Guerra Advisors Inc Acquires 1,290 Shares of Meta Platforms, Inc. $META

Guerra Advisors Inc lifted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 37.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,758 shares of the social networking company’s stock after acquiring an additional 1,290 shares during the period. Meta Platforms accounts for approximately 1.3% of Guerra Advisors Inc’s holdings, making the stock its 25th biggest holding. Guerra Advisors Inc’s holdings in Meta Platforms were worth $3,494,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its position in shares of Meta Platforms by 0.4% during 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 stake in Meta Platforms by 0.6% during the second 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 during the period. Trust Co of the South increased 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 acquiring an additional 14 shares during the last quarter. Sentinel Pension Advisors LLC raised its stake 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 valued at $672,000 after acquiring an additional 14 shares during the period. Finally, Alpine Bank Wealth Management lifted its holdings in shares of Meta Platforms by 0.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock worth $3,159,000 after acquiring an additional 14 shares during the last quarter. 79.91% of the stock is owned by institutional investors.

Meta Platforms News Roundup

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

• Positive Sentiment: High-profile bullish commentary: Jim Cramer publicly called META a buy, reinforcing retail and momentum interest in the name and supporting short-term demand. Jim Cramer on Meta Platforms (META): “I just think this one’s a buy”
• Positive Sentiment: Long-term AI investment thesis: A Seeking Alpha piece highlights aggressive AI capex and forecasts 22–31% near-term revenue growth, arguing Meta can sustain growth despite margin pressure — a supportive fundamental narrative for investors focused on multi-year returns. Meta Platforms: Follow The Numbers
• Positive Sentiment: Ad tools & ad revenue durability: A new free Meta Ads Rolling Reach Report for e-commerce advertisers could help optimize campaigns and demonstrate continued advertiser demand for Meta’s platforms. Incremental ad product adoption supports the advertising revenue outlook. growthzacks Releases Meta Ads Rolling Reach Report Generator for ECommerce Advertisers to Measure Audience Saturation
• Positive Sentiment: Analyst/shopper endorsements: Recent retail and analyst write-ups (e.g., The Motley Fool) continue to feature META as a top growth pick, backing investor interest and buy-side conviction. 1 Top Growth Stock to Buy in February
• Neutral Sentiment: Valuation/peer comparisons: Pieces comparing Broadcom and Meta highlight AI exposure but present them as different risk/reward profiles; useful for allocation decisions but not an immediate catalyst. Broadcom or Meta Platforms? Which Is the Better Buy
• Neutral Sentiment: Market context: Broader AI-led rotation and macro commentary (Zacks, market note) are lifting tech sentiment generally; Meta participates in that theme but is also idiosyncratically exposed to legal/regulatory news. Bulls Take Control Amid New AI Spending & Expanding Breadth
• Negative Sentiment: Alarming internal findings made public: Unsealed documents report a Meta researcher warned of up to 500,000 daily child exploitation cases on Facebook/Instagram — a reputational and litigation risk that can amplify regulatory scrutiny and attract settlement/penalty concerns. Meta researcher warned of 500K child exploitation cases daily on Facebook and Instagram platforms
• Negative Sentiment: Regulatory pressure in EU over WhatsApp AI policy: The European Commission has charged Meta with breaching antitrust rules and threatened interim measures to force WhatsApp access for rival AI assistants — potential changes could limit product control and create compliance costs. EU threatens Meta with interim measure for blocking AI rivals from WhatsApp
• Negative Sentiment: Legal setbacks and trials: Landmark US trials accuse Meta of designing addictive products; separately, a German court ordered Meta’s Edge Network to pay Deutsche Telekom ~€30M — legal exposure and adverse rulings increase uncertainty and headline risk. Meta subsidiary loses appeal against Deutsche Telekom over network services Meta and YouTube Created ‘Digital Casinos,’ Lawyers Argue in Landmark Trial

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. Monness Crespi & Hardt upped their price target on shares of Meta Platforms from $808.00 to $890.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $900.00 target price (up previously from $870.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Scotiabank increased their price target on Meta Platforms from $685.00 to $700.00 and gave the stock a “sector perform” rating in a report on Thursday, January 29th. Raymond James Financial dropped their price objective on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a report on Monday, January 26th. Finally, Canaccord Genuity Group upped their price objective on Meta Platforms from $900.00 to $930.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Three research 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’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $845.50.

Insider Transactions at Meta Platforms

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 completion of the sale, the insider owned 28,658 shares of the company’s stock, valued at approximately $18,876,738.02. The trade was a 1.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Javier Olivan sold 517 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $714.60, for a total value of $369,448.20. Following the sale, the chief operating officer owned 9,615 shares in the company, valued at approximately $6,870,879. The trade was a 5.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 38,561 shares of company stock worth $23,673,584. Company insiders own 13.61% of the company’s stock.

Meta Platforms Price Performance

Shares of META opened at $670.72 on Wednesday. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The company has a market cap of $1.70 trillion, a price-to-earnings ratio of 28.54, a price-to-earnings-growth ratio of 1.16 and a beta of 1.28. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The company has a 50 day moving average of $657.96 and a two-hundred day moving average of $694.43.

Meta Platforms (NASDAQ:META) last announced its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating 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 return on equity of 38.61% and a net margin of 30.08%.The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same period in the prior year, the company posted $8.02 EPS. As a group, analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were issued 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 dividend yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is currently 8.94%.

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.