Ameritas Advisory Services LLC Has $7.96 Million Stock Position in Meta Platforms, Inc. $META

Ameritas Advisory Services LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META) by 115.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,842 shares of the social networking company’s stock after buying an additional 5,820 shares during the quarter. Ameritas Advisory Services LLC’s holdings in Meta Platforms were worth $7,962,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Goldstone Financial Group LLC grew 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 worth $2,756,000 after acquiring an additional 1,153 shares during the last quarter. CW Advisors LLC lifted its holdings in shares of Meta Platforms by 27.8% during the second quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock valued at $130,467,000 after purchasing an additional 38,432 shares during the last quarter. Ashton Thomas Private Wealth LLC boosted its position in shares of Meta Platforms by 34.2% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company’s stock valued at $38,373,000 after purchasing an additional 13,311 shares during the period. Sequoia Financial Advisors LLC increased its stake in Meta Platforms by 11.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company’s stock worth $155,387,000 after purchasing an additional 20,912 shares in the last quarter. Finally, Stephens Inc. AR raised its holdings in Meta Platforms by 5.6% during the 2nd quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company’s stock worth $62,507,000 after buying an additional 4,473 shares during the period. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Meta Platforms News Roundup

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

• Positive Sentiment: Major NVIDIA multiyear deal — Meta signed a multigenerational agreement to buy millions of NVIDIA GPUs and adopt NVIDIA CPUs, networking and rack designs, strengthening its AI roadmap and securing long‑term supply for data‑center buildout. This deal underpins the rally as it reduces Meta’s hardware risk and accelerates product timelines. Read More.
• Positive Sentiment: Big investors leaning into the AI thesis — Reports (including 13F mentions) show some prominent funds increasing Meta exposure on the AI infrastructure/advertising opportunity, adding conviction to the upside. Read More.
• Neutral Sentiment: Product roadmap shifts — Meta is refocusing Horizon Worlds toward mobile (less VR) and will shut down Messenger’s standalone website; these are strategic pivots that change execution risk but have limited immediate revenue impact. Read More.
• Negative Sentiment: Insider selling by senior executives — Multiple SEC filings show sizable recent sales by CFO Susan Li and COO Javier Olivan (and a director sale), which can create near‑term supply and market signaling concerns. Read More.
• Negative Sentiment: Staff equity cut to fund AI — Financial Times/Reuters report Meta trimmed annual equity awards by ~5% for most staff to reallocate dollars to AI buildout, highlighting cost tradeoffs and potential morale/retention implications. Read More.
• Negative Sentiment: Huge 2026 CapEx and margin risk — Coverage notes Meta’s elevated 2026 capex plan (reported guidance in the $115–$135B range) to build AI infrastructure; that spending fuels growth potential but increases short‑term margin and execution risk. Read More.
• Negative Sentiment: Legal/regulatory overhang — CEO Mark Zuckerberg testified in a landmark youth‑addiction trial that could influence future regulation, moderation costs, or advertising dynamics if outcomes impose new constraints. Read More.

Meta Platforms Trading Up 0.2%

Shares of META opened at $644.78 on Friday. The firm has a market capitalization of $1.63 trillion, a price-to-earnings ratio of 27.44, a P/E/G ratio of 1.10 and a beta of 1.28. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25. The stock’s 50-day moving average price is $656.44 and its 200 day moving average price is $690.96. 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 (NASDAQ:META) last issued its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. The company had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business’s revenue was up 23.8% on a year-over-year basis. During the same period last year, the business earned $8.02 earnings per share. As a group, research analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Dividend Announcement

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

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. BNP Paribas Exane assumed coverage on shares of Meta Platforms in a research report on Monday, November 24th. They issued an “outperform” rating and a $800.00 target price on the stock. Monness Crespi & Hardt raised their price objective on shares of Meta Platforms from $808.00 to $890.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Mizuho boosted their target price on shares of Meta Platforms from $815.00 to $850.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Canaccord Genuity Group increased their target price on Meta Platforms from $900.00 to $930.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, Citigroup reaffirmed an “outperform” rating on shares of Meta Platforms in a research report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus price target of $844.29.

Insider Activity

In other news, CFO Susan J. Li sold 6,418 shares of the company’s stock in a transaction on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total transaction of $4,106,043.86. Following the transaction, the chief financial officer owned 73,346 shares of the company’s stock, valued at $46,924,570.42. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $639.18, for a total value of $370,724.40. Following the completion of the sale, the director owned 5,007 shares of the company’s stock, valued at approximately $3,200,374.26. The trade was a 10.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 20,738 shares of company stock valued at $13,362,921. Company insiders own 13.61% of the company’s stock.

Meta Platforms 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.