HF Advisory Group LLC Raises Stock Position in Meta Platforms, Inc. $META

HF Advisory Group LLC grew its holdings in Meta Platforms, Inc. (NASDAQ:META) by 4,008.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 239,015 shares of the social networking company’s stock after purchasing an additional 233,197 shares during the quarter. Meta Platforms makes up approximately 6.0% of HF Advisory Group LLC’s holdings, making the stock its 2nd biggest holding. HF Advisory Group LLC’s holdings in Meta Platforms were worth $157,771,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Westchester Capital Management Inc. bought a new position in shares of Meta Platforms in the 3rd quarter valued at about $26,000. Knuff & Co LLC bought a new position in shares of Meta Platforms in the 2nd quarter valued at about $44,000. PMV Capital Advisers LLC boosted its stake in shares of Meta Platforms by 26.3% in the 4th quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company’s stock valued at $63,000 after purchasing an additional 20 shares during the last quarter. Evergreen Private Wealth LLC boosted its stake in Meta Platforms by 64.8% during the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after acquiring an additional 35 shares during the last quarter. Finally, Aster Capital Management DIFC Ltd bought a new position in Meta Platforms during the 3rd quarter worth approximately $71,000. Institutional investors own 79.91% of the company’s stock.

Meta Platforms Stock Performance

Shares of META stock opened at $612.42 on Thursday. 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 company has a market capitalization of $1.55 trillion, a P/E ratio of 26.06, a price-to-earnings-growth ratio of 0.89 and a beta of 1.31. The company’s 50 day moving average price is $632.71 and its two-hundred day moving average price is $655.87. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25.

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

Meta Platforms Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Monday, March 16th were issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date was Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

Insiders Place Their Bets

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $632.02, for a total transaction of $366,571.60. Following the sale, the director owned 4,427 shares in the company, valued at $2,797,952.54. This trade represents a 11.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 160,931 shares of company stock worth $102,997,526. Company insiders own 13.61% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on META. Wolfe Research reissued 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. DA Davidson lifted 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, January 29th. Monness Crespi & Hardt lifted their price objective on shares of Meta Platforms from $808.00 to $890.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $810.00 price objective on shares of Meta Platforms in a research note on Thursday, January 29th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Meta Platforms in a research note on Friday, March 27th. Four research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $843.57.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Meta unveiled Muse Spark, the first model from its Superintelligence Labs — positioned as a natively multimodal reasoning system with multi-agent orchestration and faster rollouts across Meta AI, apps, and upcoming devices; investors view this as a concrete step to close the gap with peers and boost AI-driven ad products. Meta unveils first AI model from superintelligence team (Reuters)
• Positive Sentiment: Market-wide rally after a temporary Iran ceasefire lifted tech stocks broadly — as a Magnificent Seven heavyweight, META benefitted from sector flows and reduced macro risk premium. Tech stocks rally after Iran ceasefire (CNBC)
• Positive Sentiment: OpenAI’s shutdown of Sora removes a direct short-form-video challenger, reinforcing the economics of Meta’s integrated Reels approach (AI+human content inside an existing ad engine) and lowering competitive risk to Reels monetization. OpenAI Shutters Sora: A Win for Meta Platforms (MarketBeat)
• Positive Sentiment: Reports of strong ad-revenue growth and partnerships (including a PayPal tie-up noted by some outlets) are renewing confidence that Meta’s core monetization can accelerate alongside AI product upgrades. Ad growth and PayPal partnership boost (247wallst)
• Neutral Sentiment: Early analyst/market positioning remains constructive: high hedge-fund ownership and bullish consensus price targets imply upside expectations, but these are already partly priced into the multiple. Hedge fund ownership and analyst optimism (InsiderMonkey)
• Neutral Sentiment: Coverage of Muse Spark is mixed — outlets note meaningful improvements vs. Meta’s prior models but also weaknesses (e.g., coding performance still trails top rivals), so execution and benchmarks will matter for sustained upside. Muse Spark review and limitations (NYT)
• Negative Sentiment: An analyst downgrade to “Hold” and continuing investor concerns about heavy AI spending, layoff headlines, and legal exposures remain near-term risk factors that could cap gains if execution or margins disappoint. Analyst downgrades Meta to Hold (Yahoo Finance)

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.