Private Wealth Partners LLC Boosts Position in Meta Platforms, Inc. $META

Private Wealth Partners LLC boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 9.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,053 shares of the social networking company’s stock after buying an additional 803 shares during the period. Private Wealth Partners LLC’s holdings in Meta Platforms were worth $6,648,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of META. Bare Financial Services Inc purchased a new stake in Meta Platforms in the second quarter worth approximately $30,000. Briaud Financial Planning Inc bought a new stake in shares of Meta Platforms in the 2nd quarter worth approximately $42,000. Knuff & Co LLC purchased a new stake in shares of Meta Platforms in the 2nd quarter valued at $44,000. WFA Asset Management Corp boosted its stake 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 in the last quarter. Finally, Spurstone Advisory Services LLC bought a new position in shares of Meta Platforms during the 2nd quarter valued at $59,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Insiders Place Their Bets

In other news, COO Javier Olivan sold 517 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $714.60, for a total value of $369,448.20. Following the completion of the transaction, the chief operating officer owned 9,615 shares in the company, valued at $6,870,879. This trade represents a 5.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $618.28, for a total value of $358,602.40. Following the sale, the director owned 5,587 shares in the company, valued at $3,454,330.36. This represents a 9.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 38,561 shares of company stock worth $23,673,584 over the last three months. Company insiders own 13.61% of the company’s stock.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. Piper Sandler upped their price target on shares of Meta Platforms from $840.00 to $880.00 and gave the company an “overweight” rating in a research report on Thursday, January 29th. Wolfe Research reissued an “outperform” rating and issued a $850.00 target price (up previously from $800.00) on shares of Meta Platforms in a research note on Thursday, January 29th. DA Davidson raised their price target on Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Barclays reaffirmed an “overweight” rating and issued a $800.00 price target (up from $770.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Finally, Bank of America increased their price objective on Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Four investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, Meta Platforms has an average rating of “Moderate Buy” and an average target price of $847.40.

Meta Platforms Price Performance

Shares of Meta Platforms stock opened at $661.46 on Monday. The business has a 50 day moving average of $656.76 and a 200 day moving average of $694.99. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25. The company has a market cap of $1.67 trillion, a PE ratio of 28.15, a P/E/G ratio of 1.13 and a beta of 1.28. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating the consensus estimate of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The business had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. During the same quarter in the previous year, the business posted $8.02 earnings per share. The firm’s revenue for the quarter was up 23.8% compared to the same quarter last year. As a group, equities research analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were paid a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Monday, December 15th. Meta Platforms’s dividend payout ratio is presently 8.94%.

Meta Platforms News Roundup

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 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.