TriaGen Wealth Management LLC Boosts Holdings in Meta Platforms, Inc. $META

TriaGen Wealth Management LLC raised its position in Meta Platforms, Inc. (NASDAQ:META) by 532.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,415 shares of the social networking company’s stock after acquiring an additional 2,875 shares during the period. TriaGen Wealth Management LLC’s holdings in Meta Platforms were worth $2,508,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Bare Financial Services Inc acquired a new position in Meta Platforms during the 2nd quarter valued at about $30,000. Evergreen Private Wealth LLC grew its stake in shares of Meta Platforms by 237.5% during the second 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 last quarter. Briaud Financial Planning Inc purchased a new stake in shares of Meta Platforms during the second quarter worth about $42,000. Knuff & Co LLC acquired a new position in shares of Meta Platforms during the second quarter valued at about $44,000. Finally, WFA Asset Management Corp raised its position in shares of Meta Platforms by 42.6% in 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 during the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Secured multi‑gigawatt nuclear power deals (Vistra, TerraPower, Oklo) to supply Meta’s Prometheus AI data center — long‑dated agreements help lock in reliable, low‑carbon capacity for heavy AI compute and reduce power‑supply risk for future growth. Meta strikes nuclear power agreements with three companies
• Positive Sentiment: Nuclear deals receive broad coverage (TechCrunch, Bloomberg) and have already lifted shares of partners (Oklo, Vistra) — a signal markets view the agreements as material to Meta’s AI infrastructure buildout and future margins. Meta signs deals with three nuclear companies for 6+ GW
• Positive Sentiment: Strong demand signals for Meta’s Ray‑Ban Display AI glasses — company paused international rollout because U.S. demand outstripped limited inventory, which supports upside for Reality Labs if Meta can scale production. Meta’s New AI Glasses See “Unprecedented Demand”
• Neutral Sentiment: Analyst activity mixed but constructive: some price targets trimmed (Guggenheim lowered its target) yet many firms retain Buy/Outperform views given AI growth and healthy fundamentals — watch updates for guidance impact. Guggenheim price target note
• Negative Sentiment: Regulatory risk in China — Beijing announced a probe/assessment of Meta’s ~$2B Manus acquisition to check export/security compliance; this creates near‑term transaction uncertainty and geopolitical headline risk. China to assess/investigate Manus deal
• Negative Sentiment: Insider selling: COO Javier Oliván disclosed small, regular share sales — routine but sometimes interpreted by market participants as a mild near‑term negative signal. SEC filing: Javier Oliván sale

Meta Platforms Price Performance

NASDAQ:META opened at $653.06 on Monday. The firm’s fifty day moving average is $641.26 and its two-hundred day moving average is $703.52. The firm has a market cap of $1.65 trillion, a price-to-earnings ratio of 28.85, a PEG ratio of 1.29 and a beta of 1.29. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.98 and a current ratio of 1.98. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25.

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

Meta Platforms Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders 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 payout ratio is presently 9.28%.

Insiders Place Their Bets

In related news, COO Javier Olivan sold 517 shares of the business’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $650.41, for a total value of $336,261.97. Following the completion of the transaction, the chief operating officer directly owned 11,683 shares in the company, valued at $7,598,740.03. The trade was a 4.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Jennifer Newstead sold 519 shares of the stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total transaction of $341,860.11. Following the sale, the insider directly owned 28,658 shares in the company, valued at $18,876,738.02. This trade represents a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 41,038 shares of company stock worth $25,500,705. Corporate insiders own 13.61% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the stock. The Goldman Sachs Group reissued a “buy” rating on shares of Meta Platforms in a research report on Tuesday, October 14th. Jefferies Financial Group lowered their price objective on shares of Meta Platforms from $950.00 to $910.00 and set a “buy” rating for the company in a research note on Thursday, October 30th. Citizens Jmp reissued an “outperform” rating and issued a $900.00 target price (up from $750.00) on shares of Meta Platforms in a research report on Monday, November 24th. BNP Paribas Exane assumed coverage on Meta Platforms in a research note on Monday, November 24th. They issued an “outperform” rating and a $800.00 target price for the company. Finally, DA Davidson set a $825.00 price target on Meta Platforms in a research report on Thursday, October 30th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $822.89.

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.