AGF Management Ltd. Has $668.27 Million Stock Holdings in Meta Platforms, Inc. $META

AGF Management Ltd. cut its holdings in Meta Platforms, Inc. (NASDAQ:META) by 0.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 909,972 shares of the social networking company’s stock after selling 8,063 shares during the period. Meta Platforms comprises approximately 3.0% of AGF Management Ltd.’s investment portfolio, making the stock its 4th biggest holding. AGF Management Ltd.’s holdings in Meta Platforms were worth $668,265,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Goldstone Financial Group LLC boosted its holdings in shares of Meta Platforms by 44.4% in the 3rd quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock valued at $2,756,000 after purchasing an additional 1,153 shares in the last quarter. CW Advisors LLC boosted its stake in Meta Platforms by 27.8% in the second quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock valued at $130,467,000 after buying an additional 38,432 shares in the last quarter. Sequoia Financial Advisors LLC raised its stake in Meta Platforms by 11.0% during the second quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company’s stock worth $155,387,000 after acquiring an additional 20,912 shares in the last quarter. Stephens Inc. AR lifted its holdings in shares of Meta Platforms by 5.6% in the second quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company’s stock worth $62,507,000 after acquiring an additional 4,473 shares during the last quarter. Finally, Motiv8 Investments LLC boosted its stake in shares of Meta Platforms by 11.5% in the 2nd quarter. Motiv8 Investments LLC now owns 2,080 shares of the social networking company’s stock valued at $1,535,000 after purchasing an additional 214 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Analyst Ratings Changes

META has been the subject of a number of research analyst reports. Oppenheimer cut shares of Meta Platforms from an “outperform” rating to a “market perform” rating in a research report on Thursday, October 30th. Barclays reiterated an “overweight” rating and set a $800.00 price target (up from $770.00) on shares of Meta Platforms in a report on Thursday, January 29th. Roth Mkm dropped their price target on Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research note on Monday, January 26th. Mizuho boosted their price objective on Meta Platforms from $815.00 to $850.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Finally, Stifel Nicolaus increased their target price on Meta Platforms from $785.00 to $820.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $845.50.

Insider Transactions at Meta Platforms

In related news, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $714.60, for a total transaction of $369,448.20. Following the completion of the transaction, the chief operating officer owned 9,615 shares of the company’s stock, valued at $6,870,879. This trade represents a 5.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $618.28, for a total transaction of $358,602.40. Following the sale, the director directly owned 5,587 shares in the company, valued at $3,454,330.36. This trade represents a 9.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 38,561 shares of company stock worth $23,673,584 over the last three months. 13.61% of the stock is owned by company insiders.

Meta Platforms News Summary

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

• Positive Sentiment: High-profile bullish commentary: Jim Cramer publicly called META a buy, reinforcing retail and momentum interest in the name and supporting short-term demand. Jim Cramer on Meta Platforms (META): “I just think this one’s a buy”
• Positive Sentiment: Long-term AI investment thesis: A Seeking Alpha piece highlights aggressive AI capex and forecasts 22–31% near-term revenue growth, arguing Meta can sustain growth despite margin pressure — a supportive fundamental narrative for investors focused on multi-year returns. Meta Platforms: Follow The Numbers
• Positive Sentiment: Ad tools & ad revenue durability: A new free Meta Ads Rolling Reach Report for e-commerce advertisers could help optimize campaigns and demonstrate continued advertiser demand for Meta’s platforms. Incremental ad product adoption supports the advertising revenue outlook. growthzacks Releases Meta Ads Rolling Reach Report Generator for ECommerce Advertisers to Measure Audience Saturation
• Positive Sentiment: Analyst/shopper endorsements: Recent retail and analyst write-ups (e.g., The Motley Fool) continue to feature META as a top growth pick, backing investor interest and buy-side conviction. 1 Top Growth Stock to Buy in February
• Neutral Sentiment: Valuation/peer comparisons: Pieces comparing Broadcom and Meta highlight AI exposure but present them as different risk/reward profiles; useful for allocation decisions but not an immediate catalyst. Broadcom or Meta Platforms? Which Is the Better Buy
• Neutral Sentiment: Market context: Broader AI-led rotation and macro commentary (Zacks, market note) are lifting tech sentiment generally; Meta participates in that theme but is also idiosyncratically exposed to legal/regulatory news. Bulls Take Control Amid New AI Spending & Expanding Breadth
• Negative Sentiment: Alarming internal findings made public: Unsealed documents report a Meta researcher warned of up to 500,000 daily child exploitation cases on Facebook/Instagram — a reputational and litigation risk that can amplify regulatory scrutiny and attract settlement/penalty concerns. Meta researcher warned of 500K child exploitation cases daily on Facebook and Instagram platforms
• Negative Sentiment: Regulatory pressure in EU over WhatsApp AI policy: The European Commission has charged Meta with breaching antitrust rules and threatened interim measures to force WhatsApp access for rival AI assistants — potential changes could limit product control and create compliance costs. EU threatens Meta with interim measure for blocking AI rivals from WhatsApp
• Negative Sentiment: Legal setbacks and trials: Landmark US trials accuse Meta of designing addictive products; separately, a German court ordered Meta’s Edge Network to pay Deutsche Telekom ~€30M — legal exposure and adverse rulings increase uncertainty and headline risk. Meta subsidiary loses appeal against Deutsche Telekom over network services Meta and YouTube Created ‘Digital Casinos,’ Lawyers Argue in Landmark Trial

Meta Platforms Trading Down 1.0%

NASDAQ META opened at $670.72 on Wednesday. The firm has a market capitalization of $1.70 trillion, a PE ratio of 28.54, a price-to-earnings-growth ratio of 1.16 and a beta of 1.28. The business’s 50-day moving average price is $657.96 and its two-hundred day moving average price is $694.43. 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 12 month low of $479.80 and a 12 month high of $796.25.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The company had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. During the same period in the previous year, the firm earned $8.02 earnings per share. The firm’s quarterly revenue was up 23.8% on a year-over-year basis. On average, analysts expect 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. Stockholders of record on Monday, December 15th were paid a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, December 15th. Meta Platforms’s dividend payout ratio is currently 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.