Meta Platforms, Inc. $META Shares Acquired by Plancorp LLC

Plancorp LLC lifted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 14.5% in the second quarter, Holdings Channel.com reports. The institutional investor owned 10,155 shares of the social networking company’s stock after purchasing an additional 1,287 shares during the quarter. Meta Platforms makes up 0.1% of Plancorp LLC’s portfolio, making the stock its 27th largest holding. Plancorp LLC’s holdings in Meta Platforms were worth $5,720,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC grew its holdings in shares of Meta Platforms by 1.7% during the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock valued at $20,230,000 after purchasing an additional 570 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Meta Platforms by 10.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after purchasing an additional 875 shares during the last quarter. Headwater Capital Co Ltd boosted its position in Meta Platforms by 294.7% during the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock valued at $86,454,000 after purchasing an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. acquired a new position in Meta Platforms during the 2nd quarter valued at approximately $213,000. Finally, Capital & Planning LLC bought a new position in Meta Platforms during the 2nd quarter worth $322,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms News Summary

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

• Positive Sentiment: Analysts remain constructive on Meta’s long-term outlook, citing 28% revenue growth, resilient advertising demand and additional monetization opportunities in WhatsApp. Some commentary argues that the market is assigning little value to future AI and messaging revenue streams. Meta Has $27 Billion That Isn’t On Its Balance Sheet
• Positive Sentiment: Meta released Glimmer, an open-weight AI model that users can download and run on their own hardware, supporting Mark Zuckerberg’s strategy of broadening access to AI. The move could strengthen developer adoption and Meta’s competitive position, although its financial payoff is uncertain. Meta’s open AI, and a $250M deal gone very wrong
• Neutral Sentiment: Meta removed approximately 756,000 suspected under-16 accounts in Australia—462,000 from Instagram and 294,000 from Facebook—as it enforces the country’s youth social-media restrictions. The action demonstrates regulatory compliance but may raise moderation costs and reduce engagement among younger users. Meta says it has taken down 756,000 Australian teen accounts
• Neutral Sentiment: Institutional trading was mixed: Dodge & Cox increased its position by 1.47 million shares, while Sands Capital and Columbus Hill reduced their stakes. These transactions may influence sentiment but do not by themselves change Meta’s fundamentals. Dodge and Cox boosts Meta Platforms stake
• Negative Sentiment: A Ninth Circuit ruling removed a procedural barrier to more than 3,000 lawsuits alleging Meta’s product features harm young users. The court did not determine liability, but the decision allows the cases to proceed and adds potential litigation costs, damages and pressure to change platform design. How Serious Are Thousands of Addiction Lawsuits for Meta and Snap?
• Negative Sentiment: Investors remain concerned that Meta’s roughly $145 billion AI investment plan and major data-center projects could produce diminishing returns, compress margins and weigh on free cash flow before monetization catches up. Meta: Diminishing Q2 CapEx ROI Is Alarming
• Negative Sentiment: Meta COO Javier Olivan disclosed additional sales under a pre-arranged Rule 10b5-1 plan, while several funds also trimmed holdings. Although planned insider sales are not necessarily bearish, they can add to near-term selling pressure. Meta COO insider stock sale

Meta Platforms Trading Down 0.9%

Shares of META stock opened at $589.85 on Friday. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $796.25. The firm has a market capitalization of $1.50 trillion, a PE ratio of 22.22, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25. The stock has a fifty day moving average of $595.94 and a two-hundred day moving average of $620.41. 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 (NASDAQ:META) last issued 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). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same period last year, the business posted $7.14 earnings per share. Meta Platforms’s revenue for the quarter was up 28.0% on a year-over-year basis. As a group, research analysts expect that Meta Platforms, Inc. will post 28.5 EPS for the current year.

Meta Platforms Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 annualized dividend and a yield of 0.4%. Meta Platforms’s dividend payout ratio (DPR) is presently 7.91%.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on META. Stifel Nicolaus dropped their target price on Meta Platforms from $805.00 to $780.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. 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 report on Thursday, July 30th. Roth Capital restated a “buy” rating on shares of Meta Platforms in a research report on Thursday, April 30th. Arete Research set a $735.00 price objective on shares of Meta Platforms and gave the stock a “buy” rating in a report on Tuesday, June 2nd. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Meta Platforms in a research report on Wednesday, July 8th. Four analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $785.32.

Insider Activity at Meta Platforms

In other news, insider Curtis J. Mahoney sold 2,079 shares of the stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total value of $1,268,023.68. Following the completion of the transaction, the insider directly owned 1,118 shares in the company, valued at $681,890.56. This trade represents a 65.03% decrease in their ownership of the stock. The transaction 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, CTO Andrew Bosworth sold 7,847 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $607.83, for a total transaction of $4,769,642.01. Following the transaction, the chief technology officer owned 414 shares in the company, valued at $251,641.62. This represents a 94.99% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 36,280 shares of company stock worth $22,075,696 in the last 90 days. Corporate insiders own 13.53% 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.