Diversified Trust Co. increased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.1% in the 4th quarter, Holdings Channel reports. The firm owned 84,059 shares of the social networking company’s stock after buying an additional 3,336 shares during the quarter. Meta Platforms comprises approximately 1.0% of Diversified Trust Co.’s investment portfolio, making the stock its 17th biggest position. Diversified Trust Co.’s holdings in Meta Platforms were worth $55,487,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors have also recently bought and sold shares of the business. Goldstone Financial Group LLC raised its holdings in shares of Meta Platforms by 44.4% in the 3rd quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after buying an additional 1,153 shares in the last quarter. CW Advisors LLC lifted its position 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 worth $130,467,000 after buying an additional 38,432 shares during the period. Ashton Thomas Private Wealth LLC boosted its stake in Meta Platforms by 34.2% in 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 buying an additional 13,311 shares in the last quarter. Becker Capital Management Inc. boosted its stake in Meta Platforms by 5.0% in the 3rd quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company’s stock valued at $25,741,000 after buying an additional 1,657 shares in the last quarter. Finally, Cramer Rosenthal Mcglynn LLC grew its position in Meta Platforms by 16.2% in the third quarter. Cramer Rosenthal Mcglynn LLC now owns 6,933 shares of the social networking company’s stock valued at $5,091,000 after acquiring an additional 968 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.
Trending Headlines about Meta Platforms
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Large AI infrastructure commitment — Meta told investors it will boost spending on a West Texas AI data center to about $10 billion, signaling continued investment in model training capacity and long-term AI revenue opportunities. Meta boosts investment in West Texas AI data center by over sixfold to $10 billion
- Positive Sentiment: Strategic silicon partnership — Meta is the lead partner / launch customer for Arm’s new AGI CPU, which could lower Meta’s long‑run costs for AI inference/training and validate its data‑center strategy. This reduces execution risk on large compute builds. Arm launches first own-brand chip with Meta as launch customer
- Positive Sentiment: Analyst view improving — Erste Group modestly raised FY2027 EPS estimates for Meta, showing some sell‑side confidence in profit power despite near‑term noise. Erste Group raises FY2027 EPS estimate for META
- Neutral Sentiment: Cost moves and workforce cuts — Meta has cut several hundred roles and reports of broader restructuring persist; layoffs can boost near‑term margins but also signal stress amid massive CapEx. Meta Lays Off 700 Employees, While Rewarding Top Executives
- Neutral Sentiment: Executive retention program — Meta awarded performance‑tied stock units/options to senior leaders to retain talent for its AI push; upside‑only payoff if aggressive targets are met (long‑term positive if execution succeeds). Meta grants senior executives stock awards to retain talent
- Neutral Sentiment: Unusual options activity — A surge in call buying suggests some traders are speculating on a rebound, increasing intraday volume and volatility (short‑term noise).
- Negative Sentiment: Landmark legal losses — Back‑to‑back jury verdicts (including a Los Angeles negligent‑design verdict and a New Mexico penalty) found Meta liable for harms to minors; investors fear follow‑on suits, regulatory changes and larger fines or restrictions that could materially affect business models and costs. Meta shares slip after US jury verdicts raise concerns of new legal exposure
- Negative Sentiment: Huge AI CapEx and free‑cash‑flow risk — Market commentary highlights an aggressive 2026 CapEx plan (reported ranges well above prior years), which could compress free cash flow and make the stock more sensitive to execution and legal shocks. That combination is a primary driver of the selloff. Meta Reportedly Plans 20% Layoff: A Sign of Weakness or Strength?
Meta Platforms Stock Down 8.0%
Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.16 by $0.72. The business had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $8.02 earnings per share. On average, equities research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current year.
Meta Platforms Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Monday, March 16th were given a dividend of $0.525 per share. The ex-dividend date was Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. Meta Platforms’s dividend payout ratio is presently 8.94%.
Analysts Set New Price Targets
Several research firms have issued reports on META. Morgan Stanley increased their price objective on Meta Platforms from $750.00 to $825.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. Monness Crespi & Hardt upped their target price on shares of Meta Platforms from $808.00 to $890.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Evercore increased their target price on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. JPMorgan Chase & Co. lifted their price target on shares of Meta Platforms from $800.00 to $825.00 and gave the company an “overweight” rating in a report on Thursday, January 29th. Finally, Wells Fargo & Company boosted their price target on shares of Meta Platforms from $849.00 to $856.00 and gave the company an “overweight” rating in a research report on Monday, February 23rd. Four research 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 company. According to data from MarketBeat.com, Meta Platforms currently has an average rating of “Moderate Buy” and a consensus price target of $846.63.
View Our Latest Research Report on META
Insider Buying and Selling at Meta Platforms
In other news, CTO Andrew Bosworth sold 8,089 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total value of $5,106,100.36. Following the transaction, the chief technology officer owned 2,841 shares of the company’s stock, valued at approximately $1,793,352.84. This trade represents a 74.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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 stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 162,484 shares of company stock worth $104,015,906. Company insiders own 13.61% of the company’s stock.
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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