Tokio Marine Asset Management Co. Ltd. Raises Holdings in Meta Platforms, Inc. $META

Tokio Marine Asset Management Co. Ltd. grew its position in Meta Platforms, Inc. (NASDAQ:META) by 5.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 74,660 shares of the social networking company’s stock after acquiring an additional 4,146 shares during the quarter. Meta Platforms accounts for about 1.9% of Tokio Marine Asset Management Co. Ltd.’s holdings, making the stock its 7th largest position. Tokio Marine Asset Management Co. Ltd.’s holdings in Meta Platforms were worth $54,829,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of META. Kingstone Capital Partners Texas LLC boosted its stake in Meta Platforms by 608,429.2% during the second quarter. Kingstone Capital Partners Texas LLC now owns 59,775,823 shares of the social networking company’s stock worth $44,119,937,000 after buying an additional 59,766,000 shares in the last quarter. Norges Bank acquired a new position in shares of Meta Platforms in the 2nd quarter valued at $23,155,393,000. Laurel Wealth Advisors LLC lifted its holdings in shares of Meta Platforms by 73,443.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock worth $6,212,506,000 after acquiring an additional 8,405,558 shares during the period. State Street Corp lifted its holdings in shares of Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after acquiring an additional 1,650,435 shares during the period. Finally, Vanguard Group Inc. boosted its position in shares of Meta Platforms by 0.8% during the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock valued at $142,149,566,000 after acquiring an additional 1,532,568 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Threads mobile usage now reportedly exceeds X, signaling faster user engagement growth for Meta’s social stack — a potential long‑term ad/reach tailwind. Meta’s Threads surpasses X on mobile usage
• Positive Sentiment: Analysts remain bullish on Meta’s AI-driven ad improvements, data‑center/power deals and hardware (Ray‑Ban smart glasses) expansion — supports upside case and long‑term revenue/ROI expectations. Analysts bullish on Meta Platforms (META) amid AI expansion and long-term power deals
• Positive Sentiment: Consumer/investor commentary highlights Meta as a value/contrarian buy given its AI investments and scale — supports possible near‑term buying interest. The Most ‘Hated’ Name In the Market Right Now Is a Screaming Buy
• Neutral Sentiment: Market context: “Magnificent Seven” leadership is fragmenting as the AI trade rotates — a broader sector dynamic that can weigh on META even if company fundamentals remain strong. The Magnificent Seven Drove Markets. Now They’re Pulling in Different Directions.
• Negative Sentiment: The UK Gambling Commission accused Meta of tolerating illegal gambling ads on its platforms — raises regulatory/legal risk and potential fines or ad‑policy costs in a major market. Meta ‘turning a blind eye’ to illegal gambling ads, UK Gambling Commission says
• Negative Sentiment: Policy risk: analysts warn Meta (and peers) could be hurt if other countries follow Australia’s under‑16 social‑media ban — potential user/ad revenue hit in affected markets. Meta and Snap Face Social-Media Ban Threat. These Countries Could Follow Australia.
• Negative Sentiment: Some investors and fund managers flag that accelerated AI capex is a near‑term margin/headwind risk and has tempered enthusiasm in activist/hedge circles. Accelerated AI Spending Hit Meta Platforms (META)
• Negative Sentiment: High‑profile commentary (e.g., Jim Cramer) frames Meta as a “lone wolf,” feeding short‑term selling pressure amid sector rotation and expectations reset. Meta (META)’s Shares Are Down Because It’s A Lone Wolf, Says Jim Cramer

Analyst Ratings Changes

Several research firms recently issued reports on META. Canaccord Genuity Group reissued a “buy” rating and issued a $900.00 price target on shares of Meta Platforms in a research report on Thursday, October 30th. Barclays lowered their price objective on Meta Platforms from $810.00 to $770.00 and set an “overweight” rating on the stock in a research note on Thursday, October 30th. Mizuho cut their target price on Meta Platforms from $925.00 to $815.00 and set an “outperform” rating for the company in a research report on Thursday, October 30th. Cowen reaffirmed a “buy” rating on shares of Meta Platforms in a research note on Tuesday, January 13th. Finally, BNP Paribas began coverage on Meta Platforms in a research report on Monday, November 24th. They issued an “outperform” rating and a $800.00 price target on the stock. Four research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $822.96.

Insiders Place Their Bets

In other news, Director Robert M. Kimmitt sold 580 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $646.00, for a total transaction of $374,680.00. Following the sale, the director directly owned 6,167 shares of the company’s stock, valued at $3,983,882. This represents a 8.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, COO Javier Olivan sold 517 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $653.00, for a total transaction of $337,601.00. Following the completion of the sale, the chief operating officer directly owned 11,166 shares of the company’s stock, valued at approximately $7,291,398. This represents a 4.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 39,535 shares of company stock valued at $24,382,453 in the last 90 days. 13.61% of the stock is currently owned by insiders.

Meta Platforms Trading Down 0.1%

META stock opened at $620.25 on Tuesday. The business has a fifty day moving average price of $640.79 and a 200 day moving average price of $699.31. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.98 and a quick ratio of 1.98. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The stock has a market capitalization of $1.56 trillion, a price-to-earnings ratio of 27.40, a P/E/G ratio of 1.22 and a beta of 1.29.

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

Meta Platforms Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were issued 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%.

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.