Meta Platforms, Inc. $META Shares Bought by Lombard Odier Asset Management Switzerland SA

Lombard Odier Asset Management Switzerland SA lifted its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 9.2% in the 1st quarter, Holdings Channel reports. The fund owned 96,751 shares of the social networking company’s stock after buying an additional 8,150 shares during the period. Meta Platforms comprises 2.1% of Lombard Odier Asset Management Switzerland SA’s investment portfolio, making the stock its 8th biggest holding. Lombard Odier Asset Management Switzerland SA’s holdings in Meta Platforms were worth $55,354,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Brighton Jones LLC raised its stake in Meta Platforms by 1.7% during the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock valued at $20,230,000 after acquiring an additional 570 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock valued at $5,537,000 after purchasing an additional 875 shares during the period. Headwater Capital Co Ltd increased its holdings in shares of Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock valued at $86,454,000 after purchasing an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in shares of Meta Platforms during the second quarter valued at about $213,000. Finally, Capital & Planning LLC acquired a new stake in Meta Platforms in the second quarter worth about $322,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $585.61 on Thursday. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $796.25. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The firm has a 50-day moving average of $603.59 and a two-hundred day moving average of $624.24. The company has a market capitalization of $1.48 trillion, a price-to-earnings ratio of 21.29, a PEG ratio of 0.99 and a beta of 1.25.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The business had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. During the same period in the prior year, the firm earned $7.14 EPS. The business’s revenue for the quarter was up 28.0% on a year-over-year basis. As a group, analysts expect that Meta Platforms, Inc. will post 29.4 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, June 15th. Meta Platforms’s dividend payout ratio (DPR) is presently 7.63%.

Insider Buying and Selling at Meta Platforms

In other Meta Platforms news, CTO Andrew Bosworth sold 7,847 shares of the company’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $607.83, for a total value of $4,769,642.01. Following the transaction, the chief technology officer owned 414 shares of the company’s stock, valued at approximately $251,641.62. This represents a 94.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Curtis J. Mahoney sold 2,079 shares of the stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total value of $1,268,023.68. Following the sale, the insider owned 1,118 shares of the company’s stock, valued at $681,890.56. This trade represents a 65.03% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 39,325 shares of company stock worth $23,979,087. 13.53% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on META. Guggenheim reiterated a “buy” rating and issued a $800.00 target price on shares of Meta Platforms in a research report on Tuesday. Bank of America reduced their price target on shares of Meta Platforms from $885.00 to $820.00 and set a “buy” rating for the company in a research note on Monday, April 20th. UBS Group decreased their price objective on shares of Meta Platforms from $865.00 to $766.00 and set a “buy” rating for the company in a report on Monday, July 13th. Citizens Jmp lowered their price objective on shares of Meta Platforms from $825.00 to $800.00 and set an “outperform” rating on the stock in a research note on Friday, July 10th. Finally, Piper Sandler assumed coverage on Meta Platforms in a research report on Tuesday, June 2nd. They issued an “overweight” rating for the company. Five research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $830.74.

Key Meta Platforms News

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

• Positive Sentiment: Second-quarter revenue rose 28% year over year to $60.8 billion, exceeding the $60.2 billion consensus estimate. Advertising revenue increased 27%, ad impressions grew 14%, and average price per ad rose 12%, indicating that Meta’s core advertising business remains robust. Meta stock sinks as Q2 earnings disappoint on multiple fronts
• Positive Sentiment: Meta said Reality Labs lost more than $4.6 billion, but the loss was narrower than analysts expected. The company also continues pursuing enterprise AI, including business agents for customer service and other workplace functions. Meta’s Reality Labs lost over $4.6 billion in second quarter
• Positive Sentiment: A $14 billion El Paso data-center venture with BlackRock will help Meta secure approximately one gigawatt of AI capacity while sharing financing and balance-sheet risk. The structure could reduce the immediate burden of Meta’s infrastructure buildout, although Meta remains the facility’s primary tenant. Meta, BlackRock partner on $14 billion El Paso data center
• Positive Sentiment: Some analysts remain bullish: Guggenheim reaffirmed a Buy rating with an $800 price target, while a Seeking Alpha analysis cited a normalized operating margin of roughly 36.8% after excluding legal and severance charges. Meta Platforms Q2: The Market Sells, I Buy The Dip
• Neutral Sentiment: Meta forecast third-quarter revenue of $61 billion to $64 billion, broadly around but slightly below the $63.2 billion consensus midpoint. No EPS outlook was provided in the reported guidance. Zuckerberg also promoted open AI development and opposed restrictions on Chinese AI models, positions that may support innovation but could attract regulatory scrutiny. Zuckerberg says Meta’s enterprise AI opportunity extends beyond agents
• Negative Sentiment: Second-quarter EPS fell to $6.18, missing estimates near $7.1–$7.2 and declining from $7.14 a year earlier. Results were pressured by approximately $2.4 billion of legal costs and $1.2 billion of severance expenses. Meta misses profit expectations, sticks to massive AI spending
• Negative Sentiment: Meta plans to spend approximately $130 billion to $145 billion on AI and data-center infrastructure this year, with the minimum raised by $5 billion. Investors fear the spending will compress margins and free cash flow before a direct AI revenue stream is proven. Meta shares tumble as AI spending stuns Wall Street
• Negative Sentiment: COO Javier Olivan sold shares under a pre-arranged Rule 10b5-1 plan, reducing his holdings in two transactions. Because the sales were scheduled, they are a limited bearish signal but may reinforce investor caution. SEC insider transaction filing

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.