Berman McAleer LLC acquired a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,700 shares of the social networking company’s stock, valued at approximately $1,249,000.
Several other hedge funds also recently added to or reduced their stakes in the stock. Goldstone Financial Group LLC grew its holdings in Meta Platforms by 44.4% in the 3rd quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after buying an additional 1,153 shares in the last quarter. CW Advisors LLC boosted its position in Meta Platforms by 27.8% during the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock worth $130,467,000 after acquiring an additional 38,432 shares during the period. Sequoia Financial Advisors LLC grew its stake in shares of Meta Platforms by 11.0% in the second quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company’s stock worth $155,387,000 after purchasing an additional 20,912 shares in the last quarter. Stephens Inc. AR increased its holdings in shares of Meta Platforms by 5.6% during the second quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company’s stock valued at $62,507,000 after purchasing an additional 4,473 shares during the period. Finally, Motiv8 Investments LLC raised its stake in shares of Meta Platforms by 11.5% during the second quarter. Motiv8 Investments LLC now owns 2,080 shares of the social networking company’s stock valued at $1,535,000 after purchasing an additional 214 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling
In other Meta Platforms news, insider Jennifer Newstead sold 519 shares of Meta Platforms 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 of the company’s stock, valued at $18,876,738.02. The trade was a 1.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $618.28, for a total value of $358,602.40. Following the completion of the transaction, the director owned 5,587 shares in the company, valued at $3,454,330.36. This represents a 9.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 38,561 shares of company stock valued at $23,673,584. Corporate insiders own 13.61% of the company’s stock.
Meta Platforms Price Performance
Meta Platforms (NASDAQ:META – Get Free Report) last announced its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The company had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. During the same period in the previous year, the firm earned $8.02 earnings per share. Meta Platforms’s revenue for the quarter was up 23.8% compared to the same quarter last year. 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 firm also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, December 15th. Meta Platforms’s payout ratio is presently 8.94%.
Analysts Set New Price Targets
A number of brokerages recently issued reports on META. Citigroup reiterated an “outperform” rating on shares of Meta Platforms in a research report on Thursday, January 29th. Bank of America increased their price objective on shares of Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Zacks Research cut Meta Platforms from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Erste Group Bank lowered Meta Platforms from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Finally, Piper Sandler lifted their price target on Meta Platforms from $840.00 to $880.00 and gave the company an “overweight” rating in a research report on Thursday, January 29th. Four research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Meta Platforms has a consensus rating of “Moderate Buy” and a consensus price target of $847.40.
View Our Latest Report on META
More Meta Platforms News
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
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.
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