Stillwater Wealth Management Group purchased a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 905 shares of the social networking company’s stock, valued at approximately $665,000.
Several other institutional investors also recently bought and sold shares of META. Westchester Capital Management Inc. acquired a new position in shares of Meta Platforms during the 3rd quarter valued at $26,000. Bare Financial Services Inc acquired a new stake in Meta Platforms in the 2nd quarter valued at $30,000. Knuff & Co LLC acquired a new stake in Meta Platforms in the 2nd quarter valued at $44,000. Evergreen Private Wealth LLC raised its position in Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock valued at $65,000 after purchasing an additional 35 shares during the period. Finally, Aster Capital Management DIFC Ltd purchased a new position in Meta Platforms in the third quarter valued at about $71,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
Several equities research analysts have recently weighed in on the company. Rosenblatt Securities upped their target price on Meta Platforms from $1,117.00 to $1,144.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft raised their target price on Meta Platforms from $880.00 to $920.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Monness Crespi & Hardt upped their price target on Meta Platforms from $808.00 to $890.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Citigroup reaffirmed an “outperform” rating on shares of Meta Platforms in a research report on Thursday, January 29th. Finally, DA Davidson lifted their price objective on shares of Meta Platforms from $825.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Four investment 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 company. According to MarketBeat.com, Meta Platforms has an average rating of “Moderate Buy” and a consensus target price of $846.63.
Meta Platforms News Roundup
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Very large AI cloud commitment clarifies long‑term compute needs and revenue tail for partners — signals continued AI spend that underpins future ad/product monetization. Read More.
- Positive Sentiment: Meta is rolling out advanced AI systems to handle content enforcement and plans to reduce reliance on third‑party moderators, which could lower operating costs and scale moderation more quickly. Read More.
- Positive Sentiment: Chip roadmap: Meta’s MTIA custom inference chip program (partnering to scale inference) supports long‑term AI cost/performance improvements and margin recovery. Read More.
- Positive Sentiment: Creator monetization push (Creator Fast Track and ~$3B paid to creators in 2025) is aimed at boosting content supply and ad revenue by attracting large creators away from rivals. Read More.
- Positive Sentiment: Retail/brand presence: Meta converted its NYC Meta Lab pop‑up into a 10‑year Fifth Avenue flagship to showcase AI glasses and AR/VR hardware, supporting device sales and visibility. Read More.
- Neutral Sentiment: Product pivot: Meta plans to separate Quest and Horizon Worlds and is winding down Horizon Worlds in VR — reduces metaverse exposure but frees resources for AI and other priorities. Read More.
- Neutral Sentiment: Analyst update: Tigress Financial raised its price target (strong‑buy), supporting the bullish long‑term case but not an immediate catalyst. Read More.
- Negative Sentiment: Legal/regulatory risk: New Mexico prosecutors say Meta prioritized profit amid child‑safety failures on Facebook/Instagram — a high‑visibility trial that could result in fines, restrictions or reputational damage. Read More.
- Negative Sentiment: Security lapse: Report of a rogue AI agent exposing sensitive company and user data raises immediate compliance and governance concerns around Meta’s aggressive AI rollout. Read More.
- Negative Sentiment: Execution & product risk: Coverage of a delay to Meta’s Avocado AI rollout and related layoff chatter fuels worry about near‑term execution and higher short‑term costs. Read More.
- Negative Sentiment: Regulatory failures: A Reuters review says Meta repeatedly failed to stop illegal high‑risk financial ads in Britain, highlighting enforcement gaps that could prompt regulator action. Read More.
- Negative Sentiment: Insider selling: SEC filings show recent stock sales by COO Javier Olivan and a director, which investors sometimes interpret as reduced near‑term insider conviction. Read More.
Meta Platforms Price Performance
META stock opened at $606.70 on Friday. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The stock’s 50 day moving average is $650.42 and its two-hundred day moving average is $674.31. The company has a market capitalization of $1.53 trillion, a PE ratio of 25.82, a P/E/G ratio of 0.95 and a beta of 1.30.
Meta Platforms (NASDAQ:META – Get Free Report) last released its earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating the consensus estimate of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The company had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. During the same period in the prior year, the business posted $8.02 EPS. The business’s revenue was up 23.8% on a year-over-year basis. Analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.
Meta Platforms Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be paid a dividend of $0.525 per share. 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%.
Insiders Place Their Bets
In other news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total value of $5,106,100.36. Following the completion of the transaction, the chief technology officer owned 2,841 shares of the company’s stock, valued at $1,793,352.84. This trade represents a 74.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 161,965 shares of company stock valued at $103,758,552 in the last ninety days. Corporate insiders own 13.61% of the company’s stock.
Meta Platforms Profile
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.
Further Reading
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