Key Points
- Meta COO Javier Olivan sold 629 shares on Feb. 17 at an average price of $639.18 for about $402,044, leaving him with 2,942 shares (a 17.61% reduction); he has completed multiple insider sales in recent weeks that together total millions of dollars.
- Meta beat quarterly expectations (EPS $8.88 vs. $8.16, revenue $59.89B, +23.8% YoY), announced a quarterly dividend of $0.525, and carries a consensus analyst target of $844.29 with an overall "Moderate Buy" rating.
- Meta deepened a multiyear AI partnership to buy millions of NVIDIA GPUs and codesign future architectures, supporting its AI roadmap but coinciding with hefty 2026 capex plans (~$115–$135B) that could pressure margins if AI monetization is slower than expected.
Meta Platforms, Inc. (NASDAQ:META - Get Free Report) COO Javier Olivan sold 629 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $639.18, for a total transaction of $402,044.22. Following the transaction, the chief operating officer owned 2,942 shares of the company's stock, valued at approximately $1,880,467.56. This represents a 17.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.
Javier Olivan also recently made the following trade(s):
- On Tuesday, February 17th, Javier Olivan sold 172 shares of Meta Platforms stock. The stock was sold at an average price of $639.18, for a total value of $109,938.96.
- On Sunday, February 15th, Javier Olivan sold 2,461 shares of Meta Platforms stock. The shares were sold at an average price of $639.77, for a total value of $1,574,473.97.
- On Monday, February 9th, Javier Olivan sold 517 shares of Meta Platforms stock. The stock was sold at an average price of $663.19, for a total value of $342,869.23.
- On Monday, February 2nd, Javier Olivan sold 517 shares of Meta Platforms stock. The stock was sold at an average price of $714.60, for a total value of $369,448.20.
- On Monday, January 26th, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $665.00, for a total value of $343,805.00.
- On Tuesday, January 20th, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $608.35, for a total transaction of $314,516.95.
- On Monday, January 12th, Javier Olivan sold 517 shares of Meta Platforms stock. The stock was sold at an average price of $653.00, for a total transaction of $337,601.00.
- On Monday, January 5th, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $650.41, for a total transaction of $336,261.97.
- On Monday, December 29th, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $658.14, for a total transaction of $340,258.38.
- On Monday, December 22nd, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $661.11, for a total transaction of $341,793.87.
Meta Platforms Trading Up 0.6%
Shares of NASDAQ:META opened at $643.22 on Thursday. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. The company has a market capitalization of $1.63 trillion, a P/E ratio of 27.37, a price-to-earnings-growth ratio of 1.09 and a beta of 1.28. The company has a 50-day simple moving average of $656.60 and a 200 day simple moving average of $691.28.
Meta Platforms (NASDAQ:META - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping 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 firm had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. During the same quarter in the previous year, the business earned $8.02 earnings per share. The business's revenue was up 23.8% compared to the same quarter last year. Sell-side analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.
Meta Platforms Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Monday, March 16th will be paid a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms's dividend payout ratio is 8.94%.
Wall Street Analyst Weigh In
Several research firms have commented on META. Erste Group Bank lowered shares of Meta Platforms from a "buy" rating to a "hold" rating in a research report on Monday, November 10th. Wolfe Research reiterated an "outperform" rating and issued a $850.00 price target (up previously from $800.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Piper Sandler increased their price target on shares of Meta Platforms from $840.00 to $880.00 and gave the company an "overweight" rating in a report on Thursday, January 29th. Guggenheim boosted their price objective on Meta Platforms from $800.00 to $850.00 and gave the stock a "buy" rating in a report on Thursday, January 29th. Finally, Robert W. Baird upped their target price on Meta Platforms from $815.00 to $830.00 and gave the company an "outperform" rating in a research report on Thursday, January 29th. Three equities 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 stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $844.29.
Get Our Latest Stock Analysis on META
More Meta Platforms News
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Huge multiyear Nvidia chip deal — Meta agreed to buy millions of NVIDIA GPUs and adopt NVIDIA CPUs, networking and rack‑scale designs, securing multi‑year supply for its AI data centers and supporting future AI products. Nvidia to sell Meta millions of chips in multiyear deal
- Positive Sentiment: Deepened codesign alliance and roadmap — coverage describes a multigenerational pact (Rubin/Vera architectures, confidential computing) that strengthens Meta’s AI roadmap and makes future features (e.g., WhatsApp AI agents) more viable. This is a primary driver of today’s upside. NVIDIA and Meta Deepen Their AI Alliance—and the Spending Numbers Are Enormous
- Positive Sentiment: Institutional/hedge‑fund positioning — recent 13F/press reports show large investors (reports citing David Tepper, others) adding to Meta on the AI thesis, providing conviction behind the rally. David Tepper goes big on Micron, Meta and Alphabet
- Neutral Sentiment: Product/XR ecosystem noise — reports that Meta may launch a smartwatch in 2026 and third‑party “Made for Meta” partners (e.g., Virtuix) expand the ecosystem; these are strategically relevant but likely limited near‑term revenue impact. Meta reboots smartwatch plan, aims debut in 2026
- Negative Sentiment: Insider selling by senior executives — filings show CFO Susan Li and COO Javier Olivan sold shares recently (material dollar amounts), which can create short‑term selling pressure or signal personal liquidity actions. Li SEC filing Olivan SEC filing
- Negative Sentiment: Legal & regulatory overhang — CEO Mark Zuckerberg is testifying in a landmark youth‑addiction trial and Spain/other jurisdictions are probing AI‑generated child sexual abuse content; outcomes could affect engagement, ad targeting or lead to fines/constraints. Zuckerberg faces questioning at youth addiction trial
- Negative Sentiment: Massive CapEx and margin risk — coverage highlights Meta’s elevated 2026 capex plans (reports cite ~$115–$135B), which could pressure margins and returns if AI monetization is slower than expected. Marketbeat: NVIDIA and Meta Deepen Their AI Alliance
Institutional Investors Weigh In On Meta Platforms
A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Westchester Capital Management Inc. acquired a new stake in shares of Meta Platforms during the 3rd quarter worth $26,000. RHL Group LLC bought a new stake in Meta Platforms during the fourth quarter worth about $28,000. Strategic Wealth Advisors LLC acquired a new stake in Meta Platforms during the fourth quarter worth about $29,000. Niles Investment Management LLC bought a new position in Meta Platforms in the 4th quarter valued at about $29,000. Finally, Bare Financial Services Inc bought a new position in Meta Platforms in the 2nd quarter valued at about $30,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.
Meta Platforms Company Profile
(
Get Free Report)
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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