Mmbg Investment Advisors CO. Sells 3,290 Shares of Meta Platforms, Inc. $META

Mmbg Investment Advisors CO. lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 3.9% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 81,249 shares of the social networking company’s stock after selling 3,290 shares during the period. Meta Platforms makes up 5.3% of Mmbg Investment Advisors CO.’s investment portfolio, making the stock its 5th biggest holding. Mmbg Investment Advisors CO.’s holdings in Meta Platforms were worth $59,671,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in META. Norges Bank bought a new stake in shares of Meta Platforms in the 2nd quarter worth approximately $23,155,393,000. Laurel Wealth Advisors LLC raised its stake in shares of Meta Platforms by 73,443.1% in the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock valued at $6,212,506,000 after purchasing an additional 8,405,558 shares in the last quarter. State Street Corp lifted its position in Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares during the period. Vanguard Group Inc. boosted its stake in Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after buying an additional 1,532,568 shares in the last quarter. Finally, Corient Private Wealth LLC boosted its stake in Meta Platforms by 103.5% during the second quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company’s stock worth $1,475,166,000 after buying an additional 1,016,667 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.

Meta Platforms Trading Up 1.7%

Shares of META opened at $655.66 on Monday. The stock’s fifty day simple moving average is $656.67 and its 200-day simple moving average is $689.03. The firm has a market capitalization of $1.66 trillion, a PE ratio of 27.90, a price-to-earnings-growth 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.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping 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 analyst estimates of $58.33 billion. During the same period last year, the company earned $8.02 earnings per share. The company’s revenue was up 23.8% on a year-over-year basis. 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 business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Monday, March 16th will be paid a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s payout ratio is 8.94%.

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 Buying and Selling

In other Meta Platforms news, COO Javier Olivan sold 172 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $639.18, for a total value of $109,938.96. Following the completion of the sale, the chief operating officer owned 17,965 shares of the company’s stock, valued at approximately $11,482,868.70. This represents a 0.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $639.18, for a total transaction 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. This represents a 10.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 28,310 shares of company stock worth $18,159,577. Company insiders own 13.61% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on META. Piper Sandler increased their price objective on shares of Meta Platforms from $840.00 to $880.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Roth Mkm dropped their price target on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research report on Monday, January 26th. JPMorgan Chase & Co. lifted their price objective on Meta Platforms from $800.00 to $825.00 and gave the company an “overweight” rating in a report on Thursday, January 29th. Scotiabank increased their target price on Meta Platforms from $685.00 to $700.00 and gave the stock a “sector perform” rating in a report on Thursday, January 29th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Meta Platforms in a research report on Monday, December 29th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $844.29.

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.