Amova Asset Management Americas Inc. Trims Position in Meta Platforms, Inc. $META

Amova Asset Management Americas Inc. trimmed its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 15.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 244,534 shares of the social networking company’s stock after selling 45,386 shares during the period. Meta Platforms accounts for 1.7% of Amova Asset Management Americas Inc.’s portfolio, making the stock its 16th largest holding. Amova Asset Management Americas Inc.’s holdings in Meta Platforms were worth $179,498,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Norges Bank bought a new stake in Meta Platforms during the second quarter valued at about $23,155,393,000. Laurel Wealth Advisors LLC boosted 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 worth $6,212,506,000 after acquiring an additional 8,405,558 shares during the period. State Street Corp grew its position in shares of Meta Platforms by 1.9% during 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 in the last quarter. Vanguard Group Inc. raised its stake in Meta Platforms by 0.8% during the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock valued at $142,149,566,000 after purchasing an additional 1,532,568 shares during the period. Finally, Concentrum Wealth Management raised its stake in Meta Platforms by 948.7% during the 3rd quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company’s stock valued at $913,000 after purchasing an additional 1,124,998 shares during the period. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Insider Activity

In other news, COO Javier Olivan sold 2,461 shares of the stock in a transaction 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 sale, the chief operating officer owned 12,108 shares of the company’s stock, valued at approximately $7,746,335.16. This represents a 16.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CTO Andrew Bosworth sold 8,089 shares of the firm’s stock in a transaction dated 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 completion of the sale, the chief technology officer owned 2,841 shares of the company’s stock, valued at $1,793,352.84. This trade represents a 74.01% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 159,891 shares of company stock valued at $102,464,356. 13.61% of the stock is currently owned by insiders.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Bill Ackman / Pershing Square added a large position in META late in Q4 2025, signaling heavyweight institutional conviction and reinforcing the narrative that Meta is attractively valued. Bill Ackman’s Eyes Meta Platforms
• Positive Sentiment: AMD announced a multiyear mega-deal to supply large-scale AI compute to Meta and is expanding U.S. GPU manufacturing — a supply-side win that helps Meta scale AI infrastructure without being bottlenecked on chips. AMD AI Partnerships And Valuation Gap
• Positive Sentiment: Multiple bullish analyst/commentary pieces rank Meta as a top Magnificent 7 pick and argue its valuation and AI roadmap make it a long‑term winner, supporting continued investor interest. Meta Just Became the Best Stock
• Positive Sentiment: Coverage noting that hedge funds and billionaires are building stakes in META reinforces momentum and a narrative of upside from both active managers and value-chasing investors. Billionaires Are Loading Up
• Neutral Sentiment: Increased retail/investor attention — Zacks notes META as a heavily searched stock — which can boost liquidity but is not by itself a directional catalyst. Investors Heavily Search META
• Neutral Sentiment: Investor letters and sector pieces (YCG, Motley Fool coverage) reiterate Meta’s AI ambition and strong fundamentals but mostly restate longer‑term theses rather than near‑term catalysts. YCG’s Updates on Meta Platforms
• Negative Sentiment: Macro risk: a 247WallStreet note flags that surging oil prices and broader market volatility could pressure high‑beta tech names including Meta, posing a near‑term downside risk despite company‑specific positives. Surging Oil Prices Threaten NVIDIA, Amazon, and Meta

Wall Street Analyst Weigh In

Several research analysts have weighed in on META shares. Bank of America upped their price target on Meta Platforms from $810.00 to $885.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Citizens Jmp reiterated an “outperform” rating and set a $900.00 price objective (up from $750.00) on shares of Meta Platforms in a research report on Monday, November 24th. Guggenheim boosted their target price on shares of Meta Platforms from $800.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. DA Davidson upped their target price on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Jefferies Financial Group raised their target price on shares of Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Three 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. Based on data from MarketBeat.com, Meta Platforms has an average rating of “Moderate Buy” and an average target price of $844.44.

Meta Platforms Price Performance

Meta Platforms stock opened at $647.39 on Tuesday. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week 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 firm’s fifty day moving average is $654.76 and its 200 day moving average is $680.04. The company has a market cap of $1.64 trillion, a price-to-earnings ratio of 27.55, a PEG ratio of 1.00 and a beta of 1.30.

Meta Platforms (NASDAQ:META) last issued 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 net margin of 30.08% and a return on equity of 38.61%. The business had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. During the same period last year, the company posted $8.02 EPS. The business’s revenue was up 23.8% on a year-over-year basis. Sell-side analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be issued a $0.525 dividend. The ex-dividend date 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%.

About Meta Platforms

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.