Chaney Capital Management Inc. Makes New Investment in Meta Platforms, Inc. $META

Chaney Capital Management Inc. acquired a new stake in Meta Platforms, Inc. (NASDAQ:META) in the 3rd quarter, Holdings Channel reports. The fund acquired 2,158 shares of the social networking company’s stock, valued at approximately $1,584,000. Meta Platforms comprises approximately 0.6% of Chaney Capital Management Inc.’s portfolio, making the stock its 15th largest holding.

Other hedge funds have also made changes to their positions in the company. Goldstone Financial Group LLC boosted its holdings in shares of Meta Platforms by 44.4% during the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after purchasing an additional 1,153 shares during the period. CW Advisors LLC boosted its stake in shares of Meta Platforms by 27.8% during the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock valued at $130,467,000 after buying an additional 38,432 shares during the period. Ashton Thomas Private Wealth LLC grew its holdings in shares of Meta Platforms by 34.2% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company’s stock valued at $38,373,000 after acquiring an additional 13,311 shares in the last quarter. Cherokee Insurance Co acquired a new position in shares of Meta Platforms in the second quarter worth $3,321,000. Finally, Bangor Savings Bank increased its stake in shares of Meta Platforms by 36.6% in the third quarter. Bangor Savings Bank now owns 3,134 shares of the social networking company’s stock worth $2,302,000 after acquiring an additional 840 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms News Summary

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

• Positive Sentiment: News Corp signed a multiyear AI content-licensing deal that gives Meta paid access to US/UK newsroom content for model training and retrieval — reduces legal risk around training data and improves quality of AI outputs. News Corp licensing deal
• Positive Sentiment: Meta is forming a new applied AI engineering organization (flat structure, close partnership with its Superintelligence Lab/Reality Labs) to speed model development — signals continued R&D investment that supports future AI product rollouts and monetization. Applied AI org
• Positive Sentiment: Reports say Meta is testing an AI-powered shopping research tool inside its chatbot — a direct move to expand commerce monetization beyond ads if rolled out at scale. AI shopping tool test
• Neutral Sentiment: Policy/power risk for data centers: the White House discussion on data-center self-supplied power and energy-cost pledges creates regulatory and capex uncertainty for operators (including hyperscalers). It’s a macro/legal issue rather than a Meta-specific earnings shock for now. Data center power policy
• Neutral Sentiment: Analysts and outlets are re‑examining Meta’s valuation after a strong multi‑year run; useful context for positioning but not an immediate catalyst. Valuation analysis
• Negative Sentiment: CFO Susan J. Li sold 56,571 shares (~$36.5M) in a disclosed SEC filing — large insider sales can spook retail investors even if done under pre-set plans. SEC filing – insider sale
• Negative Sentiment: Facebook experienced outages for thousands of U.S. users (Downdetector/Reuters) — a short-term engagement and reputation hit that can transiently pressure ad impressions and sentiment. Outage report
• Negative Sentiment: Reports that Meta scaled back parts of its custom “Olympus” AI accelerator program highlight execution risk and likely greater near‑term reliance on external GPU suppliers — a potential margin/capex and partner-concentration consideration. Chip program pullback

Meta Platforms Price Performance

NASDAQ META opened at $667.73 on Thursday. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The company has a fifty day simple moving average of $655.49 and a 200 day simple moving average of $682.65. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The company has a market cap of $1.69 trillion, a P/E ratio of 28.41, a P/E/G ratio of 1.02 and a beta of 1.30.

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

Meta Platforms Dividend Announcement

The business also recently announced 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 of this dividend is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio is 8.94%.

Insider Transactions at Meta Platforms

In related news, CFO Susan J. Li sold 56,571 shares of the firm’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $644.70, for a total value of $36,471,323.70. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Javier Olivan sold 2,461 shares of the firm’s stock in a transaction dated Sunday, February 15th. The stock was sold at an average price of $639.77, for a total transaction of $1,574,473.97. Following the transaction, the chief operating officer directly owned 12,108 shares of the company’s stock, valued at $7,746,335.16. The trade was a 16.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 160,927 shares of company stock worth $103,155,254. 13.61% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on META. Arete Research set a $718.00 target price on Meta Platforms in a research note on Thursday, December 4th. Pivotal Research lowered their price target on Meta Platforms from $930.00 to $910.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Argus restated a “buy” rating and issued a $800.00 price objective on shares of Meta Platforms in a report on Monday, February 2nd. DA Davidson lifted their target price on shares of Meta Platforms from $825.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Finally, Canaccord Genuity Group increased their price target on shares of Meta Platforms from $900.00 to $930.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $844.44.

Meta Platforms 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.