Formuepleje A S Acquires 1,695 Shares of Meta Platforms, Inc. $META

Key Points

• Formuepleje A S increased its Meta Platforms stake by 16% in the second quarter, purchasing 1,695 shares and bringing its total holdings to 12,264 shares valued at approximately $6.9 million.
• Institutional investors and hedge funds own nearly 79.9% of Meta’s stock, while several other investment firms also increased their positions during the quarter.
• Meta’s AI expansion is creating potential new revenue streams through enterprise tools and improved advertising, but sharply higher capital expenditures, competitive pressure, privacy concerns and legal risks remain key investor concerns.

Formuepleje A S grew its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 16.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 12,264 shares of the social networking company's stock after purchasing an additional 1,695 shares during the quarter. Formuepleje A S's holdings in Meta Platforms were worth $6,908,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Tucker Asset Management LLC acquired a new stake in Meta Platforms in the 2nd quarter valued at about $202,000. HORAN Wealth LLC grew its position in shares of Meta Platforms by 21.6% during the second quarter. HORAN Wealth LLC now owns 1,356 shares of the social networking company's stock worth $764,000 after buying an additional 241 shares in the last quarter. Principia Wealth Advisory LLC increased its stake in shares of Meta Platforms by 113.1% during the second quarter. Principia Wealth Advisory LLC now owns 309 shares of the social networking company's stock worth $174,000 after buying an additional 164 shares during the period. Wellington Grp LLC raised its holdings in Meta Platforms by 25.8% in the second quarter. Wellington Grp LLC now owns 5,841 shares of the social networking company's stock valued at $3,290,000 after acquiring an additional 1,197 shares in the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in Meta Platforms in the second quarter valued at approximately $235,170,000. Institutional investors and hedge funds own 79.91% of the company's stock.

Key Meta Platforms News

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

• Positive Sentiment: Meta launched the Meta Enterprise Platform, offering businesses and developers access to its Muse AI agent, Business Agent, Muse API and Muse Code. The company hired MongoDB CEO Chirantan “CJ” Desai to lead the initiative, signaling an effort to generate revenue from its multibillion-dollar AI investments beyond advertising. Meta launches enterprise AI platform
• Positive Sentiment: Muse’s integration across Facebook, Instagram, Messenger and WhatsApp is supporting rapid user adoption; the AI-powered app reportedly reached the top spot in the U.S. App Store. Analysts also see potential revenue from subscriptions, transaction fees, enterprise tools and commercial API licensing. Meta Platforms boosts ad engagement with AI
• Positive Sentiment: Monness Crespi & Hardt raised its price target on META to $830 from $730 and maintained a Buy rating, citing the company’s AI opportunity and expanding ecosystem. AI improvements are also reportedly increasing ad engagement, clicks and conversions. Meta Platforms price target raised
• Neutral Sentiment: Investors remain divided over Meta’s AI strategy. Bullish analysts expect new AI agents, smart glasses and enterprise software to create additional revenue streams, while others question whether the returns will justify the investment.
• Negative Sentiment: Capital expenditures rose sharply to $31.1 billion in the second quarter from $19.4 billion a year earlier. The scale of data-center and AI spending is raising concerns about returns on capital and near-term margins. Meta Platforms: Are You Going to Buy the Promise?
• Negative Sentiment: Reports that OpenAI is developing a competing AI assistant intensified competitive concerns. Separately, alleged Muse disclosures of private messages and a user’s address have triggered privacy and safety criticism, potentially creating regulatory and reputational risks. Elon Musk amplifies privacy concerns over Muse
• Negative Sentiment: Meta also faces legal and political overhang after a New Mexico jury found that Facebook misled residents about personal-data practices, while lawmakers are questioning AI and data-center tax subsidies. Recent gains have additionally left the valuation less compelling, increasing sensitivity to execution disappointments.

Insider Buying and Selling at Meta Platforms

In other Meta Platforms news, insider Christopher Cox sold 40,000 shares of the business's stock in a transaction that occurred on Monday, September 21st. The stock was sold at an average price of $712.76, for a total value of $28,510,400.00. Following the completion of the sale, the insider owned 184,516 shares in the company, valued at approximately $131,515,624.16. The trade was a 17.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark Zuckerberg sold 27,474 shares of the firm's stock in a transaction that occurred on Thursday, September 24th. The stock was sold at an average price of $777.44, for a total transaction of $21,359,386.56. 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 quarter, insiders sold 150,807 shares of company stock worth $102,155,232. 13.53% of the stock is owned by insiders.

Meta Platforms Stock Performance

Shares of META stock opened at $715.62 on Tuesday. The stock's 50-day moving average is $616.56 and its two-hundred day moving average is $613.27. The firm has a market cap of $1.82 trillion, a price-to-earnings ratio of 26.95, a PEG ratio of 1.31 and a beta of 1.25. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $779.82. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23.

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 for the quarter, missing the consensus estimate 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 during the quarter, compared to analysts' expectations of $60.22 billion. The firm's revenue for the quarter was up 28.0% on a year-over-year basis. During the same period in the previous year, the firm posted $7.14 earnings per share. Analysts predict that Meta Platforms, Inc. will post 27.93 earnings per share for the current year.

Meta Platforms Announces Dividend

The company also recently declared 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. The ex-dividend date of this dividend was Monday, September 21st. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms's payout ratio is 7.91%.

Wall Street Analyst Weigh In

META has been the subject of several analyst reports. Phillip Securities upgraded shares of Meta Platforms from a "buy" rating to a "strong-buy" rating and lowered their price target for the stock from $795.00 to $750.00 in a report on Monday, August 3rd. Wedbush raised their price objective on shares of Meta Platforms from $595.00 to $650.00 and gave the company a "neutral" rating in a report on Friday, September 11th. Robert W. Baird decreased their price objective on shares of Meta Platforms from $830.00 to $750.00 and set an "outperform" rating for the company in a research report on Thursday, July 30th. Daiwa Securities Group cut their price target on Meta Platforms from $790.00 to $687.00 and set a "buy" rating on the stock in a research note on Tuesday, August 4th. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on Meta Platforms from $750.00 to $820.00 and gave the stock a "buy" rating in a report on Friday. Three analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and ten have assigned a Hold rating to the company. 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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