ING Groep NV Has $271.06 Million Holdings in Meta Platforms, Inc. $META

ING Groep NV decreased its holdings in Meta Platforms, Inc. (NASDAQ:META) by 7.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 369,097 shares of the social networking company’s stock after selling 28,150 shares during the period. Meta Platforms comprises 1.5% of ING Groep NV’s portfolio, making the stock its 13th largest holding. ING Groep NV’s holdings in Meta Platforms were worth $271,057,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its stake in Meta Platforms by 0.8% in the second 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 during the last quarter. State Street Corp raised 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 valued at $64,158,971,000 after purchasing an additional 1,650,435 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Meta Platforms by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock valued at $37,902,948,000 after purchasing an additional 682,768 shares in the last quarter. Norges Bank acquired a new stake in shares of Meta Platforms in the 2nd quarter valued at $23,155,393,000. Finally, Charles Schwab Investment Management Inc. boosted its holdings in Meta Platforms by 1.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock worth $10,694,644,000 after purchasing an additional 262,550 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Rothschild & Co Redburn set a $900.00 target price on Meta Platforms in a report on Monday, January 26th. Canaccord Genuity Group raised their price objective on Meta Platforms from $900.00 to $930.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. DA Davidson raised their price objective on Meta Platforms from $825.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Pivotal Research decreased their target price on Meta Platforms from $930.00 to $910.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Meta Platforms in a report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $844.29.

More Meta Platforms News

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

• Positive Sentiment: Large multiyear chip deal with NVIDIA — Meta agreed to buy millions of NVIDIA GPUs and adopt NVIDIA CPUs, networking and rack-scale designs, securing chip supply and lowering future latency/costs for its AI data centers; this is the primary driver of today’s upside. Nvidia to sell Meta millions of chips in multiyear deal
• Positive Sentiment: Deepened strategic alliance and codesign roadmap — coverage highlights a multigenerational NVIDIA–Meta pact (Rubin/Vera architectures, confidential computing) that supports Meta’s Personal Superintelligence vision and signals durable hardware demand. NVIDIA and Meta Deepen Their AI Alliance—and the Spending Numbers Are Enormous
• Positive Sentiment: Institutional buying and bullish hedge-fund activity — high-profile investors (reports about Bill Ackman and David Tepper) have increased exposure to Meta on its AI growth thesis, adding conviction behind the rally. Billionaire Bill Ackman Is Betting Big on AI David Tepper goes big on Micron, Meta and Alphabet
• Neutral Sentiment: Hardware/product roadmap noise — reports that Meta may debut a smartwatch in 2026 and ongoing XR ecosystem moves (third‑party “Made for Meta” partners) suggest product expansion but limited near-term revenue impact. Meta reboots smartwatch plan, aims debut in 2026
• Negative Sentiment: Insider selling by senior execs — recent filings show substantial share sales by COO Javier Olivan and CFO Susan Li, which can signal portfolio liquidity-taking and add short-term selling pressure. Olivan SEC filing Li SEC filing
• Negative Sentiment: Regulatory and legal overhangs — CEO Mark Zuckerberg is testifying in a high‑profile youth‑addiction trial, Spain is probing AI-generated content on social platforms, and India is discussing age-based curbs; these risks could pressure user growth, ad targeting or incur fines. Zuckerberg faces questioning at youth addiction trial Spain to probe Meta, TikTok, X India discussing age-based restrictions
• Negative Sentiment: Massive CapEx and margin risk — coverage highlights Meta’s elevated 2026 capex plans (reported guidance as high as ~$115–$135B in some writeups), which fuels concern about near‑term margin pressure and capital intensity if AI monetization lags. Marketbeat: NVIDIA and Meta Deepen Their AI Alliance

Insider Transactions at Meta Platforms

In other news, COO Javier Olivan sold 629 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $639.18, for a total transaction of $402,044.22. Following the sale, the chief operating officer directly owned 2,942 shares in the company, valued at approximately $1,880,467.56. The trade was a 17.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $618.28, for a total value of $358,602.40. Following the completion of the transaction, the director owned 5,587 shares of the company’s stock, valued at $3,454,330.36. The trade was a 9.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 20,158 shares of company stock valued at $12,992,197. 13.61% of the stock is owned by corporate insiders.

Meta Platforms Stock Performance

NASDAQ META opened at $643.22 on Thursday. The company’s fifty day moving average is $656.60 and its two-hundred day moving average is $691.28. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. 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 firm has a market capitalization of $1.63 trillion, a price-to-earnings ratio of 27.37, a P/E/G ratio of 1.09 and a beta of 1.28.

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, beating analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The business had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. During the same quarter in the prior year, the business earned $8.02 earnings per share. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. Equities research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

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