Sumitomo Mitsui DS Asset Management Company Ltd Increases Position in Meta Platforms, Inc. $META

Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in Meta Platforms, Inc. (NASDAQ:META) by 5.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 351,632 shares of the social networking company’s stock after buying an additional 19,714 shares during the period. Meta Platforms accounts for about 2.1% of Sumitomo Mitsui DS Asset Management Company Ltd’s portfolio, making the stock its 5th largest holding. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Meta Platforms were worth $258,232,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Goldstone Financial Group LLC raised its position in Meta Platforms by 44.4% during the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after acquiring an additional 1,153 shares in the last quarter. Spirepoint Private Client LLC grew its position in shares of Meta Platforms by 2.7% in the 2nd quarter. Spirepoint Private Client LLC now owns 4,080 shares of the social networking company’s stock valued at $3,011,000 after acquiring an additional 109 shares during the period. Diversify Advisory Services LLC grew its position in shares of Meta Platforms by 10.4% in the 2nd quarter. Diversify Advisory Services LLC now owns 55,431 shares of the social networking company’s stock valued at $43,790,000 after acquiring an additional 5,224 shares during the period. CW Advisors LLC increased its stake in shares of Meta Platforms by 27.8% during the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock worth $130,467,000 after purchasing an additional 38,432 shares during the last quarter. Finally, Sequoia Financial Advisors LLC lifted its stake in Meta Platforms by 11.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company’s stock valued at $155,387,000 after purchasing an additional 20,912 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Deals that de?risk Meta’s AI/data?center power needs — Meta has signed prepayment/partnership agreements (e.g., Oklo) to secure long?term baseload energy for its Prometheus supercluster and broader Meta Compute buildout, lowering a major execution risk for its massive data?center plans. Oklo’s Meta Deal De-Risks the Story—Rebound Setup Emerging
• Positive Sentiment: BofA and other firms show constructive analyst interest — BofA reiterated/maintained a buy stance tied to Meta’s AI infra progress; Rosenblatt and some boutiques have also been positive recently, which can support sentiment if execution continues. BofA Securities Asserts Buy Stance
• Positive Sentiment: Hardware demand signal — reports say Meta is discussing doubling Ray?Ban Meta glasses output, signaling potential early revenue diversification from AI wearables beyond advertising. Meta mulls doubling output of Ray?Ban glasses
• Neutral Sentiment: Meta Compute initiative is long?term strategic but capital intensive — the plan to build “tens/hundreds of gigawatts” of compute capacity underscores AI ambition (control and optionality) but raises timing and ROI questions for investors. Meta Compute: Inside Zuckerberg’s Massive Data Center Bet
• Neutral Sentiment: Wikipedia/API partnerships broaden AI training access — Meta joins others to formalize access to Wikipedia content for LLM training; strategic but not an immediate revenue driver. Wikipedia signs AI content training deals
• Neutral Sentiment: Near?term catalyst: Q4/2025 earnings and 2026 guidance (scheduled Jan. 28) — results and explicit capex/FCF guidance will likely be the primary short?term driver. Meta to Announce Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Reality Labs headcount cuts (~1,000–1,500 jobs) signal a pullback in metaverse investment — while lowering costs, the layoffs underscore a strategic pivot (and product risk) away from VR, which can unsettle investors focused on long?term innovation stories. Meta Cuts Reality Labs Jobs
• Negative Sentiment: Capex and free?cash?flow pressure — analysts and articles highlight materially higher 2026 capex and declining LTM FCF, which has prompted some downgrades and valuation concerns; that pressure can weigh on the stock until FCF trends stabilize. Meta Compute: Capex/FCF analysis
• Negative Sentiment: Insider selling / high?profile sales — recent disclosures show COO Javier Olivan has sold blocks of shares; combined with other negative headlines this can amplify short?term selling pressure. SEC filing: Olivan sale
• Negative Sentiment: Analyst downgrades and valuation skepticism — some firms have trimmed targets or expressed caution about the funding intensity and timing of AI monetization, which keeps shares vulnerable to multiple compression. Analyst downgrade reports

Meta Platforms Price Performance

NASDAQ:META opened at $620.25 on Friday. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25. The firm has a market cap of $1.56 trillion, a price-to-earnings ratio of 27.40, a P/E/G ratio of 1.23 and a beta of 1.29. The firm’s 50-day simple moving average is $641.02 and its 200 day simple moving average is $700.09. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.98 and a current ratio of 1.98.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings data on Wednesday, October 29th. The social networking company reported $7.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.74 by $0.51. Meta Platforms had a net margin of 30.89% and a return on equity of 39.35%. The firm had revenue of $51.24 billion during the quarter, compared to the consensus estimate of $49.34 billion. During the same quarter in the previous year, the firm posted $6.03 EPS. The business’s revenue for the quarter was up 26.2% compared to the same quarter last year. As a group, sell-side analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were given a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio is currently 9.28%.

Insider Activity

In related news, CAO Aaron Anderson sold 726 shares of the company’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $591.60, for a total transaction of $429,501.60. Following the completion of the sale, the chief accounting officer owned 6,035 shares of the company’s stock, valued at $3,570,306. This represents a 10.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, COO Javier Olivan sold 2,610 shares of the stock in a transaction dated Saturday, November 15th. The stock was sold at an average price of $609.46, for a total transaction of $1,590,690.60. Following the sale, the chief operating officer owned 9,784 shares in the company, valued at $5,962,956.64. The trade was a 21.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 40,571 shares of company stock worth $25,137,541. 13.61% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

META has been the subject of a number of recent analyst reports. Rosenblatt Securities reaffirmed a “buy” rating and issued a $1,117.00 price objective on shares of Meta Platforms in a research report on Wednesday. Wells Fargo & Company dropped their price target on Meta Platforms from $802.00 to $795.00 and set an “overweight” rating on the stock in a research note on Monday, January 12th. Cantor Fitzgerald raised their price target on Meta Platforms from $720.00 to $750.00 and gave the company an “overweight” rating in a report on Thursday, January 8th. Citizens Jmp reiterated an “outperform” rating and issued a $900.00 price objective (up from $750.00) on shares of Meta Platforms in a report on Monday, November 24th. Finally, BNP Paribas started coverage on shares of Meta Platforms in a research report on Monday, November 24th. They issued an “outperform” rating and a $800.00 price objective on the stock. Four analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and a consensus target price of $822.96.

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.