1,595 Shares in Meta Platforms, Inc. $META Purchased by Berkshire Money Management Inc.

Key Points

• Berkshire Money Management bought a new stake of 1,595 shares in Meta Platforms (NASDAQ:META) during Q4, valued at about $1,053,000, and institutional investors now own roughly 79.91% of the stock.
• Meta beat Q4 expectations, reporting EPS of $8.88 vs. $8.16 and revenue of $59.89B (+23.8% YoY); analysts maintain a consensus "Moderate Buy" with an average target of $837.09 and several price targets up to $900.
• Insiders have been net sellers — executives including the CTO and COO disclosed recent share sales and insiders offloaded about 165,600 shares (~$106M) in the last three months — while Meta faces geopolitical and regulatory headwinds (China blocking the Manus deal, new EU AI/cloud rules, FTC scrutiny) that could weigh on sentiment.

Berkshire Money Management Inc. bought a new stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 1,595 shares of the social networking company's stock, valued at approximately $1,053,000.

Several other large investors have also modified their holdings of META. State Street Corp increased its holdings in Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after buying an additional 1,650,435 shares during the period. Capital World Investors lifted its holdings in Meta Platforms by 0.7% during the third quarter. Capital World Investors now owns 39,247,690 shares of the social networking company's stock worth $28,823,375,000 after buying an additional 278,180 shares during the period. Invesco Ltd. boosted its position in Meta Platforms by 0.8% during 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 acquiring an additional 142,229 shares in the last quarter. Legal & General Group Plc boosted its position in Meta Platforms by 4.1% during 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 acquiring an additional 558,792 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its holdings in shares of Meta Platforms by 3.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 13,619,341 shares of the social networking company's stock valued at $10,001,772,000 after acquiring an additional 481,276 shares during the period. Institutional investors own 79.91% of the company's stock.

Analysts Set New Price Targets

Several research firms have recently commented on META. Needham & Company LLC reissued a "hold" rating on shares of Meta Platforms in a research report on Thursday, January 29th. JPMorgan Chase & Co. raised their price objective on Meta Platforms from $800.00 to $825.00 and gave the company an "overweight" rating in a research report on Thursday, January 29th. Sanford C. Bernstein reiterated an "outperform" rating and issued a $900.00 target price (up from $870.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Raymond James Financial reduced their target price on shares of Meta Platforms from $825.00 to $800.00 and set a "strong-buy" rating for the company in a report on Monday, January 26th. Finally, Monness Crespi & Hardt raised their price target on shares of Meta Platforms from $808.00 to $890.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and eight have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $837.09.

Meta Platforms Stock Down 1.1%

Shares of META stock opened at $671.34 on Wednesday. The stock's fifty day moving average price is $629.76 and its 200 day moving average price is $648.51. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25. The company has a market cap of $1.70 trillion, a price-to-earnings ratio of 28.57, a price-to-earnings-growth ratio of 1.10 and a beta of 1.31. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60.

Meta Platforms (NASDAQ:META - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating analysts' consensus estimates of $8.16 by $0.72. The company had revenue of $59.89 billion during the quarter, compared to analysts' expectations of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm's revenue was up 23.8% compared to the same quarter last year. During the same period last year, the business posted $8.02 earnings per share. On average, research analysts expect that Meta Platforms, Inc. will post 29.83 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. Stockholders of record on Monday, March 16th were issued a dividend of $0.525 per share. The ex-dividend date was Monday, March 16th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms's dividend payout ratio is 8.94%.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Meta signed a multi‑year agreement to reserve up to 1 GW of space‑based solar power to support its AI data‑center needs — a long‑dated but high‑profile effort to secure continuous renewable power for heavy AI compute, which supports the company’s long‑term AI growth and cost profile. Meta partners with space startup Overview Energy
• Positive Sentiment: Early reception to Meta’s new Muse Spark model is constructive — the product marks a shift in strategy (less open‑source Llama-style releases) and raises the stakes for CEO commentary on monetization at earnings. Positive AI-product signals can support multiple revenue levers if Wall Street sees a clear path to commercial adoption. Meta's new AI model shows early promise
• Positive Sentiment: Reliance‑Meta joint venture progress in India (appointing a founding CEO) signals faster enterprise AI deployment in a large market — a potential revenue growth channel outside core consumer ads. Reliance and Meta's joint venture signals India shift
• Positive Sentiment: Operational partnership with CBRE to train fiber technicians supports Meta’s data‑center expansion and network reliability, reducing execution risk on infrastructure rollouts tied to AI workloads. Meta Platforms partners with CBRE
• Neutral Sentiment: Analysts and commentary emphasize that advertising metrics (ad revenue and engagement) remain the primary near‑term driver; Q1 results and management guidance will determine whether recent AI‑driven ad strength is durable. Large moves are expected around the print. Advertising results remain key
• Neutral Sentiment: Market narratives warn investors to look for proof that AI spending is producing returns — elevated CapEx guidance or unclear ROI could pressure sentiment even if revenue beats. Traders expect volatility around the earnings release. Will this week's earnings be 'good enough'?
• Negative Sentiment: China has blocked Meta’s acquisition of AI startup Manus and Meta is preparing to unwind the deal — an unexpected setback that removes an incremental capability and highlights geopolitical risk for cross‑border AI deals. That raises strategic and execution uncertainty. Meta prepares to undo Manus acquisition
• Negative Sentiment: Broader regulatory pressure: EU regulators say new rules will target cloud and AI services — tighter rules could raise compliance costs and constrain go‑to‑market options for AI products in Europe. EU to target cloud services and AI
• Negative Sentiment: Reputational/regulatory drag: FTC data shows Americans lost $2.1B to social‑media scams last year, with >2/3 tied to Meta apps — policymakers and advertisers watch trust metrics, which can affect user engagement and ad pricing over time. Americans lost $2.1 billion to social media scams

Insider Activity at Meta Platforms

In related news, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total value of $5,106,100.36. Following the completion of the sale, the chief technology officer directly owned 2,841 shares in the company, valued at $1,793,352.84. This trade represents a 74.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Javier Olivan sold 2,778 shares of the business's stock in a transaction that occurred on Monday, April 13th. The stock was sold at an average price of $629.45, for a total transaction of $1,748,612.10. Following the sale, the chief operating officer directly owned 10,557 shares in the company, valued at approximately $6,645,103.65. This represents a 20.83% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 165,600 shares of company stock valued at $106,023,973 in the last three months. 13.61% of the stock is owned by insiders.

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.

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