State of New Jersey Common Pension Fund D Has $556.10 Million Stock Holdings in Meta Platforms, Inc. $META

State of New Jersey Common Pension Fund D raised its holdings in Meta Platforms, Inc. (NASDAQ:META) by 2.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 757,242 shares of the social networking company’s stock after acquiring an additional 20,204 shares during the period. Meta Platforms comprises 2.0% of State of New Jersey Common Pension Fund D’s holdings, making the stock its 7th biggest holding. State of New Jersey Common Pension Fund D’s holdings in Meta Platforms were worth $556,103,000 as of its most recent SEC filing.

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

Insider Buying and Selling

In related news, CFO Susan J. Li sold 6,418 shares of the firm’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 completion of the sale, the chief financial officer owned 73,346 shares of the company’s stock, valued at $46,924,570.42. This trade represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO Javier Olivan sold 2,461 shares of Meta Platforms 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 $1,574,473.97. Following the completion of the sale, the chief operating officer owned 12,108 shares of the company’s stock, valued at approximately $7,746,335.16. The trade was a 16.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 28,310 shares of company stock worth $18,159,577 over the last three months. Insiders own 13.61% of the company’s stock.

Meta Platforms Stock Up 1.7%

Shares of NASDAQ META opened at $655.66 on Monday. The company’s 50 day moving average price is $656.67 and its 200-day moving average price is $689.03. 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 52-week low of $479.80 and a 52-week high of $796.25. The company has a market capitalization of $1.66 trillion, a P/E ratio of 27.90, a price-to-earnings-growth ratio of 1.12 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last announced its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. The business had revenue of $59.89 billion during 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%. Meta Platforms’s quarterly revenue was up 23.8% on a year-over-year basis. During the same quarter last year, the firm earned $8.02 earnings per share. Equities analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be 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 is Monday, March 16th. Meta Platforms’s payout ratio is currently 8.94%.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on META shares. Deutsche Bank Aktiengesellschaft lifted their price target on Meta Platforms from $880.00 to $920.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Bank of America raised their price objective on shares of Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Rosenblatt Securities lifted their target price on shares of Meta Platforms from $1,117.00 to $1,144.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. KeyCorp decreased their price target on shares of Meta Platforms from $875.00 to $835.00 and set an “overweight” rating for the company in a research report on Monday, January 26th. Finally, DA Davidson raised their price target on shares of Meta Platforms from $825.00 to $850.00 and gave the company 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 issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $844.29.

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.

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.