Meta (META) Institutional Activity Sees Mixed Signals

Snack-Sized Version:

Meta institutional activity shows mixed signals. Moran Wealth Management raised its stake in Meta (META) by 1.5% in the second quarter. This move reflects broader institutional interest, as institutions own 79.91% of the stock. Meanwhile, Wall Street analysts remain bullish. Multiple firms, including RBC and Benchmark, raised their price targets. However, top insiders recently sold shares. Insider Christopher K. Cox sold 60,000 shares, as disclosed in an SEC filing. This creates a conflicting picture for investors.

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Read the Full Meal:

Institutions are closely watching Meta (META) stock. Moran Wealth Management increased its holdings by 1.5% in Q2, according to an SEC filing. This buy contrasts sharply with recent insider sales. Specifically, CEO Mark Zuckerberg and Insider Christopher K. Cox sold millions in stock. The activity comes after Meta’s strong Q2 earnings beat on July 30th. Analysts remain positive, with a consensus “Buy” rating. This highlights a key tension for the social media giant. Investors must weigh bullish analyst outlooks against significant insider profit-taking.

Analyst Targets vs. Insider Sales

• Capital allocation: Insiders sold over $164 million in company stock in the last 90 days.
• Growth drivers: Meta’s revenue grew 21.6% year-over-year in its last reported quarter.
• Analyst ratings: The stock has 39 “Buy” ratings and 5 “Strong Buy” ratings from analysts.
• Valuation: Analysts set a consensus price target of $829.66 for META stock.

Quick links

• Official source: Insider Sale Filing (Cox)
• IR hub: events & presentations · filings
• Our coverage: Meta Acts On Doj Request To Remove Facebook · Meta News Hub · Latest: Meta Announces $600bn AI Data Center Investment (META)

Why this can matter for META holders

• Analyst confidence: Wall Street’s widespread “Buy” ratings and high targets suggest strong forward expectations.
• Insider sentiment: Significant stock sales by top executives, including the CEO, can signal profit-taking.
• Institutional support: Institutions own nearly 80% of the stock, providing a potential price floor.

What to watch next

1. Official filings: Monitor SEC Form 4 filings for any continued insider selling activity.
2. Next event: Meta provided Q3 2025 guidance; watch the IR calendar for the next earnings call date.
3. Institutional flow: Watch for Q3 13F filings to see if funds followed Moran’s Q2 buying trend.

Mini FAQ

What is Meta’s consensus analyst rating?
The stock has a consensus “Buy” rating with an average target price of $829.66.

Did insiders buy or sell META stock?
Top insiders sold stock, including 60,000 shares by Christopher K. Cox and 15,847 by Mark Zuckerberg.

How did Meta perform in its last quarter?
Meta beat estimates, reporting $7.14 EPS and $47.52 billion in revenue for the quarter ending July 30th.