Geremia Financial Services LLC Makes New $9.97 Million Investment in Meta Platforms, Inc. $META

Geremia Financial Services LLC acquired a new stake in shares of Meta Platforms, Inc. (NASDAQ:META) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 15,096 shares of the social networking company’s stock, valued at approximately $9,965,000. Meta Platforms comprises about 8.2% of Geremia Financial Services LLC’s investment portfolio, making the stock its 5th largest position.

A number of other institutional investors have also recently made changes to their positions in the company. Westchester Capital Management Inc. bought a new position in Meta Platforms during the third quarter valued at approximately $26,000. Bare Financial Services Inc bought a new stake in Meta Platforms in the 2nd quarter worth approximately $30,000. Knuff & Co LLC bought a new stake in Meta Platforms in the 2nd quarter worth approximately $44,000. PMV Capital Advisers LLC raised its holdings in shares of Meta Platforms by 26.3% during the 4th quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company’s stock worth $63,000 after acquiring an additional 20 shares in the last quarter. Finally, Evergreen Private Wealth LLC boosted its position in shares of Meta Platforms by 64.8% during the 3rd 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. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Meta Platforms Stock Up 2.0%

NASDAQ META opened at $536.38 on Tuesday. 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, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25. The firm has a market capitalization of $1.36 trillion, a price-to-earnings ratio of 22.82, a PEG ratio of 0.81 and a beta of 1.30. The company has a fifty day moving average of $642.25 and a two-hundred day moving average of $664.52.

Meta Platforms (NASDAQ:META) last announced its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share 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 net margin of 30.08% and a return on equity of 38.61%. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $8.02 earnings per share. On average, analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

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

Meta Platforms News Roundup

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

• Positive Sentiment: Morgan Stanley and other firms are calling Meta a tactical buying opportunity and reiterating Buy/top-pick views, arguing the pullback has created a discounted entry given Meta’s fundamentals and AI exposure. Article Title
• Positive Sentiment: Jefferies also highlights that regulatory scrutiny is a persistent theme but not necessarily a crippling near-term catalyst, framing current legal headlines as a potential buying opportunity for longer-term investors. Article Title
• Neutral Sentiment: Meta has begun testing a paid Instagram subscription (“Instagram Plus”) in select markets — a potential new ARPU/revenue stream if expanded, but currently a limited pilot with uncertain near-term revenue impact. Article Title
• Neutral Sentiment: Meta is sharing learnings from its Meta Lab stores with wearables/retail partners — a strategic move to accelerate Reality Labs retail presence and partner adoption, but with gradual monetization potential. Article Title
• Neutral Sentiment: Meta’s El Paso data‑center project has grown to a ~$10B, 1‑gigawatt complex — evidence of big infrastructure buildout to support AI workloads; bullish for long‑term capacity but highlights larger capex commitments. Article Title
• Negative Sentiment: Recent court losses and ongoing regulatory/legal scrutiny remain material headline risk — coverage warns these rulings could constrain AI research practices and raise liability exposure, increasing near‑term uncertainty. Article Title
• Negative Sentiment: Analysts and commentators continue to debate Meta’s heavy capex (large multi‑year AI/Reality Labs spending). Deeper analyses flag the risk of near‑term negative free cash flow and pressure on margins despite long‑term optionality. Article Title
• Negative Sentiment: Morgan Stanley lowered its price target (from $825 to $775) even while keeping an overweight rating — a mixed signal that narrows upside expectations versus earlier forecasts. Article Title

Insiders Place Their Bets

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $632.02, for a total value of $366,571.60. Following the completion of the sale, the director owned 4,427 shares of the company’s stock, valued at $2,797,952.54. This trade represents a 11.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Javier Olivan sold 926 shares of the company’s 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 transaction, the chief operating officer directly owned 13,335 shares in the company, valued at approximately $8,072,742.30. This represents a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 161,448 shares of company stock valued at $103,333,788 over the last 90 days. Insiders own 13.61% of the company’s stock.

Analyst Upgrades and Downgrades

META has been the subject of a number of recent research reports. BMO Capital Markets raised their target price on shares of Meta Platforms from $710.00 to $730.00 and gave the company a “market perform” rating in a report 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 research note on Thursday, January 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Meta Platforms in a research note on Friday. Pivotal Research reduced their target price on shares of Meta Platforms from $930.00 to $910.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. Finally, Arete Research restated a “neutral” rating on shares of Meta Platforms in a research report on Thursday, March 5th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $845.54.

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.