Gallagher Capital Advisors LLC Makes New $1.34 Million Investment in Meta Platforms, Inc. $META

Gallagher Capital Advisors LLC acquired a new stake in Meta Platforms, Inc. (NASDAQ:META) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,980 shares of the social networking company’s stock, valued at approximately $1,340,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in META. Delap Wealth Advisory LLC lifted its position in Meta Platforms by 18.0% in the 3rd quarter. Delap Wealth Advisory LLC now owns 749 shares of the social networking company’s stock valued at $537,000 after acquiring an additional 114 shares in the last quarter. Navellier & Associates Inc. lifted its holdings in shares of Meta Platforms by 0.9% in the third quarter. Navellier & Associates Inc. now owns 10,843 shares of the social networking company’s stock valued at $7,963,000 after purchasing an additional 98 shares in the last quarter. Integrity Financial Corp WA lifted its holdings in shares of Meta Platforms by 4.4% in the third quarter. Integrity Financial Corp WA now owns 1,293 shares of the social networking company’s stock valued at $950,000 after purchasing an additional 54 shares in the last quarter. Bryce Point Capital LLC grew its holdings in Meta Platforms by 5.7% during the third quarter. Bryce Point Capital LLC now owns 859 shares of the social networking company’s stock worth $631,000 after buying an additional 46 shares in the last quarter. Finally, Edgemoor Investment Advisors Inc. raised its position in Meta Platforms by 10.2% in the 3rd quarter. Edgemoor Investment Advisors Inc. now owns 1,046 shares of the social networking company’s stock valued at $768,000 after buying an additional 97 shares during the last quarter. 79.91% of the stock is owned by institutional investors.

Analysts Set New Price Targets

META has been the topic of a number of analyst reports. Monness Crespi & Hardt lifted their price objective on shares of Meta Platforms from $808.00 to $890.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Arete Research set a $718.00 price objective on shares of Meta Platforms in a research report on Thursday, December 4th. Evercore lifted their target price on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Wall Street Zen downgraded Meta Platforms from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, Zacks Research lowered Meta Platforms from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms currently has an average rating of “Moderate Buy” and an average price target of $844.29.

Insider Transactions at Meta Platforms

In related news, Director Robert M. Kimmitt sold 580 shares of the stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $646.00, for a total transaction of $374,680.00. Following the sale, the director owned 6,167 shares of the company’s stock, valued at approximately $3,983,882. This represents a 8.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $661.11, for a total value of $341,793.87. Following the transaction, the chief operating officer directly owned 12,717 shares of the company’s stock, valued at $8,407,335.87. The trade was a 3.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 10,478 shares of company stock valued at $6,799,696 over the last three months. Company insiders own 13.61% of the company’s stock.

Meta Platforms News Roundup

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

• Positive Sentiment: Meta struck a multiyear deal to buy millions of Nvidia AI chips (GPUs and new standalone CPUs) to power its data‑center and AI stack, accelerating its ability to deploy large models and AI features across apps (WhatsApp cited). This reduces execution risk for Meta’s AI roadmap and supports revenue upside from AI-driven ad/product improvements. Nvidia to sell Meta millions of chips in multiyear deal
• Positive Sentiment: Bill Ackman’s Pershing Square has made a large, high‑profile investment in Meta, signaling smart‑money conviction that the stock is undervalued given its AI growth potential; this can lift investor sentiment and attract other institutional buyers. Meta’s Platforms’ New Bull: Why Billionaire Bill Ackman Is Buying
• Positive Sentiment: Supply‑chain/infra tailwind: reporting highlights a large Meta partnership with Corning (reported ~$6B deal to outfit data centers). That supports Meta’s capex plans for data‑center expansion and underpins investments tied to AI workloads. Corning’s Surprise AI Boom
• Neutral Sentiment: Third‑party ecosystem news: Virtuix announced its Omni One treadmill will be Made for Meta (Quest) certified, expanding XR ecosystem engagement — a positive for product stickiness but unlikely to move Meta’s top line materially near term. Virtuix Omni One to Launch Compatibility with Meta Quest Headsets
• Negative Sentiment: Regulatory/legal risk: Spain has asked prosecutors to probe X, Meta and TikTok over AI‑generated images allegedly involving minors, increasing legal/PR risk and potential compliance costs or fines tied to AI content moderation. That raises near‑term regulatory uncertainty for Meta’s platforms. Spain to Probe X, Meta, TikTok Over AI Images
• Negative Sentiment: Market/regulatory risk in India: Indian officials are discussing age‑based social‑media restrictions that could meaningfully affect user reach and ad monetization in one of Meta’s largest markets, increasing policy risk and potential future revenue impact. India discussing age-based restrictions with social media firms, top minister says

Meta Platforms Price Performance

NASDAQ META opened at $639.29 on Wednesday. The company has a market cap of $1.62 trillion, a PE ratio of 27.20, a price-to-earnings-growth ratio of 1.09 and a beta of 1.28. 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 firm’s 50-day simple moving average is $656.74 and its two-hundred day simple moving average is $691.62.

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

Meta Platforms Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be given a dividend of $0.525 per share. The ex-dividend date is Monday, March 16th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is currently 8.94%.

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.