Pallas Capital Advisors LLC Buys 1,271 Shares of Meta Platforms, Inc. $META

Pallas Capital Advisors LLC lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 5.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,887 shares of the social networking company’s stock after purchasing an additional 1,271 shares during the period. Pallas Capital Advisors LLC’s holdings in Meta Platforms were worth $16,808,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Addison Advisors LLC lifted its holdings in Meta Platforms by 2.1% during the 3rd quarter. Addison Advisors LLC now owns 951 shares of the social networking company’s stock worth $698,000 after buying an additional 20 shares in the last quarter. State of New Jersey Common Pension Fund D raised its position in shares of Meta Platforms by 2.7% during the third quarter. State of New Jersey Common Pension Fund D now owns 757,242 shares of the social networking company’s stock worth $556,103,000 after acquiring an additional 20,204 shares during the last quarter. Pursue Wealth Partners LLC lifted its stake in shares of Meta Platforms by 6.8% during the third quarter. Pursue Wealth Partners LLC now owns 4,416 shares of the social networking company’s stock valued at $3,243,000 after acquiring an additional 282 shares during the period. Hardy Reed LLC boosted its holdings in Meta Platforms by 7.4% in the third quarter. Hardy Reed LLC now owns 5,815 shares of the social networking company’s stock valued at $4,270,000 after acquiring an additional 402 shares during the last quarter. Finally, Golden Road Advisors LLC increased its position in Meta Platforms by 21.1% in the third quarter. Golden Road Advisors LLC now owns 914 shares of the social networking company’s stock worth $671,000 after purchasing an additional 159 shares during the period. 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.

Insider Transactions at Meta Platforms

In other news, CFO Susan J. Li sold 6,418 shares of the company’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 $4,106,043.86. Following the completion of the transaction, the chief financial officer owned 73,346 shares in the company, valued at $46,924,570.42. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Andrew Bosworth sold 8,089 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the sale, the chief technology officer owned 2,841 shares in the company, valued at approximately $1,793,352.84. The trade was a 74.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 28,310 shares of company stock valued at $18,159,577. 13.61% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research analysts have recently issued reports on META shares. DA Davidson raised their target price 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. Mizuho increased their price objective on shares of Meta Platforms from $815.00 to $850.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. UBS Group reaffirmed a “buy” rating and set a $872.00 target price (up previously from $830.00) on shares of Meta Platforms in a report on Thursday, January 29th. Morgan Stanley upped their target price on shares of Meta Platforms from $750.00 to $825.00 and gave the company an “overweight” rating in a research report on Thursday, January 29th. Finally, Robert W. Baird raised their price target on Meta Platforms from $815.00 to $830.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $844.29.

Meta Platforms Price Performance

META opened at $655.66 on Monday. The stock has a market cap of $1.66 trillion, a P/E ratio of 27.90, a P/E/G ratio of 1.12 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 company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The company has a fifty day simple moving average of $656.67 and a 200 day simple moving average of $689.03.

Meta Platforms (NASDAQ:META) last posted its earnings results 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. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. During the same period in the previous year, the firm earned $8.02 earnings per share. The company’s revenue was up 23.8% on a year-over-year basis. On average, research analysts expect that Meta Platforms, Inc. will post 26.7 EPS 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 issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

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.