Foundations Investment Advisors LLC grew its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 63,423 shares of the social networking company’s stock after acquiring an additional 1,107 shares during the period. Foundations Investment Advisors LLC’s holdings in Meta Platforms were worth $46,577,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently bought and sold shares of META. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its stake in Meta Platforms by 0.4% in the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company’s stock valued at $2,587,000 after purchasing an additional 13 shares during the last quarter. Hemington Wealth Management boosted its holdings in shares of Meta Platforms by 0.6% in the 2nd quarter. Hemington Wealth Management now owns 2,223 shares of the social networking company’s stock valued at $1,641,000 after purchasing an additional 14 shares during the last quarter. Vista Capital Partners Inc. grew its position in Meta Platforms by 1.3% during the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock valued at $794,000 after acquiring an additional 14 shares during the period. Trust Co of the South lifted its position in Meta Platforms by 0.8% during the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock valued at $1,359,000 after buying an additional 14 shares in the last quarter. Finally, Sentinel Pension Advisors LLC boosted its position in shares of Meta Platforms by 1.6% in the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after buying an additional 14 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.
Key Stories Impacting Meta Platforms
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Analyst & media bullishness around Meta’s AI leadership and product traction reinforces upside potential — commentators (e.g., Jim Cramer) highlight Meta’s progress in automating model development, which supports the view that Meta can scale AI more efficiently. Meta Platforms (META) CEO Zuckerberg Has “Figured Out How to Have AI Make AI,” Says Jim Cramer
- Positive Sentiment: Bull case pieces argue Meta is monetizing AI strongly (ad redistribution, Reels engagement, models like Lattice/GEM), underpinning revenue and margins upside if execution continues. Meta: Buy The AI Revolution
- Positive Sentiment: Meta’s elevated 2026 capex guide and extension of MTIA from inference to training signal sustained hyperscaler demand for AI infrastructure — positive for long‑term AI revenue capture and for partners/suppliers. Meta Soars After-Hours Forecasting Fastest Growth Since 2021
- Neutral Sentiment: Mixed institutional moves: some funds (e.g., First Eagle) trimmed positions while others boosted stakes (Alecta, Davis), reflecting both profit‑taking and conviction — a wash for longer‑term ownership trends. First Eagle Investment Management Trims Meta Platforms Stake
- Neutral Sentiment: ESG/energy moves (new PPA for Skull Creek solar) reduce power/operational risk long‑term but are non‑revenue and increase near‑term capital/contract commitments. Zelestra Expands Relationship with Meta — Skull Creek Solar PPA
- Negative Sentiment: Broad market pressure: a broad Big Tech sell‑off tied to fears of an AI spending bubble has removed over $1 trillion from sector values, pressuring META alongside peers as investors de‑risk. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
- Negative Sentiment: Sell‑side caution: Needham warns of 10–15% downside citing valuation and capex risk — analyst caution can amplify short‑term selling if investors fear margin pressure from rising AI spend. Why Needham Warns That Meta Platforms Stock Could Be Headed for 10%-15% Downside
- Negative Sentiment: Legal/regulatory risk: reports questioning the legality of Meta’s data collection and renewed scrutiny around research/data practices (e.g., Moltbook comparisons to 2017 experiments) raise reputational and compliance concerns in key markets. Why Meta Platforms’ data collection is illegal Moltbook furor reminiscent of 2017 Facebook research experiment
- Negative Sentiment: Insider selling: small, regular sales by COO Javier Olivan have been disclosed — modest on their own but can feed narratives of near‑term profit taking. SEC Filing – Javier Olivan sale
Meta Platforms Stock Down 1.3%
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.16 by $0.72. The company had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The business’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period last year, the business posted $8.02 EPS. As a group, analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.
Meta Platforms Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders 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 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio is currently 8.94%.
Analyst Ratings Changes
META has been the topic of a number of recent analyst reports. Scotiabank upped their target price on Meta Platforms from $685.00 to $700.00 and gave the company a “sector perform” rating in a research report on Thursday, January 29th. Robert W. Baird lifted their target price on Meta Platforms from $815.00 to $830.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Wells Fargo & Company upped their target price on shares of Meta Platforms from $754.00 to $849.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Truist Financial lifted their price objective on shares of Meta Platforms from $875.00 to $900.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Finally, Mizuho upped their target price on Meta Platforms from $815.00 to $850.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Four research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $847.40.
Get Our Latest Report on Meta Platforms
Insiders Place Their Bets
In other Meta Platforms news, insider Jennifer Newstead sold 519 shares of the firm’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 transaction, the insider owned 28,658 shares in the company, valued at approximately $18,876,738.02. This trade represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $714.60, for a total transaction of $369,448.20. Following the transaction, the chief operating officer directly owned 9,615 shares in the company, valued at approximately $6,870,879. This represents a 5.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 39,594 shares of company stock valued at $24,325,407 in the last 90 days. 13.61% of the stock is currently owned by insiders.
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.
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