Hamilton Capital Partners LLC Purchases 25,879 Shares of Meta Platforms, Inc. $META

Hamilton Capital Partners LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 119.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 47,616 shares of the social networking company's stock after acquiring an additional 25,879 shares during the period. Meta Platforms comprises 10.4% of Hamilton Capital Partners LLC's investment portfolio, making the stock its 3rd biggest holding. Hamilton Capital Partners LLC's holdings in Meta Platforms were worth $31,431,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. State Street Corp raised its stake in shares of Meta Platforms by 1.9% in the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after acquiring an additional 1,650,435 shares during the period. Capital World Investors raised its stake in shares of Meta Platforms by 0.7% in the 3rd quarter. Capital World Investors now owns 39,247,690 shares of the social networking company's stock valued at $28,823,375,000 after acquiring an additional 278,180 shares during the period. Invesco Ltd. raised its stake in shares of Meta Platforms by 0.8% in the 3rd quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company's stock valued at $12,597,374,000 after acquiring an additional 142,229 shares during the period. Legal & General Group Plc raised its stake in shares of Meta Platforms by 4.1% in the 3rd quarter. Legal & General Group Plc now owns 14,332,168 shares of the social networking company's stock valued at $10,525,258,000 after acquiring an additional 558,792 shares during the period. Finally, Bank of New York Mellon Corp raised its stake in shares of Meta Platforms by 3.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 13,619,341 shares of the social networking company's stock valued at $10,001,772,000 after acquiring an additional 481,276 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on META shares. JPMorgan Chase & Co. boosted their price target on shares of Meta Platforms from $800.00 to $825.00 and gave the company an "overweight" rating in a research note on Thursday, January 29th. UBS Group boosted their price target on shares of Meta Platforms from $872.00 to $908.00 and gave the company a "buy" rating in a research note on Tuesday, April 21st. Sanford C. Bernstein reissued an "outperform" rating and issued a $900.00 price target (up from $870.00) on shares of Meta Platforms in a research note on Thursday, January 29th. BMO Capital Markets boosted their price target on shares of Meta Platforms from $710.00 to $730.00 and gave the company a "market perform" rating in a research note on Thursday, January 29th. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on shares of Meta Platforms from $880.00 to $920.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and eight have assigned a Hold rating to the company's stock. According to MarketBeat.com, Meta Platforms presently has an average rating of "Moderate Buy" and an average target price of $837.09.

More Meta Platforms News

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

• Positive Sentiment: Meta signed a multi‑year agreement to reserve up to 1 GW of space‑based solar power to support its AI data‑center needs — a long‑dated but high‑profile effort to secure continuous renewable power for heavy AI compute, which supports the company’s long‑term AI growth and cost profile. Meta partners with space startup Overview Energy
• Positive Sentiment: Early reception to Meta’s new Muse Spark model is constructive — the product marks a shift in strategy (less open‑source Llama-style releases) and raises the stakes for CEO commentary on monetization at earnings. Positive AI-product signals can support multiple revenue levers if Wall Street sees a clear path to commercial adoption. Meta's new AI model shows early promise
• Positive Sentiment: Reliance‑Meta joint venture progress in India (appointing a founding CEO) signals faster enterprise AI deployment in a large market — a potential revenue growth channel outside core consumer ads. Reliance and Meta's joint venture signals India shift
• Positive Sentiment: Operational partnership with CBRE to train fiber technicians supports Meta’s data‑center expansion and network reliability, reducing execution risk on infrastructure rollouts tied to AI workloads. Meta Platforms partners with CBRE
• Neutral Sentiment: Analysts and commentary emphasize that advertising metrics (ad revenue and engagement) remain the primary near‑term driver; Q1 results and management guidance will determine whether recent AI‑driven ad strength is durable. Large moves are expected around the print. Advertising results remain key
• Neutral Sentiment: Market narratives warn investors to look for proof that AI spending is producing returns — elevated CapEx guidance or unclear ROI could pressure sentiment even if revenue beats. Traders expect volatility around the earnings release. Will this week's earnings be 'good enough'?
• Negative Sentiment: China has blocked Meta’s acquisition of AI startup Manus and Meta is preparing to unwind the deal — an unexpected setback that removes an incremental capability and highlights geopolitical risk for cross‑border AI deals. That raises strategic and execution uncertainty. Meta prepares to undo Manus acquisition
• Negative Sentiment: Broader regulatory pressure: EU regulators say new rules will target cloud and AI services — tighter rules could raise compliance costs and constrain go‑to‑market options for AI products in Europe. EU to target cloud services and AI
• Negative Sentiment: Reputational/regulatory drag: FTC data shows Americans lost $2.1B to social‑media scams last year, with >2/3 tied to Meta apps — policymakers and advertisers watch trust metrics, which can affect user engagement and ad pricing over time. Americans lost $2.1 billion to social media scams

Meta Platforms Trading Down 1.1%

Shares of Meta Platforms stock opened at $671.34 on Wednesday. The company has a fifty day simple moving average of $629.76 and a 200-day simple moving average of $648.51. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $796.25. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock has a market cap of $1.70 trillion, a price-to-earnings ratio of 28.57, a PEG ratio of 1.10 and a beta of 1.31.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The business had revenue of $59.89 billion during the quarter, compared to analysts' expectations of $58.33 billion. During the same quarter in the prior year, the business posted $8.02 EPS. The company's revenue for the quarter was up 23.8% on a year-over-year basis. On average, equities analysts forecast that Meta Platforms, Inc. will post 29.83 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were issued a $0.525 dividend. 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 dividend payout ratio is presently 8.94%.

Insider Activity

In related news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction on Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, COO Javier Olivan sold 2,778 shares of the stock in a transaction on Monday, April 13th. The stock was sold at an average price of $629.45, for a total transaction of $1,748,612.10. Following the sale, the chief operating officer owned 10,557 shares of the company's stock, valued at approximately $6,645,103.65. This represents a 20.83% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 165,600 shares of company stock worth $106,023,973. Corporate insiders own 13.61% of the company's stock.

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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