SBI Securities Co. Ltd. Acquires 926 Shares of Meta Platforms, Inc. $META

Key Points

• SBI Securities Co. Ltd. increased its Meta Platforms stake by 1.6% in the fourth quarter, buying 926 additional shares and bringing its total to 58,813 shares worth about $38.8 million.
• Meta’s latest earnings came in well above expectations, with EPS of $10.44 versus the $6.67 consensus and revenue of $56.31 billion, up 33.1% year over year.
• Despite strong results, the stock faces a mixed backdrop: analysts maintain a Moderate Buy consensus, while investors are watching rising AI-related capital spending and ongoing legal/regulatory pressures.

SBI Securities Co. Ltd. raised its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 58,813 shares of the social networking company's stock after buying an additional 926 shares during the period. Meta Platforms comprises about 1.0% of SBI Securities Co. Ltd.'s holdings, making the stock its 17th largest position. SBI Securities Co. Ltd.'s holdings in Meta Platforms were worth $38,822,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in META. Vanguard Group Inc. lifted its stake in shares of Meta Platforms by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock valued at $132,015,115,000 after buying an additional 7,269,279 shares in the last quarter. State Street Corp raised its holdings in shares of Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Danske Bank A S purchased a new stake in shares of Meta Platforms in the third quarter valued at about $1,191,175,000. PFA Pension Forsikringsaktieselskab purchased a new stake in shares of Meta Platforms in the fourth quarter valued at about $813,994,000. Finally, Concentrum Wealth Management raised its holdings in shares of Meta Platforms by 948.7% in the third quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock valued at $913,000 after purchasing an additional 1,124,998 shares during the last quarter. 79.91% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Wells Fargo & Company increased their target price on shares of Meta Platforms from $765.00 to $770.00 and gave the company an "overweight" rating in a report on Thursday, April 30th. BMO Capital Markets increased their target price on shares of Meta Platforms from $710.00 to $730.00 and gave the company a "market perform" rating in a report on Thursday, January 29th. Scotiabank increased their target price on shares of Meta Platforms from $685.00 to $700.00 and gave the company a "sector perform" rating in a report on Thursday, January 29th. Jefferies Financial Group increased their target price on shares of Meta Platforms from $910.00 to $1,000.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Finally, Rosenblatt Securities reiterated a "buy" rating and issued a $1,015.00 target price on shares of Meta Platforms in a report on Thursday, April 30th. Four analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $840.31.

Meta Platforms Stock Performance

NASDAQ META opened at $614.23 on Friday. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25. The company has a 50-day simple moving average of $622.18 and a 200 day simple moving average of $640.72. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35. The company has a market capitalization of $1.55 trillion, a PE ratio of 22.33, a price-to-earnings-growth 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 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.67 by $3.77. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The business had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. During the same quarter last year, the company posted $6.43 earnings per share. The firm's quarterly revenue was up 33.1% compared to the same quarter last year. On average, research analysts predict that Meta Platforms, Inc. will post 29.65 EPS for the current year.

More Meta Platforms News

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 Transactions at Meta Platforms

In related news, COO Javier Olivan sold 926 shares of the firm's stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $604.57, for a total transaction of $559,831.82. Following the completion of the sale, the chief operating officer owned 6,853 shares in the company, valued at approximately $4,143,118.21. This trade represents a 11.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 580 shares of the firm's stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $667.00, for a total transaction of $386,860.00. Following the sale, the director owned 3,847 shares of the company's stock, valued at $2,565,949. This trade represents a 13.10% 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 169,231 shares of company stock valued at $108,239,954 in the last 90 days. 13.61% of the stock is currently owned by corporate insiders.

Meta Platforms 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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