Nisa Investment Advisors LLC Has $461.11 Million Holdings in Meta Platforms, Inc. $META

Nisa Investment Advisors LLC grew its position in Meta Platforms, Inc. (NASDAQ:META) by 3.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 698,560 shares of the social networking company’s stock after buying an additional 22,900 shares during the period. Meta Platforms makes up about 6.5% of Nisa Investment Advisors LLC’s investment portfolio, making the stock its 9th largest holding. Nisa Investment Advisors LLC’s holdings in Meta Platforms were worth $461,112,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Trust Co of the South raised its holdings in Meta Platforms by 0.8% in the 3rd quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock worth $1,359,000 after acquiring an additional 14 shares during the last quarter. Sentinel Pension Advisors LLC boosted its stake in Meta Platforms by 1.6% during the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock valued at $672,000 after purchasing an additional 14 shares during the last quarter. Alpine Bank Wealth Management boosted its stake in Meta Platforms by 0.3% during the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock valued at $3,159,000 after purchasing an additional 14 shares during the last quarter. Valued Wealth Advisors LLC increased its holdings in shares of Meta Platforms by 3.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company’s stock worth $334,000 after purchasing an additional 14 shares in the last quarter. Finally, Vista Capital Partners Inc. increased its holdings in shares of Meta Platforms by 1.3% in the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock worth $794,000 after purchasing an additional 14 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.

Insider Activity at Meta Platforms

In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of the company’s stock in a transaction that occurred 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 in the company, valued at $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Javier Olivan sold 2,461 shares of the 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 sale, the chief operating officer directly owned 12,108 shares of the company’s stock, valued at approximately $7,746,335.16. This trade represents a 16.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 160,931 shares of company stock worth $102,997,526. 13.61% of the stock is owned by company insiders.

Meta Platforms Price Performance

Shares of Meta Platforms stock opened at $574.46 on Monday. The stock has a market cap of $1.45 trillion, a P/E ratio of 24.45, a P/E/G ratio of 0.89 and a beta of 1.31. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. The stock’s fifty day moving average is $637.79 and its 200 day moving average is $659.06. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25.

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

Meta Platforms Announces Dividend

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

Analyst Ratings Changes

A number of brokerages have recently issued reports on META. Truist Financial upped their price target on Meta Platforms from $875.00 to $900.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Bank of America lifted their price objective on Meta Platforms from $810.00 to $885.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Rosenblatt Securities upped their target price on shares of Meta Platforms from $1,117.00 to $1,144.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. UBS Group reaffirmed a “buy” rating and set a $872.00 price target (up from $830.00) on shares of Meta Platforms in a report on Thursday, January 29th. Finally, Tigress Financial lifted their price target on shares of Meta Platforms from $935.00 to $945.00 and gave the stock a “strong-buy” rating in a research note on Wednesday, March 18th. Four analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $843.57.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Launched new AI wearables — Meta expanded its Ray‑Ban smart‑glasses lineup (prescription Ray‑Ban Meta Blayzer Optics and Meta Scriber Optics), reinforcing the company’s push to monetize AI-powered consumer hardware and services. Meta Platforms, Inc. (META) Strengthens AI Strategy With New Glasses and Services
• Positive Sentiment: Moves into clinical VR with VA — Meta partnered with the U.S. Department of Veterans Affairs to scale clinical-grade VR therapy in VA medical centers, signaling enterprise and regulated-market adoption for its VR/Quest platform. This can open non‑advertising revenue channels. Meta’s VA Partnership Puts Clinical VR Therapy In Meta Platforms Story
• Positive Sentiment: Building AI hardware capability — Meta’s Superintelligence Labs hired veteran engineer Rui Xu to lead hardware efforts, suggesting deeper investment in custom AI devices beyond glasses, which supports long‑term vertical integration for AI compute and products. Meta Superintelligence Labs is quietly building a hardware team
• Neutral Sentiment: Wells Fargo trims price target but stays constructive — Wells Fargo cut its PT to $765 (from $856) while maintaining an Overweight rating, reflecting confidence in long‑term AI upside despite nearer‑term uncertainty ahead of earnings. Ahead of Meta, Alphabet earnings, Wells Fargo keeps overweight, cuts PTs
• Neutral Sentiment: China signals support for lawful cross‑border deals — Beijing said it supports law‑abiding transnational tech deals after reports of a Meta review, offering potential clarity for any China‑related partnerships or supply arrangements. China says it supports law‑abiding transnational deals after reports of Meta deal review
• Negative Sentiment: Bay Area layoffs — Meta is cutting roughly 200 roles in the San Francisco Bay Area as it restructures teams while reallocating capital toward AI infrastructure; layoffs can be read as cost discipline but also highlight internal reshaping and near‑term workforce disruption. Meta’s Bay Area layoffs affect roughly 200 workers as company pours billions into AI infrastructure
• Negative Sentiment: Rising legal/regulatory risk — Recent court losses and challenges to Section 230 protections have increased litigation and regulatory uncertainty for Meta, which could lead to higher compliance costs, content moderation expense and potential liabilities. Meta, Google under attack as court cases bypass 30‑year‑old legal shieldWhat’s next for Meta in the wake of trial losses and layoffs?
• Negative Sentiment: Analyst downgrades and PT trims — Morgan Stanley cut its PT to $775 citing softer ad trends and Erste downgraded to Hold; analyst cuts increase selling pressure and shorten the runway for multiple near‑term catalysts. Morgan Stanley trims PT on Meta Platforms (META) to $775 amid softer advertising backdropMeta Platforms was downgraded by Erste Group Bank AG

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.