Meta Platforms, Inc. $META Holdings Raised by Solidarity Wealth LLC

Solidarity Wealth LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META) by 814.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,656 shares of the social networking company’s stock after purchasing an additional 5,928 shares during the quarter. Meta Platforms makes up 1.1% of Solidarity Wealth LLC’s investment portfolio, making the stock its 27th largest holding. Solidarity Wealth LLC’s holdings in Meta Platforms were worth $4,888,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Bare Financial Services Inc acquired a new stake in shares of Meta Platforms during the second quarter valued at approximately $30,000. Evergreen Private Wealth LLC grew its position 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 purchasing an additional 38 shares in the last quarter. Briaud Financial Planning Inc acquired a new stake in Meta Platforms during the 2nd quarter valued at $42,000. Knuff & Co LLC purchased a new stake in shares of Meta Platforms in the second quarter valued at $44,000. Finally, WFA Asset Management Corp boosted its position in shares of Meta Platforms by 42.6% in the second 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.

Insiders Place Their Bets

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 transaction, the director directly owned 6,167 shares in the company, valued at approximately $3,983,882. This trade represents a 8.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Jennifer Newstead sold 519 shares of Meta Platforms 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 completion of the transaction, the insider owned 28,658 shares in the company, valued at $18,876,738.02. This trade represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 40,054 shares of company stock valued at $24,764,629 over the last 90 days. 13.61% of the stock is currently owned by company insiders.

Meta Platforms Stock Performance

META stock opened at $620.25 on Monday. The firm has a 50 day moving average of $641.02 and a two-hundred day moving average of $699.99. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The company has a market capitalization of $1.56 trillion, a price-to-earnings ratio of 27.40, a P/E/G ratio of 1.23 and a beta of 1.29. 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 released its quarterly earnings data on Wednesday, October 29th. The social networking company reported $7.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.74 by $0.51. The business 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%. Meta Platforms’s quarterly revenue was up 26.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.03 EPS. As a group, equities analysts anticipate that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were given a dividend of $0.525 per share. 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 dividend payout ratio is presently 9.28%.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on META shares. Rosenblatt Securities reissued a “buy” rating and set a $1,117.00 price target on shares of Meta Platforms in a research report on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Meta Platforms in a report on Monday, December 29th. TD Cowen raised their price target on shares of Meta Platforms from $810.00 to $820.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. BNP Paribas Exane initiated coverage on shares of Meta Platforms in a research report on Monday, November 24th. They set an “outperform” rating and a $800.00 price objective on the stock. Finally, Canaccord Genuity Group reiterated a “buy” rating and issued a $900.00 target price on shares of Meta Platforms in a research report on Thursday, October 30th. Four equities research 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. According to MarketBeat, Meta Platforms currently has an average rating of “Moderate Buy” and a consensus target price of $822.96.

More Meta Platforms News

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 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.