Atria Investments Inc Acquires 1,907 Shares of Meta Platforms, Inc. $META

Atria Investments Inc boosted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 1.4% in the third quarter, HoldingsChannel reports. The firm owned 134,709 shares of the social networking company’s stock after purchasing an additional 1,907 shares during the period. Meta Platforms comprises about 1.1% of Atria Investments Inc’s portfolio, making the stock its 7th largest holding. Atria Investments Inc’s holdings in Meta Platforms were worth $98,927,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Norges Bank bought a new position in Meta Platforms during the 2nd quarter valued at $23,155,393,000. Laurel Wealth Advisors LLC grew 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 worth $6,212,506,000 after purchasing an additional 8,405,558 shares in the last quarter. State Street Corp increased its holdings 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 valued at $64,158,971,000 after buying an additional 1,650,435 shares during the last quarter. Vanguard Group Inc. raised 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 valued at $142,149,566,000 after buying an additional 1,532,568 shares in the last quarter. Finally, Corient Private Wealth LLC raised its stake 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 buying an additional 1,016,667 shares in the last quarter. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Major NVIDIA multiyear deal — Meta signed a multigenerational agreement to buy millions of NVIDIA GPUs and adopt NVIDIA CPUs, networking and rack designs, strengthening its AI roadmap and securing long‑term supply for data‑center buildout. This deal underpins the rally as it reduces Meta’s hardware risk and accelerates product timelines. Read More.
• Positive Sentiment: Big investors leaning into the AI thesis — Reports (including 13F mentions) show some prominent funds increasing Meta exposure on the AI infrastructure/advertising opportunity, adding conviction to the upside. Read More.
• Neutral Sentiment: Product roadmap shifts — Meta is refocusing Horizon Worlds toward mobile (less VR) and will shut down Messenger’s standalone website; these are strategic pivots that change execution risk but have limited immediate revenue impact. Read More.
• Negative Sentiment: Insider selling by senior executives — Multiple SEC filings show sizable recent sales by CFO Susan Li and COO Javier Olivan (and a director sale), which can create near‑term supply and market signaling concerns. Read More.
• Negative Sentiment: Staff equity cut to fund AI — Financial Times/Reuters report Meta trimmed annual equity awards by ~5% for most staff to reallocate dollars to AI buildout, highlighting cost tradeoffs and potential morale/retention implications. Read More.
• Negative Sentiment: Huge 2026 CapEx and margin risk — Coverage notes Meta’s elevated 2026 capex plan (reported guidance in the $115–$135B range) to build AI infrastructure; that spending fuels growth potential but increases short‑term margin and execution risk. Read More.
• Negative Sentiment: Legal/regulatory overhang — CEO Mark Zuckerberg testified in a landmark youth‑addiction trial that could influence future regulation, moderation costs, or advertising dynamics if outcomes impose new constraints. Read More.

Analyst Upgrades and Downgrades

META has been the subject of a number of research analyst reports. Arete Research set a $718.00 price target on Meta Platforms in a report on Thursday, December 4th. Wolfe Research reissued an “outperform” rating and set a $850.00 target price (up from $800.00) on shares of Meta Platforms in a report on Thursday, January 29th. KeyCorp decreased their price target on shares of Meta Platforms from $875.00 to $835.00 and set an “overweight” rating for the company in a report on Monday, January 26th. Monness Crespi & Hardt boosted their price objective on shares of Meta Platforms from $808.00 to $890.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Finally, Jefferies Financial Group raised their target price on shares of Meta Platforms from $910.00 to $1,000.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and an average target price of $844.29.

Meta Platforms Trading Up 0.2%

Meta Platforms stock opened at $644.78 on Friday. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month 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 stock has a market capitalization of $1.63 trillion, a PE ratio of 27.44, a price-to-earnings-growth ratio of 1.10 and a beta of 1.28. The firm has a 50 day simple moving average of $656.44 and a 200-day simple moving average of $690.96.

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

Meta Platforms Announces Dividend

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

Insider Activity

In other news, CFO Susan J. Li sold 6,418 shares of the company’s stock in a transaction on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total transaction of $4,106,043.86. Following the completion of the sale, the chief financial officer directly owned 73,346 shares of the company’s stock, valued at $46,924,570.42. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $639.18, for a total value of $370,724.40. Following the completion of the transaction, the director owned 5,007 shares of the company’s stock, valued at $3,200,374.26. This trade represents a 10.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 20,738 shares of company stock worth $13,362,921. Insiders own 13.61% of the company’s stock.

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.