1,980 Shares in Meta Platforms, Inc. $META Purchased by Gallagher Capital Advisors LLC

Gallagher Capital Advisors LLC purchased a new stake in Meta Platforms, Inc. (NASDAQ:META) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,980 shares of the social networking company’s stock, valued at approximately $1,340,000.

Several other hedge funds and other institutional investors also recently modified their holdings of META. Delap Wealth Advisory LLC increased its position in shares of Meta Platforms by 18.0% in the third quarter. Delap Wealth Advisory LLC now owns 749 shares of the social networking company’s stock worth $537,000 after purchasing an additional 114 shares during the last quarter. Navellier & Associates Inc. grew its stake in Meta Platforms by 0.9% in the 3rd quarter. Navellier & Associates Inc. now owns 10,843 shares of the social networking company’s stock worth $7,963,000 after buying an additional 98 shares in the last quarter. Integrity Financial Corp WA increased its holdings in shares of Meta Platforms by 4.4% in the 3rd quarter. Integrity Financial Corp WA now owns 1,293 shares of the social networking company’s stock worth $950,000 after buying an additional 54 shares during the last quarter. Bryce Point Capital LLC raised its position in shares of Meta Platforms by 5.7% during the 3rd quarter. Bryce Point Capital LLC now owns 859 shares of the social networking company’s stock valued at $631,000 after buying an additional 46 shares in the last quarter. Finally, Edgemoor Investment Advisors Inc. lifted its holdings in shares of Meta Platforms by 10.2% during the 3rd quarter. Edgemoor Investment Advisors Inc. now owns 1,046 shares of the social networking company’s stock worth $768,000 after acquiring an additional 97 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Insider Activity at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $646.00, for a total transaction of $374,680.00. Following the transaction, the director owned 6,167 shares in the company, valued at approximately $3,983,882. This represents a 8.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Jennifer Newstead sold 519 shares of the stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $624.14, for a total value of $323,928.66. Following the completion of the transaction, the insider directly owned 31,253 shares of the company’s stock, valued at $19,506,247.42. This represents a 1.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 10,478 shares of company stock worth $6,799,696 over the last 90 days. 13.61% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Monness Crespi & Hardt raised their price target on Meta Platforms from $808.00 to $890.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Argus reaffirmed a “buy” rating and issued a $800.00 target price on shares of Meta Platforms in a research note on Monday, February 2nd. Raymond James Financial reduced their price target 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. Citizens Jmp reissued an “outperform” rating and set a $900.00 price target (up from $750.00) on shares of Meta Platforms in a research note on Monday, November 24th. Finally, Bank of America upped their price objective on shares of Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $844.29.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Meta struck a multiyear deal to buy millions of Nvidia AI chips (GPUs and new standalone CPUs) to power its data‑center and AI stack, accelerating its ability to deploy large models and AI features across apps (WhatsApp cited). This reduces execution risk for Meta’s AI roadmap and supports revenue upside from AI-driven ad/product improvements. Nvidia to sell Meta millions of chips in multiyear deal
• Positive Sentiment: Bill Ackman’s Pershing Square has made a large, high‑profile investment in Meta, signaling smart‑money conviction that the stock is undervalued given its AI growth potential; this can lift investor sentiment and attract other institutional buyers. Meta’s Platforms’ New Bull: Why Billionaire Bill Ackman Is Buying
• Positive Sentiment: Supply‑chain/infra tailwind: reporting highlights a large Meta partnership with Corning (reported ~$6B deal to outfit data centers). That supports Meta’s capex plans for data‑center expansion and underpins investments tied to AI workloads. Corning’s Surprise AI Boom
• Neutral Sentiment: Third‑party ecosystem news: Virtuix announced its Omni One treadmill will be Made for Meta (Quest) certified, expanding XR ecosystem engagement — a positive for product stickiness but unlikely to move Meta’s top line materially near term. Virtuix Omni One to Launch Compatibility with Meta Quest Headsets
• Negative Sentiment: Regulatory/legal risk: Spain has asked prosecutors to probe X, Meta and TikTok over AI‑generated images allegedly involving minors, increasing legal/PR risk and potential compliance costs or fines tied to AI content moderation. That raises near‑term regulatory uncertainty for Meta’s platforms. Spain to Probe X, Meta, TikTok Over AI Images
• Negative Sentiment: Market/regulatory risk in India: Indian officials are discussing age‑based social‑media restrictions that could meaningfully affect user reach and ad monetization in one of Meta’s largest markets, increasing policy risk and potential future revenue impact. India discussing age-based restrictions with social media firms, top minister says

Meta Platforms Price Performance

Shares of META stock opened at $639.29 on Wednesday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The firm has a market cap of $1.62 trillion, a P/E ratio of 27.20, a P/E/G ratio of 1.09 and a beta of 1.28. The business’s 50 day moving average price is $656.74 and its 200-day moving average price is $691.62.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results 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 company had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm’s revenue was up 23.8% on a year-over-year basis. During the same quarter last year, the firm posted $8.02 earnings per share. On average, equities research analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Monday, March 16th will be given a dividend of $0.525 per share. The ex-dividend date is Monday, March 16th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s payout ratio is currently 8.94%.

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.