Livforsakringsbolaget Skandia Omsesidigt Raises Stock Holdings in Meta Platforms, Inc. $META

Livforsakringsbolaget Skandia Omsesidigt boosted its stake in Meta Platforms, Inc. (NASDAQ:META) by 709.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 130,010 shares of the social networking company’s stock after purchasing an additional 113,958 shares during the quarter. Meta Platforms comprises 3.9% of Livforsakringsbolaget Skandia Omsesidigt’s investment portfolio, making the stock its 5th biggest position. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Meta Platforms were worth $95,433,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank acquired a new position in shares of Meta Platforms in the 2nd quarter valued at approximately $23,155,393,000. Laurel Wealth Advisors LLC boosted its position in shares of Meta Platforms by 73,443.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock worth $6,212,506,000 after acquiring an additional 8,405,558 shares in the last quarter. State Street Corp boosted its position in shares of Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after acquiring an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. increased its stake in Meta Platforms by 0.8% in the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock valued at $142,149,566,000 after acquiring an additional 1,532,568 shares during the last quarter. Finally, Concentrum Wealth Management increased its stake in Meta Platforms by 948.7% in the third quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company’s stock valued at $913,000 after acquiring an additional 1,124,998 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Global user engagement is rising — Meta reported ~17% higher total time spent year‑over‑year across its platforms, which supports ad monetization and long‑term revenue growth. InsiderMonkey: User Engagement
• Positive Sentiment: Meta unveiled four MTIA custom AI chips and explicitly confirmed the Broadcom (AVGO) partnership — a move that helps scale inference workloads efficiently and could improve unit economics as GenAI inference rolls out. Meta AI blog: MTIA chips
• Neutral Sentiment: Analysts and buy‑the‑dip voices remain mixed but constructive — several pieces argue fundamentals (mid‑20% revenue growth last year, high margins) justify buying on weakness; JPMorgan reiterated an Overweight with a high target. Fool: Buy on pullback Finbold: JPMorgan target
• Neutral Sentiment: Smaller partner news (MONAT integration) expands social‑commerce use cases but is unlikely to move Meta’s top‑line materially in the near term. GlobeNewswire: MONAT integration
• Negative Sentiment: Huge AI infrastructure commitments — public reports show Meta has signed supply agreements (up to ~$27B with Nebius and large third‑party commitments) and is planning very large AI‑related CapEx — raising near‑term cash and margin pressure perceptions. CNBC: $27B Nebius deal
• Negative Sentiment: Layoff reports and related uncertainty — multiple outlets cite that Meta is considering cuts up to ~20% of staff to offset AI costs; that spurs short‑term volatility even if intended to improve long‑term efficiency. Reuters: Layoff report CNET: Workforce/AI spending
• Negative Sentiment: Regulatory and execution risks — reports of delays in Meta’s latest AI model and heightened scrutiny (e.g., China probing the Manus acquisition) increase downside risk and geopolitical/regulatory uncertainty. NYTimes: China scrutiny Fool: AI model delay

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Pivotal Research cut their target price on Meta Platforms from $930.00 to $910.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. 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 research note on Thursday, January 29th. JPMorgan Chase & Co. boosted their price target on Meta Platforms from $800.00 to $825.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Robert W. Baird raised their price objective on Meta Platforms from $815.00 to $830.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Morgan Stanley lifted their target price on Meta Platforms from $750.00 to $825.00 and gave the company an “overweight” rating in a research 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 company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $844.44.

Insider Activity

In related news, COO Javier Olivan sold 926 shares of the firm’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $634.94, for a total value of $587,954.44. Following the completion of the transaction, the chief operating officer owned 15,187 shares in the company, valued at $9,642,833.78. This trade represents a 5.75% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the sale, the chief technology officer owned 2,841 shares in the company, valued at approximately $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 159,830 shares of company stock valued at $102,409,190. 13.61% of the stock is currently owned by corporate insiders.

Meta Platforms Stock Down 0.8%

Shares of NASDAQ:META opened at $622.66 on Wednesday. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The company has a market capitalization of $1.58 trillion, a PE ratio of 26.50, a price-to-earnings-growth ratio of 0.97 and a beta of 1.30. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. The company has a fifty day moving average of $651.86 and a 200-day moving average of $675.20.

Meta Platforms (NASDAQ:META) last released 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 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%.Meta Platforms’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter last year, the business posted $8.02 EPS. On average, equities analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

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 paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is presently 8.94%.

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.