Flossbach Von Storch SE Sells 19,273 Shares of Meta Platforms, Inc. $META

Key Points

• Flossbach Von Storch SE reduced its Meta position by 4.9%, selling 19,273 shares during the second quarter but retaining 377,436 shares valued at approximately $212.6 million.
• Meta reported 28% year-over-year revenue growth to $60.8 billion, though quarterly EPS of $6.18 missed the $7.19 analyst consensus. The company also declared a quarterly dividend of $0.525 per share.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $787.54, while investors are watching Meta’s AI products and infrastructure opportunities alongside privacy, regulatory and execution risks.

Flossbach Von Storch SE decreased its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 377,436 shares of the social networking company's stock after selling 19,273 shares during the period. Flossbach Von Storch SE's holdings in Meta Platforms were worth $212,606,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. RHL Group LLC acquired a new position in Meta Platforms during the 4th quarter worth approximately $28,000. Advantage Trust Co acquired a new stake in Meta Platforms in the second quarter valued at $28,000. Strategic Wealth Advisors LLC acquired a new stake in shares of Meta Platforms in the fourth quarter valued at about $29,000. Niles Investment Management LLC bought a new position in Meta Platforms during the 4th quarter worth approximately $29,000. Finally, Axiom Investment Management LLC bought a new position in Meta Platforms during the first quarter worth $36,000. Institutional investors own 79.91% of the company's stock.

Meta Platforms Stock Performance

NASDAQ META opened at $648.03 on Friday. The company has a fifty day moving average price of $601.58 and a 200-day moving average price of $608.94. The firm has a market cap of $1.65 trillion, a price-to-earnings ratio of 24.41, a PEG ratio of 1.12 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $790.80.

Meta Platforms (NASDAQ:META - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share 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 firm had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. During the same period in the previous year, the business earned $7.14 earnings per share. The firm's revenue for the quarter was up 28.0% on a year-over-year basis. As a group, equities research analysts predict that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms's dividend payout ratio (DPR) is 7.91%.

Insider Activity at Meta Platforms

In other news, insider Christopher K. Cox sold 20,000 shares of the firm's stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $650.28, for a total transaction of $13,005,600.00. Following the completion of the sale, the insider owned 244,516 shares in the company, valued at $159,003,864.48. This trade represents a 7.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan J. Li sold 9,196 shares of the business's stock in a transaction 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 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. 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. Over the last ninety days, insiders sold 61,581 shares of company stock worth $37,512,295. 13.53% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on META. Phillip Securities raised Meta Platforms to a "strong-buy" rating in a research report on Monday, August 3rd. Royal Bank Of Canada restated an "outperform" rating and issued a $810.00 price target on shares of Meta Platforms in a report on Monday, June 1st. Wall Street Zen lowered shares of Meta Platforms from a "buy" rating to a "hold" rating in a report on Saturday, May 16th. Erste Group Bank raised shares of Meta Platforms from a "hold" rating to a "buy" rating in a research report on Tuesday, July 7th. Finally, Citigroup reduced their target price on Meta Platforms from $850.00 to $800.00 and set a "buy" rating for the company in a research note on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $787.54.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Muse gains early consumer traction: Meta’s new AI agent reportedly reached No. 2 or No. 3 on the U.S. App Store shortly after its launch. Muse can interact with social platforms and outside services, while paid tiers priced at $20 and $100 per month create a potential new revenue stream beyond advertising. Meta's AI agent Muse is now the No. 2 app in the US
• Positive Sentiment: JPMorgan upgraded the stock: JPMorgan raised Meta to Overweight from Neutral and increased its price target to $820, citing meaningful growth potential from frontier AI models and agentic products. The upgrade helped reinforce the bullish view that Meta can diversify beyond advertising. JPMorgan upgrades Meta on AI models and agents
• Positive Sentiment: AI infrastructure optionality: Analysts believe Meta’s large AI-compute investments could eventually support a cloud-computing or infrastructure business, adding an opportunity not currently reflected in the valuation. The company’s strong revenue growth and substantial cash resources support this investment thesis.
• Positive Sentiment: Quarterly dividend declared: Meta announced a $0.525-per-share dividend payable September 28 to shareholders of record September 21. While the yield is modest, the payout signals confidence in ongoing cash generation.
• Neutral Sentiment: Legal settlement viewed as manageable: Commentary suggests Meta’s potential $18 billion social-media-addiction settlement, spread over a decade, may have a limited impact on annual free cash flow. Resolving the litigation could also remove an overhang, but the headline liability remains material.
• Negative Sentiment: Monetization and privacy concerns: Muse’s usefulness depends on access to users’ inboxes, accounts and payments, raising adoption and privacy questions. Analysts remain uncertain about conversion rates and near-term revenue.
• Negative Sentiment: AI execution and regulatory risks: A prominent AI researcher is leaving Meta for Anthropic, while an internal effort to capture employee screens for AI training reportedly triggered resistance. Meta is also discussing possible teen social-media restrictions in South Korea, and TikTok rejected Meta advertisements urging participation in a child-safety settlement.

Meta Platforms Company Profile

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company's principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

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