Skylands Capital LLC boosted its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 26.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,205 shares of the social networking company's stock after acquiring an additional 1,700 shares during the period. Skylands Capital LLC's holdings in Meta Platforms were worth $5,416,000 as of its most recent SEC filing.
Several other institutional investors have also recently added to or reduced their stakes in META. Brighton Jones LLC increased its position in Meta Platforms by 1.7% during the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock worth $20,230,000 after purchasing an additional 570 shares during the period. Revolve Wealth Partners LLC increased its position in Meta Platforms by 10.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock worth $5,537,000 after purchasing an additional 875 shares during the period. Headwater Capital Co Ltd increased its position in Meta Platforms by 294.7% during the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after purchasing an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. acquired a new position in Meta Platforms during the 2nd quarter worth approximately $213,000. Finally, Capital & Planning LLC acquired a new position in Meta Platforms during the 2nd quarter worth approximately $322,000. Institutional investors and hedge funds own 79.91% of the company's stock.
Insider Buying and Selling
In related news, COO Javier Olivan sold 2,778 shares of Meta Platforms stock in a transaction on Monday, April 13th. The stock was sold at an average price of $629.45, for a total transaction of $1,748,612.10. Following the completion of the transaction, the chief operating officer directly owned 10,557 shares of the company's stock, valued at approximately $6,645,103.65. The trade was a 20.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan J. Li sold 56,571 shares of the company'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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 168,193 shares of company stock valued at $107,642,717. 13.61% of the stock is owned by insiders.
Meta Platforms Stock Performance
Shares of META stock opened at $609.63 on Friday. The stock has a fifty day moving average price of $627.67 and a 200 day moving average price of $645.30. The stock has a market cap of $1.54 trillion, a PE ratio of 22.16, a P/E/G ratio of 1.07 and a beta of 1.25. 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 0.24, a quick ratio of 2.35 and a current ratio of 2.35.
Meta Platforms (NASDAQ:META - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.67 by $3.77. The firm had revenue of $56.31 billion during the quarter, compared to analysts' expectations of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.Meta Platforms's revenue was up 33.1% on a year-over-year basis. During the same period in the previous year, the firm posted $6.43 earnings per share. Sell-side analysts forecast that Meta Platforms, Inc. will post 29.68 earnings per share for the current fiscal year.
Meta Platforms Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were issued a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, March 16th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms's payout ratio is currently 7.63%.
More Meta Platforms News
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Several analysts remain bullish on Meta Platforms, with recent notes from firms like BofA and Erste Group lifting earnings estimates or price targets after strong Q1 results, reinforcing expectations for meaningful upside. Article Title
- Positive Sentiment: Meta’s AI push is drawing attention as the company reportedly works on AI agents and improved models like Muse Spark, which could support new products and future monetization opportunities. Article Title
- Neutral Sentiment: Commentary pieces continue to frame Meta as an important AI and large-cap tech name, but these are mostly opinion-driven and do not add new fundamental information for the stock. Article Title
- Neutral Sentiment: Meta was also mentioned in a deal roundup about acquiring Assured Robot Intelligence, but the report provided little detail, so the market impact is unclear. Article Title
- Negative Sentiment: Reports highlighting employee dissatisfaction and impending layoffs suggest Meta’s AI transformation is creating internal friction, while also reminding investors that the company’s AI ambitions come with higher costs. Article Title
- Negative Sentiment: Investor concern remains centered on Meta’s enormous 2026 capex plan, estimated at $125 billion to $145 billion, which is fueling fears that profitability could come under pressure before AI investments pay off. Article Title
Analysts Set New Price Targets
META has been the topic of several recent analyst reports. Pivotal Research dropped their target price on Meta Platforms from $930.00 to $910.00 and set a "buy" rating on the stock in a research report on Thursday, January 29th. Rothschild & Co Redburn set a $900.00 target price on Meta Platforms in a research report on Monday, January 26th. Wells Fargo & Company boosted their target price on Meta Platforms from $765.00 to $770.00 and gave the stock an "overweight" rating in a research report on Thursday, April 30th. Wolfe Research dropped their target price on Meta Platforms from $850.00 to $800.00 and set an "outperform" rating on the stock in a research report on Friday, April 10th. Finally, Morgan Stanley dropped their target price on Meta Platforms from $825.00 to $775.00 and set an "overweight" rating on the stock in a research report on Monday, March 30th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $840.31.
Check Out Our Latest Research Report on Meta Platforms
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.
Read More
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.
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
Enter your email address and we’ll send you MarketBeat’s list of ten stocks set to soar in Spring 2026, despite the threat of tariffs and what's happening in Iran. These ten stocks are incredibly resilient and are likely to thrive in any economic environment.
Get This Free Report
