Haven Capital Group Inc. Buys 908 Shares of Meta Platforms, Inc. $META

Key Points

• Haven Capital Group increased its stake in Meta by 56.7%, buying 908 shares to hold 2,510 shares worth about $1.657M, representing roughly 1.6% of its portfolio and the firm's 20th largest position.
• Significant insider selling occurred: CFO Susan J. Li sold 56,571 shares for about $36.47M, and insiders sold a total of 161,448 shares (~$103.33M) in the last quarter.
• Meta is advancing AI and hardware initiatives (new Ray‑Ban smart glasses, VA clinical VR partnership, and hires for AI hardware) but faces near‑term challenges including Bay Area layoffs, rising legal/regulatory risk, and recent analyst price‑target trims.

Haven Capital Group Inc. boosted its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 56.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,510 shares of the social networking company's stock after buying an additional 908 shares during the quarter. Meta Platforms makes up about 1.6% of Haven Capital Group Inc.'s investment portfolio, making the stock its 20th largest position. Haven Capital Group Inc.'s holdings in Meta Platforms were worth $1,657,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Westchester Capital Management Inc. acquired a new stake in shares of Meta Platforms during the 3rd quarter worth about $26,000. Bare Financial Services Inc bought a new position in Meta Platforms during the 2nd quarter valued at about $30,000. Knuff & Co LLC acquired a new position in Meta Platforms in the second quarter valued at about $44,000. PMV Capital Advisers LLC grew its stake in Meta Platforms by 26.3% during the fourth quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company's stock worth $63,000 after buying an additional 20 shares during the last quarter. Finally, Evergreen Private Wealth LLC grew its stake in Meta Platforms by 64.8% during the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock worth $65,000 after buying an additional 35 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors.

Insider Transactions at Meta Platforms

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of the firm's stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, COO Javier Olivan sold 926 shares of the company's stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $605.38, for a total transaction of $560,581.88. Following the sale, the chief operating officer owned 13,335 shares of the company's stock, valued at $8,072,742.30. The trade was a 6.49% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 161,448 shares of company stock worth $103,333,788 in the last quarter. 13.61% of the stock is owned by company insiders.

Meta Platforms News Summary

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

• Positive Sentiment: Launched new AI wearables — Meta expanded its Ray‑Ban smart‑glasses lineup (prescription Ray‑Ban Meta Blayzer Optics and Meta Scriber Optics), reinforcing the company’s push to monetize AI-powered consumer hardware and services. Meta Platforms, Inc. (META) Strengthens AI Strategy With New Glasses and Services
• Positive Sentiment: Moves into clinical VR with VA — Meta partnered with the U.S. Department of Veterans Affairs to scale clinical-grade VR therapy in VA medical centers, signaling enterprise and regulated-market adoption for its VR/Quest platform. This can open non‑advertising revenue channels. Meta’s VA Partnership Puts Clinical VR Therapy In Meta Platforms Story
• Positive Sentiment: Building AI hardware capability — Meta’s Superintelligence Labs hired veteran engineer Rui Xu to lead hardware efforts, suggesting deeper investment in custom AI devices beyond glasses, which supports long‑term vertical integration for AI compute and products. Meta Superintelligence Labs is quietly building a hardware team
• Neutral Sentiment: Wells Fargo trims price target but stays constructive — Wells Fargo cut its PT to $765 (from $856) while maintaining an Overweight rating, reflecting confidence in long‑term AI upside despite nearer‑term uncertainty ahead of earnings. Ahead of Meta, Alphabet earnings, Wells Fargo keeps overweight, cuts PTs
• Neutral Sentiment: China signals support for lawful cross‑border deals — Beijing said it supports law‑abiding transnational tech deals after reports of a Meta review, offering potential clarity for any China‑related partnerships or supply arrangements. China says it supports law‑abiding transnational deals after reports of Meta deal review
• Negative Sentiment: Bay Area layoffs — Meta is cutting roughly 200 roles in the San Francisco Bay Area as it restructures teams while reallocating capital toward AI infrastructure; layoffs can be read as cost discipline but also highlight internal reshaping and near‑term workforce disruption. Meta's Bay Area layoffs affect roughly 200 workers as company pours billions into AI infrastructure
• Negative Sentiment: Rising legal/regulatory risk — Recent court losses and challenges to Section 230 protections have increased litigation and regulatory uncertainty for Meta, which could lead to higher compliance costs, content moderation expense and potential liabilities. Meta, Google under attack as court cases bypass 30‑year‑old legal shieldWhat's next for Meta in the wake of trial losses and layoffs?
• Negative Sentiment: Analyst downgrades and PT trims — Morgan Stanley cut its PT to $775 citing softer ad trends and Erste downgraded to Hold; analyst cuts increase selling pressure and shorten the runway for multiple near‑term catalysts. Morgan Stanley trims PT on Meta Platforms (META) to $775 amid softer advertising backdropMeta Platforms was downgraded by Erste Group Bank AG

Meta Platforms Stock Performance

Shares of META opened at $574.46 on Friday. The stock's fifty day simple moving average is $637.79 and its 200-day simple moving average is $660.71. The firm has a market capitalization of $1.45 trillion, a PE ratio of 24.45, a price-to-earnings-growth ratio of 0.89 and a beta of 1.31. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27.

Meta Platforms (NASDAQ:META - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping analysts' consensus estimates of $8.16 by $0.72. The firm had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The company's revenue was up 23.8% on a year-over-year basis. During the same period last year, the company earned $8.02 earnings per share. As a group, research analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were paid a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, March 16th. Meta Platforms's dividend payout ratio (DPR) is 8.94%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on META shares. Wedbush lifted their target price 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. Roth Mkm decreased their price target on Meta Platforms from $850.00 to $800.00 and set a "buy" rating on the stock in a research report on Monday, January 26th. Piper Sandler raised their price target on Meta Platforms from $840.00 to $880.00 and gave the company an "overweight" rating in a report on Thursday, January 29th. UBS Group reiterated a "buy" rating and issued a $872.00 price objective (up from $830.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Finally, Jefferies Financial Group increased their target price on Meta Platforms from $910.00 to $1,000.00 and gave the stock a "buy" rating in a report on Thursday, January 29th. Four analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and eight have given a Hold rating to the company's stock. According to MarketBeat, Meta Platforms has a consensus rating of "Moderate Buy" and an average price target of $843.57.

About Meta Platforms

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.

Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.