Ninety One UK Ltd Sells 56,757 Shares of Meta Platforms, Inc. $META

Ninety One UK Ltd cut its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 40.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 84,732 shares of the social networking company’s stock after selling 56,757 shares during the period. Ninety One UK Ltd’s holdings in Meta Platforms were worth $62,225,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of META. McElhenny Sheffield Capital Management LLC purchased a new stake in Meta Platforms in the third quarter worth about $460,000. Romano Brothers AND Company increased its holdings in Meta Platforms by 7.0% in the 3rd quarter. Romano Brothers AND Company now owns 4,044 shares of the social networking company’s stock worth $2,970,000 after acquiring an additional 265 shares in the last quarter. Farrell Financial LLC purchased a new stake in Meta Platforms in the 3rd quarter worth approximately $211,000. Hofer & Associates. Inc raised its stake in Meta Platforms by 16.8% during the 3rd quarter. Hofer & Associates. Inc now owns 899 shares of the social networking company’s stock worth $660,000 after acquiring an additional 129 shares during the period. Finally, Strait & Sound Wealth Management LLC lifted its holdings in Meta Platforms by 5.3% during the third quarter. Strait & Sound Wealth Management LLC now owns 5,829 shares of the social networking company’s stock valued at $4,280,000 after purchasing an additional 291 shares in 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: Strong consumer demand for Ray‑Ban Display smartglasses signals product-market fit and brand momentum — waitlists now extend into 2026, implying sustained interest and upside for future monetization. Meta says it can’t make its Ray-Ban Displays fast enough — and it’s hitting pause on a wider rollout
• Positive Sentiment: Meta showcased new augmented‑reality features for the Ray‑Ban Display at CES 2026, reinforcing its hardware/AR roadmap and potential for future ecosystem-driven revenue. Meta Hits Pause on a Key Plan for Ray-Ban Display Glasses
• Positive Sentiment: Meta appointed C.J. Mahoney (ex‑Microsoft and former U.S. government official) as chief legal officer — a hire that could strengthen regulatory, litigation and M&A execution at a critical time. Meta hires Microsoft exec, former Trump deputy as chief legal officer
• Positive Sentiment: Analysts and commentators are highlighting a cheaper entry point after a recent pullback — forward P/E compression (~21.5x) vs. solid revenue and margin trends, plus AI integration and the pending Manus acquisition cited as drivers of engagement and monetization. Meta: Recent Pullback Is Your New Year’s Gift
• Neutral Sentiment: Meta is pausing the planned early‑2026 launches in France, Italy, Canada and the U.K. to prioritize U.S. demand; this delays international revenue but preserves inventory for the largest initial market. Meta pauses international expansion of its Ray-Ban Display glasses
• Negative Sentiment: Limited inventory and supply constraints could cap near‑term sales and slow global adoption, introducing execution risk for hardware revenue and potentially pushing out expected contribution from the product in 2026. Meta delays global rollout of Ray-Ban Display glasses on strong US demand, supply squeeze

Insiders Place Their Bets

In other news, CTO Andrew Bosworth sold 11,690 shares of the business’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $593.31, for a total value of $6,935,793.90. Following the sale, the chief technology officer directly owned 2,415 shares in the company, valued at $1,432,843.65. The trade was a 82.88% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Robert M. Kimmitt sold 600 shares of the stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $609.35, for a total transaction of $365,610.00. Following the completion of the transaction, the director directly owned 7,347 shares of the company’s stock, valued at approximately $4,476,894.45. The trade was a 7.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 41,038 shares of company stock worth $25,533,240. Insiders own 13.61% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on META. TD Cowen decreased their price objective on shares of Meta Platforms from $875.00 to $810.00 and set a “buy” rating on the stock in a research report on Thursday, October 30th. UBS Group raised their price target on Meta Platforms from $900.00 to $915.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Canaccord Genuity Group restated a “buy” rating and issued a $900.00 price objective on shares of Meta Platforms in a research report on Thursday, October 30th. Citizens Jmp reiterated an “outperform” rating and set a $900.00 target price (up previously from $750.00) on shares of Meta Platforms in a research report on Monday, November 24th. Finally, Monness Crespi & Hardt decreased their target price on Meta Platforms from $860.00 to $808.00 and set a “buy” rating on the stock in a research note on Thursday, October 30th. Four analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $822.22.

Meta Platforms Price Performance

NASDAQ:META opened at $660.62 on Wednesday. The business’s 50-day moving average is $643.64 and its 200 day moving average is $704.73. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The company has a market capitalization of $1.67 trillion, a P/E ratio of 29.18, a P/E/G ratio of 1.30 and a beta of 1.29. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 0.15.

Meta Platforms (NASDAQ:META) last released its quarterly earnings data on Wednesday, October 29th. The social networking company reported $7.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.74 by $0.51. The business had revenue of $51.24 billion for the quarter, compared to the consensus estimate of $49.34 billion. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.The company’s revenue was up 26.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $6.03 EPS. On average, equities research analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were given a dividend of $0.525 per share. The ex-dividend date was Monday, December 15th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is 9.28%.

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.