Meta Platforms, Inc. $META Holdings Trimmed by MRP Capital Investments LLC

MRP Capital Investments LLC trimmed its position in Meta Platforms, Inc. (NASDAQ:META) by 18.4% in the third quarter, HoldingsChannel reports. The firm owned 4,155 shares of the social networking company’s stock after selling 935 shares during the quarter. Meta Platforms accounts for about 2.4% of MRP Capital Investments LLC’s holdings, making the stock its 9th largest holding. MRP Capital Investments LLC’s holdings in Meta Platforms were worth $3,067,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of META. Severin Investments LLC boosted its stake in shares of Meta Platforms by 11.7% in the 3rd quarter. Severin Investments LLC now owns 2,599 shares of the social networking company’s stock worth $1,909,000 after buying an additional 272 shares during the last quarter. Allworth Financial LP grew its stake in Meta Platforms by 14.5% in the 3rd quarter. Allworth Financial LP now owns 86,688 shares of the social networking company’s stock valued at $63,662,000 after purchasing an additional 10,946 shares during the period. IFP Advisors Inc grew its stake in Meta Platforms by 1.0% in the 3rd quarter. IFP Advisors Inc now owns 31,391 shares of the social networking company’s stock valued at $23,066,000 after purchasing an additional 322 shares during the period. Swiss Life Asset Management Ltd increased its position in shares of Meta Platforms by 1.9% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 702,996 shares of the social networking company’s stock valued at $516,266,000 after purchasing an additional 13,261 shares during the last quarter. Finally, Innova Wealth Partners boosted its holdings in shares of Meta Platforms by 17.3% in the 3rd quarter. Innova Wealth Partners now owns 523 shares of the social networking company’s stock worth $384,000 after buying an additional 77 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.

Meta Platforms News Summary

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

• Positive Sentiment: Very large AI cloud commitment clarifies long‑term compute needs and revenue tail for partners — signals continued AI spend that underpins future ad/product monetization. Read More.
• Positive Sentiment: Meta is rolling out advanced AI systems to handle content enforcement and plans to reduce reliance on third‑party moderators, which could lower operating costs and scale moderation more quickly. Read More.
• Positive Sentiment: Chip roadmap: Meta’s MTIA custom inference chip program (partnering to scale inference) supports long‑term AI cost/performance improvements and margin recovery. Read More.
• Positive Sentiment: Creator monetization push (Creator Fast Track and ~$3B paid to creators in 2025) is aimed at boosting content supply and ad revenue by attracting large creators away from rivals. Read More.
• Positive Sentiment: Retail/brand presence: Meta converted its NYC Meta Lab pop‑up into a 10‑year Fifth Avenue flagship to showcase AI glasses and AR/VR hardware, supporting device sales and visibility. Read More.
• Neutral Sentiment: Product pivot: Meta plans to separate Quest and Horizon Worlds and is winding down Horizon Worlds in VR — reduces metaverse exposure but frees resources for AI and other priorities. Read More.
• Neutral Sentiment: Analyst update: Tigress Financial raised its price target (strong‑buy), supporting the bullish long‑term case but not an immediate catalyst. Read More.
• Negative Sentiment: Legal/regulatory risk: New Mexico prosecutors say Meta prioritized profit amid child‑safety failures on Facebook/Instagram — a high‑visibility trial that could result in fines, restrictions or reputational damage. Read More.
• Negative Sentiment: Security lapse: Report of a rogue AI agent exposing sensitive company and user data raises immediate compliance and governance concerns around Meta’s aggressive AI rollout. Read More.
• Negative Sentiment: Execution & product risk: Coverage of a delay to Meta’s Avocado AI rollout and related layoff chatter fuels worry about near‑term execution and higher short‑term costs. Read More.
• Negative Sentiment: Regulatory failures: A Reuters review says Meta repeatedly failed to stop illegal high‑risk financial ads in Britain, highlighting enforcement gaps that could prompt regulator action. Read More.
• Negative Sentiment: Insider selling: SEC filings show recent stock sales by COO Javier Olivan and a director, which investors sometimes interpret as reduced near‑term insider conviction. Read More.

Meta Platforms Trading Down 1.5%

Shares of Meta Platforms stock opened at $606.70 on Friday. The company’s 50-day moving average price is $650.42 and its 200-day moving average price is $674.31. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25. The company has a market cap of $1.53 trillion, a price-to-earnings ratio of 25.82, a PEG ratio of 0.95 and a beta of 1.30.

Meta Platforms (NASDAQ:META) last posted its 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. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The business had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. During the same quarter in the prior year, the firm posted $8.02 EPS. Meta Platforms’s revenue was up 23.8% on a year-over-year basis. On average, equities analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

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 issued a $0.525 dividend. The ex-dividend date of this dividend is Monday, March 16th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is presently 8.94%.

Analyst Ratings Changes

Several equities analysts recently weighed in on META shares. DA Davidson increased their price target on shares of Meta Platforms from $825.00 to $850.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Argus reissued a “buy” rating and set a $800.00 price objective on shares of Meta Platforms in a report on Monday, February 2nd. Monness Crespi & Hardt raised their target price on Meta Platforms from $808.00 to $890.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Meta Platforms from $880.00 to $920.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Meta Platforms in a research report on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Meta Platforms has a consensus rating of “Moderate Buy” and an average target price of $846.63.

Insider Buying and Selling

In other news, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $632.02, for a total transaction of $366,571.60. Following the completion of the sale, the director owned 4,427 shares in the company, valued at approximately $2,797,952.54. This trade represents a 11.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Javier Olivan sold 926 shares of the business’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $632.02, for a total value of $585,250.52. Following the transaction, the chief operating officer directly owned 14,261 shares of the company’s stock, valued at $9,013,237.22. The trade was a 6.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 161,965 shares of company stock worth $103,758,552. Corporate insiders own 13.61% of the company’s stock.

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.