Meta Platforms, Inc. $META Stock Holdings Trimmed by Meiji Yasuda Life Insurance Co

Meiji Yasuda Life Insurance Co lowered its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.1% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,007 shares of the social networking company's stock after selling 849 shares during the quarter. Meta Platforms comprises 0.4% of Meiji Yasuda Life Insurance Co's portfolio, making the stock its 12th largest position. Meiji Yasuda Life Insurance Co's holdings in Meta Platforms were worth $11,270,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of META. Thornburg Investment Management Inc. grew its position in shares of Meta Platforms by 3.4% in the 2nd quarter. Thornburg Investment Management Inc. now owns 130,466 shares of the social networking company's stock worth $73,490,000 after acquiring an additional 4,250 shares in the last quarter. Spinnaker Trust raised its position in shares of Meta Platforms by 3.0% during the 2nd quarter. Spinnaker Trust now owns 2,019 shares of the social networking company's stock valued at $1,137,000 after acquiring an additional 59 shares in the last quarter. Cullinan Associates Inc. lifted its stake in Meta Platforms by 3.2% during the second quarter. Cullinan Associates Inc. now owns 20,521 shares of the social networking company's stock worth $11,559,000 after purchasing an additional 638 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Meta Platforms by 1.3% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 12,836,063 shares of the social networking company's stock worth $7,230,426,000 after purchasing an additional 162,909 shares during the last quarter. Finally, New Mexico Educational Retirement Board boosted its holdings in Meta Platforms by 8.8% in the second quarter. New Mexico Educational Retirement Board now owns 108,850 shares of the social networking company's stock worth $61,314,000 after purchasing an additional 8,800 shares during the period. Institutional investors own 79.91% of the company's stock.

Meta Platforms Stock Performance

Shares of META opened at $741.24 on Tuesday. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $785.73. The company has a market cap of $1.89 trillion, a price-to-earnings ratio of 27.92, a price-to-earnings-growth ratio of 1.16 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. The firm has a fifty day moving average of $608.02 and a 200-day moving average of $610.09.

Meta Platforms (NASDAQ:META - Get Free Report) last released its quarterly 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). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. During the same quarter in the prior year, the company posted $7.14 EPS. The firm's revenue was up 28.0% on a year-over-year basis. As a group, equities analysts anticipate that Meta Platforms, Inc. will post 27.93 earnings per share for the current year.

Meta Platforms Dividend Announcement

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

Insider Transactions at Meta Platforms

In other Meta Platforms news, insider Christopher Cox sold 20,000 shares of the firm's stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $650.28, for a total value of $13,005,600.00. Following the sale, the insider owned 244,516 shares in the company, valued at approximately $159,003,864.48. This trade represents a 7.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan Li sold 9,196 shares of Meta Platforms stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the sale, the chief financial officer directly owned 13,186 shares in the company, valued at approximately $7,260,343.46. This trade represents a 41.09% decrease in their position. 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. Insiders have sold 81,758 shares of company stock worth $51,214,020 in the last quarter. 13.53% 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: Muse is gaining rapid user adoption. Muse reportedly surpassed ChatGPT in early U.S. iOS downloads, with approximately 730,000 downloads in its first five days and stronger first-12-day performance than ChatGPT’s mobile launch. The traction is strengthening expectations that Meta can monetize AI through advertising, subscriptions and commerce. Meta Muse downloads article
• Positive Sentiment: Partnerships support a broader AI platform strategy. Shopify plans to let Muse complete purchases across its merchant network, while reports also cited interest from services such as Stripe. These integrations could increase Muse’s usefulness and create future transaction or platform revenue opportunities. Shopify Muse checkout article
• Positive Sentiment: Analyst optimism added momentum. Wells Fargo raised its Meta price target to $796 from $640 and maintained an Overweight rating, citing Muse’s early traction, recent model launches and the upcoming Connect conference. Wells Fargo price target article
• Positive Sentiment: AI infrastructure investments are being viewed as strategic growth spending. Meta’s planned Alberta data center and reported high-capacity subsea network reinforce its commitment to supporting AI workloads, although the investments could raise near-term costs.
• Neutral Sentiment: Connect is a near-term catalyst. Traders expect potentially significant volatility around Meta’s annual event, where the company may provide updates on Muse, AI models, hardware and monetization plans. Meta Connect trading expectations article
• Negative Sentiment: Amazon blocked Muse from shopping on its website, citing unauthorized access, security and credential concerns. The dispute highlights regulatory, privacy and platform-integration risks that could limit agentic-commerce adoption. Amazon blocks Muse article

Analyst Upgrades and Downgrades

Several analysts have weighed in on META shares. Bank of America lowered their target price on shares of Meta Platforms from $835.00 to $810.00 and set a "buy" rating for the company in a research note on Thursday, July 30th. Citigroup restated a "buy" rating and issued a $800.00 price target on shares of Meta Platforms in a research report on Wednesday, September 16th. Wedbush lifted their price target on shares of Meta Platforms from $595.00 to $650.00 and gave the company a "neutral" rating in a report on Friday, September 11th. Scotiabank reaffirmed a "sector perform" rating and set a $600.00 price objective on shares of Meta Platforms in a research report on Thursday, July 30th. Finally, Benchmark reiterated a "hold" rating on shares of Meta Platforms in a research note on Thursday, August 27th. Four 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. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $792.68.

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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