Meta Platforms, Inc. $META Stock Holdings Trimmed by New York Life Investment Management LLC

New York Life Investment Management LLC reduced its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 0.3% during the 3rd quarter, HoldingsChannel reports. The firm owned 295,516 shares of the social networking company’s stock after selling 1,029 shares during the quarter. Meta Platforms comprises 1.9% of New York Life Investment Management LLC’s investment portfolio, making the stock its 7th biggest position. New York Life Investment Management LLC’s holdings in Meta Platforms were worth $217,021,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in META. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its position in shares of Meta Platforms by 0.4% during the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company’s stock valued at $2,587,000 after buying an additional 13 shares during the period. Hemington Wealth Management increased its stake in Meta Platforms by 0.6% during the second quarter. Hemington Wealth Management now owns 2,223 shares of the social networking company’s stock worth $1,641,000 after acquiring an additional 14 shares during the last quarter. Trust Co of the South raised its position in Meta Platforms by 0.8% in the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock valued at $1,359,000 after purchasing an additional 14 shares during the period. Sentinel Pension Advisors LLC lifted its stake in shares of Meta Platforms by 1.6% in the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock valued at $672,000 after purchasing an additional 14 shares during the last quarter. Finally, Alpine Bank Wealth Management grew its holdings in shares of Meta Platforms by 0.3% during the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock worth $3,159,000 after purchasing an additional 14 shares during the period. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Analysts Set New Price Targets

META has been the topic of several research analyst reports. TD Cowen restated a “buy” rating on shares of Meta Platforms in a report on Tuesday, January 13th. Monness Crespi & Hardt boosted their price target 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. UBS Group reaffirmed a “buy” rating and set a $872.00 price objective (up previously from $830.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Zacks Research lowered Meta Platforms from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $810.00 price target on shares of Meta Platforms in a research report on Thursday, January 29th. Three 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 data from MarketBeat, Meta Platforms has a consensus rating of “Moderate Buy” and an average price target of $845.50.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $639.77 on Tuesday. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. The company has a market cap of $1.62 trillion, a price-to-earnings ratio of 27.22, a price-to-earnings-growth ratio of 1.09 and a beta of 1.28. The stock’s 50-day moving average is $657.09 and its two-hundred day moving average is $692.40. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. The business had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same period in the previous year, the company posted $8.02 earnings per share. Analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be issued a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is presently 8.94%.

Insider Transactions at Meta Platforms

In related news, insider Jennifer Newstead sold 519 shares of the stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total value of $341,860.11. Following the transaction, the insider owned 28,658 shares of the company’s stock, valued at $18,876,738.02. This represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, COO Javier Olivan sold 517 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $663.19, for a total value of $342,869.23. Following the completion of the sale, the chief operating officer owned 9,098 shares in the company, valued at approximately $6,033,702.62. This represents a 5.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 10,478 shares of company stock valued at $6,799,696. Insiders own 13.61% of the company’s stock.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Bill Ackman has made a very large new investment in Meta — described as a multi-billion-dollar (reported ~$1–2B) stake — and called the shares “deeply discounted,” sparking renewed investor demand. Ackman’s $2B Bet
• Positive Sentiment: Media/analyst pieces highlight Meta as a top AI/advertising platform with diversified revenue streams, reinforcing the long-term growth argument tied to AI-driven ad demand. Billionaire Bill Ackman Reveals New Position
• Positive Sentiment: Barron’s reports strong traction for Meta’s smart glasses (7M+ pairs sold in 2025), highlighting a growing hardware/reality‑compute revenue stream that could expand monetization beyond ads. Meta Is the Winner in Smart Glasses
• Positive Sentiment: Multiple asset managers have recently increased Meta positions (examples include Bowie Capital, Night Owl, Causeway, Columbus Hill), signaling continued institutional interest. Bowie Capital Boosts Meta Stake
• Neutral Sentiment: Philippe Laffont (Scion) lists Meta among his top holdings, reflecting concentrated hedge-fund exposure but not an immediate catalyst. Is Meta Platforms Philippe Laffont’s Top Pick?
• Neutral Sentiment: Coverage notes Ackman rotated assets (sold Hilton) into AI bets including Meta and Amazon — shows conviction but is part of broader portfolio moves. Ackman Sold Hilton and Bought AI Stock
• Negative Sentiment: White House adviser Peter Navarro said the administration may force data-center builders to “internalize” utility costs — a policy risk that could raise Meta’s operating and capital costs for AI infrastructure. Trump trade adviser Navarro says administration may force data center builders like Meta to ‘internalize’ costs
• Negative Sentiment: Some managers trimmed Meta (Abrams Capital trimmed shares), a reminder that profit-taking and rebalancing are occurring even amid buy-side interest. Abrams Capital Trims Meta Stake

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.