Meta Platforms, Inc. $META Shares Purchased by J.Safra Asset Management Corp

J.Safra Asset Management Corp boosted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 51.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 9,301 shares of the social networking company’s stock after buying an additional 3,167 shares during the period. Meta Platforms accounts for approximately 0.4% of J.Safra Asset Management Corp’s holdings, making the stock its 26th largest holding. J.Safra Asset Management Corp’s holdings in Meta Platforms were worth $6,830,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Bare Financial Services Inc purchased a new stake in Meta Platforms in the second quarter valued at approximately $30,000. Evergreen Private Wealth LLC boosted its holdings in shares of Meta Platforms by 237.5% in the 2nd quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company’s stock valued at $40,000 after purchasing an additional 38 shares during the last quarter. Briaud Financial Planning Inc purchased a new stake in shares of Meta Platforms during the 2nd quarter valued at $42,000. Knuff & Co LLC purchased a new stake in shares of Meta Platforms during the 2nd quarter valued at $44,000. Finally, WFA Asset Management Corp increased its holdings in shares of Meta Platforms by 42.6% during the 2nd quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock worth $49,000 after buying an additional 20 shares during the last quarter. Hedge funds and other 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: Meta will test paid premium subscriptions across Instagram, Facebook and WhatsApp that unlock advanced AI and exclusive features — a potential new recurring-revenue stream and direct monetization of AI capabilities. Meta to test premium subscriptions
• Positive Sentiment: Rothschild & Co (Redburn) upgraded META to a “buy” and raised its price target to $900, a bullish analyst endorsement that supports upside sentiment. Analyst upgrade
• Positive Sentiment: Analysts and commentators continue to highlight Meta’s large cash generation and shareholder returns (centuries of buybacks/dividends-equivalent commentary), underscoring capital return potential as a support for the stock. Shareholder returns article
• Neutral Sentiment: Multiple firms trimmed price targets (Roth MKM, Raymond James, KeyCorp, Stifel) while many left buy/strong‑buy ratings intact — trimming near‑term upside expectations but not ending bullish views. Price target moves
• Neutral Sentiment: Q4 earnings and, importantly, 2026 expense/capex guidance are focal points this week — investors are positioning for details on AI infrastructure and Reality Labs spending that will drive near‑term volatility. Expense guidance focus
• Negative Sentiment: Meta temporarily blocked teens from interacting with some AI characters — a user‑experience/regulatory response that could limit engagement or product rollouts while safety policies are refined. Meta blocks teens from AI characters
• Negative Sentiment: Meta faces a high-profile trial this week over youth addiction claims alongside TikTok and YouTube, increasing legal and reputational risk that investors factor into valuation. Youth addiction trial
• Negative Sentiment: Countries are advancing restrictions on children’s social‑media use (e.g., Egypt exploring new limits), adding regulatory headwinds and potential regional usage impacts. Egypt social media restrictions
• Negative Sentiment: Ongoing investor concern over hefty AI infra and Reality Labs capex — even as management trims headcount — keeps valuation sensitive to guidance and near‑term margin pressure. Capex fears / pre-earnings

Analyst Ratings Changes

A number of brokerages recently weighed in on META. KeyCorp reduced their target price on Meta Platforms from $875.00 to $835.00 and set an “overweight” rating on the stock in a report on Monday. Cantor Fitzgerald lifted their price objective on Meta Platforms from $720.00 to $750.00 and gave the company an “overweight” rating in a research note on Thursday, January 8th. Barclays decreased their target price on Meta Platforms from $810.00 to $770.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. Roth Mkm cut their price target on shares of Meta Platforms from $845.00 to $800.00 and set a “buy” rating on the stock in a report on Monday. Finally, Wall Street Zen downgraded shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $822.00.

Insider Buying and Selling at Meta Platforms

In other Meta Platforms news, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $608.35, for a total transaction of $314,516.95. Following the sale, the chief operating officer directly owned 10,649 shares in the company, valued at $6,478,319.15. The trade was a 4.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jennifer Newstead sold 519 shares of the company’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $658.69, for a total value of $341,860.11. Following the completion of the transaction, the insider directly owned 28,658 shares in the company, valued at approximately $18,876,738.02. The trade was a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 39,596 shares of company stock worth $24,277,237 in the last 90 days. 13.61% of the stock is owned by corporate insiders.

Meta Platforms Price Performance

META opened at $672.36 on Tuesday. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The firm has a market cap of $1.69 trillion, a price-to-earnings ratio of 29.70, a PEG ratio of 1.33 and a beta of 1.29. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 0.15. The company has a fifty day simple moving average of $643.56 and a 200 day simple moving average of $696.35.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings data on Wednesday, October 29th. The social networking company reported $7.25 EPS for the quarter, topping analysts’ consensus estimates of $6.74 by $0.51. The firm had revenue of $51.24 billion for the quarter, compared to analyst estimates of $49.34 billion. Meta Platforms had a net margin of 30.89% and a return on equity of 39.35%. The firm’s revenue was up 26.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $6.03 EPS. Equities research analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were issued a $0.525 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio is currently 9.28%.

About Meta Platforms

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.