Mizuho Markets Americas LLC Invests $56.55 Million in Meta Platforms, Inc. $META

Mizuho Markets Americas LLC bought a new stake in Meta Platforms, Inc. (NASDAQ:META) during the third quarter, according to its most recent disclosure with the SEC. The firm bought 77,000 shares of the social networking company’s stock, valued at approximately $56,547,000. Meta Platforms comprises about 1.1% of Mizuho Markets Americas LLC’s holdings, making the stock its 21st largest position.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Vanguard Group Inc. increased its position in shares of Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares in the last quarter. State Street Corp grew its stake in Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after buying an additional 1,650,435 shares during the last quarter. Geode Capital Management LLC grew its stake in Meta Platforms by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock worth $37,902,948,000 after buying an additional 682,768 shares during the last quarter. Norges Bank acquired a new position in Meta Platforms during the second quarter worth approximately $23,155,393,000. Finally, Charles Schwab Investment Management Inc. lifted its stake in Meta Platforms by 1.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock valued at $10,694,644,000 after buying an additional 262,550 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Meta Platforms News Roundup

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

• Positive Sentiment: Signs of stronger monetization and AI tailwinds — analysts expect Q4 ad revenue to surge on AI-driven tools and higher engagement, boosting revenue outlook ahead of earnings. Will Higher Ad Revenues Aid Meta Platforms Stock in Q4 Earnings?
• Positive Sentiment: Big infrastructure commitment supports AI growth — Meta agreed to pay Corning up to $6 billion for fiber?optic cables to expand U.S. AI data centers, signaling deep investment in capacity that underpins future ad and AI services. Meta signs deal to pay Corning up to $6 billion for fiber-optic cables, CNBC reports
• Positive Sentiment: New revenue stream potential — Meta is testing paid premium tiers for Instagram, Facebook and WhatsApp that bundle exclusive AI features and controls, which could diversify revenue beyond ads if adoption scales. Meta to test premium subscriptions on Instagram, Facebook, and WhatsApp
• Neutral Sentiment: Earnings event risk/reward — Meta reports Q4 after the close Wednesday; traders expect a sizable move, making near-term volatility likely even if results are strong. Here’s How Much Traders Expect Meta Stock To Move After Wednesday’s Earnings
• Neutral Sentiment: Market context — Meta is a focal point of the “Magnificent 7” earnings week; macro/Fed headlines and AI?spend scrutiny could amplify stock moves independent of company fundamentals. Tech’s massive AI spend is under scrutiny ahead of earnings. Here’s what to watch
• Negative Sentiment: Major legal overhang — Meta and YouTube head to a high?profile youth?addiction trial this week (TikTok and Snap settled), creating reputational and potential financial risk depending on jury outcome and damages. TikTok joins Snap to settle social media addiction lawsuit, as Meta and YouTube head to trial
• Negative Sentiment: Regulatory and policy risks — Global moves to restrict children’s social?media use (e.g., Egypt and other countries debating limits) add policy risk that could affect user engagement and compliance costs. Egypt to adopt restrictions on children’s social media use to fight ‘digital chaos’
• Negative Sentiment: Expense/capex scrutiny — Investors will focus on 2026 expense guidance and Reality Labs losses; aggressive AI and infra spending could pressure margins and drive near?term stock volatility. Meta Platforms’ 2026 expense guidance in focus ahead of Q4 earnings

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on META shares. Rosenblatt Securities restated a “buy” rating and set a $1,117.00 target price on shares of Meta Platforms in a research report on Wednesday, January 14th. Morgan Stanley lowered their price objective on shares of Meta Platforms from $820.00 to $750.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. KeyCorp reduced their target price on shares of Meta Platforms from $875.00 to $835.00 and set an “overweight” rating for the company in a report on Monday. Weiss Ratings reissued a “buy (b)” rating on shares of Meta Platforms in a report on Monday, December 29th. Finally, Oppenheimer cut Meta Platforms from an “outperform” rating to a “market perform” rating in a research report on Thursday, October 30th. Five investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $822.00.

Meta Platforms Trading Up 0.1%

NASDAQ META opened at $672.97 on Wednesday. The company has a quick ratio of 1.98, a current ratio of 1.98 and a debt-to-equity ratio of 0.15. The stock has a market capitalization of $1.70 trillion, a P/E ratio of 29.72, a P/E/G ratio of 1.33 and a beta of 1.29. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The firm has a 50-day moving average price of $645.06 and a 200 day moving average price of $696.04.

Meta Platforms (NASDAQ:META) last released its earnings results on Wednesday, October 29th. The social networking company reported $7.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.74 by $0.51. The company had revenue of $51.24 billion for the quarter, compared to analysts’ expectations of $49.34 billion. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.The firm’s quarterly revenue was up 26.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $6.03 EPS. Equities research analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were 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 was Monday, December 15th. Meta Platforms’s dividend payout ratio is currently 9.28%.

Insider Transactions at Meta Platforms

In other Meta Platforms news, CAO Aaron Anderson sold 726 shares of the firm’s stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $591.60, for a total value of $429,501.60. Following the completion of the sale, the chief accounting officer owned 6,035 shares of the company’s stock, valued at approximately $3,570,306. This trade represents a 10.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Robert M. Kimmitt sold 600 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $609.35, for a total transaction of $365,610.00. Following the transaction, the director directly owned 7,347 shares in the company, valued at approximately $4,476,894.45. This trade represents a 7.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 39,596 shares of company stock valued at $24,277,237 in the last three months. Insiders own 13.61% of the company’s stock.

Meta Platforms Company Profile

Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.