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Field & Main Bank acquired a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 7,361 shares of the social networking company’s stock, valued at approximately $4,146,000.

A number of other hedge funds also recently bought and sold shares of the stock. Auto Owners Insurance Co raised its position in shares of Meta Platforms by 76,587.7% in the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock worth $69,502,379,000 after acquiring an additional 105,154,977 shares in the last quarter. Norges Bank purchased a new stake in shares of Meta Platforms during the 4th quarter worth $22,152,075,000. Corient Private Wealth LP boosted its position in Meta Platforms by 723.1% during the second quarter. Corient Private Wealth LP now owns 8,801,764 shares of the social networking company’s stock valued at $4,957,946,000 after purchasing an additional 7,732,446 shares in the last quarter. Jupiter Topco LLC bought a new stake in Meta Platforms during the second quarter valued at about $2,948,486,000. Finally, Corient Private Wealth LLC grew its stake in Meta Platforms by 488.1% in the fourth quarter. Corient Private Wealth LLC now owns 5,466,595 shares of the social networking company’s stock valued at $3,608,445,000 after purchasing an additional 4,537,076 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Meta Platforms Stock Performance NASDAQ META opened at $665.75 on Monday. The company has a fifty day simple moving average of $606.33 and a two-hundred day simple moving average of $609.48. The stock has a market cap of $1.70 trillion, a P/E ratio of 25.08, a P/E/G ratio of 1.16 and a beta of 1.25. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $790.80. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32.

Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The company had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company’s quarterly revenue was up 28.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $7.14 earnings per share. On average, analysts forecast that Meta Platforms, Inc. will post 27.93 earnings per share for the current year. Meta Platforms Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be given a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio is currently 7.91%.

Insider Activity at Meta Platforms In other Meta Platforms news, CAO Aaron Anderson sold 3,240 shares of the business’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the sale, the chief accounting officer owned 6,271 shares in the company, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis Mahoney sold 1,559 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total value of $869,922.00. Following the completion of the transaction, the insider directly owned 1,957 shares in the company, valued at $1,092,006. This represents a 44.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 81,758 shares of company stock worth $51,214,020 in the last quarter. 13.53% of the stock is owned by insiders.

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

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Analyst Ratings Changes A number of equities analysts have commented on META shares. Wells Fargo & Company reduced their target price on shares of Meta Platforms from $835.00 to $640.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Citigroup reaffirmed a “buy” rating and issued a $800.00 price objective on shares of Meta Platforms in a research report on Wednesday. Susquehanna reduced their price objective on shares of Meta Platforms from $900.00 to $650.00 and set a “positive” rating for the company in a research note on Thursday, July 30th. Wedbush increased their target price on shares of Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a research report on Friday, September 11th. Finally, Scotiabank restated a “sector perform” rating and issued a $600.00 target price on shares of Meta Platforms in a research note on Thursday, July 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, Meta Platforms has an average rating of “Moderate Buy” and an average price target of $788.88.

Get Our Latest Research Report on META

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Read More Five stocks we like better than Meta Platforms NVIDIA Just Named AI’s Next Bottleneck—And These 3 Stocks Sit Right In It Gold Has Gone Sideways, But These 3 Stocks Haven’t The AI Bottleneck Is Not Chips Anymore and 3 Pipeline Stocks Are Cashing In These 3 Stocks Under $20 Have Wall Street Looking Past the Share Price Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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Meta's (META.O) plan to build a C$13 billion ($9 billion) data center in Alberta has boosted the Canadian ‌province's appeal for hyperscalers, who see it as a vote of confidence in the government's AI strategy, the CEO of Capital Power said.

Capital Power (CPX.TO) is in talks with several proponents to supply electricity to potential projects, said Avik Dey, CEO of the Edmonton-based company in an interview ​on Friday.

He declined to name the companies, but said he does not think Meta will be the only US ​hyperscaler to build a large-scale data center in Alberta. Hyperscalers are companies that operate massive-scale ⁠cloud computing and data center infrastructure to support AI.

Canada has only a handful of hyperscale data centers operating. But companies ​have proposed more than 100 in Alberta, which has abundant, cheap natural gas to generate electricity, available land and a cold climate ​that makes operating supercomputers more cost-efficient.

"Meta is the first to cross the line, but I think multiple hyperscalers have been evaluating Alberta for, I would say, the last 18 months," Dey said. "I do feel strongly that we've got the potential to be a multi-gigawatt market."

Capital Power is pitching ​its Genesee Generating Station southwest of Edmonton as a potential site for large data centers and views its natural gas-fired ​electricity generating stations as well-suited to serve data centers in Canada and the US.

BCE QUADRUPLES SIZE OF SASKATCHEWAN PROJECT
Last week, Canadian telecom firm ‌BCE (BCE.TO) announced ⁠plans to quadruple the size and scope of its planned data center in Saskatchewan to a 1.2-gigawatt hub. Saskatchewan's government said it is prioritizing Canadian ownership when assessing new data center projects.

Alberta has pursued Silicon Valley-based hyperscalers and is giving new proponents the option to build their own electricity sources to maximize their power capacity.

Meta partnered with Pembina Pipeline to build a natural ​gas-fired electricity-generating station to power ​its first Canadian data ⁠center. Until that project comes online in 2030, Capital Power will provide 250 megawatts of electricity to the site.

An investment summit hosted by Prime Minister Mark Carney last week marketed several data ​center projects, and a senior OpenAI executive attended.

In the US, data centers are facing increasing pushback ​from communities and ⁠lawmakers over power, water and pollution concerns. Dey said Alberta has taken a measured approach by encouraging data center proponents to invest in new electricity supply rather than relying on the grid.

However, a report released last month by clean energy think tank the Pembina ⁠Institute said ​allowing data centers to draw from the provincial grid before their own ​generating capacity is running will strain supply and could raise electricity costs for consumers.

An Angus Reid poll in July found 68% of Canadians would oppose a ​large data center near their home.

($1 = 1.3994 Canadian dollars)

Public Employees Retirement System of Ohio bought a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 859,079 shares of the social networking company’s stock, valued at approximately $483,911,000. Meta Platforms accounts for about 1.4% of Public Employees Retirement System of Ohio’s holdings, making the stock its 10th largest holding.

A number of other hedge funds and other institutional investors also recently made changes to their positions in META. Stonebridge Capital Management Inc. bought a new stake in Meta Platforms during the second quarter worth about $508,000. Corient Private Wealth LP increased its stake in shares of Meta Platforms by 723.1% during the second quarter. Corient Private Wealth LP now owns 8,801,764 shares of the social networking company’s stock valued at $4,957,946,000 after purchasing an additional 7,732,446 shares in the last quarter. Partners Value Investments L.P. purchased a new position in shares of Meta Platforms during the second quarter valued at approximately $6,544,867. Philadelphia Investment Partners LLC purchased a new position in shares of Meta Platforms during the second quarter valued at approximately $32,000. Finally, Magnolia Capital Advisors LLC boosted its position in shares of Meta Platforms by 1.0% in the 2nd quarter. Magnolia Capital Advisors LLC now owns 5,888 shares of the social networking company’s stock worth $3,316,000 after purchasing an additional 58 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.

Insider Transactions at Meta Platforms In related news, insider Christopher Cox sold 20,000 shares of the business’s stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $675.23, for a total value of $13,504,600.00. Following the sale, the insider directly owned 224,516 shares in the company, valued at approximately $151,599,938.68. The trade was a 8.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 946 shares of the company’s stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $657.73, for a total value of $622,212.58. Following the sale, the chief operating officer directly owned 10,716 shares in the company, valued at $7,048,234.68. This trade represents a 8.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 81,758 shares of company stock valued at $51,214,020. 13.53% of the stock is owned by insiders.

Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week: Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Analyst Upgrades and Downgrades Several research firms have commented on META. Wells Fargo & Company dropped their target price on Meta Platforms from $835.00 to $640.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $800.00 target price on shares of Meta Platforms in a report on Thursday, July 30th. Scotiabank reiterated a “sector perform” rating and set a $600.00 price target on shares of Meta Platforms in a report on Thursday, July 30th. Susquehanna reduced their target price on Meta Platforms from $900.00 to $650.00 and set a “positive” rating for the company in a report on Thursday, July 30th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $886.00 price target on shares of Meta Platforms in a research note on Wednesday, September 16th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and an average target price of $788.88.

Get Our Latest Analysis on META

Meta Platforms Price Performance META stock opened at $665.75 on Monday. The business’s 50-day moving average price is $606.33 and its 200-day moving average price is $609.48. The stock has a market cap of $1.70 trillion, a P/E ratio of 25.08, a PEG ratio of 1.16 and a beta of 1.25. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. During the same period in the prior year, the company posted $7.14 EPS. The company’s quarterly revenue was up 28.0% on a year-over-year basis. On average, equities research analysts forecast that Meta Platforms, Inc. will post 27.93 EPS for the current year.

Meta Platforms Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be issued a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s payout ratio is 7.91%.

About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Stories Five stocks we like better than Meta Platforms NVIDIA Just Named AI’s Next Bottleneck—And These 3 Stocks Sit Right In It Gold Has Gone Sideways, But These 3 Stocks Haven’t The AI Bottleneck Is Not Chips Anymore and 3 Pipeline Stocks Are Cashing In These 3 Stocks Under $20 Have Wall Street Looking Past the Share Price

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.

Stonebridge Capital Management Inc. acquired a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 901 shares of the social networking company’s stock, valued at approximately $508,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Corient Private Wealth LP increased its stake in shares of Meta Platforms by 723.1% in the 2nd quarter. Corient Private Wealth LP now owns 8,801,764 shares of the social networking company’s stock valued at $4,957,946,000 after acquiring an additional 7,732,446 shares in the last quarter. Partners Value Investments L.P. bought a new position in Meta Platforms during the second quarter worth $6,544,867. Philadelphia Investment Partners LLC bought a new position in Meta Platforms during the second quarter worth $32,000. Magnolia Capital Advisors LLC grew its holdings in Meta Platforms by 1.0% in the second quarter. Magnolia Capital Advisors LLC now owns 5,888 shares of the social networking company’s stock worth $3,316,000 after purchasing an additional 58 shares during the period. Finally, Windsor Advisory Group LLC acquired a new stake in Meta Platforms in the second quarter worth $244,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Wall Street Analysts Forecast Growth A number of brokerages recently commented on META. Robert W. Baird decreased their target price on Meta Platforms from $830.00 to $750.00 and set an “outperform” rating for the company in a research report on Thursday, July 30th. Barclays reduced their price objective on Meta Platforms from $830.00 to $780.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. UBS Group decreased their price objective on Meta Platforms from $766.00 to $715.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Raymond James Financial upped their target price on Meta Platforms from $825.00 to $850.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, July 21st. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $800.00 target price on shares of Meta Platforms in a report on Thursday, July 30th. Four analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $788.88.

Read Our Latest Analysis on Meta Platforms Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Stock Performance NASDAQ:META opened at $665.75 on Monday. The company has a market capitalization of $1.70 trillion, a P/E ratio of 25.08, a P/E/G ratio of 1.16 and a beta of 1.25. The business has a fifty day simple moving average of $606.33 and a two-hundred day simple moving average of $609.48. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business’s quarterly revenue was up 28.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $7.14 earnings per share. On average, analysts expect that Meta Platforms, Inc. will post 27.93 earnings per share for the current year.

Meta Platforms Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be issued 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 of this dividend is Monday, September 21st. Meta Platforms’s payout ratio is presently 7.91%.

Insider Buying and Selling at Meta Platforms In related news, CFO Susan J. Li sold 9,196 shares of the stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total value of $5,063,409.56. Following the sale, the chief financial officer owned 13,186 shares in the company, valued at approximately $7,260,343.46. This trade represents a 41.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the firm’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total value of $2,002,514.40. Following the completion of the sale, the chief accounting officer directly owned 6,271 shares in the company, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 81,758 shares of company stock worth $51,214,020. 13.53% of the stock is owned by corporate insiders.

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Stories Five stocks we like better than Meta Platforms NVIDIA Just Named AI’s Next Bottleneck—And These 3 Stocks Sit Right In It Gold Has Gone Sideways, But These 3 Stocks Haven’t The AI Bottleneck Is Not Chips Anymore and 3 Pipeline Stocks Are Cashing In These 3 Stocks Under $20 Have Wall Street Looking Past the Share Price Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.

Wedbush Fund Advisers LLC grew its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 31.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 89,374 shares of the social networking company’s stock after buying an additional 21,133 shares during the quarter. Meta Platforms accounts for approximately 4.5% of Wedbush Fund Advisers LLC’s holdings, making the stock its 10th largest position. Wedbush Fund Advisers LLC’s holdings in Meta Platforms were worth $50,343,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. RHL Group LLC bought a new position in Meta Platforms in the fourth quarter valued at about $28,000. Advantage Trust Co bought a new stake in shares of Meta Platforms during the 2nd quarter valued at about $28,000. Niles Investment Management LLC purchased a new stake in shares of Meta Platforms during the 4th quarter valued at about $29,000. Axiom Investment Management LLC purchased a new stake in shares of Meta Platforms during the 1st quarter valued at about $36,000. Finally, Bayban lifted its stake in shares of Meta Platforms by 100.0% in the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock worth $40,000 after purchasing an additional 35 shares during the period. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

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

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Price Performance NASDAQ META opened at $665.75 on Friday. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $790.80. The stock has a market cap of $1.70 trillion, a price-to-earnings ratio of 25.08, a PEG ratio of 1.16 and a beta of 1.25. The company’s 50 day moving average is $606.33 and its two-hundred day moving average is $609.79. Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $7.14 earnings per share. As a group, research analysts anticipate that Meta Platforms, Inc. will post 27.93 earnings per share for the current year.

Meta Platforms Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be paid a dividend of $0.525 per share. The ex-dividend date is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s payout ratio is 7.91%.

Insider Buying and Selling In other news, CFO Susan J. Li sold 9,196 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total value of $5,063,409.56. Following the transaction, the chief financial officer directly owned 13,186 shares in the company, valued at $7,260,343.46. The trade was a 41.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the business’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total value of $2,002,514.40. Following the completion of the transaction, the chief accounting officer owned 6,271 shares in the company, valued at $3,875,854.26. The trade was a 34.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 81,758 shares of company stock worth $51,214,020 in the last three months. Corporate insiders own 13.53% of the company’s stock.

Analyst Ratings Changes A number of equities analysts recently issued reports on META shares. Monness Crespi & Hardt dropped their price objective on shares of Meta Platforms from $890.00 to $730.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Weiss Ratings downgraded shares of Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, June 26th. Wedbush lifted their price target on shares of Meta Platforms from $595.00 to $650.00 and gave the stock a “neutral” rating in a research note on Friday, September 11th. Barclays reduced their price objective on Meta Platforms from $830.00 to $780.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $800.00 target price on shares of Meta Platforms in a report on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average price target of $788.88.

View Our Latest Report on Meta Platforms

About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Read More Five stocks we like better than Meta Platforms Lennar’s Earnings Miss May Be Sending a Bigger Warning About U.S. Housing Priced for a Pullback or More Gains? These 3 Stocks Are Testing the Limits These 3 Agentic AI Stocks Have More Than Hype Behind Their Growth Stories Not Just Banks: 3 Trading Stocks to Watch After the Fed Rate Hike Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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Strategic Global Advisors LLC reduced its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 61.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,105 shares of the social networking company’s stock after selling 14,285 shares during the quarter. Strategic Global Advisors LLC’s holdings in Meta Platforms were worth $5,129,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. RHL Group LLC purchased a new stake in shares of Meta Platforms during the 4th quarter valued at about $28,000. Advantage Trust Co purchased a new stake in shares of Meta Platforms in the second quarter worth $28,000. Axiom Investment Management LLC bought a new stake in Meta Platforms during the first quarter valued at about $36,000. Bayban raised its stake in Meta Platforms by 100.0% during the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after purchasing an additional 35 shares during the period. Finally, Entrust Financial LLC bought a new stake in shares of Meta Platforms during the fourth quarter valued at approximately $48,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Meta Platforms Trading Down 2.4% Meta Platforms stock opened at $665.75 on Friday. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $790.80. The stock has a 50-day moving average price of $606.33 and a 200 day moving average price of $609.79. The company has a market capitalization of $1.70 trillion, a price-to-earnings ratio of 25.08, a price-to-earnings-growth ratio of 1.16 and a beta of 1.25.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company had revenue of $60.80 billion during the quarter, compared to analysts’ expectations of $60.22 billion. During the same quarter in the previous year, the company earned $7.14 EPS. The firm’s quarterly revenue was up 28.0% compared to the same quarter last year. Sell-side analysts anticipate that Meta Platforms, Inc. will post 27.93 EPS for the current year. Meta Platforms Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s payout ratio is 7.91%.

Insider Transactions at Meta Platforms In other Meta Platforms news, CFO Susan J. Li sold 9,196 shares of Meta Platforms stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the completion of the transaction, the chief financial officer owned 13,186 shares of the company’s stock, valued at approximately $7,260,343.46. The trade was a 41.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of Meta Platforms stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the completion of the transaction, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at $5,708,013.06. The trade was a 26.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 81,758 shares of company stock worth $51,214,020. Insiders own 13.53% of the company’s stock.

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

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Analyst Upgrades and Downgrades META has been the topic of a number of research reports. DA Davidson reduced their price objective on Meta Platforms from $850.00 to $700.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. UBS Group reduced their price objective on shares of Meta Platforms from $766.00 to $715.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Erste Group Bank upgraded Meta Platforms from a “hold” rating to a “buy” rating in a research note on Tuesday, July 7th. Susquehanna reduced their target price on shares of Meta Platforms from $900.00 to $650.00 and set a “positive” rating on the stock in a research report on Thursday, July 30th. Finally, Phillip Securities upgraded Meta Platforms to a “strong-buy” rating in a report on Monday, August 3rd. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $788.88.

View Our Latest Report on META

About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Read More Five stocks we like better than Meta Platforms Lennar’s Earnings Miss May Be Sending a Bigger Warning About U.S. Housing Priced for a Pullback or More Gains? These 3 Stocks Are Testing the Limits These 3 Agentic AI Stocks Have More Than Hype Behind Their Growth Stories Not Just Banks: 3 Trading Stocks to Watch After the Fed Rate Hike Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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Castleark Management LLC cut its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 24.4% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 93,744 shares of the social networking company’s stock after selling 30,221 shares during the period. Meta Platforms comprises approximately 1.4% of Castleark Management LLC’s investment portfolio, making the stock its 17th biggest position. Castleark Management LLC’s holdings in Meta Platforms were worth $52,805,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Nicholas Investment Partners LP bought a new stake in Meta Platforms during the 2nd quarter worth $1,576,000. RDST Capital LLC increased its holdings in Meta Platforms by 41.2% in the 2nd quarter. RDST Capital LLC now owns 140,667 shares of the social networking company’s stock worth $79,236,000 after purchasing an additional 41,037 shares in the last quarter. White Knight Strategic Wealth Advisors LLC raised its position in Meta Platforms by 13.3% in the second quarter. White Knight Strategic Wealth Advisors LLC now owns 1,890 shares of the social networking company’s stock valued at $1,065,000 after purchasing an additional 222 shares during the last quarter. Lakewood Capital Management LP boosted its stake in shares of Meta Platforms by 63.7% during the second quarter. Lakewood Capital Management LP now owns 115,985 shares of the social networking company’s stock valued at $65,333,000 after purchasing an additional 45,130 shares in the last quarter. Finally, Jones Financial Companies Lllp boosted its stake in shares of Meta Platforms by 8.9% during the second quarter. Jones Financial Companies Lllp now owns 1,518,377 shares of the social networking company’s stock valued at $836,209,000 after purchasing an additional 123,604 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors.

Analyst Ratings Changes Several research analysts have recently issued reports on the company. Citizens Jmp lowered their price objective on Meta Platforms from $800.00 to $770.00 and set a “market outperform” rating for the company in a research note on Thursday, July 30th. Susquehanna cut their target price on shares of Meta Platforms from $900.00 to $650.00 and set a “positive” rating on the stock in a research report on Thursday, July 30th. Wolfe Research reissued an “outperform” rating and set a $700.00 target price on shares of Meta Platforms in a report on Thursday, July 30th. Robert W. Baird decreased their price target on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating for the company in a research report on Thursday, July 30th. Finally, Rothschild & Co Redburn raised their price target on shares of Meta Platforms from $900.00 to $1,000.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and an average target price of $788.88.

Read Our Latest Stock Report on Meta Platforms Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Stock Performance Shares of META stock opened at $665.75 on Friday. The stock has a market capitalization of $1.70 trillion, a PE ratio of 25.08, a PEG ratio of 1.16 and a beta of 1.25. The business’s 50 day simple moving average is $606.33 and its 200 day simple moving average is $609.79. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. During the same quarter in the previous year, the business posted $7.14 EPS. The firm’s revenue for the quarter was up 28.0% compared to the same quarter last year. As a group, research analysts forecast that Meta Platforms, Inc. will post 27.93 earnings per share for the current year.

Meta Platforms Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be paid 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 of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio (DPR) is currently 7.91%.

Insiders Place Their Bets In other Meta Platforms news, CFO Susan J. Li sold 9,196 shares of the stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the completion of the sale, the chief financial officer directly owned 13,186 shares in the company, valued at approximately $7,260,343.46. This trade represents a 41.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of Meta Platforms stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the completion of the transaction, the chief accounting officer directly owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. This trade represents a 34.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 81,758 shares of company stock valued at $51,214,020 over the last quarter. Company insiders own 13.53% of the company’s stock.

Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Stories Five stocks we like better than Meta Platforms Lennar’s Earnings Miss May Be Sending a Bigger Warning About U.S. Housing Priced for a Pullback or More Gains? These 3 Stocks Are Testing the Limits These 3 Agentic AI Stocks Have More Than Hype Behind Their Growth Stories Not Just Banks: 3 Trading Stocks to Watch After the Fed Rate Hike Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.

Trajan Wealth LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 133,908 shares of the social networking company’s stock after purchasing an additional 1,447 shares during the quarter. Meta Platforms makes up 2.8% of Trajan Wealth LLC’s holdings, making the stock its 7th biggest position. Trajan Wealth LLC’s holdings in Meta Platforms were worth $75,429,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. Auto Owners Insurance Co increased its position in shares of Meta Platforms by 76,587.7% during the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock worth $69,502,379,000 after purchasing an additional 105,154,977 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Meta Platforms by 1.7% in the 4th quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock valued at $34,734,628,000 after purchasing an additional 878,396 shares in the last quarter. Norges Bank purchased a new position in Meta Platforms in the 4th quarter valued at $22,152,075,000. Bank of America Corp DE boosted its stake in Meta Platforms by 14.6% during the 1st quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock worth $12,036,491,000 after purchasing an additional 2,673,494 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in shares of Meta Platforms by 6.1% during the fourth quarter. Invesco Ltd. now owns 18,200,469 shares of the social networking company’s stock worth $12,013,948,000 after buying an additional 1,046,715 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Analyst Ratings Changes A number of equities research analysts have recently commented on the stock. Bank of America reduced their target price on shares of Meta Platforms from $835.00 to $810.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Monness Crespi & Hardt cut their price objective on shares of Meta Platforms from $890.00 to $730.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Evercore restated an “outperform” rating on shares of Meta Platforms in a report on Thursday, July 30th. DA Davidson dropped their price target on Meta Platforms from $850.00 to $700.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Finally, Raymond James Financial boosted their price objective on Meta Platforms from $825.00 to $850.00 and gave the stock a “strong-buy” rating in a research note on Tuesday, July 21st. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $788.88.

Read Our Latest Stock Analysis on META Insider Buying and Selling at Meta Platforms In related news, CFO Susan Li sold 9,196 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the completion of the transaction, the chief financial officer owned 13,186 shares in the company, valued at approximately $7,260,343.46. The trade was a 41.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total value of $2,002,514.40. Following the completion of the transaction, the chief accounting officer owned 6,271 shares in the company, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 81,758 shares of company stock worth $51,214,020. 13.53% of the stock is currently owned by company insiders.

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

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Stock Down 2.4% Shares of META opened at $665.75 on Friday. The company’s 50-day simple moving average is $606.33 and its 200-day simple moving average is $609.79. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $790.80. The stock has a market capitalization of $1.70 trillion, a PE ratio of 25.08, a P/E/G ratio of 1.19 and a beta of 1.25.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The business had revenue of $60.80 billion during the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business’s quarterly revenue was up 28.0% on a year-over-year basis. During the same period in the prior year, the business earned $7.14 EPS. Analysts forecast that Meta Platforms, Inc. will post 27.93 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be paid a $0.525 dividend. The ex-dividend date is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio is currently 7.91%.

Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Read More Five stocks we like better than Meta Platforms J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons

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Manning & Napier Advisors LLC decreased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.0% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 348,817 shares of the social networking company’s stock after selling 18,518 shares during the quarter. Meta Platforms makes up about 2.5% of Manning & Napier Advisors LLC’s holdings, making the stock its 9th biggest position. Manning & Napier Advisors LLC’s holdings in Meta Platforms were worth $196,485,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Auto Owners Insurance Co boosted its position in Meta Platforms by 76,587.7% during the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after purchasing an additional 105,154,977 shares during the last quarter. Geode Capital Management LLC grew its stake in Meta Platforms by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock valued at $34,734,628,000 after purchasing an additional 878,396 shares in the last quarter. Norges Bank acquired a new position in Meta Platforms in the 4th quarter worth about $22,152,075,000. Bank of America Corp DE increased its position in Meta Platforms by 14.6% in the 1st quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock worth $12,036,491,000 after purchasing an additional 2,673,494 shares during the last quarter. Finally, Invesco Ltd. raised its stake in shares of Meta Platforms by 6.1% during the 4th quarter. Invesco Ltd. now owns 18,200,469 shares of the social networking company’s stock worth $12,013,948,000 after purchasing an additional 1,046,715 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insider Activity In other news, CFO Susan J. Li sold 9,196 shares of Meta Platforms stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the sale, the chief financial officer owned 13,186 shares of the company’s stock, valued at approximately $7,260,343.46. This trade represents a 41.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher K. Cox sold 20,000 shares of the business’s stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $650.28, for a total value of $13,005,600.00. Following the sale, the insider owned 244,516 shares in the company, valued at approximately $159,003,864.48. This represents a 7.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 81,758 shares of company stock valued at $51,214,020. Corporate insiders own 13.53% of the company’s stock.

Wall Street Analyst Weigh In Several brokerages recently commented on META. Wolfe Research reissued an “outperform” rating and issued a $700.00 price target on shares of Meta Platforms in a research note on Thursday, July 30th. BNP Paribas Exane started coverage on shares of Meta Platforms in a research note on Tuesday, June 2nd. They issued an “outperform” rating for the company. Phillip Securities raised shares of Meta Platforms to a “strong-buy” rating in a research report on Monday, August 3rd. Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. Finally, Citizens Jmp dropped their price target on shares of Meta Platforms from $800.00 to $770.00 and set a “market outperform” rating on the stock in a research note on Thursday, July 30th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and an average target price of $788.88. Read Our Latest Stock Analysis on Meta Platforms

Meta Platforms Price Performance Shares of Meta Platforms stock opened at $665.75 on Friday. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The company has a market cap of $1.70 trillion, a PE ratio of 25.08, a price-to-earnings-growth ratio of 1.19 and a beta of 1.25. The firm has a fifty day moving average price of $606.33 and a two-hundred day moving average price of $609.79. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). The company had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $7.14 EPS. Analysts expect that Meta Platforms, Inc. will post 27.93 EPS for the current year.

Meta Platforms Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be paid a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.

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

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Stories Five stocks we like better than Meta Platforms J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons

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French prosecutors and CNIL are examining smart-glasses issues as Meta's category-leading partnership sold 7 million units last year. Summary

Meta leads smart glasses, but French scrutiny could shape where and how the devices are used.

Meta Platforms META, the social-media and AI-wearables company, entered Friday with France turning up the regulatory heat on camera-equipped smart glasses. Shares dropped to $677.30.

French prosecutors have opened a harassment investigation involving unspecified smart glasses, while privacy regulator CNIL has received fewer than ten workplace complaints without naming individual brands. Meta's exposure still matters because its EssilorLuxottica partnership commands roughly 76% of the global smart-glasses category, with the companies selling about seven million units last year. That scale puts Meta near the center of the debate even though the French investigation has not accused its products of wrongdoing.

The bigger issue is where customers will actually be allowed to wear these devices. Workplace rules, recording indicators and privacy safeguards could increasingly determine the usable market for smart glasses as adoption spreads. The valuation picture adds another wrinkle: Meta's $677.30 share price sits 20.72% below the $854.33 GF Value™, suggesting the stock trades at a sizable discount to GuruFocus' estimate of fair value even as regulatory questions around wearable AI continue to build.

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure

Magellan Asset Management Ltd cut its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 64.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 179,071 shares of the social networking company’s stock after selling 327,961 shares during the quarter. Meta Platforms accounts for about 2.3% of Magellan Asset Management Ltd’s portfolio, making the stock its 16th largest holding. Magellan Asset Management Ltd’s holdings in Meta Platforms were worth $100,869,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Mission Financial Group LLC bought a new position in Meta Platforms in the second quarter valued at about $637,000. Benchmark Investment Advisors LLC lifted its holdings in shares of Meta Platforms by 1.8% in the second quarter. Benchmark Investment Advisors LLC now owns 9,110 shares of the social networking company’s stock worth $5,132,000 after acquiring an additional 163 shares during the last quarter. LM Advisors LLC lifted its holdings in shares of Meta Platforms by 67.1% in the second quarter. LM Advisors LLC now owns 15,715 shares of the social networking company’s stock worth $8,851,000 after acquiring an additional 6,312 shares during the last quarter. Clear Harbor Asset Management LLC boosted its stake in shares of Meta Platforms by 1.1% in the 2nd quarter. Clear Harbor Asset Management LLC now owns 19,731 shares of the social networking company’s stock valued at $11,114,000 after purchasing an additional 211 shares in the last quarter. Finally, Davis Asset Management L.P. boosted its stake in shares of Meta Platforms by 0.4% in the 2nd quarter. Davis Asset Management L.P. now owns 517,000 shares of the social networking company’s stock valued at $291,221,000 after purchasing an additional 2,000 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.

Insiders Place Their Bets In other Meta Platforms news, COO Javier Olivan sold 946 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $657.73, for a total value of $622,212.58. Following the transaction, the chief operating officer directly owned 10,716 shares in the company, valued at $7,048,234.68. The trade was a 8.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis Mahoney sold 1,559 shares of Meta Platforms stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $869,922.00. Following the completion of the sale, the insider directly owned 1,957 shares in the company, valued at $1,092,006. This trade represents a 44.34% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 81,758 shares of company stock valued at $51,214,020. Company insiders own 13.53% of the company’s stock.

Meta Platforms Trading Up 1.3% NASDAQ:META opened at $682.31 on Friday. The company has a market cap of $1.74 trillion, a PE ratio of 25.70, a PEG ratio of 1.17 and a beta of 1.25. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $790.80. The firm has a 50-day moving average of $606.40 and a 200-day moving average of $609.40. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The company had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $7.14 EPS. As a group, equities research analysts expect that Meta Platforms, Inc. will post 27.93 EPS for the current fiscal year.

Meta Platforms Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be issued 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 of this dividend is Monday, September 21st. Meta Platforms’s payout ratio is 7.91%.

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

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Analyst Ratings Changes A number of research firms have weighed in on META. Bank of America decreased their target price on shares of Meta Platforms from $835.00 to $810.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Rothschild & Co Redburn upped their price target on Meta Platforms from $900.00 to $1,000.00 and gave the company a “buy” rating in a research report on Tuesday, July 21st. Scotiabank reissued a “sector perform” rating and issued a $600.00 price target on shares of Meta Platforms in a research note on Thursday, July 30th. JPMorgan Chase & Co. upgraded shares of Meta Platforms from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $640.00 to $820.00 in a report on Thursday, September 10th. Finally, Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and an average target price of $788.88.

View Our Latest Research Report on META

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

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Meritage Group LP acquired a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 286,391 shares of the social networking company’s stock, valued at approximately $161,321,000. Meta Platforms makes up 6.2% of Meritage Group LP’s holdings, making the stock its 8th largest position.

A number of other hedge funds have also made changes to their positions in the company. Infrastructure Capital Advisors LLC lifted its position in shares of Meta Platforms by 3.4% in the second quarter. Infrastructure Capital Advisors LLC now owns 4,977 shares of the social networking company’s stock valued at $2,803,000 after acquiring an additional 162 shares in the last quarter. Satovsky Asset Management LLC increased its position in shares of Meta Platforms by 2.6% during the second quarter. Satovsky Asset Management LLC now owns 1,545 shares of the social networking company’s stock worth $870,000 after purchasing an additional 39 shares in the last quarter. OMERS ADMINISTRATION Corp increased its position in shares of Meta Platforms by 123.2% during the second quarter. OMERS ADMINISTRATION Corp now owns 710,539 shares of the social networking company’s stock worth $400,240,000 after purchasing an additional 392,172 shares in the last quarter. Covington Investment Advisors Inc. raised its stake in Meta Platforms by 14.7% in the 2nd quarter. Covington Investment Advisors Inc. now owns 23,911 shares of the social networking company’s stock valued at $13,469,000 after purchasing an additional 3,060 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd raised its stake in Meta Platforms by 64.4% in the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 518,127 shares of the social networking company’s stock valued at $291,856,000 after purchasing an additional 202,975 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Analysts Set New Price Targets Several equities research analysts have issued reports on the stock. Barclays lowered their target price on shares of Meta Platforms from $830.00 to $780.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Evercore reiterated an “outperform” rating on shares of Meta Platforms in a research report on Thursday, July 30th. Susquehanna decreased their price target on shares of Meta Platforms from $900.00 to $650.00 and set a “positive” rating on the stock in a research note on Thursday, July 30th. Wedbush boosted their price target on shares of Meta Platforms from $595.00 to $650.00 and gave the stock a “neutral” rating in a research report on Friday, September 11th. Finally, The Goldman Sachs Group lowered their price target on shares of Meta Platforms from $815.00 to $725.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $788.88.

Read Our Latest Analysis on Meta Platforms Insider Activity at Meta Platforms In other news, CFO Susan J. Li sold 9,196 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the completion of the sale, the chief financial officer owned 13,186 shares of the company’s stock, valued at $7,260,343.46. This represents a 41.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the sale, the chief operating officer owned 9,498 shares of the company’s stock, valued at $5,708,013.06. This represents a 26.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 81,758 shares of company stock valued at $51,214,020 over the last ninety days. Corporate insiders own 13.53% of the company’s stock.

Meta Platforms Stock Up 1.3% Shares of NASDAQ:META opened at $682.31 on Friday. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $790.80. The stock has a market cap of $1.74 trillion, a P/E ratio of 25.70, a PEG ratio of 1.17 and a beta of 1.25. The business has a fifty day moving average of $606.40 and a two-hundred day moving average of $609.40. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32.

Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The company had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm’s revenue was up 28.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $7.14 EPS. On average, research analysts expect that Meta Platforms, Inc. will post 27.93 earnings per share for the current year.

Meta Platforms Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s dividend payout ratio (DPR) is presently 7.91%.

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

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Read More Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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Allstate Corp lowered its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 8.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 205,134 shares of the social networking company’s stock after selling 18,252 shares during the period. Meta Platforms comprises 1.2% of Allstate Corp’s holdings, making the stock its 13th biggest holding. Allstate Corp’s holdings in Meta Platforms were worth $115,550,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. RHL Group LLC purchased a new position in shares of Meta Platforms during the fourth quarter valued at $28,000. Advantage Trust Co purchased a new stake in Meta Platforms in the 2nd quarter worth approximately $28,000. Niles Investment Management LLC purchased a new stake in Meta Platforms in the 4th quarter worth approximately $29,000. Axiom Investment Management LLC acquired a new stake in shares of Meta Platforms during the 1st quarter valued at $36,000. Finally, Bayban boosted its stake in shares of Meta Platforms by 100.0% during the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after buying an additional 35 shares during the period. 79.91% of the stock is owned by institutional investors and hedge funds.

Meta Platforms Price Performance NASDAQ:META opened at $682.31 on Friday. The company has a fifty day moving average price of $606.40 and a 200 day moving average price of $609.40. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The stock has a market cap of $1.74 trillion, a P/E ratio of 25.70, a PEG ratio of 1.17 and a beta of 1.25. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). The firm had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.Meta Platforms’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same period in the previous year, the business posted $7.14 EPS. Analysts anticipate that Meta Platforms, Inc. will post 27.93 earnings per share for the current year. Meta Platforms Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio (DPR) is presently 7.91%.

Analyst Upgrades and Downgrades Several equities analysts have recently commented on the stock. KeyCorp lowered their price target on shares of Meta Platforms from $790.00 to $780.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Barclays lowered their price target on Meta Platforms from $830.00 to $780.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. UBS Group dropped their price objective on Meta Platforms from $766.00 to $715.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Weiss Ratings cut shares of Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, June 26th. Finally, Erste Group Bank raised shares of Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average price target of $788.88.

Check Out Our Latest Analysis on Meta Platforms

Insider Activity In other Meta Platforms news, CAO Aaron Anderson sold 3,240 shares of Meta Platforms stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the sale, the chief accounting officer directly owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the transaction, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at approximately $5,708,013.06. The trade was a 26.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 81,758 shares of company stock valued at $51,214,020. 13.53% of the stock is owned by company insiders.

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

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

See Also Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.

By You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Meta's personal AI agent Muse reached No. 1 among free apps on Apple's US App Store. Samuel Boivin/NurPhoto via Getty Images Mark Zuckerberg's ambition to bring "personal superintelligence" to everyone may be taking shape, one download at a time.

Muse from Meta, the company's new personal AI agent, has climbed to No. 1 among free apps on Apple's US App Store, ahead of ChatGPT.

Muse's rise is the latest example of consumers embracing AI agents. Unlike chatbots that simply answer questions, agents are designed to act on a user's behalf.

Meta says Muse can help users research, fill out forms, buy items online, book restaurant reservations, find a dog sitter, and connect with services such as email, calendars, Spotify, Instagram, and OpenTable.

Muse can remember users' preferences and handle tasks on their behalf while seeking approval before taking sensitive actions, Meta says.

The App Store ranking comes a week after Muse's launch and is an early sign that Meta's bet on personal AI assistants is starting to pay off, even as its frontier models have lagged behind OpenAI and Anthropic on some key benchmarks.

a week after launch, muse is now the #1 app in the App Store!

it’s been SO exciting to see how much y’all have done with muse. we can’t wait to do more together! pic.twitter.com/0lwhijlpj3

— Alexandr Wang (@alexandr_wang) September 18, 2026 Early users have shared striking examples of how Muse has helped them. Entrepreneur Joe Devoy wrote in an X post last week that he uploaded his auto insurance policy and asked Muse to find identical coverage at a lower cost.

According to Devoy, it found a policy saving him $3,500 a year, bought it, and canceled his old one in about five minutes.

Yesterday I uploaded my auto insurance policy to Meta @Muse and asked for a better rate with identical coverage. In ~5 minutes, it found a policy saving me $3,500 /year, bought it, and canceled my old one.

I knew I was overpaying. I’d abandoned several attempts to switch because… pic.twitter.com/HlIweoWN2K

— Joe Devoy (@JosephDevoy) September 10, 2026 Another X user wrote that Muse found a green puffer jacket, located live discount codes, applied them, and completed the purchase at the lowest price.

They also said it could find a recipe and load the ingredients into a Whole Foods cart.

Meta Muse is incredibly good. Was showing my wife a couple uses cases:

1. Search for green puffer jacket -> find live discount codes, add to cart, apply, buy at cheapest price
2. Find recipe and load Whole Foods cart

She was blown away. I don’t think META was up enough today…

— BuccoCapital Bloke (@buccocapital) September 10, 2026 Not every early experience has lived up to the hype. X user Brett Gordon said Muse could not summarize a saved Instagram workout video because it could see only the first frame — even though Instagram is owned by Meta.

Muse fail. Tried using Muse from Meta. IG suggested I use it to summarize a workout post I had saved. Then it said it only could see the first frame so asked me to share the link. But Muse apparently can’t play videos from IG posts??? pic.twitter.com/48oo2FhVke

— Brett Gordon (@brett__gordon) September 14, 2026 Agents also depend on accurate, up-to-date pricing and product data, while retailers such as Amazon have reasons to restrict bots that could reduce their sites to fulfillment services.

Even as AI agents break through into the mainstream, there are still questions about potential mistakes and privacy.

Meta also faces competition from other agents, including Instinct, an invitation-only AI assistant going viral in Silicon Valley.

Read next

Georgia Hennessy You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Georgia is a Business News Fellow at Business Insider's London office.Before joining Business Insider, she worked at Japan's largest newspaper, The Yomiuri Shimbun, and interned at the Financial Times. She is an NCTJ-qualified journalist with a degree in Philosophy from the University of Birmingham.

Meta AI App Store More Big Tech Artificial Intelligence

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) custom AI chip plans and global launch of Meta One reinforced Bank of America’s "buy" rating, with the broker highlighting potential savings and subscription revenue.

Citing Bloomberg, analysts noted Meta plans to deploy MTIA 450, or Arke, in the first half of 2027, followed by MTIA 500, or Astrid, late that year.

Both Broadcom-developed chips are purpose-built for AI inference, with Meta planning to deploy more than 1 GW of custom-chip capacity over the next 12 months.

The report also said Meta cancelled a combined training and inference chip after determining that the design could cost approximately 30% more, limiting its economic viability.

For the planned custom-chip deployment, Bank of America estimated roughly $8.5 billion in potential savings under its 2027 infrastructure scenario, assuming 40% savings versus third-party chips.

Alongside those prospective cost benefits, Meta has already launched Meta One globally, opening a subscription revenue opportunity that Bank of America views positively.

The service bundles advanced AI capabilities, customization features and creator tools, with consumer plans ranging from $2.99 monthly for individual apps to $19.99 for Premium.

Creator and business plans range from $14.99 to $499 monthly, while Meta highlighted 15 million subscribers and trials across existing offerings.

Bank of America viewed that subscriber figure as encouraging and estimated each 1% subscription conversion could generate $4.3 billion annually, assuming approximately 36 million users paying $10 monthly.

The next catalysts are Connect and the Watermelon launch, with the broker saying a frontier-level model could bolster optimism about advertising improvements and potential licensing revenue.

The shares traded at $677.75, up 1%, on Thursday afternoon, September 17.

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Elevation Point Wealth Partners LLC boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 66,600 shares of the social networking company’s stock after purchasing an additional 7,331 shares during the period. Elevation Point Wealth Partners LLC’s holdings in Meta Platforms were worth $37,462,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Foyston Gordon & Payne Inc grew its position in Meta Platforms by 0.6% in the 2nd quarter. Foyston Gordon & Payne Inc now owns 42,441 shares of the social networking company’s stock worth $23,907,000 after purchasing an additional 254 shares during the period. GQG Partners LLC purchased a new stake in Meta Platforms during the 2nd quarter valued at $333,128,000. Strategic Wealth Partners Ltd. lifted its holdings in shares of Meta Platforms by 44.6% during the 2nd quarter. Strategic Wealth Partners Ltd. now owns 45,403 shares of the social networking company’s stock valued at $25,575,000 after buying an additional 13,996 shares during the period. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Meta Platforms by 9.4% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 757,472 shares of the social networking company’s stock valued at $426,677,000 after buying an additional 64,869 shares during the period. Finally, Gamco Investors INC. ET AL boosted its stake in shares of Meta Platforms by 0.4% in the 2nd quarter. Gamco Investors INC. ET AL now owns 51,291 shares of the social networking company’s stock worth $28,892,000 after buying an additional 205 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Insider Buying and Selling at Meta Platforms In other news, insider Christopher Cox sold 20,000 shares of Meta Platforms stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $650.28, for a total transaction of $13,005,600.00. Following the sale, the insider owned 244,516 shares in the company, valued at $159,003,864.48. This trade represents a 7.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 946 shares of the business’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $657.73, for a total transaction of $622,212.58. Following the completion of the transaction, the chief operating officer directly owned 10,716 shares in the company, valued at $7,048,234.68. This trade represents a 8.11% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 61,758 shares of company stock worth $37,709,420. Insiders own 13.53% of the company’s stock.

Meta Platforms Price Performance Shares of Meta Platforms stock opened at $673.31 on Thursday. The stock’s 50-day simple moving average is $605.39 and its 200-day simple moving average is $609.16. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $790.80. The company has a market capitalization of $1.72 trillion, a price-to-earnings ratio of 25.36, a PEG ratio of 1.16 and a beta of 1.25. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. Meta Platforms (NASDAQ:META – Get Free Report) last released its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $7.14 EPS. As a group, analysts expect that Meta Platforms, Inc. will post 28.17 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be paid a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s dividend payout ratio is presently 7.91%.

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

Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. Analyst Ratings Changes Several analysts recently commented on the company. Arete Research set a $735.00 price objective on Meta Platforms and gave the stock a “buy” rating in a report on Tuesday, June 2nd. KeyCorp lowered their target price on Meta Platforms from $790.00 to $780.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Raymond James Financial boosted their price target on Meta Platforms from $825.00 to $850.00 and gave the company a “strong-buy” rating in a research note on Tuesday, July 21st. Finally, DA Davidson reduced their price target on shares of Meta Platforms from $850.00 to $700.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $788.88.

Check Out Our Latest Analysis on META

Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Read More Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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Madison Wealth Partners Inc increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 33.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,031 shares of the social networking company’s stock after buying an additional 763 shares during the quarter. Madison Wealth Partners Inc’s holdings in Meta Platforms were worth $1,707,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the stock. George Kaiser Family Foundation boosted its position in Meta Platforms by 432.5% during the 2nd quarter. George Kaiser Family Foundation now owns 3,653 shares of the social networking company’s stock worth $2,058,000 after acquiring an additional 2,967 shares during the period. Emerald Investment Advisers LLC increased its holdings in shares of Meta Platforms by 8.1% during the second quarter. Emerald Investment Advisers LLC now owns 33,124 shares of the social networking company’s stock valued at $18,658,000 after purchasing an additional 2,495 shares during the period. Brilliance Asset Management Ltd. bought a new stake in shares of Meta Platforms during the second quarter valued at about $23,172,000. Westpac Banking Corp raised its stake in shares of Meta Platforms by 0.8% during the second quarter. Westpac Banking Corp now owns 48,156 shares of the social networking company’s stock valued at $27,126,000 after purchasing an additional 394 shares in the last quarter. Finally, Avanda Investment Management Pte. Ltd. raised its stake in shares of Meta Platforms by 28.1% during the second quarter. Avanda Investment Management Pte. Ltd. now owns 2,920 shares of the social networking company’s stock valued at $1,645,000 after purchasing an additional 640 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

Meta Platforms Price Performance Shares of Meta Platforms stock opened at $673.31 on Thursday. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $790.80. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a market cap of $1.72 trillion, a PE ratio of 25.36, a price-to-earnings-growth ratio of 1.16 and a beta of 1.25. The company’s 50-day moving average price is $605.39 and its two-hundred day moving average price is $609.16.

Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business’s revenue for the quarter was up 28.0% on a year-over-year basis. During the same quarter last year, the business posted $7.14 EPS. As a group, sell-side analysts anticipate that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year. Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be given a $0.525 dividend. The ex-dividend date is Monday, September 21st. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s payout ratio is 7.91%.

Insider Transactions at Meta Platforms In related news, CFO Susan J. Li sold 9,196 shares of Meta Platforms stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total value of $5,063,409.56. Following the transaction, the chief financial officer directly owned 13,186 shares in the company, valued at $7,260,343.46. The trade was a 41.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the business’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the sale, the chief accounting officer directly owned 6,271 shares in the company, valued at $3,875,854.26. This trade represents a 34.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 61,758 shares of company stock valued at $37,709,420 in the last 90 days. 13.53% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In META has been the subject of a number of recent analyst reports. Wedbush increased their target price on shares of Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a research report on Friday, September 11th. Phillip Securities raised shares of Meta Platforms to a “strong-buy” rating in a research note on Monday, August 3rd. Robert W. Baird decreased their price objective on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Arete Research set a $735.00 price objective on shares of Meta Platforms and gave the company a “buy” rating in a research note on Tuesday, June 2nd. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $810.00 target price on shares of Meta Platforms in a report on Monday, June 1st. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $788.88.

View Our Latest Research Report on Meta Platforms

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

Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.

Farringdon Capital Ltd. lifted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 36.0% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,377 shares of the social networking company’s stock after purchasing an additional 1,424 shares during the period. Meta Platforms accounts for approximately 1.5% of Farringdon Capital Ltd.’s holdings, making the stock its 22nd largest position. Farringdon Capital Ltd.’s holdings in Meta Platforms were worth $3,029,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of META. RHL Group LLC purchased a new stake in Meta Platforms in the fourth quarter worth about $28,000. Advantage Trust Co purchased a new position in shares of Meta Platforms during the 2nd quarter valued at about $28,000. Axiom Investment Management LLC purchased a new position in shares of Meta Platforms during the 1st quarter valued at about $36,000. Bayban grew its stake in shares of Meta Platforms by 100.0% during the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after acquiring an additional 35 shares during the period. Finally, Entrust Financial LLC bought a new position in shares of Meta Platforms during the 4th quarter valued at approximately $48,000. 79.91% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades Several equities research analysts recently issued reports on META shares. Bank of America reduced their target price on shares of Meta Platforms from $835.00 to $810.00 and set a “buy” rating for the company in a report on Thursday, July 30th. TD Cowen dropped their price target on shares of Meta Platforms from $800.00 to $750.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Rosenblatt Securities reiterated a “buy” rating and issued a $886.00 price target on shares of Meta Platforms in a research report on Wednesday. Monness Crespi & Hardt reduced their price objective on shares of Meta Platforms from $890.00 to $730.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Finally, DA Davidson decreased their price objective on shares of Meta Platforms from $850.00 to $700.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $788.88.

Check Out Our Latest Research Report on Meta Platforms Insider Buying and Selling In other news, COO Javier Olivan sold 946 shares of the company’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $657.73, for a total transaction of $622,212.58. Following the sale, the chief operating officer directly owned 10,716 shares in the company, valued at approximately $7,048,234.68. This represents a 8.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the completion of the transaction, the chief accounting officer directly owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 61,758 shares of company stock valued at $37,709,420 in the last three months. Corporate insiders own 13.53% of the company’s stock.

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

Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. Meta Platforms Price Performance Shares of Meta Platforms stock opened at $673.31 on Thursday. The stock has a 50 day moving average of $605.39 and a 200 day moving average of $609.16. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $790.80. The firm has a market cap of $1.72 trillion, a PE ratio of 25.36, a PEG ratio of 1.16 and a beta of 1.25. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32.

Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s revenue was up 28.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $7.14 EPS. On average, research analysts expect that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year.

Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be given a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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In Brief

Posted:

Image Credits:David Paul Morris/Bloomberg Meta’s camera-equipped smart glasses have proven more successful than other entrants into the market, but they have also deeply disturbed certain consumers who see them as invasive emblems of a dystopian surveillance society run amok. Now, as the company weathers complaints that it’s selling “pervert glasses,” it has reportedly decided to sell a pair that doesn’t come with integrated spy equipment.

The Information reports that Meta is developing a new smart glasses model, dubbed Luna, that, sans cameras, comes equipped with a convenient system to communicate with the company’s AI chatbot and Muse, its AI consumer agent. The glasses include six built-in microphones so users can communicate with the chatbot, as well as a button on the side of the glasses that, when pressed, activates the AI system.

Luna may be unveiled as soon as Meta Connect, Meta’s annual hardware/developer event happening in Menlo Park next week, the outlet notes.

TechCrunch reached out to Meta for more information.

The smart glasses industry has grown over the past few years, with Meta positioned near the front of the pack of providers. However, concerns over usability, cost, and privacy have dogged the business, with many consumers still unsure of how, why, or if they should use the devices. Meta’s Reality Labs, which is responsible for developing its smart glasses line, is still losing a gargantuan amount of money, as its earnings report from April revealed.

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The policy stance protects development speed while placing safety responsibility--and potential liability--inside each laboratory. Summary

Meta wants independent safeguards without surrendering competitive velocity.

Meta Platforms META, the social-media and AI platform, rejected calls for a coordinated slowdown in advanced AI development, Reuters reported Wednesday. The shares gained approximately 1.5% to $680.41, keeping the stock firmly in positive territory even as investors weighed the increasingly difficult trade-off between AI speed and AI safety.

CEO Mark Zuckerberg argued that competitive pressure and legal liability already push individual AI laboratories to take safety seriously. He pointed to Meta's decision to delay Muse for further security work and said independent model evaluations should become a normal part of the industry. Zuckerberg also noted that most of Meta's computing power remains focused on existing products rather than systems designed to improve themselves, drawing a line between today's commercial AI race and more advanced autonomous models.

That distinction matters because Meta is spending at extraordinary scale. The company invested $31.08 billion in second-quarter capital expenditures, equal to roughly 51.1% of revenue, while free cash flow fell to just $784 million. The valuation picture offers some cushion: the chart shows Meta trading at $680.41 versus a GF Value of $853.42, or about 20.27% below that estimate. Investors are therefore being asked to balance a sizeable valuation discount against the execution risk of pouring tens of billions of dollars into an AI race where one major safety failure could damage both user trust and the returns expected from that infrastructure.

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure

Burnham & Co LLC purchased a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 963 shares of the social networking company’s stock, valued at approximately $542,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Gambit Capital Management LLC raised its stake in Meta Platforms by 11.4% during the 2nd quarter. Gambit Capital Management LLC now owns 1,112 shares of the social networking company’s stock valued at $626,000 after purchasing an additional 114 shares during the period. C M Bidwell & Associates Ltd. grew its stake in shares of Meta Platforms by 6.5% in the 2nd quarter. C M Bidwell & Associates Ltd. now owns 1,267 shares of the social networking company’s stock valued at $714,000 after buying an additional 77 shares in the last quarter. Keebeck Wealth Management increased its stake in shares of Meta Platforms by 14.3% during the 2nd quarter. Keebeck Wealth Management now owns 9,981 shares of the social networking company’s stock worth $5,623,000 after purchasing an additional 1,246 shares during the last quarter. Keating Financial Advisory Services Inc. increased its position in Meta Platforms by 4.3% during the second quarter. Keating Financial Advisory Services Inc. now owns 4,641 shares of the social networking company’s stock worth $2,614,000 after buying an additional 193 shares during the last quarter. Finally, Alaska Wealth Advisors LLC raised its stake in shares of Meta Platforms by 5.2% in the 2nd quarter. Alaska Wealth Advisors LLC now owns 504 shares of the social networking company’s stock valued at $284,000 after acquiring an additional 25 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors.

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

Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Meta Platforms Stock Up 0.7% NASDAQ:META opened at $670.24 on Wednesday. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a market cap of $1.71 trillion, a price-to-earnings ratio of 25.24, a PEG ratio of 1.15 and a beta of 1.25. The stock has a 50-day moving average price of $603.98 and a two-hundred day moving average price of $609.04. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $790.80. Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). The company had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm’s quarterly revenue was up 28.0% compared to the same quarter last year. During the same quarter last year, the company earned $7.14 EPS. As a group, equities analysts expect that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.

Meta Platforms Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be issued a $0.525 dividend. The ex-dividend date is Monday, September 21st. 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 7.91%.

Analysts Set New Price Targets A number of research firms have weighed in on META. Piper Sandler reissued an “overweight” rating and set a $785.00 target price (down from $800.00) on shares of Meta Platforms in a research report on Thursday, July 30th. Wells Fargo & Company lowered their price target on shares of Meta Platforms from $835.00 to $640.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. DA Davidson dropped their price objective on Meta Platforms from $850.00 to $700.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Citizens Jmp reduced their target price on Meta Platforms from $800.00 to $770.00 and set a “market outperform” rating on the stock in a report on Thursday, July 30th. Finally, Erste Group Bank upgraded shares of Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $788.88.

Get Our Latest Report on Meta Platforms

Insider Transactions at Meta Platforms In related news, CFO Susan J. Li sold 9,196 shares of the firm’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the completion of the transaction, the chief financial officer directly owned 13,186 shares of the company’s stock, valued at approximately $7,260,343.46. This trade represents a 41.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 1,559 shares of Meta Platforms stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total value of $869,922.00. Following the transaction, the insider owned 1,957 shares of the company’s stock, valued at $1,092,006. The trade was a 44.34% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 60,183 shares of company stock worth $36,673,495. 13.53% of the stock is owned by insiders.

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

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Ieq Capital LLC reduced its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 9.1% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 856,435 shares of the social networking company’s stock after selling 86,036 shares during the quarter. Meta Platforms accounts for about 2.2% of Ieq Capital LLC’s holdings, making the stock its 7th biggest holding. Ieq Capital LLC’s holdings in Meta Platforms were worth $482,421,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of META. RHL Group LLC bought a new position in shares of Meta Platforms in the fourth quarter worth about $28,000. Advantage Trust Co acquired a new stake in shares of Meta Platforms in the 2nd quarter valued at approximately $28,000. Axiom Investment Management LLC bought a new stake in shares of Meta Platforms during the 1st quarter valued at approximately $36,000. Bayban grew its holdings in shares of Meta Platforms by 100.0% during the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after purchasing an additional 35 shares during the last quarter. Finally, Entrust Financial LLC acquired a new position in Meta Platforms during the 4th quarter worth approximately $48,000. 79.91% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth Several brokerages recently commented on META. Wells Fargo & Company dropped their price objective on shares of Meta Platforms from $835.00 to $640.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Barclays decreased their target price on shares of Meta Platforms from $830.00 to $780.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Sanford C. Bernstein reiterated an “outperform” rating and set a $800.00 price target on shares of Meta Platforms in a report on Thursday, July 30th. Raymond James Financial increased their price target on Meta Platforms from $825.00 to $850.00 and gave the company a “strong-buy” rating in a research note on Tuesday, July 21st. Finally, Truist Financial cut their price objective on Meta Platforms from $770.00 to $763.00 and set a “buy” rating on the stock in a report on Thursday, August 27th. Four analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $788.88.

View Our Latest Stock Report on Meta Platforms Insider Activity In other news, CTO Andrew Bosworth sold 7,848 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $4,379,184.00. Following the completion of the transaction, the chief technology officer directly owned 828 shares in the company, valued at $462,024. This trade represents a 90.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher K. Cox sold 20,000 shares of Meta Platforms stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $650.28, for a total value of $13,005,600.00. Following the completion of the transaction, the insider directly owned 244,516 shares in the company, valued at approximately $159,003,864.48. This represents a 7.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 60,183 shares of company stock worth $36,673,495. 13.53% of the stock is owned by corporate insiders.

Meta Platforms Trading Up 0.7% META opened at $670.24 on Wednesday. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week high of $790.80. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The firm has a market capitalization of $1.71 trillion, a price-to-earnings ratio of 25.24, a PEG ratio of 1.15 and a beta of 1.25. The company’s 50 day moving average price is $603.98 and its two-hundred day moving average price is $609.04.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). The business had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The company’s revenue was up 28.0% compared to the same quarter last year. During the same quarter last year, the company posted $7.14 earnings per share. As a group, research analysts predict that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.

Meta Platforms Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio (DPR) is currently 7.91%.

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

Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

See Also Five stocks we like better than Meta Platforms Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky

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Korea Investment CORP reduced its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.8% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,567,722 shares of the social networking company’s stock after selling 44,376 shares during the quarter. Meta Platforms accounts for about 1.7% of Korea Investment CORP’s investment portfolio, making the stock its 10th biggest holding. Korea Investment CORP owned 0.06% of Meta Platforms worth $883,082,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. EP Wealth Advisors LLC increased its holdings in Meta Platforms by 16.9% in the 2nd quarter. EP Wealth Advisors LLC now owns 262,961 shares of the social networking company’s stock worth $148,123,000 after buying an additional 37,956 shares in the last quarter. Heartland Bank & Trust Co lifted its stake in Meta Platforms by 0.4% during the 2nd quarter. Heartland Bank & Trust Co now owns 7,603 shares of the social networking company’s stock valued at $4,283,000 after acquiring an additional 30 shares during the period. Rakuten Securities Inc. lifted its stake in Meta Platforms by 63.5% during the 2nd quarter. Rakuten Securities Inc. now owns 9,876 shares of the social networking company’s stock valued at $5,563,000 after acquiring an additional 3,836 shares during the period. Bard Associates Inc. boosted its holdings in shares of Meta Platforms by 5.7% during the 2nd quarter. Bard Associates Inc. now owns 482 shares of the social networking company’s stock valued at $272,000 after acquiring an additional 26 shares during the last quarter. Finally, Burnham & Co LLC purchased a new stake in shares of Meta Platforms during the 2nd quarter valued at about $542,000. 79.91% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets Several research firms have recently weighed in on META. Wedbush boosted their price objective on shares of Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a report on Friday. Weiss Ratings cut shares of Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, June 26th. Evercore restated an “outperform” rating on shares of Meta Platforms in a report on Thursday, July 30th. DA Davidson cut their target price on shares of Meta Platforms from $850.00 to $700.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Finally, Rothschild & Co Redburn boosted their target price on shares of Meta Platforms from $900.00 to $1,000.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average price target of $788.88.

Get Our Latest Report on META Insiders Place Their Bets In other news, COO Javier Olivan sold 2,838 shares of the firm’s stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $616.71, for a total value of $1,750,222.98. Following the transaction, the chief operating officer owned 11,662 shares of the company’s stock, valued at $7,192,072.02. This trade represents a 19.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of Meta Platforms stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total value of $2,002,514.40. Following the transaction, the chief accounting officer directly owned 6,271 shares in the company, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 60,183 shares of company stock valued at $36,673,495. 13.53% of the stock is currently owned by corporate insiders.

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

Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Meta Platforms Trading Up 0.7% Shares of Meta Platforms stock opened at $670.24 on Wednesday. The company’s fifty day simple moving average is $603.98 and its 200-day simple moving average is $609.04. The stock has a market capitalization of $1.71 trillion, a PE ratio of 25.24, a P/E/G ratio of 1.15 and a beta of 1.25. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $790.80. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23.

Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company had revenue of $60.80 billion during the quarter, compared to analysts’ expectations of $60.22 billion. During the same quarter last year, the company earned $7.14 earnings per share. The company’s revenue for the quarter was up 28.0% on a year-over-year basis. As a group, equities analysts anticipate that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.

Meta Platforms Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Further Reading Five stocks we like better than Meta Platforms Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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EP Wealth Advisors LLC boosted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 16.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 262,961 shares of the social networking company’s stock after buying an additional 37,956 shares during the quarter. EP Wealth Advisors LLC’s holdings in Meta Platforms were worth $148,123,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. RHL Group LLC bought a new position in shares of Meta Platforms during the 4th quarter worth approximately $28,000. Advantage Trust Co bought a new stake in shares of Meta Platforms in the second quarter worth $28,000. Axiom Investment Management LLC bought a new stake in shares of Meta Platforms in the first quarter worth $36,000. Bayban lifted its position in shares of Meta Platforms by 100.0% in the first quarter. Bayban now owns 70 shares of the social networking company’s stock worth $40,000 after purchasing an additional 35 shares in the last quarter. Finally, Entrust Financial LLC acquired a new position in Meta Platforms during the fourth quarter worth $48,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

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

Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Meta Platforms Price Performance NASDAQ:META opened at $670.24 on Wednesday. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock’s 50 day moving average price is $603.98 and its two-hundred day moving average price is $609.04. The firm has a market capitalization of $1.71 trillion, a price-to-earnings ratio of 25.24, a P/E/G ratio of 1.15 and a beta of 1.25. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $790.80. Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s revenue was up 28.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $7.14 earnings per share. On average, analysts anticipate that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.

Meta Platforms Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be issued a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is currently 7.91%.

Analysts Set New Price Targets A number of research firms recently weighed in on META. Truist Financial decreased their target price on shares of Meta Platforms from $770.00 to $763.00 and set a “buy” rating for the company in a research report on Thursday, August 27th. Guggenheim reissued a “buy” rating and set a $800.00 price target on shares of Meta Platforms in a research report on Tuesday, July 28th. Piper Sandler restated an “overweight” rating and set a $785.00 price objective (down from $800.00) on shares of Meta Platforms in a research note on Thursday, July 30th. Scotiabank reaffirmed a “sector perform” rating and issued a $600.00 target price on shares of Meta Platforms in a research report on Thursday, July 30th. Finally, BNP Paribas Exane initiated coverage on Meta Platforms in a report on Tuesday, June 2nd. They set an “outperform” rating on the stock. Four analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $788.88.

Read Our Latest Report on Meta Platforms

Insider Buying and Selling at Meta Platforms In other news, CFO Susan J. Li sold 9,196 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the transaction, the chief financial officer directly owned 13,186 shares of the company’s stock, valued at $7,260,343.46. This represents a 41.09% 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 this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 1,559 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $869,922.00. Following the sale, the insider owned 1,957 shares of the company’s stock, valued at approximately $1,092,006. This represents a 44.34% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 60,183 shares of company stock worth $36,673,495. 13.53% of the stock is currently owned by corporate insiders.

About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Further Reading Five stocks we like better than Meta Platforms Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky

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Meta has committed to more than a gigawatt of the chips over twelve months Summary

Meta is building inference silicon with Broadcom and TSMC to cut its dependence on Nvidia processors.

Meta Platforms Inc. META was unchanged as it detailed plans to deploy two in-house AI chips during 2027. The MTIA 450, called Arke, is the third generation of the line and goes into data centers in the first half of the year. The MTIA 500, or Astrid, finishes design work in about a month and arrives at the end of 2027, with wider use expected. Broadcom Inc. AVGO works on the designs and Taiwan Semiconductor Manufacturing Co. TSM on manufacturing, in a project aimed at reducing Meta's reliance on Nvidia Corp. NVDA processors.

Meta cancelled a chip code-named Olympus that would have handled both training and inference, due in 2028 or 2029, because a dual-purpose part would have cost potentially 30% more. "When you start to build up gigawatts and gigawatts of capacity, you really care about cost," said Yee Jiun Song, the vice president of engineering who runs the custom silicon program. All four generations lean on high-bandwidth memory and none targets ultrafast inference.

Twelve of the new chips reached Meta from TSMC on September 1 and performed within 2% to 3% of simulations, running Meta's own models plus ones from DeepSeek and Alibaba on the first day. Meta has committed to more than a gigawatt's worth over a twelve-month period, with acceleration expected after that.

Disclosures I am/we currently own positions in the stocks mentioned, and have NO plans to sell some or all of the positions in the stocks mentioned over the next 72 hours.

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