Glenmede Investment Management LP Decreases Stake in Meta Platforms, Inc. $META

Glenmede Investment Management LP lessened its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 0.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 256,672 shares of the social networking company’s stock after selling 2,167 shares during the period. Meta Platforms makes up approximately 0.9% of Glenmede Investment Management LP’s portfolio, making the stock its 19th biggest holding. Glenmede Investment Management LP’s holdings in Meta Platforms were worth $188,495,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Westchester Capital Management Inc. acquired a new position in shares of Meta Platforms during the 3rd quarter worth $26,000. Bare Financial Services Inc acquired a new stake in shares of Meta Platforms in the second quarter valued at about $30,000. Knuff & Co LLC purchased a new stake in Meta Platforms during the second quarter worth about $44,000. Spurstone Advisory Services LLC purchased a new stake in Meta Platforms during the second quarter worth about $59,000. Finally, Evergreen Private Wealth LLC grew its position in Meta Platforms by 64.8% during the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after buying an additional 35 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insider Buying and Selling

In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of the company’s stock in a transaction dated 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 transaction, the chief technology officer directly owned 2,841 shares in the company, valued at approximately $1,793,352.84. This represents a 74.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO Javier Olivan sold 629 shares of the firm’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $634.94, for a total transaction of $399,377.26. Following the sale, the chief operating officer directly owned 2,771 shares in the company, valued at $1,759,418.74. This represents a 18.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 161,446 shares of company stock worth $103,451,688. 13.61% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have issued reports on META. BNP Paribas Exane began coverage on shares of Meta Platforms in a report on Monday, November 24th. They issued an “outperform” rating and a $800.00 target price for the company. Piper Sandler upped their price target on Meta Platforms from $840.00 to $880.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Meta Platforms in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft lifted their price objective on Meta Platforms from $880.00 to $920.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, Wells Fargo & Company upped their target price on Meta Platforms from $849.00 to $856.00 and gave the company an “overweight” rating in a report on Monday, February 23rd. Three equities research 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 stock. According to data from MarketBeat.com, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $844.44.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Meta is rolling out new Meta AI features for Facebook Marketplace (automated listing creation and pricing) that help monetize its ads/commerce funnel and show ongoing productization of AI. Meta AI Writes Listings and Sets Prices for Facebook Marketplace Sellers
• Positive Sentiment: Meta outlined an aggressive in‑house chip roadmap (MTIA series) focused on generative AI inference — this could lower long‑term inference costs and improve margins if deployed at scale. Meta Chip Roadmap Puts AI Inference And Costs In Sharper Focus
• Positive Sentiment: Several bullish takeaways: fund managers cite Meta’s cost discipline and scale as advantages, and some analysts/notes argue the stock is attractively valued among large cap AI beneficiaries. These views provide a counterweight to short‑term AI execution concerns. Cuggino likes Meta for cost discipline
• Neutral Sentiment: Insider selling: COO Javier Olivan disclosed sales in early March (files show multiple transactions). Sizeable insider sales can draw attention but don’t necessarily signal company fundamentals. SEC filing – Olivan insider sale
• Neutral Sentiment: Regulatory scrutiny continues in the U.K. around child safety on platforms — a recurring policy risk that can affect product rollouts and compliance costs but is broadly anticipated by investors. UK watchdogs press Meta to block children
• Negative Sentiment: Avocado delay: Multiple outlets report Meta pushed the Avocado launch from this month to at least May after performance concerns, prompting investor worry about missed timelines and competitive positioning vs. Google/OpenAI. Meta Delays Rollout of New A.I. Model After Performance Concerns
• Negative Sentiment: Market reaction & scrutiny: Reports highlight that the delay increases scrutiny of Meta’s multibillion‑dollar AI investments and raises the risk of competitors pulling ahead, pressuring sentiment and the stock near term. Meta delays rollout of new AI model, NYT reports
• Negative Sentiment: Additional coverage frames the pause as a potential strategic cost — analysts and commentary ask whether Meta can afford to wait while rivals sprint ahead, amplifying short‑term downside risk. Avocado on Ice: Can Meta Afford to Pause?

Meta Platforms Trading Down 3.8%

Shares of Meta Platforms stock opened at $613.71 on Friday. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. The business has a 50 day moving average price of $653.25 and a 200 day moving average price of $677.91. The company has a market capitalization of $1.55 trillion, a P/E ratio of 26.12, a P/E/G ratio of 0.99 and a beta of 1.30.

Meta Platforms (NASDAQ:META) last announced its earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. The firm had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.Meta Platforms’s quarterly revenue was up 23.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $8.02 EPS. Sell-side analysts anticipate that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

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 given a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is currently 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.