Syon Capital LLC Boosts Stock Position in Meta Platforms, Inc. $META

Syon Capital LLC grew its holdings in Meta Platforms, Inc. (NASDAQ:META) by 4.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 74,255 shares of the social networking company’s stock after acquiring an additional 3,454 shares during the quarter. Meta Platforms accounts for about 2.9% of Syon Capital LLC’s investment portfolio, making the stock its 5th largest holding. Syon Capital LLC’s holdings in Meta Platforms were worth $54,531,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. BOK Financial Private Wealth Inc. lifted its holdings in shares of Meta Platforms by 3.8% during the 3rd quarter. BOK Financial Private Wealth Inc. now owns 2,160 shares of the social networking company’s stock valued at $1,586,000 after purchasing an additional 79 shares in the last quarter. Advisors Capital Management LLC increased its stake in Meta Platforms by 16.7% during the 3rd quarter. Advisors Capital Management LLC now owns 48,819 shares of the social networking company’s stock worth $35,852,000 after purchasing an additional 6,991 shares in the last quarter. First National Bank of Omaha acquired a new stake in Meta Platforms during the 3rd quarter worth approximately $25,278,000. Axxcess Wealth Management LLC lifted its stake in Meta Platforms by 11.2% in the third quarter. Axxcess Wealth Management LLC now owns 58,342 shares of the social networking company’s stock valued at $42,845,000 after buying an additional 5,866 shares in the last quarter. Finally, 626 Financial LLC boosted its holdings in shares of Meta Platforms by 4.2% in the third quarter. 626 Financial LLC now owns 793 shares of the social networking company’s stock valued at $582,000 after buying an additional 32 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insider Transactions at Meta Platforms

In other news, CFO Susan J. Li sold 18,789 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $650.00, for a total transaction of $12,212,850.00. Following the transaction, the chief financial officer owned 68,888 shares in the company, valued at approximately $44,777,200. This trade represents a 21.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $639.18, for a total value of $370,724.40. Following the sale, the director directly owned 5,007 shares of the company’s stock, valued at approximately $3,200,374.26. The trade was a 10.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 46,580 shares of company stock worth $30,048,498. Insiders own 13.61% of the company’s stock.

Meta Platforms Stock Performance

Shares of NASDAQ META opened at $639.30 on Wednesday. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $1.62 trillion, a P/E ratio of 27.20, a P/E/G ratio of 1.09 and a beta of 1.28. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The stock has a 50 day moving average of $656.11 and a 200-day moving average of $687.24.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. The business had revenue of $59.89 billion for 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 for the quarter was up 23.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $8.02 EPS. As a group, equities research analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th 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 is Monday, March 16th. Meta Platforms’s payout ratio is currently 8.94%.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Big AI chip deal with AMD: Meta agreed to a multiyear supply/partnership to deploy up to ~6 GW of AMD AI GPUs and could purchase as much as 10% of AMD, representing billions in committed chip spend that diversifies Meta’s supplier base and validates its large-scale AI buildout. VIEW AMD secures Meta as next big AI chip customer
• Positive Sentiment: Shareholder return: Meta declared a quarterly cash dividend of $0.525 per share, payable March 26, which supports total-return investors and can help underpin the stock during AI‑capex cycles. Meta (META) Strengthens Investor Appeal With Dividend Payout
• Neutral Sentiment: Stablecoin/payments push: Multiple reports say Meta is preparing to re-enter payments with stablecoin integration across Facebook, Instagram and WhatsApp potentially in H2 2026 — a longer‑term monetization opportunity but subject to partner deals and regulatory scrutiny. Meta Hopes to Launch Stablecoin Payments Project This Year
• Neutral Sentiment: Renewable power deal: Meta signed a long-term offtake for an 80 MW solar project in Pennsylvania to support US data‑center operations — positive for operations/ESG but limited immediate financial impact. MN8 Energy Supports Meta’s U.S. Data Center Operations
• Neutral Sentiment: Analyst sentiment: Consensus analyst coverage remains positive-to-cautious (consensus “Moderate Buy”), suggesting Wall Street sees upside tied to AI execution but also recognizes valuation and capex risks. Meta Platforms Given Consensus Rating of “Moderate Buy”
• Negative Sentiment: Insider sale: CFO Susan J. Li sold 18,789 shares (~$12.2M at ~$650 average), lowering her stake ~21%; insider sales can raise concern about executive conviction despite routine explanations. SEC filing: Susan J. Li sale
• Negative Sentiment: Legal/reputational risk: Court filings show internal warnings that planned end‑to‑end encryption could impede reporting of child‑exploitation cases, heightening regulatory and litigation risk that could create headlines and potential compliance costs. Meta executive warned Facebook Messenger encryption plan was ‘so irresponsible’

Analyst Ratings Changes

Several equities research analysts recently commented on META shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $810.00 price objective on shares of Meta Platforms in a research report on Thursday, January 29th. Bank of America boosted their price target on Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Rothschild & Co Redburn set a $900.00 price objective on Meta Platforms in a research report on Monday, January 26th. UBS Group reissued a “buy” rating and issued a $872.00 target price (up from $830.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Finally, Wells Fargo & Company upped their price target on Meta Platforms from $849.00 to $856.00 and gave the stock an “overweight” rating in a research report on Monday. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $844.44.

About Meta Platforms

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.