GW&K Investment Management LLC boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 34,308 shares of the social networking company’s stock after buying an additional 3,788 shares during the quarter. GW&K Investment Management LLC’s holdings in Meta Platforms were worth $25,195,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in META. Norges Bank purchased a new stake in shares of Meta Platforms in the 2nd quarter worth $23,155,393,000. Laurel Wealth Advisors LLC grew its holdings in Meta Platforms by 73,443.1% during the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock valued at $6,212,506,000 after purchasing an additional 8,405,558 shares during the period. State Street Corp increased its position 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 worth $64,158,971,000 after buying an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. raised its stake in shares of 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 worth $142,149,566,000 after buying an additional 1,532,568 shares during the period. Finally, Concentrum Wealth Management lifted its position in shares of Meta Platforms by 948.7% during the 3rd quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company’s stock valued at $913,000 after buying an additional 1,124,998 shares in the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling
In related news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Javier Olivan sold 926 shares of Meta Platforms stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $637.21, for a total value of $590,056.46. Following the completion of the sale, the chief operating officer directly owned 16,113 shares in the company, valued at approximately $10,267,364.73. The trade was a 5.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 159,891 shares of company stock worth $102,464,356. Corporate insiders own 13.61% of the company’s stock.
Meta Platforms Price Performance
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (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 company had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. During the same period in the previous year, the firm posted $8.02 EPS. Meta Platforms’s revenue for the quarter was up 23.8% compared to the same quarter last year. As a group, sell-side analysts expect 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. Investors of record on Monday, March 16th will be given a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms’s payout ratio is currently 8.94%.
Meta Platforms News Summary
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Bill Ackman / Pershing Square added a large position in META late in Q4 2025, signaling heavyweight institutional conviction and reinforcing the narrative that Meta is attractively valued. Bill Ackman’s Eyes Meta Platforms
- Positive Sentiment: AMD announced a multiyear mega-deal to supply large-scale AI compute to Meta and is expanding U.S. GPU manufacturing — a supply-side win that helps Meta scale AI infrastructure without being bottlenecked on chips. AMD AI Partnerships And Valuation Gap
- Positive Sentiment: Multiple bullish analyst/commentary pieces rank Meta as a top Magnificent 7 pick and argue its valuation and AI roadmap make it a long‑term winner, supporting continued investor interest. Meta Just Became the Best Stock
- Positive Sentiment: Coverage noting that hedge funds and billionaires are building stakes in META reinforces momentum and a narrative of upside from both active managers and value-chasing investors. Billionaires Are Loading Up
- Neutral Sentiment: Increased retail/investor attention — Zacks notes META as a heavily searched stock — which can boost liquidity but is not by itself a directional catalyst. Investors Heavily Search META
- Neutral Sentiment: Investor letters and sector pieces (YCG, Motley Fool coverage) reiterate Meta’s AI ambition and strong fundamentals but mostly restate longer‑term theses rather than near‑term catalysts. YCG’s Updates on Meta Platforms
- Negative Sentiment: Macro risk: a 247WallStreet note flags that surging oil prices and broader market volatility could pressure high‑beta tech names including Meta, posing a near‑term downside risk despite company‑specific positives. Surging Oil Prices Threaten NVIDIA, Amazon, and Meta
Analyst Ratings Changes
A number of equities research analysts have commented on the stock. Sanford C. Bernstein restated an “outperform” rating and set a $900.00 target price (up from $870.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Canaccord Genuity Group upped their price target on shares of Meta Platforms from $900.00 to $930.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Raymond James Financial decreased their price objective 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. JPMorgan Chase & Co. lifted their target price on shares of Meta Platforms from $800.00 to $825.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Finally, Wells Fargo & Company increased their price target on Meta Platforms from $849.00 to $856.00 and gave the stock an “overweight” rating in a research note on Monday, February 23rd. Three investment 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, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus price target of $844.44.
Check Out Our Latest Research Report on META
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.
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