Maj Invest Holding A S Lowers Position in Meta Platforms, Inc. $META

Maj Invest Holding A S lessened its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 36.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 130,689 shares of the social networking company’s stock after selling 75,758 shares during the quarter. Meta Platforms makes up 3.3% of Maj Invest Holding A S’s holdings, making the stock its 16th biggest position. Maj Invest Holding A S’s holdings in Meta Platforms were worth $95,976,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of Meta Platforms by 0.8% during the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares during the last quarter. State Street Corp increased its holdings 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 valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Meta Platforms by 1.3% in the 2nd quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock worth $37,902,948,000 after acquiring an additional 682,768 shares during the last quarter. Norges Bank acquired a new stake in Meta Platforms during the second quarter worth about $23,155,393,000. Finally, Charles Schwab Investment Management Inc. increased its holdings in shares of Meta Platforms by 1.8% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock worth $10,694,644,000 after buying an additional 262,550 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Meta Platforms Stock Up 0.2%

META opened at $670.21 on Friday. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week 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. The business has a 50 day moving average price of $656.48 and a two-hundred day moving average price of $695.54. The company has a market cap of $1.69 trillion, a PE ratio of 28.52, a P/E/G ratio of 1.14 and a beta of 1.28.

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

Meta Platforms Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were given a $0.525 dividend. The ex-dividend date was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is presently 8.94%.

Insider Buying and Selling at Meta Platforms

In related news, insider Jennifer Newstead sold 519 shares of Meta Platforms stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total value of $341,860.11. Following the sale, the insider directly owned 28,658 shares in the company, valued at $18,876,738.02. The trade was a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, COO Javier Olivan sold 517 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $714.60, for a total value of $369,448.20. Following the transaction, the chief operating officer directly owned 9,615 shares in the company, valued at $6,870,879. This represents a 5.10% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 39,594 shares of company stock valued at $24,325,407. 13.61% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages recently issued reports on META. Arete Research set a $718.00 price objective on Meta Platforms in a research report on Thursday, December 4th. Roth Mkm dropped their price target 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. Royal Bank Of Canada reiterated an “outperform” rating and issued a $810.00 price objective on shares of Meta Platforms in a research note on Thursday, January 29th. Evercore ISI raised their target price on shares of Meta Platforms from $875.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Raymond James Financial dropped their target price on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a report on Monday, January 26th. Five research analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $848.50.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Q4 results and forward guide strengthened the bull case: Meta beat on revenue and EPS and its guidance prompted upgrades and bullish analyst notes, supporting near‑term upside. Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?
• Positive Sentiment: AI monetization and user metrics are improving: Seeking Alpha highlights AI-driven ad redistributions (Lattice/GEM), daily active users up ~7% to 3.58B, ad impressions +18% and Reels watch time +30% — signals that AI is already boosting engagement and ad revenue. Meta: Buy The AI Revolution
• Positive Sentiment: Institutional support: Several funds have added to Meta (e.g., Davis Selected Advisers, Alecta), and brokers have raised targets or reiterated buys—helps sustain buying momentum after the beat. Alecta Pensionsforsakring, Omsesidigt boosts Meta Platforms stake
• Neutral Sentiment: CapEx is rising as Meta scales AI infrastructure: Meta guided to much higher 2026 capex (investing in MTIA and data centers) — strategic for growth but capital‑intensive; impact on margins depends on monetization pace. Soaring Hyperscaler CapEx Signals Good Things Ahead for Broadcom
• Neutral Sentiment: ESG / renewable moves: Meta expanded a PPA for the Skull Creek solar plant — supports sustainability goals but has no immediate revenue impact. Zelestra Expands Relationship with Meta in the US (Skull Creek PPA)
• Negative Sentiment: Insider selling: COO Javier Olivan disclosed multiple small sales (recently 517 shares), which is minor in size but can feed short‑term profit‑taking narratives. SEC Filing – Javier Olivan sale
• Negative Sentiment: Regulatory risk in key markets: India’s top court questioned WhatsApp’s data‑sharing with Meta entities — any reimposed restrictions or fines could hurt growth/engagement in a large market. India’s top court questions WhatsApp data sharing
• Negative Sentiment: Cost and margin worries: Elevated AI and data‑center spending has investors debating trade‑off between near‑term margin pressure and long‑term gains; some profit‑taking followed the recent rally. Meta: Still A ‘Buy,’ But Nearing The End Of Its Run As Expenses Mount

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.