Collaborative Fund Advisors LLC Invests $974,000 in Meta Platforms, Inc. $META

Key Points

• Collaborative Fund Advisors LLC opened a new position in Meta Platforms during the first quarter, buying 1,703 shares valued at about $974,000.
• Other institutional investors also adjusted their META holdings, and the article notes that 79.91% of Meta’s stock is owned by institutions.
• Meta shares were up 6.0% to $669.21, supported by strong recent earnings and ongoing optimism around its AI and cloud expansion, though regulatory and AI spending concerns remain in the background.

Collaborative Fund Advisors LLC bought a new position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,703 shares of the social networking company's stock, valued at approximately $974,000.

Several other large investors have also recently bought and sold shares of META. Keybank National Association OH raised its stake in Meta Platforms by 15.7% during the 4th quarter. Keybank National Association OH now owns 133,798 shares of the social networking company's stock worth $88,319,000 after acquiring an additional 18,169 shares during the period. WMS Group LLC bought a new stake in shares of Meta Platforms during the 4th quarter valued at $876,000. Diversified Trust Co. raised its position in shares of Meta Platforms by 4.1% during the 4th quarter. Diversified Trust Co. now owns 84,059 shares of the social networking company's stock valued at $55,487,000 after purchasing an additional 3,336 shares during the period. Consolidated Investment Group LLC lifted its stake in shares of Meta Platforms by 61.2% during the 4th quarter. Consolidated Investment Group LLC now owns 7,900 shares of the social networking company's stock valued at $5,215,000 after buying an additional 3,000 shares in the last quarter. Finally, Vanguard Group Inc. boosted its holdings in Meta Platforms by 3.8% in the 4th quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock worth $132,015,115,000 after buying an additional 7,269,279 shares during the period. 79.91% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Meta Platforms news, CFO Susan J. Li sold 9,195 shares of the business's stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $607.84, for a total value of $5,589,088.80. Following the completion of the transaction, the chief financial officer directly owned 13,186 shares in the company, valued at approximately $8,014,978.24. The trade was a 41.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Andrew Bosworth sold 7,847 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $607.83, for a total transaction of $4,769,642.01. Following the sale, the chief technology officer directly owned 414 shares of the company's stock, valued at approximately $251,641.62. The trade was a 94.99% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 44,748 shares of company stock valued at $27,565,292. 13.53% of the stock is currently owned by insiders.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Meta’s latest AI push is drawing bullish attention, including the launch of Muse Spark 1.1, expanded developer access through its Model API, and reports that the company plans to start producing an in-house AI chip in September. Investors are betting these moves could lower compute costs, reduce reliance on Nvidia and AMD, and open new revenue streams beyond advertising. Article Title
• Positive Sentiment: Meta is also benefiting from optimism around its cloud and AI infrastructure ambitions, including a new C$13 billion data center in Alberta and commentary that the company may be building a stronger long-term “AI revenue stack” than the market currently prices in. Article Title
• Positive Sentiment: Several analysts and commentators are still constructive on META, with bullish notes saying the stock looks attractively valued relative to its AI growth potential and that recent weakness created an opportunity for long-term investors. Article Title
• Neutral Sentiment: Citizens JMP trimmed its price target to $800 from $825 while maintaining an outperform rating, suggesting continued upside but a slightly more cautious near-term view on valuation and spending. Article Title
• Negative Sentiment: Meta faces renewed regulatory risk after the European Union said Facebook and Instagram may violate the Digital Services Act with “addictive” design features such as infinite scroll, autoplay, and push notifications, potentially exposing the company to fines and product changes. Article Title
• Negative Sentiment: Separate reporting also highlighted investor concern that Meta’s aggressive AI capex could pressure margins if monetization takes longer than expected, even though the market is currently rewarding the strategy. Article Title

Meta Platforms Trading Up 6.0%

Shares of NASDAQ META traded up $37.73 during trading hours on Friday, hitting $669.21. 40,552,700 shares of the company traded hands, compared to its average volume of 17,389,378. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The company's 50 day moving average price is $598.11 and its 200 day moving average price is $627.10. The stock has a market capitalization of $1.69 trillion, a price-to-earnings ratio of 24.33, a price-to-earnings-growth ratio of 1.18 and a beta of 1.25. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $796.25.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.67 by $3.77. The firm had revenue of $56.31 billion during the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.Meta Platforms's quarterly revenue was up 33.1% compared to the same quarter last year. During the same period last year, the company earned $6.43 EPS. On average, equities research analysts anticipate that Meta Platforms, Inc. will post 29.46 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were given a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, June 15th. Meta Platforms's payout ratio is presently 7.63%.

Analyst Ratings Changes

META has been the topic of several research analyst reports. JPMorgan Chase & Co. restated a "neutral" rating and issued a $725.00 price objective (down from $825.00) on shares of Meta Platforms in a research report on Thursday, April 30th. Stifel Nicolaus dropped their price target on Meta Platforms from $805.00 to $780.00 and set a "buy" rating for the company in a research note on Friday, May 1st. BNP Paribas Exane began coverage on shares of Meta Platforms in a research report on Tuesday, June 2nd. They set an "outperform" rating on the stock. Susquehanna raised shares of Meta Platforms from a "positive" rating to a "positive" rating in a report on Tuesday, June 2nd. Finally, Citizens Jmp cut their target price on shares of Meta Platforms from $825.00 to $800.00 and set a "market outperform" rating for the company in a research note on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Meta Platforms presently has an average rating of "Moderate Buy" and a consensus price target of $838.26.

Meta Platforms Company 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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