Glynn Capital Management LLC Has $68,000 Stock Holdings in Meta Platforms, Inc. $META

Glynn Capital Management LLC trimmed its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 96.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 92 shares of the social networking company’s stock after selling 2,466 shares during the period. Meta Platforms makes up approximately 0.0% of Glynn Capital Management LLC’s holdings, making the stock its 24th largest holding. Glynn Capital Management LLC’s holdings in Meta Platforms were worth $68,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Comprehensive Financial Planning Inc. PA boosted its stake in Meta Platforms by 10.3% during the third quarter. Comprehensive Financial Planning Inc. PA now owns 9,937 shares of the social networking company’s stock worth $7,298,000 after buying an additional 929 shares in the last quarter. Contrarius Group Holdings Ltd lifted its holdings in shares of Meta Platforms by 1,285.4% during the 3rd quarter. Contrarius Group Holdings Ltd now owns 85,784 shares of the social networking company’s stock worth $62,998,000 after acquiring an additional 79,592 shares during the period. Burk Holdings LLC lifted its holdings in shares of Meta Platforms by 9.1% during the 3rd quarter. Burk Holdings LLC now owns 879 shares of the social networking company’s stock worth $646,000 after acquiring an additional 73 shares during the period. Capstone Wealth Management Group LLC boosted its position in shares of Meta Platforms by 41.5% during the 3rd quarter. Capstone Wealth Management Group LLC now owns 3,714 shares of the social networking company’s stock valued at $2,727,000 after acquiring an additional 1,089 shares in the last quarter. Finally, Focus Partners Advisor Solutions LLC increased its stake in Meta Platforms by 38.6% in the third quarter. Focus Partners Advisor Solutions LLC now owns 37,004 shares of the social networking company’s stock valued at $25,711,000 after acquiring an additional 10,296 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insider Activity

In other news, CTO Andrew Bosworth sold 8,089 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the sale, the chief technology officer owned 2,841 shares in the company, valued at $1,793,352.84. The trade was a 74.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Javier Olivan sold 926 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $637.21, for a total value of $590,056.46. Following the transaction, the chief operating officer directly owned 16,113 shares in the company, valued at $10,267,364.73. This trade represents a 5.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 160,410 shares of company stock valued at $102,809,055. Company insiders own 13.61% of the company’s stock.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Closed multiyear AI/content and chip-supply deals that should improve model training quality and reduce sourcing risk — supports AI product road map and longer-term ad/engagement upside. Read More.
• Positive Sentiment: Signed paid content-licensing arrangements (reported coverage highlights a News Corp deal) and created a new applied-AI engineering organization to speed model development — both point to faster commercialization of AI features that can lift ad yields. Read More.
• Positive Sentiment: Prominent investors and some brokers continue to list META as a buy or top idea (e.g., inclusion on Bill Ackman-related lists and select upgrades), supporting demand from long-term investors. Read More.
• Neutral Sentiment: Company presented at investor conferences and several sell‑side reports reiterated valuation/scale arguments — useful for analyst color but not an immediate catalyst. Read More.
• Negative Sentiment: Wall Street downgrades and cut price targets citing concerns that Meta is “lagging on AI” — raises short-term growth and competition worries and likely contributed to intraday selling pressure. Read More.
• Negative Sentiment: Large insider sales disclosed: CFO Susan Li sold roughly $36.5M and COO Javier Olivan also executed significant sales — while often planned (tax/vesting), these filers increase headline risk and can create short-term supply. Read More.
• Negative Sentiment: Regulatory and competition pressure in Europe and Indonesia — Meta agreed to allow rival AI chatbots on WhatsApp in Europe (for a fee) to head off EU action, and Indonesia issued warnings over disinformation and algorithm transparency, adding compliance and revenue uncertainty in key markets. Read More. Read More.
• Negative Sentiment: 13F filings show several high‑profile managers trimmed or exited META in Q4 — signals profit‑taking and reduced conviction from some large investors. Read More.

Meta Platforms Trading Down 2.4%

META opened at $644.86 on Monday. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The stock has a market capitalization of $1.63 trillion, a PE ratio of 27.44, a PEG ratio of 1.00 and a beta of 1.30. 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 50-day moving average price of $654.99 and a two-hundred day moving average price of $680.69.

Meta Platforms (NASDAQ:META) last released its quarterly 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. The business had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. Meta Platforms’s revenue was up 23.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $8.02 earnings per share. As a group, equities analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

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

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Jefferies Financial Group increased their price target on shares of Meta Platforms from $910.00 to $1,000.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. BNP Paribas Exane assumed coverage on Meta Platforms in a report on Monday, November 24th. They issued an “outperform” rating and a $800.00 target price for the company. Wells Fargo & Company raised their target price on Meta Platforms from $849.00 to $856.00 and gave the stock an “overweight” rating in a research report on Monday, February 23rd. Rothschild & Co Redburn set a $900.00 price target on Meta Platforms in a research note on Monday, January 26th. Finally, Raymond James Financial lowered their price target on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a research report on Monday, January 26th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $844.44.

Meta Platforms Company 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.