Meta Platforms, Inc. $META Shares Bought by Deltec Asset Management LLC

Deltec Asset Management LLC boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 3.8% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 27,184 shares of the social networking company’s stock after acquiring an additional 994 shares during the period. Meta Platforms comprises about 3.0% of Deltec Asset Management LLC’s holdings, making the stock its 8th biggest holding. Deltec Asset Management LLC’s holdings in Meta Platforms were worth $17,944,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in the stock. Sentinel Pension Advisors LLC raised its position in Meta Platforms by 1.6% during the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after acquiring an additional 14 shares during the period. Alpine Bank Wealth Management raised its position in Meta Platforms by 0.3% during the third quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock worth $3,159,000 after acquiring an additional 14 shares during the period. Valued Wealth Advisors LLC raised its position in Meta Platforms by 3.2% during the third quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company’s stock worth $334,000 after acquiring an additional 14 shares during the period. Vista Capital Partners Inc. raised its position in Meta Platforms by 1.3% during the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock worth $794,000 after acquiring an additional 14 shares during the period. Finally, Forza Wealth Management LLC raised its position in Meta Platforms by 3.9% during the third quarter. Forza Wealth Management LLC now owns 402 shares of the social networking company’s stock worth $295,000 after acquiring an additional 15 shares during the period. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Meta Platforms Trading Up 0.6%

Shares of META opened at $616.81 on Friday. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $796.25. The firm has a 50-day moving average price of $627.67 and a 200 day moving average price of $645.30. The firm has a market capitalization of $1.56 trillion, a P/E ratio of 22.42, a P/E/G ratio of 1.07 and a beta of 1.25.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.67 by $3.77. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The firm had revenue of $56.31 billion during the quarter, compared to analyst estimates of $55.56 billion. During the same quarter in the prior year, the firm posted $6.43 earnings per share. Meta Platforms’s quarterly revenue was up 33.1% on a year-over-year basis. Sell-side analysts forecast that Meta Platforms, Inc. will post 29.67 EPS for the current year.

Meta Platforms Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were issued a $0.525 dividend. The ex-dividend date of this dividend was Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is currently 7.63%.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on META. Morgan Stanley dropped their target price on shares of Meta Platforms from $825.00 to $775.00 and set an “overweight” rating for the company in a report on Monday, March 30th. Argus reaffirmed a “buy” rating and set a $800.00 target price on shares of Meta Platforms in a report on Monday, February 2nd. Piper Sandler reaffirmed an “overweight” rating and set a $800.00 target price (down from $880.00) on shares of Meta Platforms in a report on Thursday, April 30th. Pivotal Research dropped their target price on shares of Meta Platforms from $930.00 to $910.00 and set a “buy” rating for the company in a report on Thursday, January 29th. Finally, Scotiabank upped their target price on shares of Meta Platforms from $685.00 to $700.00 and gave the stock a “sector perform” rating in a report on Thursday, January 29th. 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 company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $840.31.

Meta Platforms News Roundup

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

• Positive Sentiment: Q1 beat and valuation support — analysts highlight a 33% revenue increase and large EPS beat, arguing META is undervalued after the pullback; this reinforces buy thesis given strong ad monetization and cash flow. Meta Is Undervalued, But Will Need A Second Growth Engine (Rating Upgrade)
• Positive Sentiment: Institutional accumulation — Fisher Asset Management recently increased its Meta stake, signaling continued confidence from large investors and supporting near-term demand for shares. Fisher Asset Management Boosts Meta Stake With 75,590 Shares
• Positive Sentiment: Data-center demand validation — Corning disclosed a multi-year, $6B supply agreement that names Meta among hyperscale customers, validating ongoing infrastructure commitment that underpins Meta’s AI/data-center strategy. Light Speed Returns: Corning Cashes In on NVIDIA Growth
• Neutral Sentiment: Product roadmap — reports say Meta is building a consumer-friendly agentic AI assistant, which could drive longer-term user/product monetization but is still early-stage. Big Tech’s Personal AI Agents Are Coming for the to-Do List
• Neutral Sentiment: Financing activity — Bloomberg-sourced reports say Meta is working on up to ~$13B in data-center financing for an El Paso build; that eases near-term cash outflow but also signals large ongoing capital needs. Here’s Why Meta Platforms (META) Is Among the 10 Strong Buy S&P 500 Stocks to Invest In
• Neutral Sentiment: Legal update — Meta has asked a judge to overturn a landmark jury verdict in a social-media addiction case; an appeal reduces immediate downside but legal overhang remains. Meta asks California judge to throw out landmark social media addiction verdict
• Negative Sentiment: Massive capex concern — coverage highlights Meta’s projected 2026 capex of $125–$145B (plus an extra $10B on AI), which keeps investors anxious about cash deployment, near-term margins, and capital returns. Tens of Thousands of Tech Workers Are Being Laid Off in 2026. The $725 Billion That Replaced Them Is Going to Four Companies.
• Negative Sentiment: Insider selling — COO Javier Olivan executed stock sales under a 10b5-1 plan; while pre-arranged, such disclosures can add to short-term selling pressure. SEC filing: Javier Olivan insider sale
• Negative Sentiment: Analyst pushback — some firms (eg. Mizuho) have trimmed expectations, reflecting concern that ad growth and margin leverage may slow as Meta scales heavy infra spending. Mizuho Has Lowered Expectations for Meta Platforms (NASDAQ:META) Stock Price

Insiders Place Their Bets

In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the transaction, the chief technology officer owned 2,841 shares of the company’s stock, valued at $1,793,352.84. This trade represents a 74.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Javier Olivan sold 2,778 shares of the stock in a transaction dated Monday, April 13th. The stock was sold at an average price of $629.45, for a total transaction of $1,748,612.10. Following the transaction, the chief operating officer directly owned 10,557 shares of the company’s stock, valued at approximately $6,645,103.65. This trade represents a 20.83% 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 sold a total of 168,193 shares of company stock valued at $107,642,717 over the last 90 days. 13.61% of the stock is owned by company insiders.

Meta Platforms 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.