Fishman Jay A Ltd. MI Acquires 2,704 Shares of Meta Platforms, Inc. $META

Fishman Jay A Ltd. MI increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 3.2% in the fourth quarter, Holdings Channel reports. The firm owned 87,552 shares of the social networking company’s stock after acquiring an additional 2,704 shares during the period. Meta Platforms makes up 4.8% of Fishman Jay A Ltd. MI’s portfolio, making the stock its 6th biggest position. Fishman Jay A Ltd. MI’s holdings in Meta Platforms were worth $57,792,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Sentinel Pension Advisors LLC grew its stake in shares of Meta Platforms by 1.6% in the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock valued at $672,000 after buying an additional 14 shares in the last quarter. Alpine Bank Wealth Management raised its stake in shares of Meta Platforms by 0.3% during the third quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock valued at $3,159,000 after purchasing an additional 14 shares during the period. Valued Wealth Advisors LLC lifted its position in shares of Meta Platforms by 3.2% during the third quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company’s stock worth $334,000 after purchasing an additional 14 shares in the last quarter. Vista Capital Partners Inc. boosted its stake in shares of Meta Platforms by 1.3% in the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock valued at $794,000 after purchasing an additional 14 shares during the period. Finally, Forza Wealth Management LLC boosted its stake in shares of Meta Platforms by 3.9% in the third quarter. Forza Wealth Management LLC now owns 402 shares of the social networking company’s stock valued at $295,000 after purchasing an additional 15 shares during the period. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Robert M. Kimmitt sold 580 shares of the business’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $667.00, for a total transaction of $386,860.00. Following the completion of the sale, the director owned 3,847 shares of the company’s stock, valued at $2,565,949. This represents a 13.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 629 shares of the firm’s stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $670.84, for a total transaction of $421,958.36. Following the completion of the transaction, the chief operating officer directly owned 2,372 shares in the company, valued at $1,591,232.48. This represents a 20.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 167,155 shares of company stock worth $107,067,129 over the last three months. 13.61% of the stock is owned by corporate insiders.

Meta Platforms Trading Down 0.5%

Shares of NASDAQ META opened at $608.74 on Friday. The company has a quick ratio of 2.60, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. The stock’s 50 day moving average price is $629.62 and its two-hundred day moving average price is $647.93. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25. The stock has a market capitalization of $1.54 trillion, a P/E ratio of 22.13, a PEG ratio of 0.99 and a beta of 1.25.

Meta Platforms (NASDAQ:META) last issued its earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, topping the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion during the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The business’s revenue was up 33.1% on a year-over-year basis. During the same quarter last year, the firm earned $6.43 EPS. On average, analysts anticipate that Meta Platforms, Inc. will post 30.82 earnings per share for the current fiscal 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 paid a dividend of $0.525 per share. The ex-dividend date was Monday, March 16th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s payout ratio is presently 7.63%.

Key Meta Platforms News

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

• Positive Sentiment: Q1 beat & AI ad momentum — Meta reported robust Q1 revenue and EPS, and management highlighted AI-driven ad tools and full‑stack model+chip co‑design that are expanding ad automation and advertiser reach. Meta Does Things Their Own Way
• Positive Sentiment: Robotics/AI talent add — Meta acquired humanoid‑robot startup Assured Robot Intelligence to accelerate robotics model optimization, signaling product diversification in AI/robotics. WSJ: Meta Acquires Assured Robot Intelligence
• Positive Sentiment: Energy and creator initiatives — Meta is signing energy partnerships (space solar/long‑duration storage) to secure power for compute-heavy AI centers and piloting stablecoin creator payouts — moves that support long‑term AI scale and monetization. AI drives growth (context)
• Neutral Sentiment: Analyst reactions mixed — Some firms (e.g., Stifel) trimmed price targets but retained “buy”; others raised targets on longer‑term AI upside. These tweaks sustain divergent Wall Street views on valuation vs. heavy CapEx. Benzinga: Analyst Moves
• Neutral Sentiment: Insider sales disclosed — COO Javier Oliván sold shares under a Rule 10b5‑1 plan; routine but notable given market noise. SEC Filing
• Negative Sentiment: Large CapEx raise spooks investors — Meta lifted 2026 capital expenditure guidance materially (now targeting major AI data‑center buildout), prompting concerns about near‑term free‑cash‑flow and returns; that is the primary reason the stock has been sold. Reuters: CapEx & market reaction
• Negative Sentiment: Regulatory/legal pressure — Threats to pull apps from New Mexico over child‑safety rules and US senators’ scrutiny over ad removals amplify litigation/compliance risk and potential costs. Reuters: Lawmaker Scrutiny
• Negative Sentiment: Reality Labs losses & deal setbacks — Continued multi‑billion losses in Reality Labs and a blocked Manus acquisition in China highlight near‑term cash drag and execution risks on speculative bets. CNBC: Reality Labs Loss

Analyst Ratings Changes

META has been the topic of several analyst reports. Needham & Company LLC reaffirmed a “hold” rating on shares of Meta Platforms in a research note on Thursday, January 29th. Scotiabank increased their price target on Meta Platforms from $685.00 to $700.00 and gave the company a “sector perform” rating in a report on Thursday, January 29th. Citizens Jmp restated a “market outperform” rating and set a $900.00 price objective on shares of Meta Platforms in a research note on Tuesday, April 21st. Canaccord Genuity Group upped their target price on Meta Platforms from $900.00 to $930.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Finally, Argus reiterated a “buy” rating and set a $800.00 target price on shares of Meta Platforms in a research note on Monday, February 2nd. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, Meta Platforms has an average rating of “Moderate Buy” and an average target price of $840.67.

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.