Keybank National Association OH Buys 1,390 Shares of Meta Platforms, Inc. $META

Keybank National Association OH increased its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 1.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 115,629 shares of the social networking company’s stock after buying an additional 1,390 shares during the quarter. Keybank National Association OH’s holdings in Meta Platforms were worth $84,916,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in META. 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 increased its stake in Meta Platforms by 73,443.1% in the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock valued at $6,212,506,000 after acquiring an additional 8,405,558 shares during the period. State Street Corp raised its position in Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. lifted its stake in Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares during the period. Finally, Corient Private Wealth LLC boosted its holdings in Meta Platforms by 103.5% during the second quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company’s stock valued at $1,475,166,000 after purchasing an additional 1,016,667 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

More Meta Platforms News

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

• Positive Sentiment: Analyst & media bullishness around Meta’s AI leadership and product traction reinforces upside potential — commentators (e.g., Jim Cramer) highlight Meta’s progress in automating model development, which supports the view that Meta can scale AI more efficiently. Meta Platforms (META) CEO Zuckerberg Has “Figured Out How to Have AI Make AI,” Says Jim Cramer
• Positive Sentiment: Bull case pieces argue Meta is monetizing AI strongly (ad redistribution, Reels engagement, models like Lattice/GEM), underpinning revenue and margins upside if execution continues. Meta: Buy The AI Revolution
• Positive Sentiment: Meta’s elevated 2026 capex guide and extension of MTIA from inference to training signal sustained hyperscaler demand for AI infrastructure — positive for long‑term AI revenue capture and for partners/suppliers. Meta Soars After-Hours Forecasting Fastest Growth Since 2021
• Neutral Sentiment: Mixed institutional moves: some funds (e.g., First Eagle) trimmed positions while others boosted stakes (Alecta, Davis), reflecting both profit‑taking and conviction — a wash for longer‑term ownership trends. First Eagle Investment Management Trims Meta Platforms Stake
• Neutral Sentiment: ESG/energy moves (new PPA for Skull Creek solar) reduce power/operational risk long‑term but are non‑revenue and increase near‑term capital/contract commitments. Zelestra Expands Relationship with Meta — Skull Creek Solar PPA
• Negative Sentiment: Broad market pressure: a broad Big Tech sell‑off tied to fears of an AI spending bubble has removed over $1 trillion from sector values, pressuring META alongside peers as investors de‑risk. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
• Negative Sentiment: Sell‑side caution: Needham warns of 10–15% downside citing valuation and capex risk — analyst caution can amplify short‑term selling if investors fear margin pressure from rising AI spend. Why Needham Warns That Meta Platforms Stock Could Be Headed for 10%-15% Downside
• Negative Sentiment: Legal/regulatory risk: reports questioning the legality of Meta’s data collection and renewed scrutiny around research/data practices (e.g., Moltbook comparisons to 2017 experiments) raise reputational and compliance concerns in key markets. Why Meta Platforms’ data collection is illegal Moltbook furor reminiscent of 2017 Facebook research experiment
• Negative Sentiment: Insider selling: small, regular sales by COO Javier Olivan have been disclosed — modest on their own but can feed narratives of near‑term profit taking. SEC Filing – Javier Olivan sale

Meta Platforms Trading Down 1.3%

META opened at $661.46 on Monday. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The stock has a market capitalization of $1.67 trillion, a PE ratio of 28.15, a PEG ratio of 1.13 and a beta of 1.28. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The firm has a 50-day moving average price of $656.76 and a two-hundred day moving average price of $694.99.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating the consensus estimate of $8.16 by $0.72. The business had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. Meta Platforms’s revenue was up 23.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $8.02 earnings per share. As a group, equities analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were paid a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Argus reissued a “buy” rating and issued a $800.00 target price on shares of Meta Platforms in a report on Monday, February 2nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Meta Platforms in a research note on Monday, December 29th. UBS Group reissued a “buy” rating and set a $872.00 price objective (up from $830.00) on shares of Meta Platforms in a report on Thursday, January 29th. Rothschild & Co Redburn set a $900.00 target price on shares of Meta Platforms in a report on Monday, January 26th. Finally, Stifel Nicolaus increased their target price on shares of Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Four analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $847.40.

Insider Transactions at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $618.28, for a total transaction of $358,602.40. Following the transaction, the director directly owned 5,587 shares in the company, valued at approximately $3,454,330.36. This represents a 9.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $714.60, for a total transaction of $369,448.20. Following the sale, the chief operating officer owned 9,615 shares of the company’s stock, valued at approximately $6,870,879. This represents a 5.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 38,561 shares of company stock worth $23,673,584 over the last 90 days. 13.61% of the stock is owned by insiders.

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.