Meta Platforms, Inc. $META Shares Bought by Asset Management One Co. Ltd.

Key Points

• Asset Management One increased its Meta Platforms position by 0.5% in the third quarter, acquiring 5,513 additional shares for a total holding of 1.08 million shares valued at approximately $782.1 million.
• Institutional ownership remains high at 79.91%, with major investors including State Street, Bank of America, Amundi and Corient Private Wealth expanding their positions.
• Meta reported quarterly earnings of $7.40 per share and revenue of $64.60 billion, exceeding expectations, while analysts maintain a “Moderate Buy” consensus rating with an average price target of $833.12.

Asset Management One Co. Ltd. grew its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 0.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,078,553 shares of the social networking company's stock after buying an additional 5,513 shares during the quarter. Meta Platforms makes up approximately 2.0% of Asset Management One Co. Ltd.'s portfolio, making the stock its 7th largest position. Asset Management One Co. Ltd.'s holdings in Meta Platforms were worth $782,145,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in META. Corient Private Wealth LP grew its position in Meta Platforms by 723.1% during the 2nd quarter. Corient Private Wealth LP now owns 8,801,764 shares of the social networking company's stock worth $4,957,946,000 after purchasing an additional 7,732,446 shares in the last quarter. Jupiter Topco LLC acquired a new stake in Meta Platforms during the 2nd quarter worth about $2,948,486,000. State Street Corp boosted its position in Meta Platforms by 4.0% during the 2nd quarter. State Street Corp now owns 92,033,963 shares of the social networking company's stock worth $51,841,811,000 after acquiring an additional 3,510,123 shares during the period. Bank of America Corp DE boosted its position in Meta Platforms by 14.6% during the 1st quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company's stock worth $12,036,491,000 after acquiring an additional 2,673,494 shares during the period. Finally, Amundi grew its stake in Meta Platforms by 18.1% during the 1st quarter. Amundi now owns 11,858,972 shares of the social networking company's stock valued at $6,784,873,000 after acquiring an additional 1,815,017 shares in the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Jefferies Financial Group upped their target price on Meta Platforms from $710.00 to $875.00 and gave the company a "buy" rating in a report on Tuesday, September 22nd. Moffett Nathanson lowered their price objective on shares of Meta Platforms from $800.00 to $740.00 and set a "buy" rating on the stock in a research report on Thursday, July 30th. Rosenblatt Securities reiterated a "buy" rating and issued a $886.00 price objective on shares of Meta Platforms in a research note on Tuesday, October 20th. Tigress Financial reiterated a "strong-buy" rating and issued a $945.00 target price (down from $995.00) on shares of Meta Platforms in a research report on Thursday, September 24th. Finally, Citic Securities lowered their price target on shares of Meta Platforms from $770.00 to $718.00 and set a "buy" rating on the stock in a report on Monday, August 3rd. Three research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, Meta Platforms currently has a consensus rating of "Moderate Buy" and a consensus target price of $833.12.

Meta Platforms Stock Down 1.3%

Meta Platforms stock opened at $606.73 on Tuesday. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 0.30. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $779.82. The firm's fifty day simple moving average is $671.17 and its 200-day simple moving average is $632.13. The company has a market capitalization of $1.55 trillion, a P/E ratio of 20.69, a P/E/G ratio of 1.06 and a beta of 1.19.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its quarterly earnings data on Thursday, October 22nd. The social networking company reported $7.40 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.54 by $0.86. Meta Platforms had a net margin of 31.15% and a return on equity of 30.73%. The firm had revenue of $64.60 billion during the quarter, compared to analysts' expectations of $63.34 billion. During the same period in the prior year, the company posted $7.25 earnings per share. Meta Platforms's revenue for the quarter was up 26.1% on a year-over-year basis. Sell-side analysts forecast that Meta Platforms, Inc. will post 29.01 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, September 28th. Investors of record on Monday, September 21st were paid a $0.5250 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, September 21st. Meta Platforms's dividend payout ratio (DPR) is presently 7.16%.

Insiders Place Their Bets

In related news, COO Javier Olivan sold 946 shares of the business's stock in a transaction that occurred on Monday, October 26th. The stock was sold at an average price of $640.00, for a total value of $605,440.00. Following the completion of the sale, the chief operating officer directly owned 5,040 shares in the company, valued at approximately $3,225,600. The trade was a 15.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 149,515 shares of company stock valued at $102,183,520. 13.53% of the stock is currently owned by insiders.

Meta Platforms News Summary

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

• Positive Sentiment: Meta’s advertising business remains a key support. Revenue increased 26% in the latest quarter, and AI-driven improvements to ad targeting and engagement are helping Meta benefit even as AI agents pressure traditional search. Why AI is boosting Meta's ad business while hurting Google search
• Positive Sentiment: Analysts continue to view Meta favorably, with the stock receiving a “Moderate Buy” consensus rating. The company’s long-term upside depends on whether its AI investments generate sufficient advertising and new-business growth. Meta Platforms Stock Now Rated Moderate Buy
• Neutral Sentiment: Meta postponed new business-account terms after criticism that they could enable extensive scraping of news and other websites. The delay reduces immediate backlash but highlights ongoing concerns about AI data practices and potential regulation. Meta delays new business terms after outcry
• Negative Sentiment: Investors are increasingly focused on the scale and funding of Meta’s AI buildout. The company is reportedly considering at least $20 billion in bond offerings, while a separate 6.5% preferred-share issuance raises concerns about expensive capital, dilution-like effects, and balance-sheet pressure. Meta eyes at least $20 billion from potential bond offerings Meta 6.5% preferreds issuance
• Negative Sentiment: Large capital expenditures—projected at $135 billion to $145 billion for 2026—are raising questions about free cash flow, returns on AI investment, and possible shareholder dilution. Market pressure on major AI spenders has added to the stock’s weakness. Meta and Alphabet face market pressure over capital expenditures
• Negative Sentiment: Settlements involving alleged social-media addiction and harm to young users may limit litigation costs in the near term, but plaintiffs’ attorneys are still demanding product and safety changes, preserving regulatory and reputational risk. Attorney calls for meaningful changes after Meta and Snap settlements

Meta Platforms Profile

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company's principal platforms include Facebook, Instagram, Messenger, WhatsApp, and Threads, which enable users to connect, communicate, share content, and discover products and services.

Meta also operates Reality Labs, its division focused on virtual, augmented, and mixed reality technologies. Reality Labs develops products such as Meta Quest virtual reality headsets and related software and experiences, along with research and hardware intended to support immersive computing.

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