May Hill Capital LLC Boosts Holdings in Meta Platforms, Inc. $META

May Hill Capital LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 97.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,746 shares of the social networking company’s stock after buying an additional 5,303 shares during the quarter. Meta Platforms accounts for approximately 0.9% of May Hill Capital LLC’s investment portfolio, making the stock its 19th largest position. May Hill Capital LLC’s holdings in Meta Platforms were worth $7,093,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of META. Valued Wealth Advisors LLC boosted its stake in shares of Meta Platforms by 3.2% during the third 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 during the period. First National Bank Sioux Falls boosted its stake in shares of Meta Platforms by 0.7% during the fourth quarter. First National Bank Sioux Falls now owns 2,001 shares of the social networking company’s stock valued at $1,321,000 after purchasing an additional 14 shares during the period. Levin Capital Strategies L.P. boosted its stake in shares of Meta Platforms by 1.4% during the fourth quarter. Levin Capital Strategies L.P. now owns 984 shares of the social networking company’s stock valued at $649,000 after purchasing an additional 14 shares during the period. Vista Capital Partners Inc. boosted its stake in shares of Meta Platforms by 1.3% during the second 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 during the period. Finally, Bruce G. Allen Investments LLC boosted its stake in shares of Meta Platforms by 2.9% during the third quarter. Bruce G. Allen Investments LLC now owns 539 shares of the social networking company’s stock valued at $396,000 after purchasing an additional 15 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Barclays boosted their target price on shares of Meta Platforms from $800.00 to $830.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Meta Platforms from $880.00 to $920.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Erste Group Bank lowered shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Thursday, April 2nd. Monness Crespi & Hardt boosted their target price on shares of Meta Platforms from $808.00 to $890.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Finally, Jefferies Financial Group boosted their target price on shares of Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Four equities 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 data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $840.19.

Meta Platforms Stock Performance

Shares of Meta Platforms stock opened at $610.26 on Tuesday. The company has a market capitalization of $1.54 trillion, a PE ratio of 22.18, a P/E/G ratio of 1.08 and a beta of 1.25. 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 50-day simple moving average of $617.12 and a two-hundred day simple moving average of $636.87. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $796.25.

Meta Platforms (NASDAQ:META) last announced its earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, topping analysts’ consensus estimates 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 firm’s revenue was up 33.1% on a year-over-year basis. During the same period in the previous year, the company posted $6.43 earnings per share. Research analysts expect that Meta Platforms, Inc. will post 29.49 EPS for the current fiscal year.

Meta Platforms News Summary

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

• Positive Sentiment: Meta is being viewed as an early leader in the AI trade, with recent commentary arguing the market may be underestimating how much AI could boost the company’s long-term earnings and valuation. The AI Trade Might Be Grossly Underestimated — and It Could Be Time To Rethink How We View the Mag 7
• Positive Sentiment: Meta’s AI strategy is getting more attention, including reporting on CTO Andrew Bosworth’s push to use AI to reshape the workforce and improve efficiency, which could support margins over time. Meet Mark Zuckerberg’s Right-Hand Man Who’s Unleashing AI at Meta
• Positive Sentiment: Analysts remain bullish on Meta Platforms despite recent volatility, reinforcing confidence that the company’s ad business and AI investments can continue driving upside. Wall Street analysts predict Meta stock price for the next 12 months
• Positive Sentiment: Meta is expanding its AI ecosystem through a $125 million UCLA semiconductor hub with partners including Broadcom and Synopsys, which could help strengthen long-term AI infrastructure and talent development. Meta, Broadcom And Others Launch $125 Million UCLA AI Chip Hub
• Neutral Sentiment: Coverage about a potential AI “sidekick” or digital twin for Mark Zuckerberg adds to the company’s AI narrative, but it is more of a concept story than a confirmed business catalyst. Mark Zuckerberg May Already Have an AI Agent Sidekick — Could This Be the Future for CEOs?
• Neutral Sentiment: Meta’s expanding use of WhatsApp in government services in Gujarat is a positive adoption signal, but the direct financial impact is still unclear. Gujarat moves to WhatsApp governance, signs MoU with Meta Platforms
• Negative Sentiment: Meta is also dealing with scrutiny over the environmental impact of its data centers, after lawmakers raised concerns about water usage and called for an EPA probe, which could create regulatory and reputational pressure. AOC Raises Concerns Over Meta Data Center Water Impact

Insiders Place Their Bets

In other Meta Platforms news, CTO Andrew Bosworth sold 7,847 shares of the business’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 completion of the transaction, the chief technology officer directly owned 414 shares in the company, valued at approximately $251,641.62. The trade was a 94.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 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, COO Javier Olivan sold 2,778 shares of the business’s stock in a transaction dated Monday, April 13th. The stock was 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 owned 10,557 shares of the company’s stock, valued at $6,645,103.65. This represents a 20.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 95,471 shares of company stock worth $60,616,955. 13.53% of the stock is owned by corporate insiders.

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.