Kepler Cheuvreux Suisse SA Purchases 6,975 Shares of Meta Platforms, Inc. $META

Kepler Cheuvreux Suisse SA raised its holdings in Meta Platforms, Inc. (NASDAQ:META) by 10.9% in the 1st quarter, Holdings Channel reports. The institutional investor owned 71,084 shares of the social networking company’s stock after acquiring an additional 6,975 shares during the period. Meta Platforms makes up approximately 2.8% of Kepler Cheuvreux Suisse SA’s portfolio, making the stock its 5th biggest position. Kepler Cheuvreux Suisse SA’s holdings in Meta Platforms were worth $40,666,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently bought and sold shares of META. Howe & Rusling Inc. increased its stake in Meta Platforms by 2.6% during the 1st quarter. Howe & Rusling Inc. now owns 41,602 shares of the social networking company’s stock worth $23,802,000 after buying an additional 1,072 shares during the period. Praxis Investment Management Inc. boosted its holdings in Meta Platforms by 4.8% in the first quarter. Praxis Investment Management Inc. now owns 51,270 shares of the social networking company’s stock worth $29,333,000 after purchasing an additional 2,359 shares during the period. Integral Investment Advisors Inc. grew its position in shares of Meta Platforms by 25.3% during the 1st quarter. Integral Investment Advisors Inc. now owns 7,277 shares of the social networking company’s stock valued at $4,164,000 after buying an additional 1,469 shares during the last quarter. Revisor Wealth Management LLC lifted its holdings in shares of Meta Platforms by 7.7% in the 1st quarter. Revisor Wealth Management LLC now owns 5,282 shares of the social networking company’s stock worth $3,022,000 after purchasing an additional 376 shares during the last quarter. Finally, Koshinski Asset Management Inc. increased its holdings in shares of Meta Platforms by 9.0% in the 1st quarter. Koshinski Asset Management Inc. now owns 12,738 shares of the social networking company’s stock worth $7,288,000 after acquiring an additional 1,057 shares during the period. Hedge funds and other institutional investors own 79.91% of the company’s stock.

More Meta Platforms News

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

• Positive Sentiment: Meta launched Muse Spark 1.1, an upgraded multimodal AI model with agentic coding features and public developer access, signaling a more serious push into enterprise AI and paid API usage. Meta enters the crowded AI coding battle with Muse Spark 1.1
• Positive Sentiment: Reports that Meta plans to start manufacturing its own AI chip in September point to a potential reduction in GPU costs and better control over future AI infrastructure spending. Meta to put AI chip into production in September as it looks to double computing capacity, memo shows
• Positive Sentiment: Meta’s expanding AI infrastructure buildout, including a new large data center in Canada and a reported 250MW energy supply agreement, supports the view that the company is preparing for much larger AI demand. Meta plans billions for first AI data center in Canada, largest outside the US
• Positive Sentiment: Analyst commentary and bullish articles argue Meta’s heavy AI spending could eventually translate into higher margins, compute monetization, and stronger ad products, helping justify the stock’s valuation. Alphabet vs. Meta: Which AI Stock Is the Better Buy Right Now?
• Neutral Sentiment: Some coverage notes Meta’s valuation, aggressive capex, and competition from OpenAI, Anthropic, and Google, which keeps investor expectations balanced even as AI momentum improves. META’s $9B AI Infrastructure Bet, Cloud Ambitions: Is the Stock a Buy?
• Negative Sentiment: There are still concerns that Meta is spending heavily on AI before proving enough near-term returns, and one report said the stock had dipped earlier as capex worries resurfaced. Meta Stock Dips as AI Capex Concerns Arise

Analyst Ratings Changes

A number of brokerages recently weighed in on META. JPMorgan Chase & Co. restated a “neutral” rating and set a $725.00 price objective (down from $825.00) on shares of Meta Platforms in a research note on Thursday, April 30th. Roth Capital restated a “buy” rating on shares of Meta Platforms in a research report on Thursday, April 30th. Wolfe Research decreased their price objective on Meta Platforms from $850.00 to $800.00 and set an “outperform” rating for the company in a research report on Friday, April 10th. Weiss Ratings downgraded Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, June 26th. Finally, The Goldman Sachs Group downgraded shares of Meta Platforms from a “buy” rating to a “sell” rating in a report on Tuesday, June 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $840.64.

Insider Transactions at Meta Platforms

In related news, COO Javier Olivan sold 3,348 shares of Meta Platforms stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the sale, the chief operating officer directly owned 9,498 shares in the company, valued at $5,708,013.06. This trade represents a 26.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 2,079 shares of the business’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $609.92, for a total value of $1,268,023.68. Following the sale, the insider directly owned 1,118 shares of the company’s stock, valued at $681,890.56. This represents a 65.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 44,748 shares of company stock worth $27,565,292 in the last ninety days. 13.53% of the stock is currently owned by insiders.

Meta Platforms Stock Up 4.7%

Shares of NASDAQ:META opened at $631.48 on Friday. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $796.25. The company’s 50-day moving average price is $598.10 and its two-hundred day moving average price is $626.80. 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 firm has a market cap of $1.60 trillion, a P/E ratio of 22.95, a P/E/G ratio of 1.06 and a beta of 1.25.

Meta Platforms (NASDAQ:META) last announced its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping analysts’ consensus estimates of $6.67 by $3.77. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The company had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. During the same period in the previous year, the firm posted $6.43 earnings per share. The company’s revenue was up 33.1% on a year-over-year basis. As a group, research analysts forecast that Meta Platforms, Inc. will post 29.46 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were paid a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, June 15th. Meta Platforms’s dividend payout ratio is 7.63%.

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.