Meta Platforms, Inc. $META Stock Acquired by MBL Wealth LLC

MBL Wealth LLC boosted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 13.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,129 shares of the social networking company’s stock after purchasing an additional 858 shares during the quarter. MBL Wealth LLC’s holdings in Meta Platforms were worth $5,170,000 at the end of the most recent quarter.

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

Meta Platforms Stock Performance

NASDAQ META opened at $612.49 on Thursday. The company has a market capitalization of $1.56 trillion, a PE ratio of 20.88, a price-to-earnings-growth ratio of 1.12 and a beta of 1.19. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.90 and a current ratio of 1.90. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $779.82. The company has a 50-day simple moving average of $667.08 and a 200 day simple moving average of $632.53.

Meta Platforms (NASDAQ:META) last released its earnings results on Wednesday, October 21st. The social networking company reported $7.40 earnings per share for the quarter, beating analysts’ consensus estimates of $6.54 by $0.86. Meta Platforms had a net margin of 31.15% and a return on equity of 30.73%. The firm had revenue of $64.60 billion for the quarter, compared to analysts’ expectations of $63.34 billion. During the same period in the previous year, the company earned $7.25 earnings per share. The company’s quarterly revenue was up 26.1% on a year-over-year basis. On average, research analysts predict that Meta Platforms, Inc. will post 28.98 EPS for the current year.

Meta Platforms Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, September 28th. Investors of record on Monday, September 21st were issued a $0.5250 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, September 21st. Meta Platforms’s payout ratio is 7.16%.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Meta priced a $25 billion Class A common-stock offering and a $12.5 billion mandatory convertible preferred-stock offering, with proceeds earmarked for its artificial-intelligence infrastructure. The common offering reportedly attracted demand several times greater than the shares available, suggesting institutional interest in Meta’s AI strategy. Meta offering pricing
• Positive Sentiment: Nvidia plans to invest $3 billion in Meta and expand its partnership around Meta’s Muse AI assistant and models. The deal provides third-party validation for Meta’s AI ambitions and may help secure access to Nvidia hardware. Nvidia invests in Meta partnership
• Positive Sentiment: Meta’s core advertising business remains strong: ad impressions increased 10% year over year, average ad prices rose 14%, and AI improvements reportedly lifted app-ad conversions by 9.6%. Early adoption of Muse and new AI experiments such as Waddle World could create future commerce and subscription revenue. Meta AI risk and reward
• Neutral Sentiment: Meta delayed indefinitely the rollout of new commercial terms after publisher objections. The move could reduce near-term conflict but leaves unresolved questions about the company’s relationship with media organizations and use of publisher content. Meta delays commercial terms
• Negative Sentiment: The major concern is dilution: Meta is pursuing nearly $98 billion in equity financing, including new common and convertible preferred securities. Investors appear worried that the funding will reduce per-share value even if it finances long-term AI growth. Meta stock analysis and dilution
• Negative Sentiment: AI investment is weighing heavily on near-term financials. Capital expenditures reached $34.9 billion, producing negative free cash flow of $2.1 billion, while higher spending and legal costs pressured margins. This has led some analysts to downgrade the stock, despite revenue exceeding expectations. Meta AI spending downgrade
• Negative Sentiment: Meta COO Javier Olivan sold shares worth approximately $1.0 million in two transactions. Both sales were executed under a pre-arranged Rule 10b5-1 plan, reducing their significance as a signal of management’s outlook. SEC insider transaction filing

Insider Activity at Meta Platforms

In related news, COO Javier Olivan sold 946 shares of the company’s stock in a transaction that occurred on Monday, October 26th. The stock was sold at an average price of $640.00, for a total value of $605,440.00. Following the transaction, the chief operating officer owned 5,040 shares in the company, valued at approximately $3,225,600. This represents a 15.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 150,015 shares of company stock valued at $102,464,300. Insiders own 13.53% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on META shares. Tigress Financial restated a “strong-buy” rating and set a $945.00 price objective (down from $995.00) on shares of Meta Platforms in a research note on Thursday, September 24th. Cantor Fitzgerald boosted their price target on shares of Meta Platforms from $840.00 to $860.00 and gave the stock an “overweight” rating in a report on Thursday, October 22nd. Rothschild & Co Redburn upped their price objective on shares of Meta Platforms from $900.00 to $1,000.00 and gave the stock a “buy” rating in a research report on Tuesday, July 21st. Loop Capital upped their price objective on shares of Meta Platforms from $740.00 to $955.00 and gave the stock a “buy” rating in a research report on Thursday, September 24th. Finally, Daiwa Securities Group decreased their price objective on shares of Meta Platforms from $790.00 to $687.00 and set a “buy” rating for the company in a research note on Tuesday, August 4th. Three investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, Meta Platforms currently has an average rating of “Moderate Buy” and a consensus target price of $833.12.

About Meta Platforms

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company’s principal platforms include Facebook, Instagram, Messenger, WhatsApp, and Threads, which enable users to connect, communicate, share content, and discover products and services.

Meta also operates Reality Labs, its division focused on virtual, augmented, and mixed reality technologies. Reality Labs develops products such as Meta Quest virtual reality headsets and related software and experiences, along with research and hardware intended to support immersive computing.