Myriad Asset Management US LP Buys New Shares in Meta Platforms, Inc. $META

Myriad Asset Management US LP bought a new position in shares of Meta Platforms, Inc. (NASDAQ:META) in the third quarter, Holdings Channel reports. The fund bought 6,138 shares of the social networking company’s stock, valued at approximately $4,508,000. Meta Platforms makes up approximately 2.5% of Myriad Asset Management US LP’s investment portfolio, making the stock its 9th biggest holding.

Several other institutional investors also recently modified their holdings of META. Brighton Jones LLC lifted its holdings in shares of Meta Platforms by 1.7% during the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock valued at $20,230,000 after purchasing an additional 570 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Meta Platforms by 10.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after purchasing an additional 875 shares in the last quarter. Headwater Capital Co Ltd raised its holdings in Meta Platforms by 294.7% during the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after buying an additional 112,000 shares during the period. Guyasuta Investment Advisors Inc. lifted its stake in Meta Platforms by 4.4% during the second quarter. Guyasuta Investment Advisors Inc. now owns 26,871 shares of the social networking company’s stock valued at $19,833,000 after buying an additional 1,122 shares in the last quarter. Finally, Sonora Investment Management Group LLC boosted its holdings in shares of Meta Platforms by 1.5% in the second quarter. Sonora Investment Management Group LLC now owns 42,422 shares of the social networking company’s stock worth $31,312,000 after buying an additional 629 shares during the period. Institutional investors own 79.91% of the company’s stock.

Meta Platforms Stock Down 3.0%

Shares of Meta Platforms stock opened at $716.50 on Friday. The firm has a market cap of $1.81 trillion, a price-to-earnings ratio of 30.49, a P/E/G ratio of 1.46 and a beta of 1.29. The stock has a 50-day simple moving average of $652.06 and a 200-day simple moving average of $696.01. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-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 1.98.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating the consensus estimate of $8.16 by $0.72. The firm had revenue of $59.89 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter last year, the firm earned $8.02 earnings per share. On average, equities research analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were issued a $0.525 dividend. The ex-dividend date was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio is currently 8.94%.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Q4 beat + AI narrative shift: Meta reported stronger‑than‑expected Q4 revenue and EPS and management framed ad strength as early proof that AI investments are improving monetization and engagement — a narrative some analysts now call an AI profit cycle. Meta’s Story Just Flipped — Seeking Alpha
• Positive Sentiment: Strong guidance & analyst upgrades: Q1 revenue guidance topped Street expectations and many firms raised price targets or reiterated buys, supporting the recent rally and giving institutional investors cover to support higher valuations. MarketBeat: Meta Soars After‑Hours
• Neutral Sentiment: Business diversification tests: Meta is piloting premium subscriptions for Instagram/Facebook/WhatsApp and expanding AI features — potential long‑term upside but unclear near‑term revenue impact. CNBC: Premium subscription tests
• Neutral Sentiment: Supply deals validate buildout but signal capital intensity: large supplier agreements (e.g., with Corning) back the AI data‑center plan while confirming heavy multi‑year spending. CNBC: Corning deal
• Negative Sentiment: Massive 2026 CapEx: Management guided to $115B–$135B of capex for 2026 — far above prior levels — raising near‑term cash intensity and margin dilution concerns despite management saying operating income should hold. Reuters: CapEx rise
• Negative Sentiment: Reality Labs drag: XR/Reality Labs continues to burn cash (multi‑billion losses), creating an ongoing margin headwind and execution risk for non‑ad businesses. TechCrunch: $19B VR burn
• Negative Sentiment: Regulatory & reputational headlines: A New Mexico trial alleging platforms exposed minors to exploitation and reports about content‑blocking controversies add legal and reputational risk that can pressure multiple‑quarter sentiment. Reuters: New Mexico trial
• Negative Sentiment: Near‑term profit‑taking & headline noise: high short‑term expectations after the rally, occasional pundit criticism (e.g., Jim Cramer) and small insider sales add to volatility and can push the stock down after its run. 247WallSt: Jim Cramer critique

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on META shares. BNP Paribas Exane started coverage on shares of Meta Platforms in a report on Monday, November 24th. They set an “outperform” rating and a $800.00 price target on the stock. Wolfe Research reiterated an “outperform” rating and set a $850.00 price objective (up from $800.00) on shares of Meta Platforms in a research report on Thursday. Wedbush increased their target price on Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday. Bank of America lifted their price target on Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a report on Thursday. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Meta Platforms in a research report on Monday, December 29th. Five investment analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $847.98.

Insider Buying and Selling

In other Meta Platforms news, COO Javier Olivan sold 517 shares of the firm’s stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $665.00, for a total transaction of $343,805.00. Following the transaction, the chief operating officer directly owned 10,132 shares in the company, valued at $6,737,780. This trade represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Jennifer Newstead sold 519 shares of the company’s stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total value of $341,860.11. Following the sale, the insider owned 28,658 shares of the company’s stock, valued at approximately $18,876,738.02. This trade represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 40,113 shares of company stock worth $24,621,042. Corporate insiders own 13.61% of the company’s stock.

About Meta Platforms

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.