Bartlett & CO. Wealth Management LLC Has $115.41 Million Position in Meta Platforms, Inc. $META

Bartlett & CO. Wealth Management LLC raised its holdings in Meta Platforms, Inc. (NASDAQ:META) by 0.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 157,155 shares of the social networking company’s stock after acquiring an additional 1,073 shares during the quarter. Meta Platforms comprises 1.5% of Bartlett & CO. Wealth Management LLC’s portfolio, making the stock its 16th largest position. Bartlett & CO. Wealth Management LLC’s holdings in Meta Platforms were worth $115,412,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of META. Bare Financial Services Inc acquired a new stake in shares of Meta Platforms during the second quarter worth $30,000. Evergreen Private Wealth LLC lifted its stake in Meta Platforms by 237.5% in the second quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company’s stock valued at $40,000 after buying an additional 38 shares during the period. Briaud Financial Planning Inc bought a new position in Meta Platforms during the second quarter worth about $42,000. Knuff & Co LLC acquired a new position in shares of Meta Platforms during the 2nd quarter worth about $44,000. Finally, WFA Asset Management Corp grew its position 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 period. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms News Roundup

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

• Positive Sentiment: Ads Uploader (a third‑party SaaS for scaling Facebook/Instagram campaigns) exits public beta with users in ~30 countries — a signal of growing demand for Meta ad infrastructure and potential to boost ad spend/retention among agencies and brands. Ad Launching Platform Ads Uploader Exits Beta with Users in 30 Countries
• Positive Sentiment: Reports that Meta is preparing a new “Mango” AI model in addition to previously reported models (Avocado) reinforce the company’s pipeline in generative AI — a key growth and ad-monetization catalyst that investors reward. Get Ready for a Fruity Facebook as Meta Preps New Mango AI Model
• Positive Sentiment: Ongoing bullish analyst commentary and media pieces rank Meta among top megacap AI beneficiaries and candidates for further market-cap upside, supporting sentiment that current valuation still has upside if AI boosts ad effectiveness and user engagement. Prediction: These 3 Stocks Will Join the $3 Trillion Club in 2026
• Neutral Sentiment: Technical analysis notes META testing a rising trendline with momentum cooling below resistance near $675 — suggests cautious near-term price action until a clear technical breakout or breakdown. Meta Stock Tests Rising Trendline As Momentum Cools Below $675 Resistance
• Neutral Sentiment: Several articles discuss investor interest, option strategies (FBY high‑yield play), and broader commentary on tech/AI — useful for traders but not company-specific catalysts. FBY: A High-Yield Option Play On Meta Platforms
• Negative Sentiment: Wedbush trimmed its price target on META to $880 from $920, a modestly bearish signal from a sell‑side firm that could pressure sentiment among target‑sensitive investors. Wedbush slashes PT on Meta Platforms (META) to $880 from $920
• Negative Sentiment: Insider selling disclosed: Jennifer Newstead sold ~519 shares (~$333k) at an average ~$643 — not large relative to Meta’s market cap but can be read as a small negative signal by some investors. Insider Selling: Meta Platforms (NASDAQ:META) Insider Sells $333,836.37 in Stock

Meta Platforms Trading Up 0.4%

Shares of NASDAQ:META opened at $661.50 on Tuesday. The firm has a market cap of $1.67 trillion, a price-to-earnings ratio of 29.22, a PEG ratio of 1.38 and a beta of 1.28. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The company’s fifty day simple moving average is $658.67 and its 200 day simple moving average is $707.27. The company has a quick ratio of 1.98, a current ratio of 1.98 and a debt-to-equity ratio of 0.15.

Meta Platforms (NASDAQ:META) last announced its earnings results on Wednesday, October 29th. The social networking company reported $7.25 earnings per share for the quarter, topping analysts’ consensus estimates of $6.74 by $0.51. The firm had revenue of $51.24 billion during 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%. During the same period in the prior year, the business earned $6.03 EPS. The company’s revenue for the quarter was up 26.2% compared to the same quarter last year. As a group, research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 23rd. Investors of record on Monday, December 15th will be issued a dividend of $0.525 per share. The ex-dividend date is Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is presently 9.28%.

Insider Transactions at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $646.00, for a total value of $374,680.00. Following the sale, the director owned 6,167 shares in the company, valued at approximately $3,983,882. The trade was a 8.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Jennifer Newstead sold 519 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $643.23, for a total value of $333,836.37. Following the transaction, the insider directly owned 29,696 shares of the company’s stock, valued at approximately $19,101,358.08. This trade represents a 1.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 41,038 shares of company stock worth $25,675,535 in the last 90 days. 13.61% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on META. Morgan Stanley cut their price target on shares of Meta Platforms from $820.00 to $750.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. KeyCorp lowered their target price on shares of Meta Platforms from $905.00 to $875.00 and set an “overweight” rating for the company in a research note on Thursday, October 30th. Mizuho reduced their price target on shares of Meta Platforms from $925.00 to $815.00 and set an “outperform” rating on the stock in a research report on Thursday, October 30th. Royal Bank Of Canada decreased their price target on shares of Meta Platforms from $840.00 to $810.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Finally, Benchmark cut shares of Meta Platforms from a “buy” rating to a “hold” rating in a research report on Thursday, October 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $818.59.

Meta Platforms Company 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.