Anchyra Partners LLC Purchases New Position in Meta Platforms, Inc. $META

Key Points

• Anchyra Partners LLC opened a new position in Meta Platforms in Q4, buying 7,428 shares valued at about $4.9 million; the stake makes Meta its 9th largest holding.
• Meta continues to attract strong institutional and analyst support, with several funds increasing holdings and analysts maintaining mostly Buy or Strong Buy ratings. The consensus price target sits around $840.31.
• Meta’s latest earnings beat expectations, reporting $10.44 EPS and $56.31 billion in revenue, but investors are watching heavy 2026 AI-related capex estimates of $125 billion to $145 billion as a potential profit headwind.

Anchyra Partners LLC acquired a new position in Meta Platforms, Inc. (NASDAQ:META - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 7,428 shares of the social networking company's stock, valued at approximately $4,903,000. Meta Platforms comprises about 1.5% of Anchyra Partners LLC's investment portfolio, making the stock its 9th largest holding.

Several other institutional investors have also added to or reduced their stakes in the company. Ashton Thomas Private Wealth LLC raised its holdings in shares of Meta Platforms by 34.2% in the third quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company's stock valued at $38,373,000 after purchasing an additional 13,311 shares during the last quarter. Becker Capital Management Inc. boosted its holdings in Meta Platforms by 5.0% during the third quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company's stock worth $25,741,000 after purchasing an additional 1,657 shares during the last quarter. Diversified Trust Co. boosted its holdings in Meta Platforms by 4.1% during the fourth quarter. Diversified Trust Co. now owns 84,059 shares of the social networking company's stock worth $55,487,000 after purchasing an additional 3,336 shares during the last quarter. Cramer Rosenthal Mcglynn LLC grew its position in Meta Platforms by 16.2% in the third quarter. Cramer Rosenthal Mcglynn LLC now owns 6,933 shares of the social networking company's stock valued at $5,091,000 after purchasing an additional 968 shares in the last quarter. Finally, Consolidated Investment Group LLC grew its position in Meta Platforms by 61.2% in the fourth quarter. Consolidated Investment Group LLC now owns 7,900 shares of the social networking company's stock valued at $5,215,000 after purchasing an additional 3,000 shares in the last quarter. Institutional investors own 79.91% of the company's stock.

More Meta Platforms News

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

• Positive Sentiment: Several analysts remain bullish on Meta Platforms, with recent notes from firms like BofA and Erste Group lifting earnings estimates or price targets after strong Q1 results, reinforcing expectations for meaningful upside. Article Title
• Positive Sentiment: Meta’s AI push is drawing attention as the company reportedly works on AI agents and improved models like Muse Spark, which could support new products and future monetization opportunities. Article Title
• Neutral Sentiment: Commentary pieces continue to frame Meta as an important AI and large-cap tech name, but these are mostly opinion-driven and do not add new fundamental information for the stock. Article Title
• Neutral Sentiment: Meta was also mentioned in a deal roundup about acquiring Assured Robot Intelligence, but the report provided little detail, so the market impact is unclear. Article Title
• Negative Sentiment: Reports highlighting employee dissatisfaction and impending layoffs suggest Meta’s AI transformation is creating internal friction, while also reminding investors that the company’s AI ambitions come with higher costs. Article Title
• Negative Sentiment: Investor concern remains centered on Meta’s enormous 2026 capex plan, estimated at $125 billion to $145 billion, which is fueling fears that profitability could come under pressure before AI investments pay off. Article Title

Insider Activity at Meta Platforms

In other news, Director Robert M. Kimmitt sold 580 shares of the business's stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $667.00, for a total transaction of $386,860.00. Following the completion of the sale, the director owned 3,847 shares in the company, valued at $2,565,949. The trade was a 13.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 926 shares of the company's stock in a transaction on Monday, May 4th. The stock was sold at an average price of $607.74, for a total value of $562,767.24. Following the sale, the chief operating officer owned 7,779 shares of the company's stock, valued at $4,727,609.46. This trade represents a 10.64% 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. In the last 90 days, insiders have sold 168,193 shares of company stock valued at $107,642,717. Corporate insiders own 13.61% of the company's stock.

Analysts Set New Price Targets

Several equities analysts recently weighed in on META shares. Cantor Fitzgerald decreased their target price on shares of Meta Platforms from $850.00 to $750.00 and set an "overweight" rating for the company in a research note on Thursday, April 30th. Wedbush increased their price target on shares of Meta Platforms from $880.00 to $900.00 and gave the company an "outperform" rating in a research note on Thursday, January 29th. Wall Street Zen raised shares of Meta Platforms from a "hold" rating to a "buy" rating in a research report on Saturday, May 2nd. Canaccord Genuity Group boosted their price objective on shares of Meta Platforms from $900.00 to $930.00 and gave the stock a "buy" rating in a research note on Thursday, January 29th. Finally, Roth Mkm reaffirmed a "buy" rating on shares of Meta Platforms in a report on Thursday, April 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $840.31.

Meta Platforms Stock Down 1.2%

Shares of NASDAQ:META opened at $609.63 on Friday. The company has a market capitalization of $1.54 trillion, a price-to-earnings ratio of 22.16, a P/E/G ratio of 1.08 and a beta of 1.25. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $796.25. The business's 50-day moving average is $627.67 and its 200-day moving average is $645.30. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.35 and a quick ratio of 2.35.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, beating the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The firm's revenue for the quarter was up 33.1% compared to the same quarter last year. During the same period last year, the business posted $6.43 EPS. Equities research analysts predict that Meta Platforms, Inc. will post 29.67 earnings per share for the current year.

Meta Platforms Dividend Announcement

The company 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 payout ratio is currently 7.63%.

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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