Myriad Asset Management US LP Invests $4.51 Million in Meta Platforms, Inc. $META

Myriad Asset Management US LP bought a new stake in Meta Platforms, Inc. (NASDAQ:META) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 6,138 shares of the social networking company’s stock, valued at approximately $4,508,000. Meta Platforms makes up 2.5% of Myriad Asset Management US LP’s investment portfolio, making the stock its 9th biggest position.

Other hedge funds have also bought and sold shares of the company. Bare Financial Services Inc bought a new stake in shares of Meta Platforms in the 2nd quarter valued at approximately $30,000. Briaud Financial Planning Inc bought a new position in Meta Platforms during the second quarter worth $42,000. Knuff & Co LLC bought a new position in Meta Platforms during the second quarter worth $44,000. WFA Asset Management Corp boosted its holdings in Meta Platforms by 42.6% in the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock worth $49,000 after purchasing an additional 20 shares during the period. Finally, Spurstone Advisory Services LLC bought a new stake in Meta Platforms during the second quarter valued at $59,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Meta Platforms news, COO Javier Olivan sold 517 shares of the company’s stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $665.00, for a total value of $343,805.00. Following the completion of the sale, the chief operating officer directly owned 10,132 shares in the company, valued at $6,737,780. This represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Jennifer Newstead sold 519 shares of Meta Platforms stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $658.69, for a total value of $341,860.11. Following the transaction, the insider owned 28,658 shares in the company, valued at approximately $18,876,738.02. This trade represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 40,113 shares of company stock valued at $24,621,042 over the last quarter. Corporate insiders own 13.61% of the company’s stock.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $716.50 on Friday. The stock has a market cap of $1.81 trillion, a P/E ratio of 30.49, a P/E/G ratio of 1.46 and a beta of 1.29. The firm’s 50-day simple moving average is $652.06 and its 200 day simple moving average is $696.01. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The company has a quick ratio of 1.98, a current ratio of 2.60 and a debt-to-equity ratio of 0.27.

Meta Platforms (NASDAQ:META) last released its earnings results 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 analysts’ expectations of $58.33 billion. During the same quarter last year, the company earned $8.02 EPS. Meta Platforms’s quarterly revenue was up 23.8% on a year-over-year basis. Equities analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is currently 8.94%.

Key Meta Platforms News

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

• Positive Sentiment: Q4 beat + AI narrative shift: Meta reported stronger‑than‑expected Q4 revenue and EPS and management framed ad strength as early proof that AI investments are improving monetization and engagement — a narrative some analysts now call an AI profit cycle. Meta’s Story Just Flipped — Seeking Alpha
• Positive Sentiment: Strong guidance & analyst upgrades: Q1 revenue guidance topped Street expectations and many firms raised price targets or reiterated buys, supporting the recent rally and giving institutional investors cover to support higher valuations. MarketBeat: Meta Soars After‑Hours
• Neutral Sentiment: Business diversification tests: Meta is piloting premium subscriptions for Instagram/Facebook/WhatsApp and expanding AI features — potential long‑term upside but unclear near‑term revenue impact. CNBC: Premium subscription tests
• Neutral Sentiment: Supply deals validate buildout but signal capital intensity: large supplier agreements (e.g., with Corning) back the AI data‑center plan while confirming heavy multi‑year spending. CNBC: Corning deal
• Negative Sentiment: Massive 2026 CapEx: Management guided to $115B–$135B of capex for 2026 — far above prior levels — raising near‑term cash intensity and margin dilution concerns despite management saying operating income should hold. Reuters: CapEx rise
• Negative Sentiment: Reality Labs drag: XR/Reality Labs continues to burn cash (multi‑billion losses), creating an ongoing margin headwind and execution risk for non‑ad businesses. TechCrunch: $19B VR burn
• Negative Sentiment: Regulatory & reputational headlines: A New Mexico trial alleging platforms exposed minors to exploitation and reports about content‑blocking controversies add legal and reputational risk that can pressure multiple‑quarter sentiment. Reuters: New Mexico trial
• Negative Sentiment: Near‑term profit‑taking & headline noise: high short‑term expectations after the rally, occasional pundit criticism (e.g., Jim Cramer) and small insider sales add to volatility and can push the stock down after its run. 247WallSt: Jim Cramer critique

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Morgan Stanley raised their price target on shares of Meta Platforms from $750.00 to $825.00 and gave the stock an “overweight” rating in a research report on Thursday. Rothschild & Co Redburn raised shares of Meta Platforms from a “neutral” rating to a “buy” rating and raised their target price for the stock from $740.00 to $900.00 in a report on Monday, January 26th. Stifel Nicolaus upped their target price on Meta Platforms from $785.00 to $820.00 and gave the company a “buy” rating in a report on Thursday. The Goldman Sachs Group reiterated a “buy” rating on shares of Meta Platforms in a research report on Tuesday, October 14th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Meta Platforms in a research report on Monday, December 29th. Five analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $847.98.

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.