RD Finance Ltd Grows Stock Position in Meta Platforms, Inc. $META

Key Points

• RD Finance Ltd increased its Meta Platforms stake by 140.2% in the fourth quarter, buying 5,750 more shares and bringing its total holding to 9,850 shares worth about $6.5 million.
• Several other institutional investors also boosted their META holdings, and overall institutional ownership stands at 79.91% of the company’s stock.
• Meta reported a strong quarter, with EPS of $10.44 beating estimates and revenue rising 33.1% year over year, though analysts remain only Moderate Buy on average amid concerns about AI spending and regulatory pressure.

RD Finance Ltd raised its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 140.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,850 shares of the social networking company's stock after buying an additional 5,750 shares during the period. Meta Platforms comprises about 6.6% of RD Finance Ltd's portfolio, making the stock its 5th biggest position. RD Finance Ltd's holdings in Meta Platforms were worth $6,502,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Ashton Thomas Private Wealth LLC grew its holdings in Meta Platforms by 34.2% in the third quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company's stock worth $38,373,000 after purchasing an additional 13,311 shares during the last quarter. Keybank National Association OH grew its holdings in Meta Platforms by 15.7% in the fourth quarter. Keybank National Association OH now owns 133,798 shares of the social networking company's stock worth $88,319,000 after purchasing an additional 18,169 shares during the last quarter. Becker Capital Management Inc. grew its holdings in Meta Platforms by 5.0% in the third quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company's stock worth $25,741,000 after purchasing an additional 1,657 shares during the last quarter. Diversified Trust Co. grew its holdings in Meta Platforms by 4.1% in the fourth quarter. Diversified Trust Co. now owns 84,059 shares of the social networking company's stock worth $55,487,000 after purchasing an additional 3,336 shares during the last quarter. Finally, Cramer Rosenthal Mcglynn LLC grew its holdings in Meta Platforms by 16.2% in the third quarter. Cramer Rosenthal Mcglynn LLC now owns 6,933 shares of the social networking company's stock worth $5,091,000 after purchasing an additional 968 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company's stock.

Wall Street Analyst Weigh In

META has been the topic of several analyst reports. Citigroup reaffirmed an "outperform" rating on shares of Meta Platforms in a report on Thursday, January 29th. Raymond James Financial cut their price target on shares of Meta Platforms from $825.00 to $800.00 and set a "strong-buy" rating on the stock in a report on Monday, January 26th. Rosenblatt Securities reaffirmed a "buy" rating and issued a $1,015.00 price target on shares of Meta Platforms in a report on Thursday, April 30th. Piper Sandler reaffirmed an "overweight" rating and issued a $800.00 price target (down from $880.00) on shares of Meta Platforms in a report on Thursday, April 30th. Finally, Guggenheim cut their price target on shares of Meta Platforms from $850.00 to $800.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $840.31.

Meta Platforms News Roundup

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

• Positive Sentiment: Bill Ackman’s Pershing Square continues to hold Meta alongside other megacap AI leaders, reinforcing the view that META remains a core long-term AI and digital ads name. Microsoft, Meta, Amazon and Google. Is Ackman's Hedge Fund Just a Mag 7 Play?
• Positive Sentiment: Analysts and market commentary continue to point out that Meta’s latest earnings beat was strong, with faster revenue growth and better-than-expected EPS, which supports the bull case despite recent volatility. Meta Platforms Stock Performance
• Neutral Sentiment: Meta is getting attention as one of the most-watched stocks on Zacks, suggesting investors are closely focused on what comes next for AI spending, ad growth, and margins. Meta Platforms, Inc. (META) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Meta is still a key part of the AI trade, but commentary about an AI bubble and crowded megacap positioning is keeping sentiment cautious around the stock. UBS warns AI stocks are overheating as growth expectations collide with history
• Negative Sentiment: Meta’s CFO said 2026 capital expenditures are expected to keep rising, intensifying concerns that heavy AI infrastructure spending could weigh on free cash flow and near-term profitability. Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up
• Negative Sentiment: Meta is facing fresh legal and regulatory pressure, including a New Mexico youth-safety trial, an Italian lawsuit over minors’ social media use, and a California suit tied to AI scam ads and advertising practices. Meta and Google fund US kids' groups, as critics warn of social media risk
• Negative Sentiment: Some fund managers trimmed META holdings, which may add to near-term caution even though other investors increased exposure. ARK Investment’s Cathie Wood Cuts Meta Platforms Stake Sharply

Insider Activity at Meta Platforms

In related news, COO Javier Olivan sold 2,778 shares of the business's stock in a transaction on Monday, April 13th. The shares were 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 in the company, valued at $6,645,103.65. The trade was a 20.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan J. Li sold 56,571 shares of the business's stock in a transaction on Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The disclosure for this sale is available in the SEC filing. Insiders sold 160,352 shares of company stock worth $102,559,436 over the last three months. Company insiders own 13.53% of the company's stock.

Meta Platforms Stock Performance

NASDAQ:META opened at $614.23 on Monday. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $796.25. The firm has a fifty day simple moving average of $622.18 and a 200-day simple moving average of $639.94. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The company has a market capitalization of $1.55 trillion, a P/E ratio of 22.33, a PEG ratio of 1.08 and a beta of 1.25.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, topping the consensus estimate of $6.67 by $3.77. The business had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The business's revenue for the quarter was up 33.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $6.43 earnings per share. On average, equities research analysts anticipate that Meta Platforms, Inc. will post 29.65 earnings per share for the current year.

Meta Platforms Company Profile

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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