My Personal CFO LLC Increases Holdings in Meta Platforms, Inc. $META

My Personal CFO LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 299.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,395 shares of the social networking company’s stock after acquiring an additional 1,046 shares during the period. My Personal CFO LLC’s holdings in Meta Platforms were worth $921,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in META. State Street Corp lifted its stake in shares of Meta Platforms by 1.9% in 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 during 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 last quarter. Norges Bank bought a new position in shares of Meta Platforms during the 2nd quarter valued at approximately $23,155,393,000. Invesco Ltd. raised its holdings in Meta Platforms by 0.8% during the 3rd quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company’s stock valued at $12,597,374,000 after buying an additional 142,229 shares during the period. Finally, Legal & General Group Plc raised its holdings in Meta Platforms by 4.1% during the 3rd quarter. Legal & General Group Plc now owns 14,332,168 shares of the social networking company’s stock valued at $10,525,258,000 after buying an additional 558,792 shares during the period. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Insiders Place Their Bets

In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the transaction, the chief technology officer owned 2,841 shares of the company’s stock, valued at approximately $1,793,352.84. This trade represents a 74.01% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Susan J. Li sold 56,571 shares of the business’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The SEC filing for this sale provides additional information. Insiders have sold a total of 160,931 shares of company stock worth $102,997,526 in the last three months. Corporate insiders own 13.61% of the company’s stock.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Launched new AI wearables — Meta expanded its Ray‑Ban smart‑glasses lineup (prescription Ray‑Ban Meta Blayzer Optics and Meta Scriber Optics), reinforcing the company’s push to monetize AI-powered consumer hardware and services. Meta Platforms, Inc. (META) Strengthens AI Strategy With New Glasses and Services
• Positive Sentiment: Moves into clinical VR with VA — Meta partnered with the U.S. Department of Veterans Affairs to scale clinical-grade VR therapy in VA medical centers, signaling enterprise and regulated-market adoption for its VR/Quest platform. This can open non‑advertising revenue channels. Meta’s VA Partnership Puts Clinical VR Therapy In Meta Platforms Story
• Positive Sentiment: Building AI hardware capability — Meta’s Superintelligence Labs hired veteran engineer Rui Xu to lead hardware efforts, suggesting deeper investment in custom AI devices beyond glasses, which supports long‑term vertical integration for AI compute and products. Meta Superintelligence Labs is quietly building a hardware team
• Neutral Sentiment: Wells Fargo trims price target but stays constructive — Wells Fargo cut its PT to $765 (from $856) while maintaining an Overweight rating, reflecting confidence in long‑term AI upside despite nearer‑term uncertainty ahead of earnings. Ahead of Meta, Alphabet earnings, Wells Fargo keeps overweight, cuts PTs
• Neutral Sentiment: China signals support for lawful cross‑border deals — Beijing said it supports law‑abiding transnational tech deals after reports of a Meta review, offering potential clarity for any China‑related partnerships or supply arrangements. China says it supports law‑abiding transnational deals after reports of Meta deal review
• Negative Sentiment: Bay Area layoffs — Meta is cutting roughly 200 roles in the San Francisco Bay Area as it restructures teams while reallocating capital toward AI infrastructure; layoffs can be read as cost discipline but also highlight internal reshaping and near‑term workforce disruption. Meta’s Bay Area layoffs affect roughly 200 workers as company pours billions into AI infrastructure
• Negative Sentiment: Rising legal/regulatory risk — Recent court losses and challenges to Section 230 protections have increased litigation and regulatory uncertainty for Meta, which could lead to higher compliance costs, content moderation expense and potential liabilities. Meta, Google under attack as court cases bypass 30‑year‑old legal shieldWhat’s next for Meta in the wake of trial losses and layoffs?
• Negative Sentiment: Analyst downgrades and PT trims — Morgan Stanley cut its PT to $775 citing softer ad trends and Erste downgraded to Hold; analyst cuts increase selling pressure and shorten the runway for multiple near‑term catalysts. Morgan Stanley trims PT on Meta Platforms (META) to $775 amid softer advertising backdropMeta Platforms was downgraded by Erste Group Bank AG

Analyst Upgrades and Downgrades

META has been the subject of several recent analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $810.00 price objective on shares of Meta Platforms in a research note on Thursday, January 29th. Bank of America increased their target price on shares of Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Evercore raised their target price on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Meta Platforms from $880.00 to $920.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, TD Cowen reiterated a “buy” rating on shares of Meta Platforms in a report on Tuesday, January 13th. Four analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $843.57.

Meta Platforms Stock Performance

META opened at $574.46 on Monday. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock’s fifty day moving average is $637.79 and its two-hundred day moving average is $659.06. The company has a market capitalization of $1.45 trillion, a P/E ratio of 24.45, a PEG ratio of 0.89 and a beta of 1.31. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25.

Meta Platforms (NASDAQ:META) last issued its 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. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. The business’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period in the prior year, the business earned $8.02 EPS. Analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Dividend Announcement

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