S Bank Fund Management Ltd Raises Holdings in Meta Platforms, Inc. $META

S Bank Fund Management Ltd boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 111.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,000 shares of the social networking company’s stock after purchasing an additional 29,000 shares during the quarter. Meta Platforms comprises 4.7% of S Bank Fund Management Ltd’s holdings, making the stock its 4th largest holding. S Bank Fund Management Ltd’s holdings in Meta Platforms were worth $36,305,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in META. Westchester Capital Management Inc. bought a new stake in Meta Platforms during the third quarter valued at about $26,000. Key Capital Management INC bought a new stake in Meta Platforms during the fourth quarter valued at about $48,000. Fairway Wealth LLC boosted its position in Meta Platforms by 36.8% during the fourth quarter. Fairway Wealth LLC now owns 78 shares of the social networking company’s stock valued at $51,000 after purchasing an additional 21 shares in the last quarter. Dorato Capital Management bought a new stake in Meta Platforms during the fourth quarter valued at about $62,000. Finally, PMV Capital Advisers LLC boosted its position in Meta Platforms by 26.3% during the fourth 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 in the last quarter. Institutional investors own 79.91% of the company’s stock.

Meta Platforms Stock Down 0.7%

Meta Platforms stock opened at $614.23 on Friday. The firm has a market cap of $1.55 trillion, a price-to-earnings ratio of 22.33, a price-to-earnings-growth ratio of 1.08 and a beta of 1.25. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $796.25. The business’s 50-day moving average price is $622.18 and its 200 day moving average price is $640.72. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, topping the consensus estimate of $6.67 by $3.77. The firm had revenue of $56.31 billion for the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.Meta Platforms’s revenue for the quarter was up 33.1% compared to the same quarter last year. During the same period last year, the company earned $6.43 earnings per share. As a group, sell-side analysts anticipate that Meta Platforms, Inc. will post 29.65 earnings per share for the current year.

Insider Activity

In related news, COO Javier Olivan sold 926 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $604.57, for a total transaction of $559,831.82. Following the sale, the chief operating officer directly owned 6,853 shares of the company’s stock, valued at $4,143,118.21. This trade represents a 11.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $667.00, for a total value of $386,860.00. Following the sale, the director directly owned 3,847 shares in the company, valued at approximately $2,565,949. This trade represents a 13.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 160,352 shares of company stock worth $102,559,436. 13.61% of the stock is owned by corporate insiders.

Key Meta Platforms News

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

• Positive Sentiment: Bill Ackman’s Pershing Square continues to hold Meta alongside other megacap AI leaders, reinforcing the view that META remains a core long-term AI and digital ads name. Microsoft, Meta, Amazon and Google. Is Ackman’s Hedge Fund Just a Mag 7 Play?
• Positive Sentiment: Analysts and market commentary continue to point out that Meta’s latest earnings beat was strong, with faster revenue growth and better-than-expected EPS, which supports the bull case despite recent volatility.
• Neutral Sentiment: Meta is getting attention as one of the most-watched stocks on Zacks, suggesting investors are closely focused on what comes next for AI spending, ad growth, and margins. Meta Platforms, Inc. (META) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Meta is still a key part of the AI trade, but commentary about an AI bubble and crowded megacap positioning is keeping sentiment cautious around the stock. UBS warns AI stocks are overheating as growth expectations collide with history
• Negative Sentiment: Meta’s CFO said 2026 capital expenditures are expected to keep rising, intensifying concerns that heavy AI infrastructure spending could weigh on free cash flow and near-term profitability. Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up
• Negative Sentiment: Meta is facing fresh legal and regulatory pressure, including a New Mexico youth-safety trial, an Italian lawsuit over minors’ social media use, and a California suit tied to AI scam ads and advertising practices. Meta and Google fund US kids’ groups, as critics warn of social media risk
• Negative Sentiment: Some fund managers trimmed META holdings, which may add to near-term caution even though other investors increased exposure. ARK Investment’s Cathie Wood Cuts Meta Platforms Stake Sharply

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Needham & Company LLC reaffirmed a “hold” rating on shares of Meta Platforms in a research report on Thursday, January 29th. JPMorgan Chase & Co. reiterated a “neutral” rating and issued a $725.00 price target (down from $825.00) on shares of Meta Platforms in a research note on Thursday, April 30th. Bank of America decreased their price target on Meta Platforms from $885.00 to $820.00 and set a “buy” rating for the company in a research note on Monday, April 20th. Stifel Nicolaus decreased their price target on Meta Platforms from $805.00 to $780.00 and set a “buy” rating for the company in a research note on Friday, May 1st. Finally, Mizuho decreased their price target on Meta Platforms from $850.00 to $835.00 and set an “outperform” rating for the company in a research note on Tuesday, May 5th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $840.31.

Meta Platforms Company 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.