Free Trial

Insigneo Advisory Services LLC Raises Holdings in Meta Platforms, Inc. $META

Meta Platforms logo with Computer and Technology background
Image from MarketBeat Media, LLC.

Key Points

  • Insigneo Advisory Services LLC raised its stake in Meta by 10% in Q3 to 44,604 shares worth about $32.8 million, representing 2.3% of the firm's holdings and its 8th largest position.
  • Large insider selling continued: CTO Andrew Bosworth sold 8,089 shares and COO Javier Olivan sold 2,461, with insiders offloading 160,410 shares worth roughly $102.8 million over the last quarter, reducing insider ownership and raising headline risk.
  • Meta reported a quarterly earnings beat (EPS $8.88 vs. $8.16; revenue $59.89B vs. $58.33B), announced a $0.525 quarterly dividend ($2.10 annual), and carries a MarketBeat consensus rating of "Moderate Buy" with a $844.44 target.
  • Five stocks to consider instead of Meta Platforms.

Insigneo Advisory Services LLC raised its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 10.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 44,604 shares of the social networking company's stock after acquiring an additional 4,060 shares during the period. Meta Platforms comprises approximately 2.3% of Insigneo Advisory Services LLC's holdings, making the stock its 8th largest holding. Insigneo Advisory Services LLC's holdings in Meta Platforms were worth $32,756,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its stake in shares of Meta Platforms by 0.4% in the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company's stock valued at $2,587,000 after purchasing an additional 13 shares in the last quarter. Trust Co of the South increased its holdings in Meta Platforms by 0.8% in the 3rd quarter. Trust Co of the South now owns 1,850 shares of the social networking company's stock valued at $1,359,000 after buying an additional 14 shares during the period. Sentinel Pension Advisors LLC increased its holdings in Meta Platforms by 1.6% in the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock valued at $672,000 after buying an additional 14 shares during the period. Alpine Bank Wealth Management raised its stake in shares of Meta Platforms by 0.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company's stock valued at $3,159,000 after buying an additional 14 shares in the last quarter. Finally, Valued Wealth Advisors LLC raised its stake in shares of Meta Platforms by 3.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company's stock valued at $334,000 after buying an additional 14 shares in the last quarter. Institutional investors own 79.91% of the company's stock.

Insiders Place Their Bets

In other news, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the sale, the chief technology officer owned 2,841 shares in the company, valued at approximately $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO Javier Olivan sold 2,461 shares of the firm's stock in a transaction on Sunday, February 15th. The shares were sold at an average price of $639.77, for a total value of $1,574,473.97. Following the completion of the sale, the chief operating officer owned 12,108 shares of the company's stock, valued at approximately $7,746,335.16. This trade represents a 16.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 160,410 shares of company stock valued at $102,809,055. 13.61% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Meta Platforms

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

  • Positive Sentiment: Closed multiyear AI/content and chip-supply deals that should improve model training quality and reduce sourcing risk — supports AI product road map and longer-term ad/engagement upside. Read More.
  • Positive Sentiment: Signed paid content-licensing arrangements (reported coverage highlights a News Corp deal) and created a new applied-AI engineering organization to speed model development — both point to faster commercialization of AI features that can lift ad yields. Read More.
  • Positive Sentiment: Prominent investors and some brokers continue to list META as a buy or top idea (e.g., inclusion on Bill Ackman-related lists and select upgrades), supporting demand from long-term investors. Read More.
  • Neutral Sentiment: Company presented at investor conferences and several sell‑side reports reiterated valuation/scale arguments — useful for analyst color but not an immediate catalyst. Read More.
  • Negative Sentiment: Wall Street downgrades and cut price targets citing concerns that Meta is “lagging on AI” — raises short-term growth and competition worries and likely contributed to intraday selling pressure. Read More.
  • Negative Sentiment: Large insider sales disclosed: CFO Susan Li sold roughly $36.5M and COO Javier Olivan also executed significant sales — while often planned (tax/vesting), these filers increase headline risk and can create short-term supply. Read More.
  • Negative Sentiment: Regulatory and competition pressure in Europe and Indonesia — Meta agreed to allow rival AI chatbots on WhatsApp in Europe (for a fee) to head off EU action, and Indonesia issued warnings over disinformation and algorithm transparency, adding compliance and revenue uncertainty in key markets. Read More. Read More.
  • Negative Sentiment: 13F filings show several high‑profile managers trimmed or exited META in Q4 — signals profit‑taking and reduced conviction from some large investors. Read More.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on META shares. Rothschild & Co Redburn set a $900.00 target price on shares of Meta Platforms in a research report on Monday, January 26th. Scotiabank raised their price target on shares of Meta Platforms from $685.00 to $700.00 and gave the stock a "sector perform" rating in a research note on Thursday, January 29th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Meta Platforms in a report on Monday, December 29th. Morgan Stanley upped their price objective on Meta Platforms from $750.00 to $825.00 and gave the company an "overweight" rating in a research note 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. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $844.44.

Read Our Latest Analysis on Meta Platforms

Meta Platforms Price Performance

Shares of Meta Platforms stock opened at $644.86 on Monday. The stock has a market capitalization of $1.63 trillion, a price-to-earnings ratio of 27.44, a P/E/G ratio of 1.00 and a beta of 1.30. The firm's 50-day moving average price is $654.99 and its two-hundred day moving average price is $680.69. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $8.16 by $0.72. The company had revenue of $59.89 billion during the quarter, compared to analysts' expectations of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. Meta Platforms's quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $8.02 earnings per share. On average, equities analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be given a $0.525 dividend. The ex-dividend date is Monday, March 16th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms's payout ratio is presently 8.94%.

About Meta Platforms

(Free Report)

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.

Featured Stories

Institutional Ownership by Quarter for Meta Platforms (NASDAQ:META)

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.

Should You Invest $1,000 in Meta Platforms Right Now?

Before you consider Meta Platforms, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Meta Platforms wasn't on the list.

While Meta Platforms currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

 The Best Nuclear Energy Stocks to Buy Cover

Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.

Get This Free Report
Like this article? Share it with a colleague.

Featured Articles and Offers

Related Videos

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines