Geremia Financial Services LLC Invests $9.97 Million in Meta Platforms, Inc. $META

Geremia Financial Services LLC purchased a new position in Meta Platforms, Inc. (NASDAQ:META) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 15,096 shares of the social networking company’s stock, valued at approximately $9,965,000. Meta Platforms accounts for about 8.2% of Geremia Financial Services LLC’s holdings, making the stock its 5th largest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in shares of Meta Platforms by 1.7% during the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock valued at $20,230,000 after acquiring an additional 570 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Meta Platforms by 10.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after purchasing an additional 875 shares in the last quarter. Headwater Capital Co Ltd grew its stake in Meta Platforms by 294.7% in the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after purchasing an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new position in Meta Platforms during the 2nd quarter worth $213,000. Finally, Capital & Planning LLC purchased a new position in Meta Platforms during the 2nd quarter worth $322,000. Institutional investors own 79.91% of the company’s stock.

Insider Transactions at Meta Platforms

In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the chief technology officer directly owned 2,841 shares in the company, valued at $1,793,352.84. This trade represents a 74.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Javier Olivan sold 2,461 shares of Meta Platforms stock in a transaction on 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 completion of the transaction, the chief operating officer directly owned 12,108 shares in the company, valued at $7,746,335.16. This represents a 16.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 161,448 shares of company stock valued at $103,333,788 in the last 90 days. Insiders own 13.61% of the company’s stock.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Morgan Stanley and other firms are calling Meta a tactical buying opportunity and reiterating Buy/top-pick views, arguing the pullback has created a discounted entry given Meta’s fundamentals and AI exposure. Article Title
• Positive Sentiment: Jefferies also highlights that regulatory scrutiny is a persistent theme but not necessarily a crippling near-term catalyst, framing current legal headlines as a potential buying opportunity for longer-term investors. Article Title
• Neutral Sentiment: Meta has begun testing a paid Instagram subscription (“Instagram Plus”) in select markets — a potential new ARPU/revenue stream if expanded, but currently a limited pilot with uncertain near-term revenue impact. Article Title
• Neutral Sentiment: Meta is sharing learnings from its Meta Lab stores with wearables/retail partners — a strategic move to accelerate Reality Labs retail presence and partner adoption, but with gradual monetization potential. Article Title
• Neutral Sentiment: Meta’s El Paso data‑center project has grown to a ~$10B, 1‑gigawatt complex — evidence of big infrastructure buildout to support AI workloads; bullish for long‑term capacity but highlights larger capex commitments. Article Title
• Negative Sentiment: Recent court losses and ongoing regulatory/legal scrutiny remain material headline risk — coverage warns these rulings could constrain AI research practices and raise liability exposure, increasing near‑term uncertainty. Article Title
• Negative Sentiment: Analysts and commentators continue to debate Meta’s heavy capex (large multi‑year AI/Reality Labs spending). Deeper analyses flag the risk of near‑term negative free cash flow and pressure on margins despite long‑term optionality. Article Title
• Negative Sentiment: Morgan Stanley lowered its price target (from $825 to $775) even while keeping an overweight rating — a mixed signal that narrows upside expectations versus earlier forecasts. Article Title

Meta Platforms Trading Up 2.0%

META opened at $536.38 on Tuesday. 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 firm has a market cap of $1.36 trillion, a price-to-earnings ratio of 22.82, a PEG ratio of 0.81 and a beta of 1.30. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The stock has a fifty day moving average price of $642.25 and a 200-day moving average price of $664.52.

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

Meta Platforms Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were issued a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is currently 8.94%.

Wall Street Analyst Weigh In

Several brokerages have weighed in on META. Scotiabank upped their target price on Meta Platforms from $685.00 to $700.00 and gave the stock a “sector perform” rating in a report on Thursday, January 29th. JPMorgan Chase & Co. raised their price target on Meta Platforms from $800.00 to $825.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Piper Sandler lifted their price objective on Meta Platforms from $840.00 to $880.00 and gave the company an “overweight” rating in a report on Thursday, January 29th. Stifel Nicolaus upped their price objective on shares of Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Tigress Financial increased their target price on shares of Meta Platforms from $935.00 to $945.00 and gave the stock a “strong-buy” rating in a report on Wednesday, March 18th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $845.54.

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.