2,292 Meta Platforms, Inc. $META Shares Sold by Cypress Asset Management Inc. TX

Cypress Asset Management Inc. TX cut its holdings in Meta Platforms, Inc. (NASDAQ:META) by 15.5% during the third quarter, HoldingsChannel reports. The firm owned 12,468 shares of the social networking company’s stock after selling 2,292 shares during the period. Meta Platforms comprises about 1.9% of Cypress Asset Management Inc. TX’s investment portfolio, making the stock its 20th biggest holding. Cypress Asset Management Inc. TX’s holdings in Meta Platforms were worth $9,042,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Fairtree Asset Management Pty Ltd lifted its position in Meta Platforms by 18.6% during the second quarter. Fairtree Asset Management Pty Ltd now owns 18,777 shares of the social networking company’s stock worth $10,577,000 after buying an additional 2,939 shares during the period. Madison Wealth Partners Inc increased its position in Meta Platforms by 33.6% during the 2nd quarter. Madison Wealth Partners Inc now owns 3,031 shares of the social networking company’s stock worth $1,707,000 after purchasing an additional 763 shares in the last quarter. William John Sempolinski purchased a new position in Meta Platforms in the second quarter valued at approximately $3,107,000. Sone Capital Management LLC raised its stake in shares of Meta Platforms by 38.2% in the 2nd quarter. Sone Capital Management LLC now owns 16,059 shares of the social networking company’s stock valued at $9,046,000 after acquiring an additional 4,440 shares during the period. Finally, Lakewood Capital Management LP lifted its stake in shares of Meta Platforms by 63.7% during the second quarter. Lakewood Capital Management LP now owns 115,985 shares of the social networking company’s stock worth $65,333,000 after purchasing an additional 45,130 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Meta Platforms news, CEO Mark Zuckerberg sold 27,474 shares of the company’s stock in a transaction on Thursday, September 24th. The shares were sold at an average price of $777.44, for a total transaction of $21,359,386.56. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 946 shares of the company’s stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $728.08, for a total transaction of $688,763.68. Following the completion of the transaction, the chief operating officer owned 7,878 shares in the company, valued at approximately $5,735,814.24. This trade represents a 10.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 148,222 shares of company stock valued at $101,033,627. 13.53% of the stock is currently owned by insiders.

Analysts Set New Price Targets

META has been the subject of a number of analyst reports. KeyCorp increased their price target on Meta Platforms from $780.00 to $900.00 and gave the company an “overweight” rating in a report on Wednesday, September 23rd. Daiwa Securities Group dropped their price target on Meta Platforms from $790.00 to $687.00 and set a “buy” rating on the stock in a research report on Tuesday, August 4th. Robert W. Baird dropped their target price on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating on the stock in a report on Thursday, July 30th. HSBC lowered their price objective on shares of Meta Platforms from $905.00 to $830.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Finally, Jefferies Financial Group raised their price target on Meta Platforms from $710.00 to $875.00 and gave the stock a “buy” rating in a report on Tuesday, September 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $791.86.

Key Meta Platforms News

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

• Positive Sentiment: Advertising remains the core bullish argument. Meta’s revenue increased 28% year over year to $60.8 billion in fiscal second-quarter 2026, and micro-drama content is emerging as a potential source of incremental advertising demand. Why Meta is winning the micro drama wars
• Positive Sentiment: Analysts remain constructive on Meta’s AI-driven growth. TD Cowen reaffirmed a Buy rating with an $865 price target, while Wells Fargo sees a path toward a substantially higher valuation if AI improves ad performance and creates new revenue streams. Meta Could Hit $1,000, Says Wells Fargo
• Positive Sentiment: Meta is expanding its AI ecosystem. The company’s Muse agent, enterprise AI platform and AI-enabled smart-glasses strategy could provide new commerce, productivity and hardware opportunities beyond traditional social-media advertising. Meta’s decision to ban ByteDance and TikTok advertising in several markets also intensifies its competitive positioning. Inside Mark Zuckerberg’s Decision to Pull the Trigger on Meta’s A.I. Agent
• Neutral Sentiment: Meta’s AI investment is producing both growth and financial strain. Revenue growth is strong, but free cash flow fell to $784 million from $8.55 billion a year earlier as data-center and AI infrastructure spending surged. Investors need evidence that Muse and other AI projects can eventually generate returns. Meta’s Sales Jumped 28% While Free Cash Flow Shrank
• Negative Sentiment: Muse faces adoption and monetization obstacles. Jefferies found that roughly one-third of tested websites blocked the agent, while Amazon reportedly blocked it, potentially delaying Meta’s plans to earn transaction fees from AI-powered commerce. Analysts also question whether the service can become profitable at scale. Meta’s Muse AI agent blocked by one-third of websites tested
• Negative Sentiment: Regulatory and reputational risks remain a drag. Florida is pursuing restrictions on teen access and infinite-scroll features, while criticism surrounding the film The Social Reckoning and Meta’s handling of harmful AI-generated content could increase scrutiny. A planned-transaction sale by COO Javier Olivan adds a modest insider-selling concern. Meta Stock Falls as Florida Asks a Court to Switch Off Infinite Scroll for Teens

Meta Platforms Stock Performance

Shares of NASDAQ META opened at $718.67 on Friday. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $779.82. The business’s 50-day moving average price is $640.98 and its two-hundred day moving average price is $620.09. The company has a market capitalization of $1.83 trillion, a P/E ratio of 27.07, a price-to-earnings-growth ratio of 1.26 and a beta of 1.19.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business’s quarterly revenue was up 28.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $7.14 earnings per share. Analysts anticipate that Meta Platforms, Inc. will post 27.94 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, September 28th. Investors of record on Monday, September 21st were given a $0.5250 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date was Monday, September 21st. Meta Platforms’s payout ratio is 7.91%.

Meta Platforms Company Profile

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company operates a global family of apps that includes Facebook, Instagram, Messenger, WhatsApp and Threads, enabling users to connect, communicate, share content and discover communities.

Meta generates most of its business through digital advertising displayed across its platforms. Its products serve individuals, creators, businesses and organizations in markets around the world, while its advertising tools help businesses reach audiences based on factors such as interests, activity and demographics.

Through its Reality Labs division, Meta develops virtual and augmented reality hardware, software and services, including the Meta Quest line of headsets and related experiences.