Fox Run Management L.L.C. Takes $1.79 Million Position in Meta Platforms, Inc. $META

Fox Run Management L.L.C. bought a new position in Meta Platforms, Inc. (NASDAQ:META) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 2,436 shares of the social networking company’s stock, valued at approximately $1,789,000.

Several other large investors have also recently bought and sold shares of META. Westchester Capital Management Inc. purchased a new stake in shares of Meta Platforms in the third quarter worth approximately $26,000. Bare Financial Services Inc acquired a new position in Meta Platforms in the 2nd quarter valued at approximately $30,000. Knuff & Co LLC purchased a new stake in Meta Platforms in the 2nd quarter worth approximately $44,000. Spurstone Advisory Services LLC acquired a new stake in shares of Meta Platforms during the 2nd quarter valued at $59,000. Finally, Evergreen Private Wealth LLC boosted its stake 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 valued at $65,000 after buying an additional 35 shares during the period. 79.91% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction on Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $646.00, for a total transaction of $374,680.00. Following the completion of the sale, the director owned 6,167 shares in the company, valued at $3,983,882. This represents a 8.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 159,372 shares of company stock valued at $102,164,393 in the last three months. 13.61% of the stock is owned by corporate insiders.

Meta Platforms Stock Performance

Shares of META opened at $654.99 on Wednesday. The company has a market capitalization of $1.66 trillion, a PE ratio of 27.87, a price-to-earnings-growth ratio of 1.01 and a beta of 1.30. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25. The company’s fifty day moving average price is $655.47 and its 200 day moving average price is $682.76.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.16 by $0.72. The company had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm’s revenue was up 23.8% compared to the same quarter last year. During the same period last year, the business posted $8.02 earnings per share. As a group, analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The firm 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 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 dividend yield of 0.3%. Meta Platforms’s payout ratio is 8.94%.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on META shares. Pivotal Research dropped their price target on shares of Meta Platforms from $930.00 to $910.00 and set a “buy” rating on the stock in a research note on Thursday, January 29th. Jefferies Financial Group upped their target price on Meta Platforms from $910.00 to $1,000.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. BMO Capital Markets raised their price target on Meta Platforms from $710.00 to $730.00 and gave the stock a “market perform” rating in a research note on Thursday, January 29th. Cantor Fitzgerald reiterated an “overweight” rating and set a $860.00 price target (up from $750.00) on shares of Meta Platforms in a report on Thursday, January 29th. Finally, Evercore increased their price objective on Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $844.44.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Multiyear content-licensing agreement with News Corp provides paid training data and retrieval content for Meta’s AI tools, likely supporting AI product quality and potential revenue/licensing synergies. News Corp licensing deal
• Positive Sentiment: Meta is testing an AI-powered shopping research tool for its chatbot — a direct product push into commerce via AI that could expand monetization channels beyond ads. AI shopping tool test
• Positive Sentiment: Company is creating a new applied AI engineering org (flat structure, high IC:manager ratios) to speed up its superintelligence / Reality Labs AI work — signals continued R&D investment that supports long-term AI roadmap. Applied AI org
• Neutral Sentiment: Analysts and outlets are reassessing Meta’s valuation after a strong multi‑year run; some analyses describe the stock as reasonably priced given scale and profit margins — useful context for investors but not an immediate catalyst. Valuation analysis
• Neutral Sentiment: Marketwide volatility (geopolitical tensions) is weighing on tech names broadly and could pressure META alongside peers; this is a macro headwind rather than company-specific news. Macro risk note
• Negative Sentiment: CFO Susan J. Li sold 56,571 shares (~$36.5M) under a disclosed SEC filing; large insider sales can cause short-term investor concern even if executed via pre-set plans. SEC filing – insider sale
• Negative Sentiment: Facebook experienced outages for thousands of U.S. users (Downdetector reports), a short-term engagement/reputation hit that could transiently pressure ad impressions and sentiment. Outage report
• Negative Sentiment: Reports say Meta scrapped its second‑generation Olympus AI accelerator program, highlighting execution risks in custom silicon and likely increasing dependence on external GPU suppliers (Nvidia/AMD) — strategic cost/partner implications. Chip program pullback

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.