Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management bought a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 2nd quarter, Holdings Channel.com reports. The firm bought 8,000 shares of the social networking company’s stock, valued at approximately $4,506,000. Meta Platforms comprises approximately 0.6% of Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management’s holdings, making the stock its 25th largest position.
Other large investors have also recently added to or reduced their stakes in the company. RHL Group LLC acquired a new stake in shares of Meta Platforms in the fourth quarter valued at about $28,000. Advantage Trust Co acquired a new position in Meta Platforms during the 2nd quarter worth approximately $28,000. Strategic Wealth Advisors LLC acquired a new position in Meta Platforms during the 4th quarter worth approximately $29,000. Niles Investment Management LLC purchased a new position in Meta Platforms in the 4th quarter worth approximately $29,000. Finally, Axiom Investment Management LLC acquired a new stake in Meta Platforms in the first quarter valued at approximately $36,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
META has been the subject of several analyst reports. Robert W. Baird decreased their target price on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating for the company in a research note on Thursday, July 30th. Rothschild & Co Redburn lifted their target price on Meta Platforms from $900.00 to $1,000.00 and gave the stock a “buy” rating in a research report on Tuesday, July 21st. Wedbush reiterated a “neutral” rating and issued a $595.00 price target on shares of Meta Platforms in a research note on Tuesday, September 1st. Arete Research set a $735.00 price target on Meta Platforms and gave the company a “buy” rating in a report on Tuesday, June 2nd. Finally, Guggenheim reissued a “buy” rating and issued a $800.00 price target on shares of Meta Platforms in a report on Tuesday, July 28th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $785.22.
Insiders Place Their Bets
In related news, CFO Susan Li sold 9,196 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the completion of the sale, the chief financial officer owned 13,186 shares of the company’s stock, valued at $7,260,343.46. This represents a 41.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the sale, the chief operating officer owned 9,498 shares in the company, valued at approximately $5,708,013.06. This trade represents a 26.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 36,227 shares of company stock worth $21,205,509. Corporate insiders own 13.53% of the company’s stock.
Meta Platforms Trading Down 0.5%
Shares of NASDAQ META opened at $613.48 on Wednesday. The stock’s 50 day moving average price is $598.23 and its two-hundred day moving average price is $608.68. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $790.80. The stock has a market capitalization of $1.56 trillion, a P/E ratio of 23.11, a PEG ratio of 1.07 and a beta of 1.25. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32.
Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The business had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $7.14 EPS. On average, analysts anticipate that Meta Platforms, Inc. will post 28.17 earnings per share for the current fiscal year.
Key Meta Platforms News
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Meta launched Muse, a personal AI agent that can interact with Facebook, Instagram and third-party applications to perform tasks such as sending emails, booking travel, shopping and making payments. The product includes free and paid subscription tiers, offering a potential new revenue stream beyond digital advertising. Meta launches AI agent that can access other apps to send emails, make payments
- Positive Sentiment: The rollout follows the release of Muse Spark 1.3, a model aimed at coding and extended agentic tasks. Investors viewed the development as evidence that Meta’s substantial AI investment could eventually generate financial returns; Bank of America reportedly continues to see meaningful upside in the stock. Meta stock jumps 4% after Muse Spark 1.3: why BofA still sees 32% upside
- Positive Sentiment: Meta and Panmnesia proposed a data-center architecture designed to connect computing resources more tightly for extremely large AI models. The initiative supports Meta’s strategy of building extensive AI infrastructure and could improve long-term computing efficiency. One Chip, One Datacenter: Meta and Panmnesia Extend Tight Coupling Beyond the Rack with CXL
- Neutral Sentiment: Analysts and investors remain divided over Meta’s large AI infrastructure spending, reportedly including a potential $130 billion capital-expenditure commitment. Strong advertising growth and user monetization support the investment case, but the scale of spending raises execution and return-on-investment concerns. Wall Street Keeps Asking How Much Meta Will Spend
- Negative Sentiment: Muse increases Meta’s exposure to privacy, security and consumer-trust concerns because it can access sensitive information and act across other applications. Reports noted internal concerns about potential misuse or mishandling of personal data, which could increase regulatory and reputational risks. Meta pushes into personal AI agents as company faces public reckoning over privacy and safety
- Negative Sentiment: Meta faces continuing legal pressure, including a reported lawsuit alleging facial-recognition data was used to train smart-glasses systems. Separately, the company’s chief accounting officer sold 3,240 shares under a pre-arranged Rule 10b5-1 plan; the planned nature of the sale reduces its significance, but insider selling may weigh modestly on sentiment.
Meta Platforms Profile
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
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