2,011 Meta Platforms, Inc. $META Shares Purchased by Victory Financial Group LLC

Key Points

• Victory Financial Group increased its Meta Platforms stake by 25.5% in the third quarter, purchasing 2,011 shares to bring its holdings to 9,906 shares valued at approximately $7.18 million.
• Institutional investors own roughly 79.9% of Meta’s outstanding shares, with major holders including State Street, Bank of America, UBS Asset Management, Amundi, and Dimensional Fund Advisors.
• Meta reported strong quarterly results, including 26.1% year-over-year revenue growth and earnings above analyst expectations, but investors remain concerned about massive AI-related capital spending, potential financing needs, and recent insider share sales.

Victory Financial Group LLC grew its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 25.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,906 shares of the social networking company's stock after purchasing an additional 2,011 shares during the period. Meta Platforms comprises approximately 0.7% of Victory Financial Group LLC's investment portfolio, making the stock its 27th biggest holding. Victory Financial Group LLC's holdings in Meta Platforms were worth $7,184,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. State Street Corp lifted 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 in the last quarter. Bank of America Corp DE grew its holdings in shares of Meta Platforms by 14.6% in the 1st 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 acquiring an additional 2,673,494 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position 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 acquiring an additional 162,909 shares during the last quarter. Amundi raised its holdings in Meta Platforms by 18.1% during the first quarter. Amundi now owns 11,858,972 shares of the social networking company's stock worth $6,784,873,000 after acquiring an additional 1,815,017 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its holdings 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 acquiring an additional 404,948 shares in the last quarter. Institutional investors own 79.91% of the company's stock.

Meta Platforms News Roundup

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

Insider Activity

In other news, CFO Susan Li sold 9,196 shares of Meta Platforms stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the completion of the sale, the chief financial officer directly owned 13,186 shares in the company, valued at approximately $7,260,343.46. The trade was a 41.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the sale, the chief accounting officer directly owned 6,271 shares in the company, valued at $3,875,854.26. This represents a 34.07% 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. Over the last 90 days, insiders have sold 149,515 shares of company stock worth $102,183,520. Insiders own 13.53% of the company's stock.

Meta Platforms Price Performance

Meta Platforms stock opened at $606.73 on Tuesday. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $779.82. The stock's 50 day moving average is $671.17 and its 200-day moving average is $632.13. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 0.30. The company has a market capitalization of $1.55 trillion, a price-to-earnings ratio of 20.69, a PEG ratio of 1.06 and a beta of 1.19.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its quarterly earnings data on Thursday, October 22nd. The social networking company reported $7.40 EPS for the quarter, beating analysts' consensus estimates of $6.54 by $0.86. Meta Platforms had a return on equity of 30.73% and a net margin of 31.15%. The firm had revenue of $64.60 billion for the quarter, compared to analyst estimates of $63.34 billion. During the same period in the prior year, the firm posted $7.25 EPS. The company's revenue for the quarter was up 26.1% on a year-over-year basis. Equities research analysts expect that Meta Platforms, Inc. will post 29.01 EPS for the current year.

Meta Platforms Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, September 28th. Shareholders of record on Monday, September 21st were given a dividend of $0.5250 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date was Monday, September 21st. Meta Platforms's dividend payout ratio is presently 7.16%.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on META. Royal Bank Of Canada boosted their target price on shares of Meta Platforms from $770.00 to $800.00 and gave the stock an "outperform" rating in a report on Thursday, October 22nd. Canaccord Genuity Group upped their price target on shares of Meta Platforms from $930.00 to $950.00 and gave the stock a "buy" rating in a research report on Friday, September 25th. Robert W. Baird cut their price target on shares of Meta Platforms from $830.00 to $750.00 and set an "outperform" rating for the company in a research note on Thursday, July 30th. BMO Capital Markets lifted their price objective on shares of Meta Platforms from $580.00 to $685.00 and gave the company a "market perform" rating in a research report on Thursday, October 22nd. Finally, Yorkville Ives initiated coverage on shares of Meta Platforms in a research note on Tuesday, October 6th. They set an "outperform" rating and a $900.00 price objective on the stock. Three investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $833.12.

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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