Munich Reinsurance Co Stock Corp in Munich Invests $57.37 Million in Meta Platforms, Inc. $META

Key Points

• Munich Re bought 78,113 shares of Meta (≈$57.37 million) in the third quarter, making up about 1.4% of its portfolio and the stock its 29th largest holding.
• Meta beat quarterly expectations with $8.88 EPS and $59.89 billion revenue (up 23.8% YoY) and carries a consensus "Moderate Buy" rating with a $844.44 average price target from analysts.
• Insider activity is notable: CFO Susan Li sold 56,571 shares (~$36.5 million) and insiders have sold $103.45 million of stock over the last 90 days, a potential near‑term negative for sentiment.

Munich Reinsurance Co Stock Corp in Munich purchased a new position in Meta Platforms, Inc. (NASDAQ:META - Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 78,113 shares of the social networking company's stock, valued at approximately $57,365,000. Meta Platforms makes up 1.4% of Munich Reinsurance Co Stock Corp in Munich's investment portfolio, making the stock its 29th largest holding.

Other institutional investors also recently bought and sold shares of the company. Westchester Capital Management Inc. bought a new position in shares of Meta Platforms in the third quarter worth approximately $26,000. Bare Financial Services Inc bought a new stake in shares of Meta Platforms during the second quarter valued at approximately $30,000. Knuff & Co LLC bought a new stake in shares of Meta Platforms during the second quarter valued at approximately $44,000. Spurstone Advisory Services LLC purchased a new position in Meta Platforms in the 2nd quarter worth approximately $59,000. Finally, Evergreen Private Wealth LLC raised its holdings in Meta Platforms by 64.8% in the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock worth $65,000 after acquiring an additional 35 shares during the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have commented on the company. Stifel Nicolaus increased their target price on Meta Platforms from $785.00 to $820.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Weiss Ratings restated a "buy (b)" rating on shares of Meta Platforms in a research note on Monday, December 29th. Scotiabank upped their price target on Meta Platforms from $685.00 to $700.00 and gave the company a "sector perform" rating in a report on Thursday, January 29th. Arete Research reaffirmed a "neutral" rating on shares of Meta Platforms in a research report on Thursday, March 5th. Finally, BNP Paribas Exane started coverage on Meta Platforms in a report on Monday, November 24th. They issued an "outperform" rating and a $800.00 price objective for the company. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven 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 a consensus target price of $844.44.

Meta Platforms Stock Performance

META opened at $654.86 on Thursday. The company has a 50 day simple moving average of $654.42 and a two-hundred day simple moving average of $679.16. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. The firm has a market cap of $1.66 trillion, a P/E ratio of 27.87, a PEG ratio of 1.01 and a beta of 1.30. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25.

Meta Platforms (NASDAQ:META - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating the consensus estimate of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The firm had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. During the same period last year, the firm earned $8.02 EPS. The company's revenue was up 23.8% on a year-over-year basis. Equities analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be issued a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms's dividend payout ratio (DPR) is currently 8.94%.

Insider Activity

In related news, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, COO Javier Olivan sold 2,461 shares of the business's stock in a transaction that occurred on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total value of $1,574,473.97. Following the completion of the transaction, the chief operating officer directly owned 12,108 shares in the company, valued at approximately $7,746,335.16. This represents a 16.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 161,446 shares of company stock worth $103,451,688 over the last ninety days. Corporate insiders own 13.61% of the company's stock.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Rolled out a roadmap of four new in‑house AI chips to expand data‑center capacity and cut dependence on third‑party hardware — a move that should lower long‑term costs and support Meta’s AI scale and margins. Meta unveils plans for batch of in-house AI chips
• Positive Sentiment: Acquired Moltbook, a viral social network for AI agents, and brought its founders into Meta’s Superintelligence Labs — an inexpensive talent & capability win that reinforces Meta’s AI roadmap and content‑generation/testing capabilities. Meta acquires AI agent social network Moltbook
• Positive Sentiment: Launched AI‑powered anti‑scam tools across WhatsApp, Facebook and Messenger — a user‑safety boost that can protect engagement and advertiser confidence on its platforms. Meta rolls out new scam detection tools to Facebook, WhatsApp, and Messenger
• Neutral Sentiment: Street commentary (Evercore/Barron’s) suggests internet names including META may be oversold after AI worries and geopolitical risk — a catalyst that could attract value buyers but depends on macro sentiment. Amazon, Uber, and Other Internet Stocks Look Too Cheap After AI and Iran Worries
• Negative Sentiment: Insider selling: COO Javier Olivan sold multiple blocks of shares (hundreds of shares reported), trimming his position — a near‑term negative signal that can weigh on sentiment even if routine. SEC filing: Javier Olivan sales
• Negative Sentiment: Announced a 2–5% “location fee” for advertisers to cover some European digital taxes — could pressure ad rates/advertiser spend in affected markets and be a small drag on revenue growth. Meta to charge advertisers a fee to offset Europe's digital taxes
• Negative Sentiment: Dutch appeals court upheld a ruling forcing Meta to offer chronological feeds in the Netherlands — a regulatory loss that could affect engagement/personalization and set precedents for further restrictions. Dutch court upholds ruling forcing Meta to offer chronological feeds

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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