Sigma Investment Counselors Inc. raised its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 21.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 19,828 shares of the social networking company’s stock after buying an additional 3,503 shares during the period. Sigma Investment Counselors Inc.’s holdings in Meta Platforms were worth $14,379,000 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 the stock. State Street Corp increased its position in Meta Platforms by 4.0% during the 2nd quarter. State Street Corp now owns 92,033,963 shares of the social networking company’s stock worth $51,841,811,000 after buying an additional 3,510,123 shares during the period. Bank of America Corp DE raised its position in shares of Meta Platforms by 14.6% in the first quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock valued at $12,036,491,000 after buying an additional 2,673,494 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Meta Platforms by 1.3% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 12,836,063 shares of the social networking company’s stock valued at $7,230,426,000 after buying an additional 162,909 shares during the period. Amundi grew its holdings in shares of Meta Platforms by 18.1% during the 1st quarter. Amundi now owns 11,858,972 shares of the social networking company’s stock worth $6,784,873,000 after purchasing an additional 1,815,017 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in Meta Platforms by 4.0% during the first quarter. Dimensional Fund Advisors LP now owns 10,429,812 shares of the social networking company’s stock worth $5,964,745,000 after buying an additional 404,948 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.
Meta Platforms News Summary
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Meta’s advertising business remains a key support. Revenue increased 26% in the latest quarter, and AI-driven improvements to ad targeting and engagement are helping Meta benefit even as AI agents pressure traditional search. Why AI is boosting Meta’s ad business while hurting Google search
- Positive Sentiment: Analysts continue to view Meta favorably, with the stock receiving a “Moderate Buy” consensus rating. The company’s long-term upside depends on whether its AI investments generate sufficient advertising and new-business growth. Meta Platforms Stock Now Rated Moderate Buy
- Neutral Sentiment: Meta postponed new business-account terms after criticism that they could enable extensive scraping of news and other websites. The delay reduces immediate backlash but highlights ongoing concerns about AI data practices and potential regulation. Meta delays new business terms after outcry
- Negative Sentiment: Investors are increasingly focused on the scale and funding of Meta’s AI buildout. The company is reportedly considering at least $20 billion in bond offerings, while a separate 6.5% preferred-share issuance raises concerns about expensive capital, dilution-like effects, and balance-sheet pressure. Meta eyes at least $20 billion from potential bond offerings Meta 6.5% preferreds issuance
- Negative Sentiment: Large capital expenditures—projected at $135 billion to $145 billion for 2026—are raising questions about free cash flow, returns on AI investment, and possible shareholder dilution. Market pressure on major AI spenders has added to the stock’s weakness. Meta and Alphabet face market pressure over capital expenditures
- Negative Sentiment: Settlements involving alleged social-media addiction and harm to young users may limit litigation costs in the near term, but plaintiffs’ attorneys are still demanding product and safety changes, preserving regulatory and reputational risk. Attorney calls for meaningful changes after Meta and Snap settlements
Meta Platforms Price Performance
META stock opened at $606.73 on Tuesday. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $779.82. The stock has a market capitalization of $1.55 trillion, a PE ratio of 20.69, a price-to-earnings-growth ratio of 1.06 and a beta of 1.19. The company’s 50-day moving average is $671.17 and its 200-day moving average is $632.13. The company has a debt-to-equity ratio of 0.30, a current ratio of 1.90 and a quick ratio of 1.90.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Thursday, October 22nd. The social networking company reported $7.40 earnings per share for the quarter, topping analysts’ consensus estimates of $6.54 by $0.86. The business had revenue of $64.60 billion for the quarter, compared to the consensus estimate of $63.34 billion. Meta Platforms had a return on equity of 30.73% and a net margin of 31.15%. The firm’s revenue for the quarter was up 26.1% on a year-over-year basis. During the same period in the prior year, the business earned $7.25 EPS. Equities research analysts expect that Meta Platforms, Inc. will post 29.01 EPS for the current fiscal year.
Meta Platforms Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Monday, September 28th. Shareholders of record on Monday, September 21st were issued a dividend of $0.5250 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Monday, September 21st. Meta Platforms’s payout ratio is currently 7.16%.
Insider Activity at Meta Platforms
In related news, COO Javier Olivan sold 946 shares of the company’s stock in a transaction on Monday, October 26th. The stock was sold at an average price of $640.00, for a total transaction of $605,440.00. Following the completion of the sale, the chief operating officer owned 5,040 shares in the company, valued at approximately $3,225,600. This represents a 15.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 149,515 shares of company stock valued at $102,183,520 over the last three months. Corporate insiders own 13.53% of the company’s stock.
Analysts Set New Price Targets
META has been the subject of several research analyst reports. Rothschild & Co Redburn boosted their price objective on shares of Meta Platforms from $900.00 to $1,000.00 and gave the company a “buy” rating in a research report on Tuesday, July 21st. President Capital upgraded shares of Meta Platforms from a “neutral” rating to a “buy” rating and raised their target price for the company from $660.00 to $897.00 in a research report on Thursday, September 24th. Yorkville Ives started coverage on Meta Platforms in a research report on Tuesday, October 6th. They issued an “outperform” rating and a $900.00 target price for the company. BNP Paribas Exane cut their target price on shares of Meta Platforms from $955.00 to $855.00 and set an “outperform” rating on the stock in a research report on Thursday, July 30th. Finally, DZ Bank restated a “buy” rating on shares of Meta Platforms in a research report on Thursday, July 30th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $833.12.
Check Out Our Latest Report on META
About Meta Platforms
Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company’s principal platforms include Facebook, Instagram, Messenger, WhatsApp, and Threads, which enable users to connect, communicate, share content, and discover products and services.
Meta also operates Reality Labs, its division focused on virtual, augmented, and mixed reality technologies. Reality Labs develops products such as Meta Quest virtual reality headsets and related software and experiences, along with research and hardware intended to support immersive computing.
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