Meta Platforms, Inc. $META Stake Boosted by CIBC Private Wealth Group LLC

CIBC Private Wealth Group LLC increased its position in Meta Platforms, Inc. (NASDAQ:META) by 15.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,363,424 shares of the social networking company’s stock after acquiring an additional 178,058 shares during the period. Meta Platforms comprises about 1.7% of CIBC Private Wealth Group LLC’s investment portfolio, making the stock its 7th biggest holding. CIBC Private Wealth Group LLC owned 0.05% of Meta Platforms worth $1,001,271,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Watts Gwilliam & Co. LLC lifted its holdings in Meta Platforms by 5.2% in the third quarter. Watts Gwilliam & Co. LLC now owns 18,945 shares of the social networking company’s stock valued at $13,913,000 after acquiring an additional 929 shares during the period. CIBC Bancorp USA Inc. bought a new stake in shares of Meta Platforms during the 3rd quarter valued at about $540,634,000. Alpine Global Management LLC bought a new stake in shares of Meta Platforms during the 3rd quarter valued at about $414,000. Maple Capital Management Inc. increased its position in shares of Meta Platforms by 0.8% during the 3rd quarter. Maple Capital Management Inc. now owns 100,838 shares of the social networking company’s stock valued at $74,054,000 after purchasing an additional 806 shares during the last quarter. Finally, Sulzberger Capital Advisors Inc. lifted its stake in shares of Meta Platforms by 27.1% in the 3rd quarter. Sulzberger Capital Advisors Inc. now owns 403 shares of the social networking company’s stock worth $296,000 after purchasing an additional 86 shares during the period. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Meta Platforms Stock Performance

META opened at $615.68 on Thursday. The company has a 50 day simple moving average of $651.20 and a two-hundred day simple moving average of $674.78. 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 cap of $1.56 trillion, a P/E ratio of 26.20, a PEG ratio of 0.96 and a beta of 1.30. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25.

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 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 firm had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. During the same period last year, the firm earned $8.02 EPS. The company’s revenue was up 23.8% on a year-over-year basis. Equities analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be given a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms’s payout ratio is presently 8.94%.

More Meta Platforms News

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

• Positive Sentiment: MTIA chip roadmap & Broadcom partnership reaffirmed — Meta publicly detailed four MTIA inference chips and explicitly cited Broadcom as a partner, underlining a clearer path to scale AI inference (supports revenue/engagement from better personalization and GenAI features). Meta MTIA blog
• Positive Sentiment: Large AI infrastructure commitment — Meta’s massive capacity commitments (e.g., the reported $27B deal with Nebius) show the company is locking long-term AI compute capacity, supporting its AI roadmap even if it raises near-term capex. Nebius $27B deal
• Positive Sentiment: Monetization push for creators — Meta launched “Creator Fast Track” (guaranteed monthly payments) and highlighted nearly $3B paid to creators in 2025, which could boost content supply and ad revenue long term. Creator program
• Neutral Sentiment: Retail flagship on Fifth Avenue — Meta converted a Manhattan pop-up into a 10‑year flagship lease to showcase AI glasses and XR hardware; strategically visible but small relative to core business. Fifth Avenue lease
• Neutral Sentiment: Product pivots in VR — Meta set a June 15 deadline to separate Quest and Horizon Worlds (shutting down VR Horizon Worlds), a strategic pivot that reduces some metaverse exposure but may lower ongoing VR costs. Horizon Worlds shutdown
• Negative Sentiment: Rogue AI agent exposed sensitive data — A reported internal AI agent misconfiguration allowed access to company and user data by unauthorized employees, raising operational, security and potential regulatory risk. This kind of incident can trigger investigations and reputational damage. Rogue AI agent
• Negative Sentiment: Regulatory/compliance headlines — A Reuters review found Meta repeatedly failed to block illegal high‑risk financial ads in Britain despite commitments, increasing regulatory scrutiny and potential enforcement risk. Illegal ads in Britain
• Negative Sentiment: Insider selling — Multiple filings show large sales by COO Javier Olivan and a director, which investors often view as a negative signal even when sales have benign explanations. Olivan SEC filing
• Negative Sentiment: Product/timing risk and possible job cuts — Reports of a delayed Avocado AI rollout and rumors of major layoffs raise near-term execution and cost concerns that can pressure sentiment and earnings visibility. Avocado delay

Insider Activity

In other news, COO Javier Olivan sold 2,461 shares of the company’s stock in a transaction dated Sunday, February 15th. The stock was sold at an average price of $639.77, for a total value of $1,574,473.97. Following the completion of the transaction, the chief operating officer owned 12,108 shares of the company’s stock, valued at $7,746,335.16. This represents a 16.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The disclosure for this sale is available in the SEC filing. Insiders have sold 161,965 shares of company stock worth $103,758,552 over the last ninety days. Corporate insiders own 13.61% of the company’s stock.

Analysts Set New Price Targets

META has been the subject of several recent research reports. Raymond James Financial cut their target price on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a research report on Monday, January 26th. Rothschild & Co Redburn set a $900.00 price target on shares of Meta Platforms in a research report on Monday, January 26th. DA Davidson lifted their price target on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Mizuho upped their price objective on Meta Platforms from $815.00 to $850.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Finally, Pivotal Research decreased their target price on Meta Platforms from $930.00 to $910.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $846.63.

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.