Seaview Investment Managers LLC Buys 3,316 Shares of Meta Platforms, Inc. $META

Key Points

• Seaview Investment Managers increased its Meta stake by 22.6% in the second quarter, adding 3,316 shares to own 17,979 shares valued at $10.1 million. Institutional investors collectively own 79.91% of Meta.
• Wall Street remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $785.32, despite some analysts lowering their targets.
• Meta reported 28% year-over-year revenue growth to $60.8 billion, though quarterly EPS of $6.18 missed estimates. Investors continue to weigh the company’s strong advertising growth against concerns over heavy AI and data-center spending and potential litigation.

Seaview Investment Managers LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 22.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,979 shares of the social networking company's stock after acquiring an additional 3,316 shares during the quarter. Meta Platforms accounts for approximately 3.0% of Seaview Investment Managers LLC's investment portfolio, making the stock its 13th biggest holding. Seaview Investment Managers LLC's holdings in Meta Platforms were worth $10,128,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of META. Ashton Thomas Securities LLC boosted its stake in shares of Meta Platforms by 17.4% in the first quarter. Ashton Thomas Securities LLC now owns 18,000 shares of the social networking company's stock valued at $10,299,000 after buying an additional 2,670 shares during the period. Keybank National Association OH grew its position in Meta Platforms by 15.7% during the fourth quarter. Keybank National Association OH now owns 133,798 shares of the social networking company's stock worth $88,319,000 after buying an additional 18,169 shares in the last quarter. WMS Group LLC bought a new position in Meta Platforms during the 4th quarter worth $876,000. Consolidated Investment Group LLC raised its holdings in Meta Platforms by 61.2% in the 4th quarter. Consolidated Investment Group LLC now owns 7,900 shares of the social networking company's stock valued at $5,215,000 after acquiring an additional 3,000 shares in the last quarter. Finally, Vanguard Group Inc. raised its holdings in Meta Platforms by 3.8% in the 4th quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock valued at $132,015,115,000 after acquiring an additional 7,269,279 shares in the last quarter. Institutional investors own 79.91% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on META. Arete Research set a $735.00 price objective on shares of Meta Platforms and gave the stock a "buy" rating in a research report on Tuesday, June 2nd. JPMorgan Chase & Co. reissued a "neutral" rating and issued a $725.00 target price (down from $825.00) on shares of Meta Platforms in a report on Thursday, April 30th. Erste Group Bank upgraded shares of Meta Platforms from a "hold" rating to a "buy" rating in a research report on Tuesday, July 7th. Cantor Fitzgerald cut their price target on shares of Meta Platforms from $770.00 to $680.00 and set an "overweight" rating for the company in a report on Thursday, July 30th. Finally, Sanford C. Bernstein reiterated an "outperform" rating and set a $800.00 price target on shares of Meta Platforms in a research report on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and eight have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $785.32.

Insider Activity

In other news, CFO Susan J. Li sold 9,195 shares of the business's stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $607.84, for a total value of $5,589,088.80. Following the transaction, the chief financial officer directly owned 13,186 shares of the company's stock, valued at $8,014,978.24. The trade was a 41.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Andrew Bosworth sold 7,847 shares of the company's stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $607.83, for a total value of $4,769,642.01. Following the sale, the chief technology officer owned 414 shares in the company, valued at approximately $251,641.62. The trade was a 94.99% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 36,280 shares of company stock worth $22,075,696 in the last three months. Corporate insiders own 13.53% of the company's stock.

Meta Platforms News Summary

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

• Positive Sentiment: Analysts remain constructive on Meta’s long-term outlook, citing 28% revenue growth, resilient advertising demand and additional monetization opportunities in WhatsApp. Some commentary argues that the market is assigning little value to future AI and messaging revenue streams. Meta Has $27 Billion That Isn't On Its Balance Sheet
• Positive Sentiment: Meta released Glimmer, an open-weight AI model that users can download and run on their own hardware, supporting Mark Zuckerberg’s strategy of broadening access to AI. The move could strengthen developer adoption and Meta’s competitive position, although its financial payoff is uncertain. Meta's open AI, and a $250M deal gone very wrong
• Neutral Sentiment: Meta removed approximately 756,000 suspected under-16 accounts in Australia—462,000 from Instagram and 294,000 from Facebook—as it enforces the country’s youth social-media restrictions. The action demonstrates regulatory compliance but may raise moderation costs and reduce engagement among younger users. Meta says it has taken down 756,000 Australian teen accounts
• Neutral Sentiment: Institutional trading was mixed: Dodge & Cox increased its position by 1.47 million shares, while Sands Capital and Columbus Hill reduced their stakes. These transactions may influence sentiment but do not by themselves change Meta’s fundamentals. Dodge and Cox boosts Meta Platforms stake
• Negative Sentiment: A Ninth Circuit ruling removed a procedural barrier to more than 3,000 lawsuits alleging Meta’s product features harm young users. The court did not determine liability, but the decision allows the cases to proceed and adds potential litigation costs, damages and pressure to change platform design. How Serious Are Thousands of Addiction Lawsuits for Meta and Snap?
• Negative Sentiment: Investors remain concerned that Meta’s roughly $145 billion AI investment plan and major data-center projects could produce diminishing returns, compress margins and weigh on free cash flow before monetization catches up. Meta: Diminishing Q2 CapEx ROI Is Alarming
• Negative Sentiment: Meta COO Javier Olivan disclosed additional sales under a pre-arranged Rule 10b5-1 plan, while several funds also trimmed holdings. Although planned insider sales are not necessarily bearish, they can add to near-term selling pressure. Meta COO insider stock sale

Meta Platforms Stock Performance

NASDAQ:META opened at $589.85 on Friday. The stock's 50-day moving average is $595.94 and its 200-day moving average is $620.41. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a market cap of $1.50 trillion, a P/E ratio of 22.22, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share 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 business had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. During the same period in the prior year, the firm earned $7.14 EPS. The business's revenue for the quarter was up 28.0% compared to the same quarter last year. Equities research analysts anticipate that Meta Platforms, Inc. will post 28.5 earnings per share for the current year.

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were given a $0.525 dividend. The ex-dividend date was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms's payout ratio is 7.91%.

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.

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.

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