Lmcg Investments LLC Acquires 1,875 Shares of Meta Platforms, Inc. $META

Lmcg Investments LLC raised its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 8.4% during the fourth quarter, HoldingsChannel reports. The fund owned 24,294 shares of the social networking company’s stock after purchasing an additional 1,875 shares during the quarter. Meta Platforms comprises about 0.9% of Lmcg Investments LLC’s investment portfolio, making the stock its 29th biggest holding. Lmcg Investments LLC’s holdings in Meta Platforms were worth $16,036,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Westchester Capital Management Inc. bought a new stake in Meta Platforms during the 3rd quarter valued at $26,000. Key Capital Management INC bought a new stake in Meta Platforms during the 4th quarter valued at $48,000. Fairway Wealth LLC raised its holdings in Meta Platforms by 36.8% during the 4th quarter. Fairway Wealth LLC now owns 78 shares of the social networking company’s stock valued at $51,000 after acquiring an additional 21 shares during the period. Evergreen Private Wealth LLC raised its holdings in Meta Platforms by 64.8% during the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock valued at $65,000 after acquiring an additional 35 shares during the period. Finally, PMV Capital Advisers LLC raised its holdings in Meta Platforms by 26.3% during the 4th quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company’s stock valued at $63,000 after acquiring an additional 20 shares during the period. Institutional investors own 79.91% of the company’s stock.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Bill Ackman’s Pershing Square continues to hold Meta alongside other megacap AI leaders, reinforcing the view that META remains a core long-term AI and digital ads name. Microsoft, Meta, Amazon and Google. Is Ackman’s Hedge Fund Just a Mag 7 Play?
• Positive Sentiment: Analysts and market commentary continue to point out that Meta’s latest earnings beat was strong, with faster revenue growth and better-than-expected EPS, which supports the bull case despite recent volatility.
• Neutral Sentiment: Meta is getting attention as one of the most-watched stocks on Zacks, suggesting investors are closely focused on what comes next for AI spending, ad growth, and margins. Meta Platforms, Inc. (META) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Meta is still a key part of the AI trade, but commentary about an AI bubble and crowded megacap positioning is keeping sentiment cautious around the stock. UBS warns AI stocks are overheating as growth expectations collide with history
• Negative Sentiment: Meta’s CFO said 2026 capital expenditures are expected to keep rising, intensifying concerns that heavy AI infrastructure spending could weigh on free cash flow and near-term profitability. Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up
• Negative Sentiment: Meta is facing fresh legal and regulatory pressure, including a New Mexico youth-safety trial, an Italian lawsuit over minors’ social media use, and a California suit tied to AI scam ads and advertising practices. Meta and Google fund US kids’ groups, as critics warn of social media risk
• Negative Sentiment: Some fund managers trimmed META holdings, which may add to near-term caution even though other investors increased exposure. ARK Investment’s Cathie Wood Cuts Meta Platforms Stake Sharply

Meta Platforms Stock Down 0.7%

Shares of NASDAQ:META opened at $614.23 on Friday. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25. The firm has a fifty day moving average of $622.18 and a 200 day moving average of $640.72. The firm has a market capitalization of $1.55 trillion, a PE ratio of 22.33, a price-to-earnings-growth ratio of 1.08 and a beta of 1.25. 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 (NASDAQ:META) last announced its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.67 by $3.77. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The company had revenue of $56.31 billion during the quarter, compared to analyst estimates of $55.56 billion. During the same period in the previous year, the business earned $6.43 earnings per share. The firm’s quarterly revenue was up 33.1% compared to the same quarter last year. As a group, research analysts anticipate that Meta Platforms, Inc. will post 29.65 EPS for the current fiscal year.

Insider Activity

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the company’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 directly owned 3,847 shares in the company, valued at $2,565,949. This represents a 13.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 926 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $604.57, for a total transaction of $559,831.82. Following the sale, the chief operating officer owned 6,853 shares of the company’s stock, valued at approximately $4,143,118.21. The trade was a 11.90% 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 90 days, insiders have sold 160,352 shares of company stock valued at $102,559,436. Company insiders own 13.61% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Robert W. Baird boosted their target price on shares of Meta Platforms from $815.00 to $830.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Guggenheim reduced their price target on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Jefferies Financial Group boosted their price target on shares of Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Wells Fargo & Company boosted their price target on shares of Meta Platforms from $765.00 to $770.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Finally, JPMorgan Chase & Co. restated a “neutral” rating and set a $725.00 price target (down from $825.00) on shares of Meta Platforms in a research report on Thursday, April 30th. Four analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $840.31.

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.