Y.D. More Investments Ltd Lowers Stake in Meta Platforms, Inc. $META

Key Points

• Y.D. More Investments Ltd lowered its stake by 9.4% in Meta during Q4, selling 4,077 shares and ending the period with 39,442 shares valued at $26.04 million (about 1.2% of its portfolio and its 17th largest holding).
• Analysts remain broadly positive — MarketBeat shows a consensus rating of "Moderate Buy" with an average price target of $837.72 — supported by catalysts like the Muse Spark AI launch and strong ad‑revenue projections, though the stock faces regulatory/legal risks and notable insider selling (160,414 shares worth roughly $102.7M over the past three months).

Y.D. More Investments Ltd lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 9.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 39,442 shares of the social networking company's stock after selling 4,077 shares during the period. Meta Platforms makes up approximately 1.2% of Y.D. More Investments Ltd's investment portfolio, making the stock its 17th largest position. Y.D. More Investments Ltd's holdings in Meta Platforms were worth $26,038,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Trust Co of the South raised its holdings in shares of Meta Platforms by 0.8% in the 3rd quarter. Trust Co of the South now owns 1,850 shares of the social networking company's stock valued at $1,359,000 after purchasing an additional 14 shares in the last quarter. Sentinel Pension Advisors LLC raised its holdings in shares of Meta Platforms by 1.6% in the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock valued at $672,000 after purchasing an additional 14 shares in the last quarter. Alpine Bank Wealth Management raised its holdings in shares of Meta Platforms by 0.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company's stock valued at $3,159,000 after purchasing an additional 14 shares in the last quarter. Valued Wealth Advisors LLC raised its holdings in shares of Meta Platforms by 3.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company's stock valued at $334,000 after purchasing an additional 14 shares in the last quarter. Finally, Vista Capital Partners Inc. raised its holdings in shares of Meta Platforms by 1.3% in the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company's stock valued at $794,000 after purchasing an additional 14 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on META shares. TD Cowen restated a "buy" rating on shares of Meta Platforms in a report on Tuesday, January 13th. JPMorgan Chase & Co. raised their price objective on shares of Meta Platforms from $800.00 to $825.00 and gave the company an "overweight" rating in a report on Thursday, January 29th. Morgan Stanley reduced their price objective on shares of Meta Platforms from $825.00 to $775.00 and set an "overweight" rating on the stock in a report on Monday, March 30th. Rosenblatt Securities cut their price target on shares of Meta Platforms from $1,144.00 to $1,015.00 and set a "buy" rating on the stock in a research note on Thursday, April 9th. Finally, Royal Bank Of Canada reiterated an "outperform" rating and set a $810.00 price target on shares of Meta Platforms in a research note on Thursday, January 29th. Four research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $837.72.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: eMarketer / WSJ projections show Meta is on track to overtake Google as the world’s largest digital‑ad seller by net revenue, a major structural win for Meta’s core ad business and monetization outlook. Meta poised to surpass Google in digital ad revenue
• Positive Sentiment: Meta released Muse Spark, a flagship AI model — investors see this as a catalyst for product differentiation, faster ad targeting and new monetization paths (AI-driven ad formats, creative tools, enterprise services). The AI launch helped rekindle the stock’s recent rally. Meta Platforms Finally Releases Muse Spark
• Positive Sentiment: Unity extended a multi‑year platform support and enterprise agreement with Meta, strengthening Meta’s VR/AR ecosystem and long‑term metaverse/VR monetization prospects. Unity and Meta extend multi-year agreement
• Neutral Sentiment: Analysts continue to reprice targets: Stifel trimmed its target slightly (from $820 to $805) but kept a Buy rating — a modest technical adjustment rather than a change to the bullish thesis. Stifel price target change
• Neutral Sentiment: Meta scheduled its Q1 2026 earnings release for after the market close on April 29 — investors are positioning ahead of results and guidance that could swing the stock. Meta to announce Q1 2026 results
• Negative Sentiment: Some analysts have trimmed price targets (Wolfe to $800; other notes cite a $95 reduction amid market volatility), creating short‑term headwinds and profit‑taking risk despite still‑elevated targets. Wolfe Research cuts price target
• Negative Sentiment: Regulatory and safety headlines: the Philippines ordered Meta to tighten measures against “panic‑inducing” fake news, and U.S. state attorneys general warned about investment scams on Meta platforms — these raise content‑liability and compliance risk. Philippines orders Meta to tighten measures NY AG warns of scams on Meta platforms
• Negative Sentiment: Reputational/legal noise — reports that Meta is developing an AI likeness of CEO Mark Zuckerberg and ongoing litigation/appeals (e.g., Falana damages) keep legal and PR risk on investors’ radars. These factors can amplify volatility around regulatory scrutiny or user backlash. Meta building AI clone of Zuckerberg Meta appeals Falana damages

Meta Platforms Trading Up 0.7%

NASDAQ META opened at $634.53 on Tuesday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. The firm has a market cap of $1.61 trillion, a PE ratio of 27.00, a P/E/G ratio of 0.97 and a beta of 1.31. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25. The firm's fifty day moving average is $627.35 and its two-hundred day moving average is $652.48.

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

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Monday, March 16th were paid a $0.525 dividend. The ex-dividend date was Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms's payout ratio is currently 8.94%.

Insider Buying and Selling at Meta Platforms

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction on Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the transaction, the chief technology officer owned 2,841 shares in the company, valued at approximately $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 160,414 shares of company stock worth $102,659,925. 13.61% of the stock is owned by company insiders.

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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