2,166 Meta Platforms, Inc. $META Shares Acquired by IPG Investment Advisors LLC

Key Points

• IPG Investment Advisors increased its Meta stake by 14.7% in the second quarter, purchasing 2,166 shares for a total of 16,944 shares valued at approximately $9.5 million. Institutional investors collectively own 79.91% of Meta’s stock.
• Meta’s Muse AI agent is expanding to small businesses through integrations with Shopify, QuickBooks, Stripe, Canva, Slack and Dropbox, potentially creating subscription, transaction-fee and enterprise-software revenue. However, competition from OpenAI and privacy concerns could pose risks.
• Meta shares opened at $726.91, near their 12-month high of $779.82, while analysts maintain a “Moderate Buy” consensus with an average price target of $787.86. The company recently missed quarterly EPS estimates despite 28% year-over-year revenue growth, and executives have continued scheduled stock sales.

IPG Investment Advisors LLC raised its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 14.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,944 shares of the social networking company's stock after buying an additional 2,166 shares during the period. Meta Platforms comprises 1.4% of IPG Investment Advisors LLC's holdings, making the stock its 17th biggest holding. IPG Investment Advisors LLC's holdings in Meta Platforms were worth $9,544,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also added to or reduced their stakes in the company. Auto Owners Insurance Co boosted its holdings in shares of Meta Platforms by 76,587.7% in the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company's stock valued at $69,502,379,000 after purchasing an additional 105,154,977 shares during the period. Geode Capital Management LLC increased its stake in shares of Meta Platforms by 1.7% during the fourth quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company's stock valued at $34,734,628,000 after buying an additional 878,396 shares during the period. Norges Bank bought a new stake in shares of Meta Platforms in the fourth quarter valued at about $22,152,075,000. Bank of America Corp DE raised its holdings 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 acquiring an additional 2,673,494 shares in the last quarter. Finally, Invesco Ltd. lifted its stake in Meta Platforms by 6.1% in the fourth quarter. Invesco Ltd. now owns 18,200,469 shares of the social networking company's stock worth $12,013,948,000 after acquiring an additional 1,046,715 shares during the period. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms News Roundup

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

• Positive Sentiment: Meta is expanding its Muse AI agent to small businesses with integrations including Shopify, QuickBooks, Stripe, Canva, Slack and Dropbox. The move could diversify revenue beyond advertising and create opportunities in subscriptions, transaction fees and enterprise software. Meta expands Muse AI agent for small businesses
• Positive Sentiment: Analysts continue to view Muse as a potential multibillion-dollar growth catalyst, citing early adoption, integration across Meta’s apps and possible commercial API and subscription revenue. AI tools are also expected to improve advertising engagement and conversions. Analysts align on Meta Muse as a growth catalyst
• Positive Sentiment: Strategists argue Meta could be relatively resilient if AI infrastructure spending slows because it is using AI to enhance an existing advertising business rather than relying solely on hardware sales. A reported $27 billion AI-capacity agreement with Nebius also underscores continued infrastructure investment. Nvidia AI capex and Meta
• Neutral Sentiment: COO Javier Olivan sold shares under a pre-arranged Rule 10b5-1 plan. The transactions reduced his holdings, but scheduled sales generally provide a weaker signal than discretionary insider trading. SEC insider ownership filing
• Negative Sentiment: OpenAI launched Dots, an always-on AI agent positioned against Muse, raising concerns that Meta’s newest growth story could face powerful competition from OpenAI, Google and Apple. OpenAI follows Meta into personal agents
• Negative Sentiment: Reports alleging that Muse accessed private messages without permission have created privacy and reputational concerns, although Meta disputes the claims. Investors are also monitoring heavy AI and data-center spending, a recent quarterly EPS miss, and questions over whether the investment will generate sufficient returns. Meta disputes Muse privacy claim
• Negative Sentiment: CEO Mark Zuckerberg separately sold approximately $21.4 million of stock under a Rule 10b5-1 plan. While scheduled, the sale may add to short-term investor caution following the stock’s sharp rally. Mark Zuckerberg stock sale

Insider Transactions at Meta Platforms

In other Meta Platforms news, CEO Mark Zuckerberg sold 27,474 shares of the stock in a transaction on Thursday, September 24th. The shares were sold at an average price of $777.44, for a total transaction of $21,359,386.56. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher K. Cox sold 40,000 shares of the business's stock in a transaction dated Monday, September 21st. The stock was sold at an average price of $712.76, for a total transaction of $28,510,400.00. Following the sale, the insider directly owned 184,516 shares of the company's stock, valued at $131,515,624.16. This represents a 17.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 151,882 shares of company stock valued at $103,032,319 in the last ninety days. 13.53% of the stock is currently owned by corporate insiders.

Meta Platforms Stock Performance

META opened at $726.91 on Thursday. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The firm has a 50 day moving average of $620.47 and a two-hundred day moving average of $614.49. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $779.82. The firm has a market capitalization of $1.85 trillion, a PE ratio of 27.38, a P/E/G ratio of 1.29 and a beta of 1.25.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same quarter in the prior year, the firm earned $7.14 earnings per share. The company's revenue for the quarter was up 28.0% on a year-over-year basis. On average, analysts anticipate that Meta Platforms, Inc. will post 27.94 EPS for the current year.

Meta Platforms Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 28th. Stockholders of record on Monday, September 21st were paid a dividend of $0.5250 per share. The ex-dividend date of this dividend was Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms's dividend payout ratio (DPR) is presently 7.91%.

Analyst Ratings Changes

Several research analysts have issued reports on the stock. KeyCorp increased their target price on shares of Meta Platforms from $780.00 to $900.00 and gave the stock an "overweight" rating in a report on Wednesday, September 23rd. President Capital raised shares of Meta Platforms from a "neutral" rating to a "buy" rating and upped their price target for the stock from $660.00 to $897.00 in a research report on Thursday, September 24th. Phillip Securities upgraded shares of Meta Platforms from a "buy" rating to a "strong-buy" rating and dropped their price objective for the company from $795.00 to $750.00 in a research note on Monday, August 3rd. DA Davidson cut their price objective on shares of Meta Platforms from $850.00 to $700.00 and set a "buy" rating on the stock in a report on Thursday, July 30th. Finally, Evercore upped their target price on Meta Platforms from $820.00 to $860.00 in a report on Tuesday, August 25th. Three investment analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $787.86.

Meta Platforms Company Profile

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company operates a global family of apps that includes Facebook, Instagram, Messenger, WhatsApp and Threads, enabling users to connect, communicate, share content and discover communities.

Meta generates most of its business through digital advertising displayed across its platforms. Its products serve individuals, creators, businesses and organizations in markets around the world, while its advertising tools help businesses reach audiences based on factors such as interests, activity and demographics.

Through its Reality Labs division, Meta develops virtual and augmented reality hardware, software and services, including the Meta Quest line of headsets and related experiences.

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