Seaview Investment Managers LLC Sells 15,594 Shares of Meta Platforms, Inc. $META

Seaview Investment Managers LLC reduced its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 58.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,191 shares of the social networking company’s stock after selling 15,594 shares during the quarter. Meta Platforms accounts for approximately 3.0% of Seaview Investment Managers LLC’s holdings, making the stock its 15th biggest position. Seaview Investment Managers LLC’s holdings in Meta Platforms were worth $8,219,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of META. Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its position in shares of Meta Platforms by 0.4% during the second 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 purchasing an additional 13 shares during the period. Vista Capital Partners Inc. lifted its position in Meta Platforms by 1.3% in the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock worth $794,000 after purchasing an additional 14 shares during the period. Trust Co of the South boosted its stake in Meta Platforms by 0.8% during the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock worth $1,359,000 after buying an additional 14 shares in the last quarter. Sentinel Pension Advisors LLC increased its holdings in 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 buying an additional 14 shares during the period. Finally, Alpine Bank Wealth Management raised its stake in shares of Meta Platforms by 0.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock valued at $3,159,000 after buying an additional 14 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Key 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

Analysts Set New Price Targets

META has been the topic of a number of analyst reports. Cantor Fitzgerald reissued an “overweight” rating and issued a $860.00 target price (up previously from $750.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Argus reaffirmed a “buy” rating and set a $800.00 price objective on shares of Meta Platforms in a report on Monday, February 2nd. Wells Fargo & Company increased their target price on Meta Platforms from $754.00 to $849.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Canaccord Genuity Group raised their target price on Meta Platforms from $900.00 to $930.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Wall Street Zen cut Meta Platforms from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st. Three equities 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 company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $844.29.

Insider Transactions at Meta Platforms

In other Meta Platforms news, CFO Susan J. Li sold 6,418 shares of the company’s stock in a transaction dated Sunday, February 15th. The shares were sold at an average price of $639.77, for a total transaction of $4,106,043.86. Following the transaction, the chief financial officer directly owned 73,346 shares in the company, valued at approximately $46,924,570.42. This represents a 8.05% 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 2,461 shares of the firm’s stock in a transaction dated Sunday, February 15th. The shares were sold at an average price of $639.77, for a total transaction of $1,574,473.97. Following the completion of the transaction, the chief operating officer directly owned 12,108 shares in the company, valued at $7,746,335.16. This trade represents a 16.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 20,158 shares of company stock worth $12,992,197. 13.61% of the stock is owned by insiders.

Meta Platforms Trading Up 0.6%

META opened at $643.22 on Thursday. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The firm has a 50-day moving average price of $656.60 and a two-hundred day moving average price of $691.28. The stock has a market capitalization of $1.63 trillion, a PE ratio of 27.37, a PEG ratio of 1.09 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.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share 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 last year, the business posted $8.02 earnings per share. Meta Platforms’s revenue for the quarter was up 23.8% compared to the same quarter last year. As a group, equities analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s payout ratio is presently 8.94%.

Meta Platforms Company 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.