Veltria Advisors Corp. Cuts Stock Position in Meta Platforms, Inc. $META

Veltria Advisors Corp. trimmed its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 86.9% in the third quarter, HoldingsChannel.com reports. The fund owned 292 shares of the social networking company’s stock after selling 1,929 shares during the period. Meta Platforms accounts for 0.9% of Veltria Advisors Corp.’s holdings, making the stock its 27th largest position. Veltria Advisors Corp.’s holdings in Meta Platforms were worth $214,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of META. Vanguard Group Inc. lifted its holdings in Meta Platforms by 0.8% during the 2nd 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 in the last quarter. State Street Corp increased its position in shares of Meta Platforms by 1.9% during 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 acquiring an additional 1,650,435 shares during the period. Geode Capital Management LLC raised its stake in shares of Meta Platforms by 1.3% in the second quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock valued at $37,902,948,000 after acquiring an additional 682,768 shares in the last quarter. Norges Bank purchased a new position in Meta Platforms in the second quarter valued at $23,155,393,000. Finally, Charles Schwab Investment Management Inc. boosted its holdings in Meta Platforms by 1.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock valued at $10,694,644,000 after purchasing an additional 262,550 shares during the period. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Meta Platforms news, COO Javier Olivan sold 517 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $663.19, for a total transaction of $342,869.23. Following the completion of the sale, the chief operating officer directly owned 9,098 shares of the company’s stock, valued at $6,033,702.62. This represents a 5.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Jennifer Newstead sold 519 shares of Meta Platforms stock in a transaction that occurred 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 completion of the transaction, the insider owned 28,658 shares in the company, valued at $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. Over the last three months, insiders sold 39,078 shares of company stock valued at $24,016,453. Insiders own 13.61% of the company’s stock.

Meta Platforms Stock Down 0.3%

META stock opened at $668.69 on Thursday. The stock has a market cap of $1.69 trillion, a P/E ratio of 28.45, a PEG ratio of 1.15 and a beta of 1.28. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The company’s 50 day moving average is $658.54 and its two-hundred day moving average is $694.25.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping 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 analyst estimates of $58.33 billion. During the same period last year, the business earned $8.02 EPS. Meta Platforms’s revenue for the quarter was up 23.8% compared to the same quarter last year. Research analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were issued 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 of this dividend was Monday, December 15th. Meta Platforms’s dividend payout ratio is presently 8.94%.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Bill Ackman’s Pershing Square disclosed a roughly $2B (~10% of the fund) position, calling META undervalued and an AI beneficiary — a high‑profile institutional endorsement that can attract other buyers and supports the AI growth narrative. Ackman Bets on Meta (Reuters)
• Positive Sentiment: Hardware traction: EssilorLuxottica says it more than tripled sales of Meta AI (Ray‑Ban) glasses in 2025 — evidence Reality Labs products can scale and diversify revenue beyond ads if momentum continues. Ray‑Ban Maker Triples Meta AI Glasses Sales (CNBC)
• Positive Sentiment: AI capacity bet: Meta began construction on a $10B Indiana data center to expand AI compute — a long‑term positive for ad/product innovation, though it raises near‑term capex. Meta $10B Indiana Data Center (Reuters)
• Positive Sentiment: Analyst/investor interest: Multiple funds (Fisher, others) increased stakes and several brokers raised price targets or reiterated overweight ratings — supportive for sentiment. Analyst Coverage & Institutional Activity (MarketBeat)
• Neutral Sentiment: Insider selling: COO Javier Olivan sold 517 shares (~$343k) — a modest, routine sale that is unlikely to signal major change in outlook by itself. Insider Filing (SEC)
• Negative Sentiment: Russia blocks WhatsApp: Authorities removed WhatsApp from an official directory, effectively blocking the app for ~100M users — a material engagement and revenue risk in that market. Russia Blocks WhatsApp (Reuters)
• Negative Sentiment: Legal/reputational pressure: Day‑to‑day trial testimony (former execs, witnesses) alleges platform harms; defense testimony (Instagram chief) seeks to limit addiction claims — but litigation uncertainty and potential regulatory action remain a drag. Trial Coverage (Yahoo)
• Negative Sentiment: Regional legal loss: A German court told a Meta subsidiary to pay ~€30M to Deutsche Telekom — modest financially but a reminder of ongoing operational/legal frictions. German Ruling (Reuters)

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on META shares. Raymond James Financial cut their price target on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a report on Monday, January 26th. 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. TD Cowen reaffirmed a “buy” rating on shares of Meta Platforms in a report on Tuesday, January 13th. Guggenheim boosted their price target on shares of Meta Platforms from $800.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, Citizens Jmp reissued an “outperform” rating and issued a $900.00 price objective (up from $750.00) on shares of Meta Platforms in a research report on Monday, November 24th. Three investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Meta Platforms currently has an average rating of “Moderate Buy” and an average target price of $845.50.

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.