital World Investors increased its position in shares of Meta Platforms by 0.7% during the 3rd quarter. Capital World Investors now owns 39,247,690 shares of the social networking company’s stock valued at $28,823,375,000 after purchasing an additional 278,180 shares during the period. Norges Bank bought a new stake in shares of Meta Platforms in the 2nd quarter worth $23,155,393,000. Invesco Ltd. raised its stake in shares of Meta Platforms by 0.8% in the 3rd quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company’s stock worth $12,597,374,000 after buying an additional 142,229 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its holdings in shares of Meta Platforms by 1.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock valued at $10,694,644,000 after buying an additional 262,550 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on META. Piper Sandler raised their target price on Meta Platforms from $840.00 to $880.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft upped their price target on shares of Meta Platforms from $880.00 to $920.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Wedbush raised their price objective on shares of Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Truist Financial lifted their price objective on shares of Meta Platforms from $875.00 to $900.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Meta Platforms in a report on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and a consensus target price of $846.63.

Insider Activity

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, COO Javier Olivan sold 926 shares of the business’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $605.38, for a total transaction of $560,581.88. Following the sale, the chief operating officer directly owned 13,335 shares in the company, valued at approximately $8,072,742.30. This trade represents a 6.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 161,967 shares of company stock worth $103,675,648 over the last 90 days. 13.61% of the stock is owned by company insiders.

Meta Platforms Stock Performance

NASDAQ:META opened at $525.72 on Monday. The stock has a fifty day simple moving average of $643.93 and a 200 day simple moving average of $666.03. The firm has a market capitalization of $1.33 trillion, a price-to-earnings ratio of 22.37, a price-to-earnings-growth ratio of 0.81 and a beta of 1.30. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to the consensus estimate of $58.33 billion. During the same quarter in the previous year, the company earned $8.02 EPS. The business’s revenue for the quarter was up 23.8% compared to the same quarter last year. Sell-side analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were issued a dividend of $0.525 per share. 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 payout ratio is currently 8.94%.

Key Meta Platforms News

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)

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.