S.E.E.D. Planning Group LLC Purchases 1,174 Shares of Meta Platforms, Inc. $META

S.E.E.D. Planning Group LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 6.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,093 shares of the social networking company’s stock after buying an additional 1,174 shares during the period. Meta Platforms accounts for about 3.6% of S.E.E.D. Planning Group LLC’s portfolio, making the stock its 9th largest holding. S.E.E.D. Planning Group LLC’s holdings in Meta Platforms were worth $12,603,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares in the last quarter. State Street Corp raised its stake in Meta Platforms by 1.9% in the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Capital World Investors lifted its holdings in Meta Platforms by 0.7% in the 3rd quarter. Capital World Investors now owns 39,247,690 shares of the social networking company’s stock valued at $28,823,375,000 after purchasing an additional 278,180 shares in the last quarter. Norges Bank purchased a new position in Meta Platforms in the 2nd quarter valued at $23,155,393,000. Finally, Invesco Ltd. boosted its stake in Meta Platforms by 0.8% during the 3rd quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company’s stock worth $12,597,374,000 after purchasing an additional 142,229 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insiders Place Their Bets

In other news, COO Javier Olivan sold 2,461 shares of the company’s stock in a transaction that occurred on Sunday, February 15th. The shares were sold at an average price of $639.77, for a total value of $1,574,473.97. Following the transaction, the chief operating officer directly owned 12,108 shares in the company, valued at approximately $7,746,335.16. This represents a 16.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of the 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 transaction, the chief technology officer directly owned 2,841 shares of the company’s stock, valued at $1,793,352.84. The trade was a 74.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 162,484 shares of company stock valued at $104,015,906 over the last 90 days. 13.61% of the stock is owned by company insiders.

More Meta Platforms News

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

• Positive Sentiment: Large AI infrastructure commitment — Meta told investors it will boost spending on a West Texas AI data center to about $10 billion, signaling continued investment in model training capacity and long-term AI revenue opportunities. Meta boosts investment in West Texas AI data center by over sixfold to $10 billion
• Positive Sentiment: Strategic silicon partnership — Meta is the lead partner / launch customer for Arm’s new AGI CPU, which could lower Meta’s long‑run costs for AI inference/training and validate its data‑center strategy. This reduces execution risk on large compute builds. Arm launches first own-brand chip with Meta as launch customer
• Positive Sentiment: Analyst view improving — Erste Group modestly raised FY2027 EPS estimates for Meta, showing some sell‑side confidence in profit power despite near‑term noise. Erste Group raises FY2027 EPS estimate for META
• Neutral Sentiment: Cost moves and workforce cuts — Meta has cut several hundred roles and reports of broader restructuring persist; layoffs can boost near‑term margins but also signal stress amid massive CapEx. Meta Lays Off 700 Employees, While Rewarding Top Executives
• Neutral Sentiment: Executive retention program — Meta awarded performance‑tied stock units/options to senior leaders to retain talent for its AI push; upside‑only payoff if aggressive targets are met (long‑term positive if execution succeeds). Meta grants senior executives stock awards to retain talent
• Neutral Sentiment: Unusual options activity — A surge in call buying suggests some traders are speculating on a rebound, increasing intraday volume and volatility (short‑term noise).
• Negative Sentiment: Landmark legal losses — Back‑to‑back jury verdicts (including a Los Angeles negligent‑design verdict and a New Mexico penalty) found Meta liable for harms to minors; investors fear follow‑on suits, regulatory changes and larger fines or restrictions that could materially affect business models and costs. Meta shares slip after US jury verdicts raise concerns of new legal exposure
• Negative Sentiment: Huge AI CapEx and free‑cash‑flow risk — Market commentary highlights an aggressive 2026 CapEx plan (reported ranges well above prior years), which could compress free cash flow and make the stock more sensitive to execution and legal shocks. That combination is a primary driver of the selloff. Meta Reportedly Plans 20% Layoff: A Sign of Weakness or Strength?

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Roth Mkm reduced their target price on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research report on Monday, January 26th. Robert W. Baird raised their price target on shares of Meta Platforms from $815.00 to $830.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. DA Davidson boosted their price target on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Needham & Company LLC reaffirmed a “hold” rating on shares of Meta Platforms in a research note on Thursday, January 29th. Finally, Raymond James Financial cut their price objective on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a report on Monday, January 26th. Four research 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. Based on data from MarketBeat.com, Meta Platforms presently has a consensus rating of “Moderate Buy” and a consensus price target of $846.63.

Meta Platforms Price Performance

NASDAQ:META opened at $547.25 on Friday. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25. The stock’s fifty day moving average is $645.82 and its two-hundred day moving average is $668.89. The company has a market capitalization of $1.38 trillion, a P/E ratio of 23.29, a P/E/G ratio of 0.92 and a beta of 1.30. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27.

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

Meta Platforms Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Monday, March 16th were paid a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

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.