Meta Platforms, Inc. $META Stake Raised by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 13.7% during the third quarter, Holdings Channel.com reports. The firm owned 1,844,944 shares of the social networking company’s stock after acquiring an additional 222,810 shares during the period. Meta Platforms accounts for about 1.5% of Robeco Institutional Asset Management B.V.’s portfolio, making the stock its 8th largest position. Robeco Institutional Asset Management B.V.’s holdings in Meta Platforms were worth $1,337,916,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the business. Corient Private Wealth LP raised its position in shares of Meta Platforms by 723.1% during the 2nd quarter. Corient Private Wealth LP now owns 8,801,764 shares of the social networking company’s stock valued at $4,957,946,000 after buying an additional 7,732,446 shares in the last quarter. Jupiter Topco LLC bought a new position in shares of Meta Platforms in the 2nd quarter valued at about $2,948,486,000. State Street Corp lifted its holdings in shares of Meta Platforms by 4.0% in the 2nd quarter. State Street Corp now owns 92,033,963 shares of the social networking company’s stock valued at $51,841,811,000 after acquiring an additional 3,510,123 shares during the last quarter. Bank of America Corp DE grew its position in Meta Platforms by 14.6% in the first quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock worth $12,036,491,000 after acquiring an additional 2,673,494 shares in the last quarter. Finally, Amundi grew its position in Meta Platforms by 18.1% in the first quarter. Amundi now owns 11,858,972 shares of the social networking company’s stock worth $6,784,873,000 after acquiring an additional 1,815,017 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.

Insider Activity at Meta Platforms

In other Meta Platforms news, CTO Andrew Bosworth sold 7,848 shares of Meta Platforms stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $4,379,184.00. Following the completion of the sale, the chief technology officer directly owned 828 shares of the company’s stock, valued at $462,024. The trade was a 90.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan Li sold 9,196 shares of the firm’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the transaction, the chief financial officer owned 13,186 shares in the company, valued at approximately $7,260,343.46. This represents a 41.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 149,906 shares of company stock worth $102,347,409 over the last three months. Corporate insiders own 13.53% of the company’s stock.

Meta Platforms Trading Down 1.0%

Shares of META opened at $642.62 on Friday. The firm has a market capitalization of $1.64 trillion, a price-to-earnings ratio of 21.91, a PEG ratio of 1.15 and a beta of 1.19. The company has a debt-to-equity ratio of 0.30, a current ratio of 1.90 and a quick ratio of 2.23. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $779.82. The company has a 50-day moving average of $664.40 and a 200 day moving average of $629.72.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings results on Wednesday, October 21st. The social networking company reported $7.40 earnings per share for the quarter, beating the consensus estimate of $6.54 by $0.86. The firm had revenue of $64.60 billion during the quarter, compared to the consensus estimate of $63.34 billion. Meta Platforms had a net margin of 31.15% and a return on equity of 30.73%. The company’s revenue was up 26.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $7.25 earnings per share. On average, research analysts expect that Meta Platforms, Inc. will post 28.86 EPS for the current year.

Meta Platforms Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 28th. Shareholders of record on Monday, September 21st were issued a dividend of $0.5250 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date was Monday, September 21st. Meta Platforms’s dividend payout ratio (DPR) is presently 7.91%.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on META shares. Citigroup upped their price objective on Meta Platforms from $895.00 to $905.00 and gave the company a “buy” rating in a research report on Thursday. Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a research note on Tuesday, July 7th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $800.00 price target (down from $850.00) on shares of Meta Platforms in a report on Thursday, July 30th. HSBC reduced their price target on Meta Platforms from $905.00 to $830.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Finally, Roth Capital decreased their price target on Meta Platforms from $820.00 to $750.00 and set a “buy” rating for the company in a research note on Monday, August 3rd. Three investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $833.12.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Strong Q3 operating performance: Meta reported $64.6 billion in revenue, up 26% year over year, and adjusted earnings of $7.40 per share versus expectations of roughly $6.54. AI-driven recommendations and advertising tools are improving engagement, ad pricing and conversions. META Q3 Earnings Beat Estimates
• Positive Sentiment: Muse adoption supports the AI thesis: Meta’s Muse AI agent has surpassed 10 million downloads, strengthening the case that the company could eventually monetize AI through subscriptions, enterprise services and additional advertising. However, meaningful revenue contribution is expected later, potentially from 2027 onward. Meta Muse Adoption
• Positive Sentiment: Analysts remain broadly constructive: UBS, Citigroup, Mizuho, JPMorgan, Bank of America and other firms raised or reaffirmed bullish ratings and price targets, citing resilient advertising growth and long-term AI potential. Some investors, including commentator Mike Khouw, view the selloff as a buying opportunity. Why Mike Khouw Is Buying Meta
• Neutral Sentiment: New Class C shares and a 2-for-1 split: Meta plans to issue one non-voting Class C share for each Class A and Class B share. The move should improve trading liquidity and give Mark Zuckerberg greater flexibility to sell shares or finance AI investment without surrendering voting control, but it does not by itself create economic value for shareholders. Meta’s New Non-Voting Shares
• Neutral Sentiment: Commercial terms delayed: Meta postponed controversial terms that publishers and advertisers said could authorize broader web scraping, moving implementation to November 20 from October 30. The delay may reduce near-term friction, though the underlying regulatory and customer concerns remain. Meta Delays Commercial Terms
• Negative Sentiment: AI spending is the main pressure: Meta lifted the lower end of its 2026 capital-expenditure forecast to $135 billion, with spending potentially reaching $145 billion. Free cash flow turned negative as infrastructure investment accelerated, while credit-default-swap costs reached records. Investors are questioning when Muse and other AI projects will generate returns. Meta AI Spending and Free Cash Flow
• Negative Sentiment: Legal and regulatory risks remain significant: Meta faces a $25 billion New Mexico privacy judgment, additional lawsuits alleging harm to children and scam advertising, and rising legal costs. The company plans to appeal the New Mexico ruling, but the liabilities add uncertainty and pressure margins. Meta New Mexico Privacy Judgment

Meta Platforms Profile

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company’s principal platforms include Facebook, Instagram, Messenger, WhatsApp, and Threads, which enable users to connect, communicate, share content, and discover products and services.

Meta also operates Reality Labs, its division focused on virtual, augmented, and mixed reality technologies. Reality Labs develops products such as Meta Quest virtual reality headsets and related software and experiences, along with research and hardware intended to support immersive computing.