Integrated Investment Consultants LLC Has $3.50 Million Stock Position in Meta Platforms, Inc. $META

Integrated Investment Consultants LLC lowered its stake in Meta Platforms, Inc. (NASDAQ:META) by 22.3% during the third quarter, Holdings Channel reports. The firm owned 4,759 shares of the social networking company’s stock after selling 1,369 shares during the period. Integrated Investment Consultants LLC’s holdings in Meta Platforms were worth $3,495,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Westchester Capital Management Inc. bought a new position in Meta Platforms in the 3rd quarter valued at about $26,000. Bare Financial Services Inc acquired a new position in shares of Meta Platforms in the 2nd quarter valued at approximately $30,000. Knuff & Co LLC bought a new stake in shares of Meta Platforms during the 2nd quarter worth approximately $44,000. Spurstone Advisory Services LLC acquired a new stake in shares of Meta Platforms during the 2nd quarter worth approximately $59,000. Finally, Evergreen Private Wealth LLC boosted its position in shares of Meta Platforms by 64.8% during the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after acquiring an additional 35 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insiders Place Their Bets

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $644.70, for a total value of $36,471,323.70. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, COO Javier Olivan sold 2,461 shares of Meta Platforms stock in a transaction dated Sunday, February 15th. The shares were sold at an average price of $639.77, for a total value of $1,574,473.97. Following the sale, the chief operating officer directly owned 12,108 shares in the company, valued at $7,746,335.16. The trade was a 16.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 159,830 shares of company stock valued at $102,409,190 in the last 90 days. Corporate insiders own 13.61% of the company’s stock.

Meta Platforms Stock Performance

Shares of Meta Platforms stock opened at $622.66 on Wednesday. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. The firm has a market capitalization of $1.58 trillion, a P/E ratio of 26.50, a P/E/G ratio of 0.97 and a beta of 1.30. The company’s 50 day moving average price is $651.86 and its two-hundred day moving average price is $675.20.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results 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 company had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The company’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period in the prior year, the business earned $8.02 earnings per share. On average, equities analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

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

Analyst Ratings Changes

META has been the topic of a number of recent analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of Meta Platforms in a research note on Monday, December 29th. BMO Capital Markets raised 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. Robert W. Baird lifted their price target on Meta Platforms from $815.00 to $830.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Wolfe Research reissued an “outperform” rating and set a $850.00 price target (up from $800.00) on shares of Meta Platforms in a report on Thursday, January 29th. Finally, Raymond James Financial lowered their price target on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a 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. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $844.44.

Key Meta Platforms News

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

• Positive Sentiment: Global user engagement is rising — Meta reported ~17% higher total time spent year‑over‑year across its platforms, which supports ad monetization and long‑term revenue growth. InsiderMonkey: User Engagement
• Positive Sentiment: Meta unveiled four MTIA custom AI chips and explicitly confirmed the Broadcom (AVGO) partnership — a move that helps scale inference workloads efficiently and could improve unit economics as GenAI inference rolls out. Meta AI blog: MTIA chips
• Neutral Sentiment: Analysts and buy‑the‑dip voices remain mixed but constructive — several pieces argue fundamentals (mid‑20% revenue growth last year, high margins) justify buying on weakness; JPMorgan reiterated an Overweight with a high target. Fool: Buy on pullback Finbold: JPMorgan target
• Neutral Sentiment: Smaller partner news (MONAT integration) expands social‑commerce use cases but is unlikely to move Meta’s top‑line materially in the near term. GlobeNewswire: MONAT integration
• Negative Sentiment: Huge AI infrastructure commitments — public reports show Meta has signed supply agreements (up to ~$27B with Nebius and large third‑party commitments) and is planning very large AI‑related CapEx — raising near‑term cash and margin pressure perceptions. CNBC: $27B Nebius deal
• Negative Sentiment: Layoff reports and related uncertainty — multiple outlets cite that Meta is considering cuts up to ~20% of staff to offset AI costs; that spurs short‑term volatility even if intended to improve long‑term efficiency. Reuters: Layoff report CNET: Workforce/AI spending
• Negative Sentiment: Regulatory and execution risks — reports of delays in Meta’s latest AI model and heightened scrutiny (e.g., China probing the Manus acquisition) increase downside risk and geopolitical/regulatory uncertainty. NYTimes: China scrutiny Fool: AI model delay

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.