Atlas Legacy Advisors LLC Purchases 1,648 Shares of Meta Platforms, Inc. $META

Atlas Legacy Advisors LLC lifted its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 61.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,337 shares of the social networking company’s stock after buying an additional 1,648 shares during the quarter. Atlas Legacy Advisors LLC’s holdings in Meta Platforms were worth $3,185,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in 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 buying an additional 1,532,568 shares during the period. State Street Corp lifted its stake in shares of 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 purchasing an additional 1,650,435 shares during the last quarter. Geode Capital Management LLC boosted its position in Meta Platforms by 1.3% during the second quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock valued at $37,902,948,000 after purchasing an additional 682,768 shares in the last quarter. Norges Bank purchased a new position in Meta Platforms in the second quarter valued at about $23,155,393,000. Finally, Charles Schwab Investment Management Inc. grew 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 purchasing an additional 262,550 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, COO Javier Olivan sold 2,610 shares of the stock in a transaction on Saturday, November 15th. The shares were sold at an average price of $609.46, for a total value of $1,590,690.60. Following the sale, the chief operating officer owned 9,784 shares in the company, valued at $5,962,956.64. This represents a 21.06% 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. Also, CTO Andrew Bosworth sold 11,690 shares of the business’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $593.31, for a total transaction of $6,935,793.90. Following the transaction, the chief technology officer owned 2,415 shares of the company’s stock, valued at $1,432,843.65. This represents a 82.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 40,113 shares of company stock worth $24,621,042 in the last quarter. 13.61% of the stock is currently owned by corporate insiders.

Meta Platforms Price Performance

Shares of META opened at $716.50 on Friday. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 1.98. The company’s fifty day moving average price is $652.06 and its 200-day moving average price is $696.11. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The firm has a market capitalization of $1.81 trillion, a PE ratio of 30.49, a price-to-earnings-growth ratio of 1.46 and a beta of 1.29.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. The company had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm’s revenue was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $8.02 EPS. On average, equities research analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were issued a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio is 8.94%.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Oppenheimer lowered shares of Meta Platforms from an “outperform” rating to a “market perform” rating in a research report on Thursday, October 30th. DA Davidson boosted their price objective on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a research note on Thursday. Evercore ISI raised their target price on shares of Meta Platforms from $875.00 to $900.00 and gave the company an “outperform” rating in a research note on Thursday. Rothschild & Co Redburn raised Meta Platforms from a “neutral” rating to a “buy” rating and upped their price target for the stock from $740.00 to $900.00 in a research report on Monday, January 26th. Finally, Raymond James Financial decreased their price objective on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a report on Monday, January 26th. Five equities research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $847.98.

More Meta Platforms News

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

• Positive Sentiment: Q4 beat + AI narrative shift: Meta reported stronger‑than‑expected Q4 revenue and EPS and management framed ad strength as early proof that AI investments are improving monetization and engagement — a narrative some analysts now call an AI profit cycle. Meta’s Story Just Flipped — Seeking Alpha
• Positive Sentiment: Strong guidance & analyst upgrades: Q1 revenue guidance topped Street expectations and many firms raised price targets or reiterated buys, supporting the recent rally and giving institutional investors cover to support higher valuations. MarketBeat: Meta Soars After‑Hours
• Neutral Sentiment: Business diversification tests: Meta is piloting premium subscriptions for Instagram/Facebook/WhatsApp and expanding AI features — potential long‑term upside but unclear near‑term revenue impact. CNBC: Premium subscription tests
• Neutral Sentiment: Supply deals validate buildout but signal capital intensity: large supplier agreements (e.g., with Corning) back the AI data‑center plan while confirming heavy multi‑year spending. CNBC: Corning deal
• Negative Sentiment: Massive 2026 CapEx: Management guided to $115B–$135B of capex for 2026 — far above prior levels — raising near‑term cash intensity and margin dilution concerns despite management saying operating income should hold. Reuters: CapEx rise
• Negative Sentiment: Reality Labs drag: XR/Reality Labs continues to burn cash (multi‑billion losses), creating an ongoing margin headwind and execution risk for non‑ad businesses. TechCrunch: $19B VR burn
• Negative Sentiment: Regulatory & reputational headlines: A New Mexico trial alleging platforms exposed minors to exploitation and reports about content‑blocking controversies add legal and reputational risk that can pressure multiple‑quarter sentiment. Reuters: New Mexico trial
• Negative Sentiment: Near‑term profit‑taking & headline noise: high short‑term expectations after the rally, occasional pundit criticism (e.g., Jim Cramer) and small insider sales add to volatility and can push the stock down after its run. 247WallSt: Jim Cramer critique

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.