Meta Platforms, Inc. $META Shares Sold by Kemnay Advisory Services Inc.

Kemnay Advisory Services Inc. lowered its position in Meta Platforms, Inc. (NASDAQ:META) by 9.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,550 shares of the social networking company’s stock after selling 2,334 shares during the quarter. Meta Platforms makes up approximately 2.4% of Kemnay Advisory Services Inc.’s portfolio, making the stock its 14th biggest position. Kemnay Advisory Services Inc.’s holdings in Meta Platforms were worth $15,826,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the company. Brighton Jones LLC raised its position in Meta Platforms by 1.7% in the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock valued at $20,230,000 after purchasing an additional 570 shares during the last quarter. Revolve Wealth Partners LLC grew its position in Meta Platforms by 10.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after purchasing an additional 875 shares during the last quarter. Headwater Capital Co Ltd grew its position in Meta Platforms by 294.7% during the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after purchasing an additional 112,000 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. acquired a new position in Meta Platforms in the second quarter valued at $213,000. Finally, Capital & Planning LLC purchased a new stake in shares of Meta Platforms in the second quarter valued at about $322,000. 79.91% of the stock is owned by institutional investors and hedge funds.

Meta Platforms Stock Performance

META opened at $654.86 on Thursday. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The stock has a market cap of $1.66 trillion, a P/E ratio of 27.87, a P/E/G ratio of 1.01 and a beta of 1.30. The stock’s 50 day simple moving average is $654.42 and its 200 day simple moving average is $679.16. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60.

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

Meta Platforms Dividend Announcement

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

Insider Buying and Selling

In related news, COO Javier Olivan sold 926 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $634.94, for a total value of $587,954.44. Following the sale, the chief operating officer directly owned 15,187 shares of the company’s stock, valued at approximately $9,642,833.78. This represents a 5.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Susan J. Li sold 56,571 shares of the firm’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The SEC filing for this sale provides additional information. Insiders have sold 161,446 shares of company stock worth $103,451,688 in the last three months. Corporate insiders own 13.61% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Stifel Nicolaus increased their target price on shares of Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Monness Crespi & Hardt upped their price objective on Meta Platforms from $808.00 to $890.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft increased their price objective on Meta Platforms from $880.00 to $920.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Barclays reiterated an “overweight” rating and issued a $800.00 target price (up from $770.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Finally, BMO Capital Markets boosted their target price on Meta Platforms from $710.00 to $730.00 and gave the company a “market perform” rating in a report on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $844.44.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Rolled out a roadmap of four new in‑house AI chips to expand data‑center capacity and cut dependence on third‑party hardware — a move that should lower long‑term costs and support Meta’s AI scale and margins. Meta unveils plans for batch of in-house AI chips
• Positive Sentiment: Acquired Moltbook, a viral social network for AI agents, and brought its founders into Meta’s Superintelligence Labs — an inexpensive talent & capability win that reinforces Meta’s AI roadmap and content‑generation/testing capabilities. Meta acquires AI agent social network Moltbook
• Positive Sentiment: Launched AI‑powered anti‑scam tools across WhatsApp, Facebook and Messenger — a user‑safety boost that can protect engagement and advertiser confidence on its platforms. Meta rolls out new scam detection tools to Facebook, WhatsApp, and Messenger
• Neutral Sentiment: Street commentary (Evercore/Barron’s) suggests internet names including META may be oversold after AI worries and geopolitical risk — a catalyst that could attract value buyers but depends on macro sentiment. Amazon, Uber, and Other Internet Stocks Look Too Cheap After AI and Iran Worries
• Negative Sentiment: Insider selling: COO Javier Olivan sold multiple blocks of shares (hundreds of shares reported), trimming his position — a near‑term negative signal that can weigh on sentiment even if routine. SEC filing: Javier Olivan sales
• Negative Sentiment: Announced a 2–5% “location fee” for advertisers to cover some European digital taxes — could pressure ad rates/advertiser spend in affected markets and be a small drag on revenue growth. Meta to charge advertisers a fee to offset Europe’s digital taxes
• Negative Sentiment: Dutch appeals court upheld a ruling forcing Meta to offer chronological feeds in the Netherlands — a regulatory loss that could affect engagement/personalization and set precedents for further restrictions. Dutch court upholds ruling forcing Meta to offer chronological feeds

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.