Sterling Investment Counsel LLC raised its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 12.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,822 shares of the social networking company's stock after acquiring an additional 749 shares during the period. Meta Platforms makes up approximately 1.3% of Sterling Investment Counsel LLC's investment portfolio, making the stock its 16th largest position. Sterling Investment Counsel LLC's holdings in Meta Platforms were worth $4,480,000 at the end of the most recent reporting period.
Other institutional investors also recently made changes to their positions in the company. Westchester Capital Management Inc. bought a new stake in shares of Meta Platforms during the third quarter worth approximately $26,000. Key Capital Management INC bought a new stake in shares of Meta Platforms during the fourth quarter worth approximately $48,000. Dorato Capital Management bought a new stake in shares of Meta Platforms during the fourth quarter worth approximately $62,000. PMV Capital Advisers LLC boosted its holdings in shares of Meta Platforms by 26.3% during the fourth quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company's stock worth $63,000 after acquiring an additional 20 shares during the period. Finally, Evergreen Private Wealth LLC boosted its holdings in shares of Meta Platforms by 64.8% during the third 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 period. Institutional investors own 79.91% of the company's stock.
Meta Platforms Stock Down 1.1%
NASDAQ META opened at $671.34 on Wednesday. The business has a fifty day moving average price of $629.76 and a two-hundred day moving average price of $648.51. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week high of $796.25. The stock has a market capitalization of $1.70 trillion, a PE ratio of 28.57, a PEG ratio of 1.10 and a beta of 1.31.
Meta Platforms (NASDAQ:META - Get Free Report) last released its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping the consensus estimate of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm had revenue of $59.89 billion during the quarter, compared to analysts' expectations of $58.33 billion. During the same period in the prior year, the company earned $8.02 earnings per share. The company's quarterly revenue was up 23.8% on a year-over-year basis. Equities analysts expect that Meta Platforms, Inc. will post 29.83 earnings per share for the current fiscal year.
Meta Platforms Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Monday, March 16th were paid a dividend of $0.525 per share. The ex-dividend date was Monday, March 16th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms's dividend payout ratio is presently 8.94%.
Analyst Upgrades and Downgrades
A number of brokerages have recently issued reports on META. Morgan Stanley reduced their price objective on Meta Platforms from $825.00 to $775.00 and set an "overweight" rating for the company in a report on Monday, March 30th. Wedbush boosted their price target on Meta Platforms from $880.00 to $900.00 and gave the company an "outperform" rating in a research note on Thursday, January 29th. Pivotal Research cut their price target on Meta Platforms from $930.00 to $910.00 and set a "buy" rating for the company in a research note on Thursday, January 29th. Bank of America cut their price target on Meta Platforms from $885.00 to $820.00 and set a "buy" rating for the company in a research note on Monday, April 20th. Finally, UBS Group boosted their price target on Meta Platforms from $872.00 to $908.00 and gave the company a "buy" rating in a research note on Tuesday, April 21st. Four research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $837.09.
View Our Latest Report on Meta Platforms
Insider Buying and Selling at Meta Platforms
In other Meta Platforms news, COO Javier Olivan sold 926 shares of the business's stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $680.09, for a total transaction of $629,763.34. Following the completion of the transaction, the chief operating officer owned 9,631 shares of the company's stock, valued at approximately $6,549,946.79. The trade was a 8.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 580 shares of the business's stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $667.00, for a total value of $386,860.00. Following the transaction, the director directly owned 3,847 shares of the company's stock, valued at approximately $2,565,949. The trade was a 13.10% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 165,600 shares of company stock valued at $106,023,973 over the last 90 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: Meta signed a multi‑year agreement to reserve up to 1 GW of space‑based solar power to support its AI data‑center needs — a long‑dated but high‑profile effort to secure continuous renewable power for heavy AI compute, which supports the company’s long‑term AI growth and cost profile. Meta partners with space startup Overview Energy
- Positive Sentiment: Early reception to Meta’s new Muse Spark model is constructive — the product marks a shift in strategy (less open‑source Llama-style releases) and raises the stakes for CEO commentary on monetization at earnings. Positive AI-product signals can support multiple revenue levers if Wall Street sees a clear path to commercial adoption. Meta's new AI model shows early promise
- Positive Sentiment: Reliance‑Meta joint venture progress in India (appointing a founding CEO) signals faster enterprise AI deployment in a large market — a potential revenue growth channel outside core consumer ads. Reliance and Meta's joint venture signals India shift
- Positive Sentiment: Operational partnership with CBRE to train fiber technicians supports Meta’s data‑center expansion and network reliability, reducing execution risk on infrastructure rollouts tied to AI workloads. Meta Platforms partners with CBRE
- Neutral Sentiment: Analysts and commentary emphasize that advertising metrics (ad revenue and engagement) remain the primary near‑term driver; Q1 results and management guidance will determine whether recent AI‑driven ad strength is durable. Large moves are expected around the print. Advertising results remain key
- Neutral Sentiment: Market narratives warn investors to look for proof that AI spending is producing returns — elevated CapEx guidance or unclear ROI could pressure sentiment even if revenue beats. Traders expect volatility around the earnings release. Will this week's earnings be 'good enough'?
- Negative Sentiment: China has blocked Meta’s acquisition of AI startup Manus and Meta is preparing to unwind the deal — an unexpected setback that removes an incremental capability and highlights geopolitical risk for cross‑border AI deals. That raises strategic and execution uncertainty. Meta prepares to undo Manus acquisition
- Negative Sentiment: Broader regulatory pressure: EU regulators say new rules will target cloud and AI services — tighter rules could raise compliance costs and constrain go‑to‑market options for AI products in Europe. EU to target cloud services and AI
- Negative Sentiment: Reputational/regulatory drag: FTC data shows Americans lost $2.1B to social‑media scams last year, with >2/3 tied to Meta apps — policymakers and advertisers watch trust metrics, which can affect user engagement and ad pricing over time. Americans lost $2.1 billion to social media scams
Meta Platforms Company Profile
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Free Report)
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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