Meta Platforms, Inc. $META Shares Bought by Edmond DE Rothschild Holding S.A.

Edmond DE Rothschild Holding S.A. lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 22.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 58,930 shares of the social networking company's stock after purchasing an additional 10,615 shares during the quarter. Edmond DE Rothschild Holding S.A.'s holdings in Meta Platforms were worth $33,195,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. RHL Group LLC acquired a new stake in shares of Meta Platforms in the 4th quarter worth about $28,000. Advantage Trust Co acquired a new position in Meta Platforms during the 2nd quarter valued at about $28,000. Strategic Wealth Advisors LLC acquired a new position in Meta Platforms during the 4th quarter valued at about $29,000. Niles Investment Management LLC bought a new position in Meta Platforms in the 4th quarter worth about $29,000. Finally, Axiom Investment Management LLC bought a new position in Meta Platforms in the 1st quarter worth about $36,000. Institutional investors own 79.91% of the company's stock.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Muse gains early consumer traction: Meta’s new AI agent reportedly reached No. 2 or No. 3 on the U.S. App Store shortly after its launch. Muse can interact with social platforms and outside services, while paid tiers priced at $20 and $100 per month create a potential new revenue stream beyond advertising. Meta's AI agent Muse is now the No. 2 app in the US
• Positive Sentiment: JPMorgan upgraded the stock: JPMorgan raised Meta to Overweight from Neutral and increased its price target to $820, citing meaningful growth potential from frontier AI models and agentic products. The upgrade helped reinforce the bullish view that Meta can diversify beyond advertising. JPMorgan upgrades Meta on AI models and agents
• Positive Sentiment: AI infrastructure optionality: Analysts believe Meta’s large AI-compute investments could eventually support a cloud-computing or infrastructure business, adding an opportunity not currently reflected in the valuation. The company’s strong revenue growth and substantial cash resources support this investment thesis.
• Positive Sentiment: Quarterly dividend declared: Meta announced a $0.525-per-share dividend payable September 28 to shareholders of record September 21. While the yield is modest, the payout signals confidence in ongoing cash generation.
• Neutral Sentiment: Legal settlement viewed as manageable: Commentary suggests Meta’s potential $18 billion social-media-addiction settlement, spread over a decade, may have a limited impact on annual free cash flow. Resolving the litigation could also remove an overhang, but the headline liability remains material.
• Negative Sentiment: Monetization and privacy concerns: Muse’s usefulness depends on access to users’ inboxes, accounts and payments, raising adoption and privacy questions. Analysts remain uncertain about conversion rates and near-term revenue.
• Negative Sentiment: AI execution and regulatory risks: A prominent AI researcher is leaving Meta for Anthropic, while an internal effort to capture employee screens for AI training reportedly triggered resistance. Meta is also discussing possible teen social-media restrictions in South Korea, and TikTok rejected Meta advertisements urging participation in a child-safety settlement.

Insider Activity at Meta Platforms

In other news, insider Curtis Mahoney sold 1,559 shares of the firm's stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $869,922.00. Following the completion of the sale, the insider directly owned 1,957 shares of the company's stock, valued at $1,092,006. This trade represents a 44.34% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher Cox sold 20,000 shares of the business's stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $650.28, for a total value of $13,005,600.00. Following the sale, the insider directly owned 244,516 shares in the company, valued at $159,003,864.48. This trade represents a 7.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 60,183 shares of company stock worth $36,673,495. 13.53% of the stock is owned by corporate insiders.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $648.03 on Monday. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $790.80. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The firm has a 50-day moving average of $601.58 and a two-hundred day moving average of $608.74. The company has a market capitalization of $1.65 trillion, a price-to-earnings ratio of 24.41, a PEG ratio of 1.12 and a beta of 1.25.

Meta Platforms (NASDAQ:META - Get Free Report) last released its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm's revenue for the quarter was up 28.0% on a year-over-year basis. During the same period in the prior year, the company earned $7.14 earnings per share. As a group, analysts expect that Meta Platforms, Inc. will post 28.17 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be given a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms's dividend payout ratio is 7.91%.

Analyst Ratings Changes

A number of research firms have recently weighed in on META. KeyCorp cut their price target on Meta Platforms from $790.00 to $780.00 and set an "overweight" rating on the stock in a report on Thursday, July 30th. Sanford C. Bernstein reissued an "outperform" rating and issued a $800.00 price objective on shares of Meta Platforms in a report on Thursday, July 30th. Raymond James Financial raised their target price on Meta Platforms from $825.00 to $850.00 and gave the company a "strong-buy" rating in a research report on Tuesday, July 21st. Wells Fargo & Company cut their target price on Meta Platforms from $835.00 to $640.00 and set an "overweight" rating on the stock in a research note on Thursday, July 30th. Finally, Evercore reiterated an "outperform" rating on shares of Meta Platforms in a research report on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, Meta Platforms presently has a consensus rating of "Moderate Buy" and an average price target of $787.54.

Meta Platforms Company Profile

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company's principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

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