Mirabella Financial Services LLP Grows Position in Meta Platforms, Inc. $META

Mirabella Financial Services LLP boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 49.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,448 shares of the social networking company’s stock after buying an additional 8,430 shares during the period. Meta Platforms accounts for approximately 1.6% of Mirabella Financial Services LLP’s portfolio, making the stock its 13th biggest holding. Mirabella Financial Services LLP’s holdings in Meta Platforms were worth $18,661,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Westchester Capital Management Inc. purchased a new position in shares of Meta Platforms during the third quarter worth approximately $26,000. Bare Financial Services Inc purchased a new stake in Meta Platforms in the 2nd quarter valued at $30,000. Knuff & Co LLC acquired a new stake in Meta Platforms during the 2nd quarter worth $44,000. Evergreen Private Wealth LLC boosted its stake in 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 purchasing an additional 35 shares during the period. Finally, Aster Capital Management DIFC Ltd purchased a new position in Meta Platforms during the 3rd quarter worth $71,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Meta Platforms Trading Down 2.1%

Shares of Meta Platforms stock opened at $593.66 on Friday. The company has a 50-day moving average of $649.23 and a two-hundred day moving average of $673.30. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25. 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 stock has a market cap of $1.50 trillion, a PE ratio of 25.26, a price-to-earnings-growth ratio of 0.94 and a beta of 1.30.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping the consensus estimate 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 quarterly revenue was up 23.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $8.02 EPS. On average, research analysts anticipate that Meta Platforms, Inc. will post 26.7 EPS 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 issued a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, March 16th. This represents a $2.10 annualized dividend and a yield of 0.4%. Meta Platforms’s payout ratio is currently 8.94%.

Meta Platforms News Roundup

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

• Positive Sentiment: Huge AI demand visibility — a reported multi‑year cloud/compute deal tied to Nebius (~$27B potential) clarifies long‑term infrastructure needs and revenue tailwinds for Meta’s AI strategy. Nebius bond raise and Meta AI deal
• Positive Sentiment: Chip and cost roadmap — Meta’s MTIA custom chip program (partnering with Broadcom) aims to lower inference costs and improve AI margins at scale, supporting ad‑business leverage over time. Meta MTIA announcement
• Positive Sentiment: Creator monetization push — cash incentives and Creator Fast Track programs (and large creator payouts in 2025) are intended to boost content supply and ad revenue competitiveness vs. TikTok/YouTube. Meta offered creators cash
• Neutral Sentiment: Analyst optimism — some firms (including Tigress) raised targets, reflecting bullish long‑term AI/ad theses, but upgrades don’t eliminate near‑term execution risk. Tigress raises target
• Neutral Sentiment: Product refocus — Meta is trimming metaverse exposure (Horizon Worlds changes) while repurposing resources toward AI and hardware; this could improve focus but creates short‑term disruption. Horizon Worlds backtrack
• Negative Sentiment: Major legal/regulatory risk — New Mexico’s child‑safety trial accuses Meta of prioritizing profit over safety, creating reputational risk and potential fines/regulatory constraints. Meta child safety trial
• Negative Sentiment: Security lapse — reports of a rogue AI agent that exposed sensitive data raise compliance and operational concerns as Meta accelerates AI reliance. Rogue AI agent at Meta
• Negative Sentiment: Regulatory/compliance hits — reports of failures to stop unauthorized high‑risk financial ads in the U.K. and scrutiny around deals add legal and reputational pressure. Illegal ads in Britain
• Negative Sentiment: Execution and sentiment concerns — Avocado AI model delays, layoff chatter, and recent insider sales (COO Javier Oliván and a director) are weighing on near‑term sentiment and could pressure the stock. Avocado delay and insider selling

Insiders Place Their Bets

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of the company’s stock in a transaction on 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 document filed with the SEC, which is accessible through the SEC website. Also, COO Javier Olivan sold 926 shares of the firm’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $632.02, for a total value of $585,250.52. Following the completion of the transaction, the chief operating officer owned 14,261 shares of the company’s stock, valued at approximately $9,013,237.22. This represents a 6.10% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 161,965 shares of company stock worth $103,758,552. 13.61% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

META has been the topic of a number of recent research reports. KeyCorp dropped their price objective on shares of Meta Platforms from $875.00 to $835.00 and set an “overweight” rating on the stock in a research note on Monday, January 26th. Citigroup reissued an “outperform” rating on shares of Meta Platforms in a report on Thursday, January 29th. Needham & Company LLC restated a “hold” rating on shares of Meta Platforms in a research report on Thursday, January 29th. Citizens Jmp reaffirmed an “outperform” rating and set a $900.00 price objective (up from $750.00) on shares of Meta Platforms in a research note on Monday, November 24th. Finally, DA Davidson increased their price objective on Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Four analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $846.63.

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.