BKM Wealth Management LLC Has $2.76 Million Holdings in Meta Platforms, Inc. $META

BKM Wealth Management LLC raised its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 605.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,758 shares of the social networking company’s stock after buying an additional 3,225 shares during the period. Meta Platforms comprises 1.0% of BKM Wealth Management LLC’s portfolio, making the stock its 25th biggest position. BKM Wealth Management LLC’s holdings in Meta Platforms were worth $2,760,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of META. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its holdings in shares of Meta Platforms by 0.4% during the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company’s stock worth $2,587,000 after purchasing an additional 13 shares during the last quarter. Pachira Investments Inc. raised its holdings in shares of Meta Platforms by 3.0% in the second quarter. Pachira Investments Inc. now owns 488 shares of the social networking company’s stock valued at $360,000 after buying an additional 14 shares during the last quarter. Hemington Wealth Management lifted its position in Meta Platforms by 0.6% during the 2nd quarter. Hemington Wealth Management now owns 2,223 shares of the social networking company’s stock worth $1,641,000 after buying an additional 14 shares in the last quarter. Trust Co of the South lifted its position in Meta Platforms by 0.8% during the 3rd quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock worth $1,359,000 after buying an additional 14 shares in the last quarter. Finally, Sentinel Pension Advisors LLC grew its holdings in Meta Platforms by 1.6% during the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after acquiring an additional 14 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Citigroup reaffirmed a “buy” rating on shares of Meta Platforms in a research note on Thursday, December 4th. Stifel Nicolaus lowered their price target on shares of Meta Platforms from $900.00 to $875.00 and set a “buy” rating for the company in a report on Thursday, October 30th. UBS Group upped their price objective on Meta Platforms from $900.00 to $915.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Canaccord Genuity Group reiterated a “buy” rating and issued a $900.00 price objective on shares of Meta Platforms in a research report on Thursday, October 30th. Finally, Oppenheimer downgraded Meta Platforms from an “outperform” rating to a “market perform” rating in a research report on Thursday, October 30th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $822.96.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $620.25 on Friday. The company has a fifty day moving average price of $641.02 and a 200 day moving average price of $700.22. The firm has a market cap of $1.56 trillion, a PE ratio of 27.40, a PEG ratio of 1.23 and a beta of 1.29. 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, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25.

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

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were issued a $0.525 dividend. The ex-dividend date was 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 9.28%.

Insider Transactions at Meta Platforms

In related news, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $646.00, for a total value of $374,680.00. Following the completion of the transaction, the director owned 6,167 shares of the company’s stock, valued at approximately $3,983,882. This trade represents a 8.60% 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 hyperlink. Also, insider Jennifer Newstead sold 519 shares of the business’s stock in a transaction dated 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. Insiders have sold a total of 40,571 shares of company stock valued at $25,137,541 over the last 90 days. 13.61% of the stock is owned by corporate insiders.

Meta Platforms News Roundup

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

• Positive Sentiment: Deals that de‑risk Meta’s AI/data‑center power needs — Meta has signed prepayment/partnership agreements (e.g., Oklo) to secure long‑term baseload energy for its Prometheus supercluster and broader Meta Compute buildout, lowering a major execution risk for its massive data‑center plans. Oklo’s Meta Deal De-Risks the Story—Rebound Setup Emerging
• Positive Sentiment: BofA and other firms show constructive analyst interest — BofA reiterated/maintained a buy stance tied to Meta’s AI infra progress; Rosenblatt and some boutiques have also been positive recently, which can support sentiment if execution continues. BofA Securities Asserts Buy Stance
• Positive Sentiment: Hardware demand signal — reports say Meta is discussing doubling Ray‑Ban Meta glasses output, signaling potential early revenue diversification from AI wearables beyond advertising. Meta mulls doubling output of Ray‑Ban glasses
• Neutral Sentiment: Meta Compute initiative is long‑term strategic but capital intensive — the plan to build “tens/hundreds of gigawatts” of compute capacity underscores AI ambition (control and optionality) but raises timing and ROI questions for investors. Meta Compute: Inside Zuckerberg’s Massive Data Center Bet
• Neutral Sentiment: Wikipedia/API partnerships broaden AI training access — Meta joins others to formalize access to Wikipedia content for LLM training; strategic but not an immediate revenue driver. Wikipedia signs AI content training deals
• Neutral Sentiment: Near‑term catalyst: Q4/2025 earnings and 2026 guidance (scheduled Jan. 28) — results and explicit capex/FCF guidance will likely be the primary short‑term driver. Meta to Announce Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Reality Labs headcount cuts (~1,000–1,500 jobs) signal a pullback in metaverse investment — while lowering costs, the layoffs underscore a strategic pivot (and product risk) away from VR, which can unsettle investors focused on long‑term innovation stories. Meta Cuts Reality Labs Jobs
• Negative Sentiment: Capex and free‑cash‑flow pressure — analysts and articles highlight materially higher 2026 capex and declining LTM FCF, which has prompted some downgrades and valuation concerns; that pressure can weigh on the stock until FCF trends stabilize. Meta Compute: Capex/FCF analysis
• Negative Sentiment: Insider selling / high‑profile sales — recent disclosures show COO Javier Olivan has sold blocks of shares; combined with other negative headlines this can amplify short‑term selling pressure. SEC filing: Olivan sale
• Negative Sentiment: Analyst downgrades and valuation skepticism — some firms have trimmed targets or expressed caution about the funding intensity and timing of AI monetization, which keeps shares vulnerable to multiple compression. Analyst downgrade reports

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.