BDF Gestion Has $31.10 Million Position in Meta Platforms, Inc. $META

BDF Gestion reduced its position in Meta Platforms, Inc. (NASDAQ:META) by 3.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 47,108 shares of the social networking company’s stock after selling 1,788 shares during the quarter. Meta Platforms makes up about 3.8% of BDF Gestion’s holdings, making the stock its 6th largest position. BDF Gestion’s holdings in Meta Platforms were worth $31,096,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in Meta Platforms by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after acquiring an additional 1,532,568 shares during the last quarter. State Street Corp lifted its holdings 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 purchasing an additional 1,650,435 shares during the last quarter. Capital World Investors lifted 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 valued at $28,823,375,000 after purchasing an additional 278,180 shares during the last quarter. Norges Bank bought a new position in Meta Platforms during the second quarter worth about $23,155,393,000. Finally, Invesco Ltd. boosted its position in Meta Platforms by 0.8% during the third quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company’s stock worth $12,597,374,000 after purchasing an additional 142,229 shares during the period. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms News Summary

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

• Positive Sentiment: Large AI infrastructure commitment — Meta told investors it will boost spending on a West Texas AI data center to about $10 billion, signaling continued investment in model training capacity and long-term AI revenue opportunities. Meta boosts investment in West Texas AI data center by over sixfold to $10 billion
• Positive Sentiment: Strategic silicon partnership — Meta is the lead partner / launch customer for Arm’s new AGI CPU, which could lower Meta’s long‑run costs for AI inference/training and validate its data‑center strategy. This reduces execution risk on large compute builds. Arm launches first own-brand chip with Meta as launch customer
• Positive Sentiment: Analyst view improving — Erste Group modestly raised FY2027 EPS estimates for Meta, showing some sell‑side confidence in profit power despite near‑term noise. Erste Group raises FY2027 EPS estimate for META
• Neutral Sentiment: Cost moves and workforce cuts — Meta has cut several hundred roles and reports of broader restructuring persist; layoffs can boost near‑term margins but also signal stress amid massive CapEx. Meta Lays Off 700 Employees, While Rewarding Top Executives
• Neutral Sentiment: Executive retention program — Meta awarded performance‑tied stock units/options to senior leaders to retain talent for its AI push; upside‑only payoff if aggressive targets are met (long‑term positive if execution succeeds). Meta grants senior executives stock awards to retain talent
• Neutral Sentiment: Unusual options activity — A surge in call buying suggests some traders are speculating on a rebound, increasing intraday volume and volatility (short‑term noise).
• Negative Sentiment: Landmark legal losses — Back‑to‑back jury verdicts (including a Los Angeles negligent‑design verdict and a New Mexico penalty) found Meta liable for harms to minors; investors fear follow‑on suits, regulatory changes and larger fines or restrictions that could materially affect business models and costs. Meta shares slip after US jury verdicts raise concerns of new legal exposure
• Negative Sentiment: Huge AI CapEx and free‑cash‑flow risk — Market commentary highlights an aggressive 2026 CapEx plan (reported ranges well above prior years), which could compress free cash flow and make the stock more sensitive to execution and legal shocks. That combination is a primary driver of the selloff. Meta Reportedly Plans 20% Layoff: A Sign of Weakness or Strength?

Wall Street Analysts Forecast Growth

META has been the topic of several research reports. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Meta Platforms from $880.00 to $920.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Canaccord Genuity Group raised their price objective on shares of Meta Platforms from $900.00 to $930.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Tigress Financial lifted their price objective on shares of Meta Platforms from $935.00 to $945.00 and gave the company a “strong-buy” rating in a research note on Wednesday, March 18th. Evercore boosted their target price on shares of Meta Platforms from $875.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $900.00 target price (up from $870.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Four 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, the stock has a consensus rating of “Moderate Buy” and an average target price of $846.63.

Meta Platforms Stock Performance

Meta Platforms stock opened at $547.25 on Friday. The firm’s 50 day simple moving average is $645.82 and its 200 day simple moving average is $668.89. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The firm has a market capitalization of $1.38 trillion, a PE ratio of 23.29, a price-to-earnings-growth ratio of 0.92 and a beta of 1.30. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $58.33 billion. During the same period in the prior year, the company posted $8.02 EPS. The business’s revenue for the quarter was up 23.8% compared to the same quarter last year. As a group, analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were given a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

Insider Activity at Meta Platforms

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of the firm’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $644.70, for a total value of $36,471,323.70. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, COO Javier Olivan sold 926 shares of Meta Platforms stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $605.38, for a total value of $560,581.88. Following the sale, the chief operating officer owned 13,335 shares of the company’s stock, valued at approximately $8,072,742.30. This trade represents a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 162,484 shares of company stock valued at $104,015,906. Company insiders own 13.61% of the company’s stock.

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.