Savvy Advisors Inc. Acquires 1,300 Shares of Meta Platforms, Inc. $META

Savvy Advisors Inc. boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 7.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,663 shares of the social networking company’s stock after acquiring an additional 1,300 shares during the quarter. Savvy Advisors Inc.’s holdings in Meta Platforms were worth $13,706,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of META. Norges Bank bought a new stake in Meta Platforms during the 2nd quarter valued at about $23,155,393,000. Laurel Wealth Advisors LLC raised its stake in shares of Meta Platforms by 73,443.1% during the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock valued at $6,212,506,000 after acquiring an additional 8,405,558 shares in the last quarter. State Street Corp boosted its holdings in shares of Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the period. Vanguard Group Inc. grew its stake in Meta Platforms by 0.8% in the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares in the last quarter. Finally, Corient Private Wealth LLC increased its holdings in Meta Platforms by 103.5% during the 2nd quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company’s stock worth $1,475,166,000 after purchasing an additional 1,016,667 shares during the period. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Large multiyear chip deal with NVIDIA — Meta agreed to buy millions of NVIDIA GPUs and adopt NVIDIA CPUs, networking and rack-scale designs, securing chip supply and lowering future latency/costs for its AI data centers; this is the primary driver of today’s upside. Nvidia to sell Meta millions of chips in multiyear deal
• Positive Sentiment: Deepened strategic alliance and codesign roadmap — coverage highlights a multigenerational NVIDIA–Meta pact (Rubin/Vera architectures, confidential computing) that supports Meta’s Personal Superintelligence vision and signals durable hardware demand. NVIDIA and Meta Deepen Their AI Alliance—and the Spending Numbers Are Enormous
• Positive Sentiment: Institutional buying and bullish hedge-fund activity — high-profile investors (reports about Bill Ackman and David Tepper) have increased exposure to Meta on its AI growth thesis, adding conviction behind the rally. Billionaire Bill Ackman Is Betting Big on AI David Tepper goes big on Micron, Meta and Alphabet
• Neutral Sentiment: Hardware/product roadmap noise — reports that Meta may debut a smartwatch in 2026 and ongoing XR ecosystem moves (third‑party “Made for Meta” partners) suggest product expansion but limited near-term revenue impact. Meta reboots smartwatch plan, aims debut in 2026
• Negative Sentiment: Insider selling by senior execs — recent filings show substantial share sales by COO Javier Olivan and CFO Susan Li, which can signal portfolio liquidity-taking and add short-term selling pressure. Olivan SEC filing Li SEC filing
• Negative Sentiment: Regulatory and legal overhangs — CEO Mark Zuckerberg is testifying in a high‑profile youth‑addiction trial, Spain is probing AI-generated content on social platforms, and India is discussing age-based curbs; these risks could pressure user growth, ad targeting or incur fines. Zuckerberg faces questioning at youth addiction trial Spain to probe Meta, TikTok, X India discussing age-based restrictions
• Negative Sentiment: Massive CapEx and margin risk — coverage highlights Meta’s elevated 2026 capex plans (reported guidance as high as ~$115–$135B in some writeups), which fuels concern about near‑term margin pressure and capital intensity if AI monetization lags. Marketbeat: NVIDIA and Meta Deepen Their AI Alliance

Meta Platforms Trading Up 0.6%

NASDAQ META opened at $643.22 on Thursday. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25. The company has a 50 day moving average price of $656.60 and a 200 day moving average price of $691.28. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The firm has a market cap of $1.63 trillion, a PE ratio of 27.37, a price-to-earnings-growth ratio of 1.09 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping analysts’ consensus estimates 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 company’s revenue was up 23.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $8.02 earnings per share. As a group, sell-side analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be paid a $0.525 dividend. The ex-dividend date is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is presently 8.94%.

Insider Transactions at Meta Platforms

In related news, CFO Susan J. Li sold 6,418 shares of the business’s stock in a transaction on Sunday, February 15th. The shares were sold at an average price of $639.77, for a total value of $4,106,043.86. Following the completion of the transaction, the chief financial officer directly owned 73,346 shares in the company, valued at $46,924,570.42. The trade was a 8.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO Javier Olivan sold 629 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $639.18, for a total transaction of $402,044.22. Following the sale, the chief operating officer directly owned 2,942 shares in the company, valued at $1,880,467.56. This trade represents a 17.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 20,158 shares of company stock worth $12,992,197 over the last quarter. 13.61% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts have weighed in on META shares. Oppenheimer cut Meta Platforms from an “outperform” rating to a “market perform” rating in a report on Thursday, October 30th. Bank of America upped their price objective on shares of Meta Platforms from $810.00 to $885.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. TD Cowen reissued a “buy” rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Needham & Company LLC restated a “hold” rating on shares of Meta Platforms in a report on Thursday, January 29th. Finally, Raymond James Financial lowered their price target on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a research report on Monday, January 26th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Meta Platforms presently has a consensus rating of “Moderate Buy” and a consensus price target of $844.29.

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.