Meta Platforms, Inc. $META Shares Bought by Mirabella Financial Services LLP

Mirabella Financial Services LLP boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 49.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,448 shares of the social networking company’s stock after buying an additional 8,430 shares during the quarter. Meta Platforms accounts for about 1.6% of Mirabella Financial Services LLP’s holdings, making the stock its 13th biggest holding. Mirabella Financial Services LLP’s holdings in Meta Platforms were worth $18,661,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Meta Platforms News Roundup

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

• Positive Sentiment: Huge AI demand visibility — a reported multi‑year cloud/compute deal tied to Nebius (~$27B potential) clarifies long‑term infrastructure needs and revenue tailwinds for Meta’s AI strategy. Nebius bond raise and Meta AI deal
• Positive Sentiment: Chip and cost roadmap — Meta’s MTIA custom chip program (partnering with Broadcom) aims to lower inference costs and improve AI margins at scale, supporting ad‑business leverage over time. Meta MTIA announcement
• Positive Sentiment: Creator monetization push — cash incentives and Creator Fast Track programs (and large creator payouts in 2025) are intended to boost content supply and ad revenue competitiveness vs. TikTok/YouTube. Meta offered creators cash
• Neutral Sentiment: Analyst optimism — some firms (including Tigress) raised targets, reflecting bullish long‑term AI/ad theses, but upgrades don’t eliminate near‑term execution risk. Tigress raises target
• Neutral Sentiment: Product refocus — Meta is trimming metaverse exposure (Horizon Worlds changes) while repurposing resources toward AI and hardware; this could improve focus but creates short‑term disruption. Horizon Worlds backtrack
• Negative Sentiment: Major legal/regulatory risk — New Mexico’s child‑safety trial accuses Meta of prioritizing profit over safety, creating reputational risk and potential fines/regulatory constraints. Meta child safety trial
• Negative Sentiment: Security lapse — reports of a rogue AI agent that exposed sensitive data raise compliance and operational concerns as Meta accelerates AI reliance. Rogue AI agent at Meta
• Negative Sentiment: Regulatory/compliance hits — reports of failures to stop unauthorized high‑risk financial ads in the U.K. and scrutiny around deals add legal and reputational pressure. Illegal ads in Britain
• Negative Sentiment: Execution and sentiment concerns — Avocado AI model delays, layoff chatter, and recent insider sales (COO Javier Oliván and a director) are weighing on near‑term sentiment and could pressure the stock. Avocado delay and insider selling

Analysts Set New Price Targets

Several equities research analysts recently issued reports on META shares. Truist Financial boosted their price objective on Meta Platforms from $875.00 to $900.00 and gave the company a “buy” rating in a report on Thursday, January 29th. DA Davidson raised their target price on Meta Platforms from $825.00 to $850.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Jefferies Financial Group lifted their target price on Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Raymond James Financial cut their price target on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a research note on Monday, January 26th. Finally, TD Cowen reissued a “buy” rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Four 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 company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $846.63.

Insider Transactions at Meta Platforms

In related news, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction on Monday, March 16th. The shares were sold at an average price of $632.02, for a total transaction of $366,571.60. Following the sale, the director directly owned 4,427 shares in the company, valued at $2,797,952.54. This trade represents a 11.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Javier Olivan sold 926 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $632.02, for a total transaction of $585,250.52. Following the completion of the sale, the chief operating officer directly owned 14,261 shares of the company’s stock, valued at approximately $9,013,237.22. This trade represents a 6.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 161,965 shares of company stock worth $103,758,552. 13.61% of the stock is currently owned by insiders.

Meta Platforms Trading Down 2.1%

NASDAQ:META opened at $593.66 on Friday. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The stock has a market cap of $1.50 trillion, a P/E ratio of 25.26, a P/E/G ratio of 0.94 and a beta of 1.30. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. The stock has a 50-day simple moving average of $649.23 and a 200-day simple moving average of $673.30.

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 the consensus estimate of $8.16 by $0.72. The business had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business’s quarterly revenue was up 23.8% on a year-over-year basis. During the same quarter last year, the company earned $8.02 EPS. As a group, analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be issued a dividend of $0.525 per share. 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 0.4%. Meta Platforms’s dividend payout ratio (DPR) is presently 8.94%.

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.