Meta Platforms, Inc. $META is United American Securities Inc. d b a UAS Asset Management’s 6th Largest Position

United American Securities Inc. d b a UAS Asset Management boosted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 3.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 46,265 shares of the social networking company’s stock after buying an additional 1,613 shares during the period. Meta Platforms makes up about 7.2% of United American Securities Inc. d b a UAS Asset Management’s investment portfolio, making the stock its 6th largest position. United American Securities Inc. d b a UAS Asset Management’s holdings in Meta Platforms were worth $33,976,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Pinnacle Holdings LLC acquired a new stake in shares of Meta Platforms in the third quarter worth $314,000. Insigneo Advisory Services LLC raised its position in Meta Platforms by 10.0% in the third quarter. Insigneo Advisory Services LLC now owns 44,604 shares of the social networking company’s stock valued at $32,756,000 after purchasing an additional 4,060 shares during the period. Great Lakes Retirement Inc. boosted its position in shares of Meta Platforms by 4.2% in the third quarter. Great Lakes Retirement Inc. now owns 9,738 shares of the social networking company’s stock worth $7,151,000 after buying an additional 396 shares during the period. FSA Advisors Inc. grew its stake in shares of Meta Platforms by 17.6% in the third quarter. FSA Advisors Inc. now owns 1,203 shares of the social networking company’s stock valued at $883,000 after buying an additional 180 shares in the last quarter. Finally, Planning Alternatives Ltd. ADV raised its holdings in shares of Meta Platforms by 29.2% during the 3rd quarter. Planning Alternatives Ltd. ADV now owns 1,557 shares of the social networking company’s stock valued at $1,143,000 after buying an additional 352 shares during the period. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Meta Platforms Stock Performance

Shares of META opened at $644.86 on Monday. The stock has a market capitalization of $1.63 trillion, a PE ratio of 27.44, a price-to-earnings-growth ratio of 1.00 and a beta of 1.30. The business’s fifty day moving average price is $654.99 and its 200 day moving average price is $680.69. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25.

Meta Platforms (NASDAQ:META) last issued its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share 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 company had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. During the same period in the prior year, the company earned $8.02 earnings per share. The firm’s revenue was up 23.8% compared to the same quarter last year. Equities research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be issued a $0.525 dividend. The ex-dividend date of this dividend 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 currently 8.94%.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Bill Ackman’s Pershing Square materially added META, making it ~11.4% of the fund — a high-profile institutional endorsement that can attract other funds and provide buying pressure. Bill Ackman’s Eyes Meta Platforms
• Positive Sentiment: AMD announced a multi‑year, gigawatt‑scale AI infrastructure partnership with Meta valued at over $100B, signaling Meta’s heavy, near‑term capex and commitment to build out AI data centers — positive for long‑term moats and AI roadmap execution. AMD Meta AI Deal Puts Valuation Gap
• Positive Sentiment: Multiple outlets report billionaires and hedge funds accumulating META, reflecting conviction that Meta is underpriced relative to its AI and ad-recovery prospects — this flows into demand and sentiment. Billionaires Are Loading Up
• Neutral Sentiment: Coverage highlights Meta’s cheapness vs. the S&P and its AI ambitions (articles exploring $800 targets and comparative valuation). These narratives support longer‑term upside but are not immediate catalysts. Nvidia and Meta Platforms Are Now Cheaper
• Neutral Sentiment: Sheryl Sandberg joining the board of an AI data‑center company (Nscale) and large fundraising in the sector indicate expanding data‑center capacity and a growing ecosystem that indirectly benefits Meta’s AI ambitions. Impact is positive but indirect. The Former Coal Miner in the Middle of the A.I. Data Center Boom
• Negative Sentiment: Surging oil and energy prices are cited as a risk, raising operating and data‑center cooling costs; macro energy cost pressure could weigh on margins and act as a near‑term headwind. Surging Oil Prices Threaten NVIDIA, Amazon, and Meta

Analyst Ratings Changes

Several analysts have issued reports on META shares. Guggenheim increased their price objective on shares of Meta Platforms from $800.00 to $850.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Scotiabank lifted their price target on shares of Meta Platforms from $685.00 to $700.00 and gave the stock a “sector perform” rating in a research note on Thursday, January 29th. Mizuho upped their price objective on shares of Meta Platforms from $815.00 to $850.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. BNP Paribas Exane started coverage on Meta Platforms in a research report on Monday, November 24th. They set an “outperform” rating and a $800.00 target price on the stock. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on Meta Platforms from $880.00 to $920.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $844.44.

Insider Buying and Selling at Meta Platforms

In related news, COO Javier Olivan sold 2,461 shares of the business’s stock in a transaction that occurred on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total transaction of $1,574,473.97. Following the completion of the transaction, the chief operating officer owned 12,108 shares in the company, valued at $7,746,335.16. The trade was a 16.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of the company’s stock in a transaction on 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 owned 2,841 shares of the company’s stock, valued at approximately $1,793,352.84. The trade was a 74.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 160,410 shares of company stock worth $102,809,055 over the last ninety days. Company insiders own 13.61% of the company’s stock.

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.