KTF Investments LLC Acquires Shares of 32,292 Meta Platforms, Inc. $META

KTF Investments LLC acquired a new stake in Meta Platforms, Inc. (NASDAQ:META) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 32,292 shares of the social networking company’s stock, valued at approximately $21,316,000. Meta Platforms comprises approximately 3.5% of KTF Investments LLC’s investment portfolio, making the stock its 9th biggest position.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Citizens National Bank Trust Department lifted its position in Meta Platforms by 6.1% in the fourth quarter. Citizens National Bank Trust Department now owns 7,167 shares of the social networking company’s stock valued at $4,731,000 after purchasing an additional 415 shares during the last quarter. GPM Growth Investors Inc. lifted its position in Meta Platforms by 13.1% in the fourth quarter. GPM Growth Investors Inc. now owns 8,943 shares of the social networking company’s stock valued at $5,903,000 after purchasing an additional 1,035 shares during the last quarter. Vivid Wealth Management LLC lifted its position in Meta Platforms by 10.0% in the fourth quarter. Vivid Wealth Management LLC now owns 4,054 shares of the social networking company’s stock valued at $2,676,000 after purchasing an additional 367 shares during the last quarter. Wealthfront Advisers LLC lifted its position in Meta Platforms by 4.8% in the fourth quarter. Wealthfront Advisers LLC now owns 334,651 shares of the social networking company’s stock valued at $220,900,000 after purchasing an additional 15,220 shares during the last quarter. Finally, Samalin Investment Counsel LLC lifted its position in Meta Platforms by 35.0% in the fourth quarter. Samalin Investment Counsel LLC now owns 5,053 shares of the social networking company’s stock valued at $3,335,000 after purchasing an additional 1,310 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.

Analysts Set New Price Targets

Several analysts have weighed in on META shares. UBS Group lowered their price objective on Meta Platforms from $908.00 to $865.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. TD Cowen decreased their target price on Meta Platforms from $820.00 to $800.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Scotiabank upped their target price on Meta Platforms from $685.00 to $700.00 and gave the company a “sector perform” rating in a report on Thursday, January 29th. Jefferies Financial Group upped their target price on Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, Tigress Financial upped their target price on Meta Platforms from $935.00 to $945.00 and gave the company a “strong-buy” rating in a report on Wednesday, March 18th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $840.31.

Meta Platforms News Summary

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

• Positive Sentiment: Several analysts remain bullish on Meta Platforms, with recent notes from firms like BofA and Erste Group lifting earnings estimates or price targets after strong Q1 results, reinforcing expectations for meaningful upside. Article Title
• Positive Sentiment: Meta’s AI push is drawing attention as the company reportedly works on AI agents and improved models like Muse Spark, which could support new products and future monetization opportunities. Article Title
• Neutral Sentiment: Commentary pieces continue to frame Meta as an important AI and large-cap tech name, but these are mostly opinion-driven and do not add new fundamental information for the stock. Article Title
• Neutral Sentiment: Meta was also mentioned in a deal roundup about acquiring Assured Robot Intelligence, but the report provided little detail, so the market impact is unclear. Article Title
• Negative Sentiment: Reports highlighting employee dissatisfaction and impending layoffs suggest Meta’s AI transformation is creating internal friction, while also reminding investors that the company’s AI ambitions come with higher costs. Article Title
• Negative Sentiment: Investor concern remains centered on Meta’s enormous 2026 capex plan, estimated at $125 billion to $145 billion, which is fueling fears that profitability could come under pressure before AI investments pay off. Article Title

Insider Buying and Selling at Meta Platforms

In related news, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $667.00, for a total value of $386,860.00. Following the sale, the director directly owned 3,847 shares of the company’s stock, valued at $2,565,949. This represents a 13.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 926 shares of the company’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $607.74, for a total value of $562,767.24. Following the completion of the sale, the chief operating officer directly owned 7,779 shares in the company, valued at approximately $4,727,609.46. The trade was a 10.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 168,193 shares of company stock worth $107,642,717. 13.61% of the stock is owned by insiders.

Meta Platforms Price Performance

Shares of Meta Platforms stock opened at $609.63 on Friday. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. The company has a market cap of $1.54 trillion, a PE ratio of 22.16, a P/E/G ratio of 1.07 and a beta of 1.25. The business has a 50 day moving average of $627.67 and a 200 day moving average of $645.30. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $796.25.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The firm’s revenue for the quarter was up 33.1% on a year-over-year basis. During the same period in the prior year, the firm earned $6.43 earnings per share. As a group, equities research analysts forecast that Meta Platforms, Inc. will post 29.68 earnings per share for the current year.

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were paid a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, March 16th. Meta Platforms’s dividend payout ratio is presently 7.63%.

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.