Coldstream Capital Management Inc. Purchases 2,615 Shares of Meta Platforms, Inc. $META

Coldstream Capital Management Inc. lifted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 3.8% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 71,469 shares of the social networking company’s stock after buying an additional 2,615 shares during the period. Meta Platforms makes up approximately 0.7% of Coldstream Capital Management Inc.’s portfolio, making the stock its 28th biggest holding. Coldstream Capital Management Inc.’s holdings in Meta Platforms were worth $52,486,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of META. Vanguard Group Inc. increased its position in shares of 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 last quarter. State Street Corp grew its position in 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 valued at $64,158,971,000 after buying an additional 1,650,435 shares during the period. Geode Capital Management LLC grew its position in Meta Platforms by 1.3% during the second quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock valued at $37,902,948,000 after buying an additional 682,768 shares during the period. Capital World Investors increased its holdings in Meta Platforms by 0.7% during the third quarter. Capital World Investors now owns 39,247,690 shares of the social networking company’s stock worth $28,823,375,000 after buying an additional 278,180 shares during the last quarter. Finally, Norges Bank bought a new stake in Meta Platforms in the second quarter worth about $23,155,393,000. 79.91% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on META. Wells Fargo & Company increased their target price on shares of Meta Platforms from $849.00 to $856.00 and gave the company an “overweight” rating in a research report on Monday, February 23rd. Barclays reiterated an “overweight” rating and issued a $800.00 price objective (up from $770.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Meta Platforms in a research report on Monday, December 29th. Wolfe Research restated an “outperform” rating and issued a $850.00 target price (up from $800.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Finally, Stifel Nicolaus increased their price target on Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and an average price target of $844.44.

Meta Platforms Trading Down 0.8%

NASDAQ:META opened at $622.66 on Wednesday. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The stock’s fifty day moving average price is $651.86 and its two-hundred day moving average price is $675.20. 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 company has a market cap of $1.58 trillion, a P/E ratio of 26.50, a P/E/G ratio of 0.97 and a beta of 1.30.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating the consensus estimate of $8.16 by $0.72. The company had revenue of $59.89 billion during 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%.The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same period in the previous year, the business earned $8.02 earnings per share. As a group, analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be given a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Global user engagement is rising — Meta reported ~17% higher total time spent year‑over‑year across its platforms, which supports ad monetization and long‑term revenue growth. InsiderMonkey: User Engagement
• Positive Sentiment: Meta unveiled four MTIA custom AI chips and explicitly confirmed the Broadcom (AVGO) partnership — a move that helps scale inference workloads efficiently and could improve unit economics as GenAI inference rolls out. Meta AI blog: MTIA chips
• Neutral Sentiment: Analysts and buy‑the‑dip voices remain mixed but constructive — several pieces argue fundamentals (mid‑20% revenue growth last year, high margins) justify buying on weakness; JPMorgan reiterated an Overweight with a high target. Fool: Buy on pullback Finbold: JPMorgan target
• Neutral Sentiment: Smaller partner news (MONAT integration) expands social‑commerce use cases but is unlikely to move Meta’s top‑line materially in the near term. GlobeNewswire: MONAT integration
• Negative Sentiment: Huge AI infrastructure commitments — public reports show Meta has signed supply agreements (up to ~$27B with Nebius and large third‑party commitments) and is planning very large AI‑related CapEx — raising near‑term cash and margin pressure perceptions. CNBC: $27B Nebius deal
• Negative Sentiment: Layoff reports and related uncertainty — multiple outlets cite that Meta is considering cuts up to ~20% of staff to offset AI costs; that spurs short‑term volatility even if intended to improve long‑term efficiency. Reuters: Layoff report CNET: Workforce/AI spending
• Negative Sentiment: Regulatory and execution risks — reports of delays in Meta’s latest AI model and heightened scrutiny (e.g., China probing the Manus acquisition) increase downside risk and geopolitical/regulatory uncertainty. NYTimes: China scrutiny Fool: AI model delay

Insider Activity

In other news, CTO Andrew Bosworth sold 8,089 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the transaction, the chief technology officer directly owned 2,841 shares in the company, valued at $1,793,352.84. The trade was a 74.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Javier Olivan sold 2,461 shares of the company’s stock in a transaction on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total transaction of $1,574,473.97. Following the completion of the transaction, the chief operating officer directly owned 12,108 shares in the company, valued at approximately $7,746,335.16. The trade was a 16.89% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 159,830 shares of company stock worth $102,409,190. 13.61% of the stock is owned by company insiders.

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.