Guardian Capital LP Has $29.54 Million Position in Meta Platforms, Inc. $META

Guardian Capital LP lifted its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 35.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 40,222 shares of the social networking company’s stock after acquiring an additional 10,620 shares during the period. Guardian Capital LP’s holdings in Meta Platforms were worth $29,538,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in META. Vanguard Group Inc. lifted its stake in Meta Platforms by 0.8% during 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 during the last quarter. State Street Corp boosted its holdings in shares of Meta Platforms by 1.9% in the 2nd 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 in the last quarter. Geode Capital Management LLC increased its stake in shares of Meta Platforms by 1.3% in the 2nd quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock valued at $37,902,948,000 after purchasing an additional 682,768 shares during the last quarter. Norges Bank acquired a new position in shares of Meta Platforms during the 2nd quarter worth $23,155,393,000. Finally, Charles Schwab Investment Management Inc. raised its holdings in shares of Meta Platforms by 1.8% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock worth $10,694,644,000 after buying an additional 262,550 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Key Meta Platforms News

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

• Positive Sentiment: Meta acquired Moltbook, a viral social network built for AI agents, and will bring Moltbook founders into its Superintelligence Labs — a hire-and-build move that strengthens Meta’s AI research and product roadmap, reinforcing the company’s long-term AI leadership case. Article Title
• Positive Sentiment: AMD announced a multiyear mega-deal to supply large-scale AI compute infrastructure to Meta — this supports Meta’s ability to scale AI training and products, and signals capital deployment toward compute that underpins revenue-generating AI services. Article Title
• Positive Sentiment: High-profile investor interest and bullish commentary (e.g., Bill Ackman inclusion and articles naming Meta a leading Magnificent 7 pick) are supporting sentiment and could attract fresh inflows into META shares. Article Title
• Neutral Sentiment: Meta publicly denied reports that CEO Mark Zuckerberg sidelined Chief AI Officer Alexandr Wang, aiming to shore up internal stability and reassure investors about continuity in AI leadership. This reduces short-term governance uncertainty. Article Title
• Neutral Sentiment: Former Meta AI chief Yann LeCun’s startup AMI raised ~$1.03B on a large valuation — a sign of strong investor appetite for alternative AI approaches and a reminder that top AI talent and innovation can show up outside Meta; potential competitive signal but not an immediate revenue threat. Article Title
• Negative Sentiment: Meta will charge advertisers a location fee (2%–5%) to offset digital services taxes in some European countries — this raises the effective cost to advertisers, could pressure ad demand or margins in the region, and is being adopted by other big ad platforms as well. Article Title
• Negative Sentiment: A Dutch appeals court upheld a ruling requiring Meta to offer chronological feeds in the Netherlands, limiting use of profiling-based ranking there — a regulatory/operational constraint that could increase compliance costs and set precedents for other jurisdictions. Article Title

Insider Buying and Selling at Meta Platforms

In other news, CTO Andrew Bosworth sold 8,089 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the transaction, the chief technology officer owned 2,841 shares of the company’s stock, valued at approximately $1,793,352.84. This trade represents a 74.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction on Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 159,891 shares of company stock worth $102,464,356. 13.61% of the stock is currently owned by company insiders.

Analyst Ratings Changes

META has been the topic of several research analyst reports. Truist Financial raised their price objective on Meta Platforms from $875.00 to $900.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Jefferies Financial Group boosted their target price on Meta Platforms from $910.00 to $1,000.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. DA Davidson raised their price target on shares of Meta Platforms from $825.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Robert W. Baird lifted their price target on shares of Meta Platforms from $815.00 to $830.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Arete Research reiterated a “neutral” rating on shares of Meta Platforms in a research report on Thursday, March 5th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $844.44.

Meta Platforms Stock Performance

Shares of META stock opened at $654.07 on Wednesday. The firm has a market capitalization of $1.65 trillion, a price-to-earnings ratio of 27.83, a PEG ratio of 1.00 and a beta of 1.30. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The business’s 50-day moving average price is $654.53 and its 200-day moving average price is $679.33. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25.

Meta Platforms (NASDAQ:META) last released its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.16 by $0.72. The company had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm’s revenue was up 23.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $8.02 earnings per share. Equities research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

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

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.