PNC Financial Services Group Inc. Increases Position in Meta Platforms, Inc. $META

PNC Financial Services Group Inc. boosted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 1.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,358,036 shares of the social networking company’s stock after purchasing an additional 12,918 shares during the period. Meta Platforms comprises 0.6% of PNC Financial Services Group Inc.’s portfolio, making the stock its 28th largest position. PNC Financial Services Group Inc. owned 0.05% of Meta Platforms worth $997,314,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of META. Bare Financial Services Inc acquired a new stake in shares of Meta Platforms during the second quarter worth approximately $30,000. Briaud Financial Planning Inc acquired a new stake in Meta Platforms in the second quarter valued at $42,000. Knuff & Co LLC acquired a new position in Meta Platforms during the 2nd quarter worth $44,000. WFA Asset Management Corp increased its position in shares of Meta Platforms by 42.6% in the 2nd quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock worth $49,000 after purchasing an additional 20 shares during the last quarter. Finally, Spurstone Advisory Services LLC bought a new stake in shares of Meta Platforms in the 2nd quarter worth about $59,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

More Meta Platforms News

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

• Positive Sentiment: Secured multiyear GPU/CPU and codesign deal with NVIDIA that locks supply and a roadmap (Rubin/Vera, confidential computing) — this makes Meta’s AI rollout and large‑scale personalization (e.g., WhatsApp agents) more credible and is a primary driver of investor buying. Read More.
• Positive Sentiment: Latest results and marketing metrics show AI is improving ad efficiency — Q4 revenue and EPS beat and stronger ad metrics support the thesis that AI can monetize engagement and help justify infrastructure spend. Read More.
• Positive Sentiment: Large institutional/activist positioning (including Bill Ackman / Pershing Square and other funds adding stakes) is providing conviction behind the rally and reduces short‑term supply risk. Read More.
• Neutral Sentiment: Horizon Worlds is being repositioned to mobile and explicitly decoupled from Quest VR — this reduces near‑term execution risk for Reality Labs but also signals less near‑term upside if VR hardware adoption stalls. Read More.
• Neutral Sentiment: Product/ecosystem updates (revived smartwatch plans; third‑party “Made for Meta” integrations like Virtuix) expand the device roadmap but are unlikely to move core ad revenue near term. Read More.
• Negative Sentiment: Very large 2026 CapEx guidance (~$115–$135B) raises real margin and ROIC risk — if AI monetization lags, the spending could compress returns and leave Meta exposed to depreciating infrastructure. Read More.
• Negative Sentiment: Notable insider selling (COO, CFO and at least one director disclosed multi‑trade sales) can add short‑term supply and raises questions about timing of personal liquidity events. Read More.
• Negative Sentiment: Ongoing legal and child‑safety scrutiny (Zuckerberg testimony, PTA distancing, and public reporting on content/encryption tradeoffs) is an overhang that could affect user engagement, regulatory costs or ad targeting over time. Read More.

Analyst Upgrades and Downgrades

META has been the topic of several research analyst reports. Citizens Jmp reaffirmed an “outperform” rating and set a $900.00 price target (up previously from $750.00) on shares of Meta Platforms in a research report on Monday, November 24th. DA Davidson increased their target price on Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Raymond James Financial lowered their price target on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a report on Monday, January 26th. Mizuho upped their price target on Meta Platforms from $815.00 to $850.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Finally, BNP Paribas Exane started coverage on Meta Platforms in a research note on Monday, November 24th. They set an “outperform” rating and a $800.00 price objective on the stock. Three equities research 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 company. According to MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and an average price target of $844.29.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $655.66 on Monday. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The firm has a market capitalization of $1.66 trillion, a PE ratio of 27.90, a P/E/G ratio of 1.12 and a beta of 1.28. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. The business’s fifty day moving average price is $656.67 and its two-hundred day moving average price is $689.03.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping the consensus estimate of $8.16 by $0.72. The business had revenue of $59.89 billion during 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% on a year-over-year basis. During the same quarter in the prior year, the firm earned $8.02 earnings per share. On average, research analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Announces Dividend

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

Insider Buying and Selling at Meta Platforms

In related news, CFO Susan J. Li sold 6,418 shares of the stock in a transaction that occurred on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total value of $4,106,043.86. Following the completion of the transaction, the chief financial officer directly owned 73,346 shares of the company’s stock, valued at $46,924,570.42. This represents a 8.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Javier Olivan sold 2,461 shares of the firm’s stock in a transaction that occurred on Sunday, February 15th. The shares were sold at an average price of $639.77, for a total value of $1,574,473.97. Following the completion of the sale, the chief operating officer owned 12,108 shares in the company, valued at approximately $7,746,335.16. This represents a 16.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 28,310 shares of company stock valued at $18,159,577. 13.61% of the stock is currently owned by insiders.

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.