FFG Partners LLC Buys 2,684 Shares of Meta Platforms, Inc. $META

FFG Partners LLC raised its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 28.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 12,266 shares of the social networking company’s stock after purchasing an additional 2,684 shares during the quarter. Meta Platforms makes up approximately 2.4% of FFG Partners LLC’s investment portfolio, making the stock its 19th largest holding. FFG Partners LLC’s holdings in Meta Platforms were worth $9,008,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Bare Financial Services Inc acquired a new position in Meta Platforms in the second quarter valued at $30,000. Evergreen Private Wealth LLC grew its holdings in Meta Platforms by 237.5% during the 2nd quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company’s stock worth $40,000 after acquiring an additional 38 shares during the period. Briaud Financial Planning Inc bought a new position in shares of Meta Platforms in the 2nd quarter worth about $42,000. Knuff & Co LLC acquired a new position in shares of Meta Platforms in the 2nd quarter valued at about $44,000. Finally, WFA Asset Management Corp boosted 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 valued at $49,000 after purchasing an additional 20 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insider Buying and Selling

In related news, CTO Andrew Bosworth sold 11,690 shares of Meta Platforms stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $593.31, for a total transaction of $6,935,793.90. Following the transaction, the chief technology officer owned 2,415 shares of the company’s stock, valued at $1,432,843.65. The trade was a 82.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Susan J. Li sold 6,875 shares of the company’s stock in a transaction on Saturday, November 15th. The stock was sold at an average price of $609.46, for a total value of $4,190,037.50. Following the sale, the chief financial officer owned 88,370 shares of the company’s stock, valued at $53,857,980.20. This trade represents a 7.22% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 42,074 shares of company stock valued at $26,269,739. 13.61% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on META shares. KeyCorp lowered their target price on Meta Platforms from $905.00 to $875.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. UBS Group lifted their price objective on shares of Meta Platforms from $900.00 to $915.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. Roth Capital reiterated a “buy” rating on shares of Meta Platforms in a research report on Thursday, October 30th. Rosenblatt Securities restated a “buy” rating and issued a $1,117.00 price target on shares of Meta Platforms in a report on Tuesday. 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 investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $822.22.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Meta’s acquisition of AI startup Manus (reported >$2B) is being viewed as strategically accretive — Manus has rapid ARR growth and deployed AI agents at scale, which could strengthen Meta’s business-focused AI offerings and ad performance. Why Meta’s +$2B AI Startup Acquisition Could Be a Huge Win
• Positive Sentiment: Research/coverage remains upbeat: Rosenblatt reaffirmed a Buy on META, and commentators (including Jim Cramer) have highlighted Meta as a buy, supporting investor confidence. Rosenblatt Securities Reaffirms Buy Rating for Meta Platforms
• Positive Sentiment: Monetization tailwinds continue: the WSJ reports Instagram Reels has become a ~\$50B business — evidence Meta’s AI-driven ad products are driving revenue expansion. How Meta’s Reels Became a $50 Billion Business
• Neutral Sentiment: Options market activity has surged around META, signaling elevated trader interest and potential volatility but not a clear directional signal for fundamentals. Spotlight on Meta Platforms: Analyzing the Surge in Options Activity
• Neutral Sentiment: Industry pieces and stock roundups (Fool, 247WallSt) compare Meta to peers and include it in AI/tech buy lists — helpful context but not immediate catalysts. Meta Platforms vs. Pinterest
• Negative Sentiment: Insider selling has surfaced (including a ~\$341k sale by Jennifer Newstead and separate COO stock sales), which can spook investors despite being modest relative to Meta’s market cap. Jennifer Newstead Sells 519 Shares of Meta Platforms
• Negative Sentiment: Regulatory/legal pressure increased: the U.S. Virgin Islands filed a lawsuit over scam ads and Reuters ran an investigation alleging Meta misled regulators about fake ads — these raise reputational and potential legal risk that can weigh on the stock. U.S. Virgin Islands Files Lawsuit Against Meta Over Scam Ads and User Safety

Meta Platforms Stock Down 1.5%

Meta Platforms stock opened at $650.41 on Friday. The firm has a market capitalization of $1.64 trillion, a price-to-earnings ratio of 28.73, a price-to-earnings-growth ratio of 1.30 and a beta of 1.29. The firm’s fifty day moving average price is $647.29 and its two-hundred day moving average price is $705.02. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 0.15.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, October 29th. The social networking company reported $7.25 EPS for the quarter, topping the consensus estimate of $6.74 by $0.51. Meta Platforms had a net margin of 30.89% and a return on equity of 39.35%. The company had revenue of $51.24 billion during the quarter, compared to the consensus estimate of $49.34 billion. During the same period in the previous year, the firm posted $6.03 earnings per share. The firm’s revenue for the quarter was up 26.2% on a year-over-year basis. On average, equities research 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 was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were paid a $0.525 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is 9.28%.

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.