King Luther Capital Management Corp Raises Holdings in Meta Platforms, Inc. $META

King Luther Capital Management Corp increased its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 5.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 185,920 shares of the social networking company’s stock after purchasing an additional 10,212 shares during the period. King Luther Capital Management Corp’s holdings in Meta Platforms were worth $136,536,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC lifted its position in shares of Meta Platforms by 1.7% in the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after purchasing an additional 570 shares during the period. Revolve Wealth Partners LLC raised its stake in Meta Platforms by 10.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares in the last quarter. Headwater Capital Co Ltd lifted its holdings in Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after buying an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in Meta Platforms during the 2nd quarter valued at $213,000. Finally, Capital & Planning LLC bought a new stake in Meta Platforms during the 2nd quarter valued at $322,000. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms Stock Up 2.3%

META stock opened at $653.69 on Thursday. The stock has a market capitalization of $1.65 trillion, a PE ratio of 27.82, a price-to-earnings-growth ratio of 1.09 and a beta of 1.28. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The firm has a 50 day moving average of $656.19 and a 200 day moving average of $687.00.

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

Meta Platforms Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Monday, March 16th will be paid a $0.525 dividend. The ex-dividend date is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Big AMD AI deal validates Meta’s AI roadmap and diversifies suppliers — Meta agreed to deploy up to ~6 gigawatts of AMD Instinct GPUs (a multi‑year, multi‑billion-dollar commitment and potential equity stake), a major catalyst for confidence in Meta’s AI infrastructure strategy. AMD clinches second mega chip supply deal, this time with Meta
• Positive Sentiment: Short interest fell meaningfully in February (down ~16.5%), reducing one source of downward pressure and making squeezes less likely to amplify sell-offs in the near term.
• Neutral Sentiment: Wall Street reaction is mixed but constructive — some banks (e.g., BofA) see long‑term earnings upside from the AMD tie‑up despite higher capex, while others remain cautious about elevated investment intensity. Meta-AMD AI deal boosts scale but extends high capex cycle, analysts say
• Neutral Sentiment: Policy and operational items could affect costs or timelines — the White House plans talks with Big Tech on data‑center power costs (potentially easing power concerns), and Meta will appear at the Morgan Stanley TMT conference (CFO Susan Li on March 4). White House to host Big Tech in pledge to rein in power costs Meta to Participate in the Morgan Stanley Technology, Media & Telecom Conference
• Neutral Sentiment: Product/monetization runway: reports that Meta is preparing a stablecoin/payments push in H2 2026 are a longer‑term monetization positive but carry regulatory and execution risk. Meta Hopes to Launch Stablecoin Payments Project This Year
• Negative Sentiment: Insider selling — CFO Susan Li disclosed a large sale (18,789 shares, ~21% reduction at the time) and COO Javier Olivan sold shares recently; such high‑value insider sales can prompt investor concern about executive conviction even if they are often for diversification or taxes. SEC filing: Susan J. Li sale SEC filing: Javier Olivan sale
• Negative Sentiment: High‑profile investor exit — reports that billionaire Stanley Druckenmiller eliminated his fund’s Meta position may weigh on sentiment and be interpreted as a vote of caution by some institutional players. Billionaire Investor Stanley Druckenmiller Eliminated His Fund’s Position in Meta Platforms
• Negative Sentiment: Legal/reputational risk from ongoing litigation — court filings about encryption and child‑safety concerns could prompt regulatory scrutiny and headline risk. Meta executive warned Facebook Messenger encryption plan was ‘so irresponsible’

Insider Transactions at Meta Platforms

In other news, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total value of $5,106,100.36. Following the transaction, the chief technology officer directly owned 2,841 shares of the company’s stock, valued at approximately $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $639.18, for a total value of $370,724.40. Following the completion of the transaction, the director 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 SEC filing for this sale provides additional information. In the last quarter, insiders sold 48,135 shares of company stock worth $31,063,415. 13.61% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Wolfe Research restated an “outperform” rating and set a $850.00 price objective (up from $800.00) on shares of Meta Platforms in a research note on Thursday, January 29th. TD Cowen reiterated a “buy” rating on shares of Meta Platforms in a report on Tuesday, January 13th. Stifel Nicolaus raised their price target on shares of Meta Platforms from $785.00 to $820.00 and gave the company a “buy” rating in a report on Thursday, January 29th. BNP Paribas Exane assumed coverage on shares of Meta Platforms in a research note on Monday, November 24th. They set an “outperform” rating and a $800.00 price objective for the company. Finally, Zacks Research cut shares of Meta Platforms from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, Meta Platforms presently has a consensus rating of “Moderate Buy” and an average price target of $844.44.

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.