Altman Advisors Inc. Acquires 2,142 Shares of Meta Platforms, Inc. $META

Altman Advisors Inc. increased its stake in Meta Platforms, Inc. (NASDAQ:META) by 49.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,445 shares of the social networking company’s stock after purchasing an additional 2,142 shares during the period. Meta Platforms makes up approximately 1.6% of Altman Advisors Inc.’s portfolio, making the stock its 15th biggest holding. Altman Advisors Inc.’s holdings in Meta Platforms were worth $4,733,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Goldstone Financial Group LLC boosted its holdings in shares of Meta Platforms by 44.4% in the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock valued at $2,756,000 after purchasing an additional 1,153 shares during the period. CW Advisors LLC increased its holdings in Meta Platforms by 27.8% during the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock worth $130,467,000 after purchasing an additional 38,432 shares during the period. Ashton Thomas Private Wealth LLC raised its position in Meta Platforms by 34.2% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company’s stock valued at $38,373,000 after purchasing an additional 13,311 shares in the last quarter. Cherokee Insurance Co bought a new stake in Meta Platforms during the 2nd quarter valued at $3,321,000. Finally, Becker Capital Management Inc. lifted its holdings in shares of Meta Platforms by 5.0% in the 3rd quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company’s stock worth $25,741,000 after buying an additional 1,657 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, COO Javier Olivan sold 926 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $634.94, for a total transaction of $587,954.44. Following the completion of the sale, the chief operating officer directly owned 15,187 shares in the company, valued at approximately $9,642,833.78. The trade was a 5.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total value of $5,106,100.36. Following the completion of the transaction, the chief technology officer directly owned 2,841 shares of the company’s stock, valued at approximately $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 161,446 shares of company stock worth $103,451,688 over the last 90 days. 13.61% of the stock is currently owned by company insiders.

Meta Platforms Stock Performance

NASDAQ META opened at $638.18 on Friday. The firm has a market capitalization of $1.61 trillion, a P/E ratio of 27.16, a PEG ratio of 1.02 and a beta of 1.30. The stock has a 50-day simple moving average of $653.98 and a two-hundred day simple moving average of $678.88. 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 fifty-two week low of $479.80 and a fifty-two week high of $796.25.

Meta Platforms (NASDAQ:META) last issued its earnings results 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. The firm had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The company’s revenue was up 23.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $8.02 earnings per share. On average, equities analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be given a dividend of $0.525 per share. 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 dividend payout ratio (DPR) is 8.94%.

Key Meta Platforms News

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

• Positive Sentiment: Meta unveiled a roadmap for four new in‑house AI chips (MTIA 300/400/450/500) aimed at inference workloads and faster iterative deployments — a long‑term win for gross‑margin control and scalability if Meta can reduce third‑party hardware spend. Meta Chip Roadmap Puts AI Inference And Costs In Sharper Focus
• Positive Sentiment: Facebook Marketplace rolled out Meta AI features that auto‑write listings and suggest prices — these product improvements can increase seller throughput and ad/commerce monetization. Meta AI Writes Listings and Sets Prices for Facebook Marketplace Sellers
• Positive Sentiment: Meta expanded AI‑driven scam detection across Facebook, WhatsApp and Messenger, which helps reduce fraud liability and could improve user trust and engagement. Meta Rolls Out New Scam Alerts Across Facebook, WhatsApp, and Messenger
• Positive Sentiment: Investor endorsement: Michael Cuggino cited Meta as an AI pick for its cost discipline — a vote of confidence that may support long‑term investor sentiment. Cuggino likes Meta for cost discipline
• Neutral Sentiment: Analysts at Evercore flagged that large internet names (including Meta) may be oversold amid AI/geopolitical worries — this could imply a rebound if sentiment stabilizes. Amazon, Uber, and Other Internet Stocks Look Too Cheap After AI and Iran Worries
• Neutral Sentiment: Meta acquired Moltbook, a niche social network for AI agents — strategically relevant for agent research but commercially unproven; more of a signal on R&D direction than immediate revenue impact. Meta to acquire Moltbook, the social network for AI agents
• Negative Sentiment: Insider selling: COO Javier Olivan reduced holdings in recent SEC filings — such sizable insider disposals can spook short‑term investors even if routine. Insider sale filing
• Negative Sentiment: Regulatory risk: UK regulators and lawmakers are pressing big tech (including Meta) to do more to keep children off platforms — potential for stricter rules or compliance costs in key markets. UK watchdogs press Meta, TikTok, Snap and YouTube to block children
• Negative Sentiment: Public skepticism on costs: Commentary (e.g., Jim Cramer) asking why Meta retains ~78k employees if AI boosts productivity raises investor questions about future headcount, restructuring and near‑term cost cuts. Cramer: Why does Meta need 78,000 employees if AI makes them 10x more productive?
• Negative Sentiment: Market reaction note: coverage flagged that Meta fell more than the broader market on the latest session — signaling profit‑taking or short‑term risk aversion despite the strategic positives. Here’s Why Meta Platforms (META) Fell More Than Broader Market

Analyst Ratings Changes

Several analysts recently weighed in on META shares. Citigroup reaffirmed an “outperform” rating on shares of Meta Platforms in a research note on Thursday, January 29th. KeyCorp lowered their target price on Meta Platforms from $875.00 to $835.00 and set an “overweight” rating for the company in a report on Monday, January 26th. BMO Capital Markets lifted their price target on Meta Platforms from $710.00 to $730.00 and gave the company a “market perform” rating in a report on Thursday, January 29th. UBS Group reissued a “buy” rating and issued a $872.00 price target (up from $830.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Finally, Roth Mkm reduced their price target on Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $844.44.

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.