Dai ichi Life Insurance Company Ltd raised its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.7% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 94,297 shares of the social networking company’s stock after purchasing an additional 5,047 shares during the quarter. Meta Platforms makes up about 1.5% of Dai ichi Life Insurance Company Ltd’s investment portfolio, making the stock its 8th largest position. Dai ichi Life Insurance Company Ltd’s holdings in Meta Platforms were worth $53,950,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently bought and sold shares of META. Vanguard Group Inc. raised its holdings in shares of Meta Platforms by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock valued at $132,015,115,000 after buying an additional 7,269,279 shares during the last quarter. Auto Owners Insurance Co lifted its position in Meta Platforms by 76,587.7% during the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock worth $69,502,379,000 after buying an additional 105,154,977 shares in the last quarter. State Street Corp grew its holdings in Meta Platforms by 5.1% during the 4th quarter. State Street Corp now owns 90,841,345 shares of the social networking company’s stock worth $59,963,463,000 after acquiring an additional 4,395,763 shares during the last quarter. Geode Capital Management LLC grew its holdings in Meta Platforms by 1.7% during the 4th quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock worth $34,734,628,000 after acquiring an additional 878,396 shares during the last quarter. Finally, Capital World Investors grew its holdings in Meta Platforms by 0.8% during the 4th quarter. Capital World Investors now owns 39,558,637 shares of the social networking company’s stock worth $26,112,735,000 after acquiring an additional 310,947 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of equities analysts have weighed in on META shares. Weiss Ratings downgraded shares of Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, June 26th. Cantor Fitzgerald decreased their price target on shares of Meta Platforms from $850.00 to $750.00 and set an “overweight” rating on the stock in a research note on Thursday, April 30th. The Goldman Sachs Group lowered shares of Meta Platforms from a “buy” rating to a “sell” rating in a report on Tuesday, June 2nd. Raymond James Financial upped their price objective on Meta Platforms from $825.00 to $850.00 and gave the stock a “strong-buy” rating in a report on Tuesday, July 21st. Finally, TD Cowen lowered their target price on Meta Platforms from $820.00 to $800.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and a consensus price target of $835.64.
More Meta Platforms News
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Analysts expect Meta’s advertising business to benefit from higher impressions, stronger user engagement and AI-powered ad targeting. Consensus expectations call for approximately $60.2 billion in revenue and $7.18 in earnings per share, while traders anticipate a sizable post-earnings move. Will Higher Ad Revenues Aid Meta Platforms Stock in Q2 Earnings?
- Positive Sentiment: Guggenheim reaffirmed its buy rating and assigned an $800 price target, implying substantial upside from recent levels. Meta’s comparatively modest valuation and history of earnings beats could support the shares if results and guidance exceed expectations. Guggenheim rating report
- Positive Sentiment: Meta and BlackRock formed an approximately $14 billion venture to develop a one-gigawatt AI data-center campus in El Paso, Texas. The 80/20 structure brings outside capital into Meta’s infrastructure expansion and may reduce near-term balance-sheet pressure while securing future computing capacity. Meta, BlackRock partner on $14 billion El Paso data center
- Neutral Sentiment: Meta is expected to emphasize Ray-Ban Meta smart glasses and its broader AI strategy on the earnings call. It also joined Nvidia, Alphabet and OpenAI in supporting open-weight AI models, potentially influencing future product development and regulation. Meta likely to highlight smart glasses
- Negative Sentiment: Investors are increasingly concerned that AI capital expenditures—potentially reaching $125 billion to $145 billion—will compress margins and weaken free cash flow before Meta develops a direct AI revenue stream. Alphabet’s higher spending forecast has intensified skepticism toward hyperscaler stocks. Hyperscalers face higher capex scrutiny
- Negative Sentiment: Meta faces ongoing lawsuits alleging harm to teenagers and inadequate safeguards against abuse on its platforms, creating potential financial liabilities and reputational damage. COO Javier Olivan also sold shares under a pre-arranged Rule 10b5-1 plan, although insider selling is not necessarily a bearish signal. Meta disregarded its own research on teen harm
Meta Platforms Price Performance
Shares of META stock opened at $593.41 on Wednesday. The firm’s 50 day moving average price is $603.98 and its two-hundred day moving average price is $624.67. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25. The stock has a market cap of $1.50 trillion, a PE ratio of 21.57, a PEG ratio of 1.00 and a beta of 1.25.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, beating the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion during the quarter, compared to analysts’ expectations of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The business’s revenue for the quarter was up 33.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $6.43 EPS. As a group, analysts forecast that Meta Platforms, Inc. will post 29.51 EPS for the current year.
Meta Platforms Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms’s payout ratio is 7.63%.
Insiders Place Their Bets
In other Meta Platforms news, COO Javier Olivan sold 837 shares of the firm’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $645.85, for a total transaction of $540,576.45. Following the transaction, the chief operating officer owned 7,127 shares in the company, valued at approximately $4,602,972.95. This trade represents a 10.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 500 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $607.75, for a total value of $303,875.00. Following the transaction, the director owned 3,443 shares of the company’s stock, valued at $2,092,483.25. The trade was a 12.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 37,859 shares of company stock valued at $23,087,979. 13.53% of the stock is owned by insiders.
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.
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