Atria Investments Inc Buys 1,907 Shares of Meta Platforms, Inc. $META

Atria Investments Inc raised its stake in Meta Platforms, Inc. (NASDAQ:META) by 1.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 134,709 shares of the social networking company’s stock after acquiring an additional 1,907 shares during the quarter. Meta Platforms makes up 1.1% of Atria Investments Inc’s portfolio, making the stock its 7th biggest holding. Atria Investments Inc’s holdings in Meta Platforms were worth $98,927,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. CBIZ Investment Advisory Services LLC boosted its stake in shares of Meta Platforms by 13.2% during the third quarter. CBIZ Investment Advisory Services LLC now owns 455 shares of the social networking company’s stock valued at $334,000 after acquiring an additional 53 shares during the last quarter. Verde Servicos Internacionais S.A. lifted its holdings in Meta Platforms by 1.4% in the 3rd quarter. Verde Servicos Internacionais S.A. now owns 19,295 shares of the social networking company’s stock valued at $14,170,000 after purchasing an additional 269 shares in the last quarter. Illinois Municipal Retirement Fund lifted its holdings in Meta Platforms by 1.7% in the 3rd quarter. Illinois Municipal Retirement Fund now owns 180,966 shares of the social networking company’s stock valued at $132,898,000 after purchasing an additional 2,986 shares in the last quarter. ICW Investment Advisors LLC boosted its stake in shares of Meta Platforms by 30.7% during the 3rd quarter. ICW Investment Advisors LLC now owns 1,989 shares of the social networking company’s stock worth $1,461,000 after purchasing an additional 467 shares during the last quarter. Finally, Wedbush Securities Inc. grew its holdings in shares of Meta Platforms by 0.5% during the third quarter. Wedbush Securities Inc. now owns 49,943 shares of the social networking company’s stock worth $36,677,000 after buying an additional 264 shares in the last quarter. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CFO Susan J. Li sold 6,418 shares of the business’s stock in a transaction that occurred 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 directly owned 73,346 shares of the company’s stock, valued at approximately $46,924,570.42. The trade was a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $646.00, for a total transaction of $374,680.00. Following the completion of the sale, the director directly owned 6,167 shares of the company’s stock, valued at $3,983,882. This trade represents a 8.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 20,738 shares of company stock worth $13,362,921. Company insiders own 13.61% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on META shares. Raymond James Financial reduced their price objective on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a research note on Monday, January 26th. Zacks Research lowered Meta Platforms from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Truist Financial lifted their price objective on Meta Platforms from $875.00 to $900.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. BMO Capital Markets increased their target price on Meta Platforms from $710.00 to $730.00 and gave the stock a “market perform” rating in a research report on Thursday, January 29th. Finally, Rosenblatt Securities raised their price target on Meta Platforms from $1,117.00 to $1,144.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $844.29.

Meta Platforms Trading Up 0.2%

NASDAQ META opened at $644.78 on Friday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25. The company’s 50 day moving average price is $656.44 and its 200 day moving average price is $690.96. The firm has a market capitalization of $1.63 trillion, a price-to-earnings ratio of 27.44, a PEG ratio of 1.10 and a beta of 1.28.

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

Meta Platforms Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be given a $0.525 dividend. 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 (DPR) is 8.94%.

Key Stories Impacting Meta Platforms

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 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.