GSA Capital Partners LLP Sells 4,126 Shares of Meta Platforms, Inc. $META

GSA Capital Partners LLP decreased its stake in Meta Platforms, Inc. (NASDAQ:META) by 62.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,429 shares of the social networking company’s stock after selling 4,126 shares during the quarter. GSA Capital Partners LLP’s holdings in Meta Platforms were worth $1,784,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of META. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its holdings in shares of Meta Platforms by 0.4% in the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company’s stock worth $2,587,000 after purchasing an additional 13 shares during the last quarter. Trust Co of the South boosted its position in Meta Platforms by 0.8% in the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock valued at $1,359,000 after buying an additional 14 shares in the last quarter. Sentinel Pension Advisors LLC grew its stake in Meta Platforms by 1.6% during the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after buying an additional 14 shares during the last quarter. Alpine Bank Wealth Management increased its holdings 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 worth $3,159,000 after buying an additional 14 shares in the last quarter. Finally, Valued Wealth Advisors LLC increased its holdings 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 buying an additional 14 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Weiss Ratings reissued a “buy (b)” rating on shares of Meta Platforms in a report on Monday, December 29th. Bank of America boosted their price objective on Meta Platforms from $810.00 to $885.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Jefferies Financial Group increased their target price on Meta Platforms from $910.00 to $1,000.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Canaccord Genuity Group lifted their price target on Meta Platforms from $900.00 to $930.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, Wedbush upped their price target on shares of Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $844.44.

Insider Activity at Meta Platforms

In other news, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $646.00, for a total value of $374,680.00. Following the completion of the sale, the director directly owned 6,167 shares of the company’s stock, valued at $3,983,882. This represents a 8.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Jennifer Newstead sold 519 shares of Meta Platforms stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $642.22, for a total transaction of $333,312.18. Following the transaction, the insider directly owned 30,734 shares in the company, valued at $19,737,989.48. The trade was a 1.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 27,791 shares of company stock worth $17,835,648. 13.61% of the stock is owned by company insiders.

Meta Platforms Price Performance

META opened at $637.25 on Tuesday. The company has a fifty day moving average price of $656.47 and a two-hundred day moving average price of $688.15. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25. The firm has a market capitalization of $1.61 trillion, a PE ratio of 27.12, a P/E/G ratio of 1.12 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The company had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. During the same quarter in the prior year, the business posted $8.02 EPS. The firm’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

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

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Board approved a quarterly cash dividend of $0.525/share (payable Mar. 26); Goldman Sachs lists Meta among top growth picks — this boosts yield and buyback/dividend narrative that can support the stock. Meta (META) Strengthens Investor Appeal With Dividend Payout and Platform Expansion Efforts
• Positive Sentiment: Billionaire and institutional buying headlines (e.g., Bill Ackman, David Tepper coverage) are being cited by media — signals of high-profile conviction that can attract momentum buyers. A Billionaire Just Bet Big on This AI Stock. Should Investors Follow Suit?
• Positive Sentiment: Industry-level tailwind: Bridgewater projects ~ $650B of AI capex among big tech in 2026 — validates Meta’s heavy AI investment as part of a broad secular cycle that could expand ad/compute monetization over time. Big Tech to invest about $650 billion in AI in 2026, Bridgewater says
• Neutral Sentiment: Market commentary and analyst features (Jim Cramer, MarketBeat, Motley Fool) highlight Meta’s long-term AI/cloud ambitions and relative valuation within the “Magnificent Seven” — supportive for medium/long-term holders but not immediate catalysts. Jim Cramer Believes Meta’s (META) Developing Its Own Cloud Business
• Negative Sentiment: Investor concern about funding model: coverage highlights hyperscalers (including Meta) increasingly using debt to finance AI buildouts — shifts risk profile and worries some investors about rising leverage and capital allocation. How the AI debt binge shattered hyperscalers’ ‘unspoken contract’ with investors
• Negative Sentiment: WSJ reports Meta continues to borrow billions for AI despite strong free cash flow — reinforces investor unease that spending pace and financing choices could pressure margins or returns. Meta Rakes It In, Yet Still Borrows Billions for AI
• Negative Sentiment: Regulatory/legal risk: India’s Supreme Court will review appeals by Meta/WhatsApp over a ~₹213 crore penalty related to privacy policy — an active legal overhang in a key growth market. Indian Supreme Court To Hear Meta, WhatsApp Pleas Against ₹213 Crore Penalty Over Privacy Policy
• Negative Sentiment: Minor insider selling disclosed (director sale ~ $370k) — not large enough alone to move fundamentals but adds to mixed sentiment. Insider Selling: Meta Platforms (NASDAQ:META) Director Sells $370,724.40 in Stock

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.