Lbp Am Sa Grows Stock Holdings in Meta Platforms, Inc. $META

Key Points

• Lbp Am Sa increased its stake in Meta by 12.2% in Q4 to 195,010 shares worth $128.7 million, making META its 11th-largest holding and ~1.5% of the firm's portfolio.
• Meta reported stronger-than-expected results (Q earnings $8.88 EPS vs. $8.16 est.; revenue $59.89B, +23.8% YoY) and a market cap of about $1.71 trillion, with analysts' average price target near $837 and mostly bullish ratings.
• Corporate developments include a multiyear AWS Graviton5 cloud deal and plans to cut ~10% of staff and freeze hiring to fund AI investments, while insiders have sold ~166,117 shares (~$106M) in the past 90 days, creating mixed execution and governance signals.

Lbp Am Sa boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 12.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 195,010 shares of the social networking company's stock after acquiring an additional 21,167 shares during the quarter. Meta Platforms accounts for approximately 1.5% of Lbp Am Sa's investment portfolio, making the stock its 11th biggest position. Lbp Am Sa's holdings in Meta Platforms were worth $128,724,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of META. State Street Corp boosted its position in 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 buying an additional 1,650,435 shares during the period. Danske Bank A S acquired a new stake in shares of Meta Platforms in the third quarter valued at $1,191,175,000. Concentrum Wealth Management boosted its holdings in Meta Platforms by 948.7% in the third quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock valued at $913,000 after purchasing an additional 1,124,998 shares during the period. Mercer Global Advisors Inc. ADV grew its stake in Meta Platforms by 209.3% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 430,434 shares of the social networking company's stock worth $314,340,000 after purchasing an additional 824,276 shares in the last quarter. Finally, CIBC Bancorp USA Inc. purchased a new stake in Meta Platforms during the 3rd quarter worth about $540,634,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on META shares. Argus reissued a "buy" rating and set a $800.00 price objective on shares of Meta Platforms in a research report on Monday, February 2nd. Wells Fargo & Company reduced their price objective on shares of Meta Platforms from $856.00 to $765.00 and set an "overweight" rating on the stock in a report on Thursday, April 2nd. Jefferies Financial Group boosted their target price on shares of Meta Platforms from $910.00 to $1,000.00 and gave the stock a "buy" rating in a research note on Thursday, January 29th. Rothschild & Co Redburn set a $900.00 target price on Meta Platforms in a report on Monday, January 26th. Finally, Wolfe Research decreased their price target on Meta Platforms from $850.00 to $800.00 and set an "outperform" rating for the company in a report on Friday, April 10th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $837.09.

Meta Platforms Stock Performance

NASDAQ META opened at $675.50 on Friday. The company has a fifty day moving average of $628.34 and a two-hundred day moving average of $650.06. The company has a market capitalization of $1.71 trillion, a PE ratio of 28.74, a P/E/G ratio of 1.07 and a beta of 1.31. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $796.25. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60.

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 for the quarter, beating the consensus estimate of $8.16 by $0.72. The business had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business's quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the previous year, the business earned $8.02 EPS. As a group, analysts expect that Meta Platforms, Inc. will post 29.83 earnings per share for the current year.

Meta Platforms Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were issued a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, March 16th. Meta Platforms's dividend payout ratio is presently 8.94%.

Meta Platforms News Summary

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

• Positive Sentiment: Meta signed a multiyear, multibillion-dollar agreement to deploy tens of millions of AWS Graviton5 cores to power its agentic AI workloads — investors view this as a scalable, cost-efficient way to boost AI capacity and cut future capex risk. Meta strikes deal with Amazon's cloud unit to use its CPU chips
• Positive Sentiment: Management announced plans to cut ~10% of the workforce (~8,000 roles) and freeze hiring for ~6,000 openings to "run more efficiently" and offset AI investments — a move markets often reward when paired with heavy AI capex. Meta will cut 10% of workforce as it pushes more into AI
• Positive Sentiment: Analyst support and buy-side interest (price-target upgrades and bullish notes on AI-driven ad monetization) are reinforcing the upside narrative around revenue and margins. Guggenheim reaffirms buy and sets $850 target
• Neutral Sentiment: Insider sales by the COO were disclosed (executed under a Rule 10b5‑1 plan) — routine but noted by traders watching insider activity. SEC filing: Javier Olivan insider sales
• Negative Sentiment: Staff reactions describe weeks of limbo and morale damage ("28 days of hell") ahead of the May cuts, raising execution and product-risk concerns if key teams are disrupted. Meta employees react to pending job cuts
• Negative Sentiment: Reports that Meta is tracking employee keystrokes and web usage to train AI models raise privacy/ethical questions and potential regulatory scrutiny that could create reputational or legal costs. Meta is tracking employee usage for AI training
• Negative Sentiment: Ongoing legal/ESG pressures (court rulings, shareholder proposals on human rights and AI energy/climate impacts) remain a medium-term headwind for sentiment and could spur additional disclosures or costs. Meta faces new ESG pressures

Insider Transactions at Meta Platforms

In other Meta Platforms news, COO Javier Olivan sold 2,778 shares of Meta Platforms stock in a transaction on Monday, April 13th. The shares were sold at an average price of $629.45, for a total value of $1,748,612.10. Following the transaction, the chief operating officer directly owned 10,557 shares in the company, valued at approximately $6,645,103.65. The trade was a 20.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction dated 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 of the company's stock, valued at $1,793,352.84. This trade represents a 74.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 166,117 shares of company stock worth $106,367,778. Insiders own 13.61% of the company's stock.

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.

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