Savant Capital LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 51,581 shares of the social networking company’s stock after acquiring an additional 1,009 shares during the period. Savant Capital LLC’s holdings in Meta Platforms were worth $37,880,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Bare Financial Services Inc purchased a new stake in Meta Platforms during the 2nd quarter valued at $30,000. Briaud Financial Planning Inc purchased a new stake in shares of Meta Platforms in the second quarter valued at $42,000. Knuff & Co LLC purchased a new stake in shares of Meta Platforms in the second quarter valued at $44,000. WFA Asset Management Corp lifted its holdings in shares of Meta Platforms by 42.6% in the 2nd quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock worth $49,000 after acquiring an additional 20 shares during the last quarter. Finally, Spurstone Advisory Services LLC purchased a new position in shares of Meta Platforms during the 2nd quarter worth about $59,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.
Meta Platforms News Roundup
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Bill Ackman’s Pershing Square disclosed a roughly $2 billion stake (~10% of the fund), calling META undervalued and an AI beneficiary — a high?profile institutional endorsement that can attract other buyers and bolster the AI-growth narrative. Article Title
- Positive Sentiment: Meta announced a quarterly cash dividend of $0.525 per share (payable March 26) — a formal return of capital that supports yield?seeking investors and signals board confidence in cash flow. Article Title
- Positive Sentiment: Hardware traction: EssilorLuxottica reported it more than tripled sales of Meta AI (Ray-Ban) glasses in 2025 — evidence Reality Labs products can scale and begin to diversify revenue beyond advertising. Article Title
- Positive Sentiment: Data center expansion: Meta broke ground on a $10B Indiana data?center (and another large campus reported elsewhere), strengthening long?term AI compute capacity that underpins ad/AI initiatives. These are long?horizon positives but raise near?term capex. Article Title
- Neutral Sentiment: Insider activity: COO Javier Olivan sold 517 shares (~$343k) in a routine filing; the sale is small relative to total insider holdings and follows a pattern of periodic sales. Article Title
- Negative Sentiment: Russia block: Russian authorities removed WhatsApp from an official directory and effectively blocked access for ~100M users — a material engagement loss in that market and a nearer?term revenue/MAU headwind. Article Title
- Negative Sentiment: Legal and reputational risk: Ongoing trials and testimony (including accusations that products enabled harm) increase litigation exposure and political/regulatory scrutiny that could lead to fines, restrictions or product changes. Article Title
- Negative Sentiment: Capex/FCF pressure: Coverage of the “Mag?7” AI arms race highlights heavy industry capex and potential free?cash?flow strain — Meta’s big data?center builds support growth but keep near?term spending elevated. Article Title
Meta Platforms Stock Performance
Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The company had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. During the same period in the prior year, the business earned $8.02 EPS. The firm’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, equities research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.
Meta Platforms Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is presently 8.94%.
Insider Buying and Selling
In other Meta Platforms news, Director Robert M. Kimmitt sold 600 shares of the stock in a transaction on Monday, November 17th. The stock was sold at an average price of $609.35, for a total transaction of $365,610.00. Following the sale, the director owned 7,347 shares of the company’s stock, valued at approximately $4,476,894.45. This trade represents a 7.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Andrew Bosworth sold 11,690 shares of Meta Platforms stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $593.31, for a total value of $6,935,793.90. Following the completion of the transaction, the chief technology officer owned 2,415 shares in the company, valued at $1,432,843.65. This represents a 82.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 39,078 shares of company stock valued at $24,016,453 over the last ninety days. Company insiders own 13.61% of the company’s stock.
Analyst Upgrades and Downgrades
A number of analysts recently weighed in on META shares. Raymond James Financial reduced their price objective on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a research report on Monday, January 26th. Needham & Company LLC reiterated a “hold” rating on shares of Meta Platforms in a report on Thursday, January 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Meta Platforms in a research note on Monday, December 29th. KeyCorp reduced their target price on Meta Platforms from $875.00 to $835.00 and set an “overweight” rating on the stock in a research note on Monday, January 26th. Finally, Truist Financial lifted their target price on Meta Platforms from $875.00 to $900.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $845.50.
Read Our Latest Report on META
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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