PFA Pension Forsikringsaktieselskab Makes New $813.99 Million Investment in Meta Platforms, Inc. $META

PFA Pension Forsikringsaktieselskab purchased a new position in shares of Meta Platforms, Inc. (NASDAQ:META) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 1,222,304 shares of the social networking company’s stock, valued at approximately $813,994,000. Meta Platforms makes up about 2.3% of PFA Pension Forsikringsaktieselskab’s holdings, making the stock its 8th biggest position.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in shares of Meta Platforms by 3.8% in the 4th quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock valued at $132,015,115,000 after purchasing an additional 7,269,279 shares during the period. State Street Corp raised its holdings in shares of 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 period. Capital World Investors raised its holdings in shares of 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 during the period. Invesco Ltd. raised its holdings in shares of Meta Platforms by 0.8% in the 3rd quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company’s stock valued at $12,597,374,000 after purchasing an additional 142,229 shares during the period. Finally, Legal & General Group Plc raised its holdings in shares of Meta Platforms by 4.1% in the 3rd quarter. Legal & General Group Plc now owns 14,332,168 shares of the social networking company’s stock valued at $10,525,258,000 after purchasing an additional 558,792 shares during the period. 79.91% of the stock is owned by institutional investors.

Insider Activity at Meta Platforms

In other news, COO Javier Olivan sold 2,778 shares of the firm’s stock in a transaction on Monday, April 13th. The shares were sold at an average price of $629.45, for a total transaction of $1,748,612.10. Following the completion of the transaction, the chief operating officer owned 10,557 shares of the company’s stock, valued at approximately $6,645,103.65. This trade represents a 20.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 8,089 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were 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 167,676 shares of company stock valued at $107,299,848 in the last quarter. Insiders own 13.61% of the company’s stock.

Meta Platforms Price Performance

Shares of NASDAQ:META opened at $603.00 on Wednesday. The company has a market cap of $1.53 trillion, a price-to-earnings ratio of 21.92, a PEG ratio of 1.05 and a beta of 1.25. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.35 and a quick ratio of 2.35. The firm has a 50 day simple moving average of $624.72 and a 200 day simple moving average of $642.58. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $796.25.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, beating the consensus estimate of $6.67 by $3.77. The business had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The firm’s revenue was up 33.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.43 EPS. Research analysts predict that Meta Platforms, Inc. will post 29.65 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

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

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: One bullish analysis argues Meta is attractively priced for a recession scenario, citing 33% year-over-year revenue growth, strong operating margins, and the potential for long-term margin expansion as AI investments drive efficiency. Why Meta Is My Top Pick: Priced For A Recession With Massive Upside
• Positive Sentiment: Meta is testing deeper AI integration in Threads, which could improve engagement and strengthen its product ecosystem over time. Threads tests a Meta AI integration that works similarly to Grok
• Positive Sentiment: Meta offered rival AI chatbots temporary free access to WhatsApp as part of talks with EU antitrust regulators, suggesting the company is actively trying to reduce regulatory friction in Europe. Meta offers rival AI chatbots free access to WhatsApp month
• Neutral Sentiment: Several articles discuss Meta’s role in the broader attention economy and compare its platform model with earlier media strategies, but these are not immediate stock catalysts. Ted Turner built the original infinite scroll
• Negative Sentiment: Santa Clara County filed a lawsuit accusing Meta of profiting from scam ads on Facebook and Instagram, adding to concerns about ad quality, moderation, and legal exposure. California county sues Meta over scam ads
• Negative Sentiment: Meta also lost a court fight in Europe over compensation for Italian publishers, reinforcing ongoing regulatory and content-rights risks. Meta loses court fight over compensation to Italian publishers
• Negative Sentiment: Fresh reports and lawsuits alleging scam ads targeting seniors, along with investigations into Meta’s board oversight and privacy/AI practices, could keep sentiment under pressure if they broaden. Meta Faces Fresh Controversy Over Facebook Scam Ads

Analyst Upgrades and Downgrades

META has been the topic of a number of research analyst reports. Jefferies Financial Group upped their target price on shares of Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Wall Street Zen raised shares of Meta Platforms from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Barclays increased their target price on shares of Meta Platforms from $800.00 to $830.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Canaccord Genuity Group lifted their price target on shares of Meta Platforms from $900.00 to $930.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Finally, Argus reiterated a “buy” rating and issued a $800.00 price target on shares of Meta Platforms in a research report on Monday, February 2nd. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $840.31.

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.