Envestnet Asset Management Inc. Has $2.21 Billion Holdings in Meta Platforms, Inc. $META

Envestnet Asset Management Inc. boosted its stake in Meta Platforms, Inc. (NASDAQ:META) by 4.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,015,736 shares of the social networking company’s stock after purchasing an additional 135,133 shares during the period. Meta Platforms comprises approximately 0.6% of Envestnet Asset Management Inc.’s investment portfolio, making the stock its 27th biggest position. Envestnet Asset Management Inc. owned approximately 0.12% of Meta Platforms worth $2,214,696,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of META. Bare Financial Services Inc bought a new position in Meta Platforms during the 2nd quarter worth approximately $30,000. Briaud Financial Planning Inc acquired a new stake in shares of Meta Platforms during the second quarter worth $42,000. Knuff & Co LLC bought a new position in Meta Platforms during the second quarter worth $44,000. WFA Asset Management Corp lifted its holdings in Meta Platforms by 42.6% in the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock valued at $49,000 after buying an additional 20 shares during the period. Finally, Spurstone Advisory Services LLC bought a new stake in Meta Platforms during the second quarter valued at $59,000. 79.91% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Meta Platforms

In other Meta Platforms news, 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 sale, the director directly owned 5,587 shares of the company’s stock, valued at approximately $3,454,330.36. This represents a 9.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $663.19, for a total transaction of $342,869.23. Following the transaction, the chief operating officer directly owned 9,098 shares in the company, valued at approximately $6,033,702.62. This represents a 5.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 39,078 shares of company stock worth $24,016,453 in the last quarter. 13.61% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on META shares. Wedbush lifted their price objective on Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Erste Group Bank downgraded Meta Platforms from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Bank of America boosted their price target on Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Argus reaffirmed a “buy” rating and set a $800.00 price objective on shares of Meta Platforms in a research report on Monday, February 2nd. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Meta Platforms from $880.00 to $920.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Three 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 MarketBeat.com, Meta Platforms currently has an average rating of “Moderate Buy” and an average price target of $845.50.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Bill Ackman’s Pershing Square disclosed a roughly $2 billion stake (~10% of the fund), calling META undervalued and an AI beneficiary — a high‑profile institutional endorsement that can attract other buyers and bolster the AI-growth narrative. Article Title
• Positive Sentiment: Meta announced a quarterly cash dividend of $0.525 per share (payable March 26) — a formal return of capital that supports yield‑seeking investors and signals board confidence in cash flow. Article Title
• Positive Sentiment: Hardware traction: EssilorLuxottica reported it more than tripled sales of Meta AI (Ray-Ban) glasses in 2025 — evidence Reality Labs products can scale and begin to diversify revenue beyond advertising. Article Title
• Positive Sentiment: Data center expansion: Meta broke ground on a $10B Indiana data‑center (and another large campus reported elsewhere), strengthening long‑term AI compute capacity that underpins ad/AI initiatives. These are long‑horizon positives but raise near‑term capex. Article Title
• Neutral Sentiment: Insider activity: COO Javier Olivan sold 517 shares (~$343k) in a routine filing; the sale is small relative to total insider holdings and follows a pattern of periodic sales. Article Title
• Negative Sentiment: Russia block: Russian authorities removed WhatsApp from an official directory and effectively blocked access for ~100M users — a material engagement loss in that market and a nearer‑term revenue/MAU headwind. Article Title
• Negative Sentiment: Legal and reputational risk: Ongoing trials and testimony (including accusations that products enabled harm) increase litigation exposure and political/regulatory scrutiny that could lead to fines, restrictions or product changes. Article Title
• Negative Sentiment: Capex/FCF pressure: Coverage of the “Mag‑7” AI arms race highlights heavy industry capex and potential free‑cash‑flow strain — Meta’s big data‑center builds support growth but keep near‑term spending elevated. Article Title

Meta Platforms Trading Down 2.8%

META opened at $649.81 on Friday. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The firm has a market capitalization of $1.64 trillion, a PE ratio of 27.65, a P/E/G ratio of 1.14 and a beta of 1.28. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. The company’s 50-day moving average is $658.31 and its 200 day moving average is $693.94.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 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 firm had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. During the same period in the previous year, the company posted $8.02 EPS. The company’s revenue for the quarter was up 23.8% on a year-over-year basis. As a group, research analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were issued a dividend of $0.525 per share. 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 payout ratio is currently 8.94%.

Meta Platforms 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.