BridgePort Financial Solutions LLC Has $2.29 Million Stock Holdings in Meta Platforms, Inc. $META

BridgePort Financial Solutions LLC grew its position in Meta Platforms, Inc. (NASDAQ:META) by 35.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,112 shares of the social networking company’s stock after purchasing an additional 821 shares during the quarter. BridgePort Financial Solutions LLC’s holdings in Meta Platforms were worth $2,285,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the company. Brighton Jones LLC lifted its position in shares of Meta Platforms by 1.7% during the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after purchasing an additional 570 shares during the last quarter. Revolve Wealth Partners LLC increased its position in Meta Platforms by 10.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares during the period. Headwater Capital Co Ltd increased its position in Meta Platforms by 294.7% in the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after buying an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. acquired a new position in shares of Meta Platforms during the second quarter worth approximately $213,000. Finally, Capital & Planning LLC bought a new stake in shares of Meta Platforms in the second quarter valued at approximately $322,000. 79.91% of the stock is owned by institutional investors.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Meta struck a multiyear deal to buy millions of Nvidia AI chips (GPUs and new standalone CPUs) to power its data‑center and AI stack, accelerating its ability to deploy large models and AI features across apps (WhatsApp cited). This reduces execution risk for Meta’s AI roadmap and supports revenue upside from AI-driven ad/product improvements. Nvidia to sell Meta millions of chips in multiyear deal
• Positive Sentiment: Bill Ackman’s Pershing Square has made a large, high‑profile investment in Meta, signaling smart‑money conviction that the stock is undervalued given its AI growth potential; this can lift investor sentiment and attract other institutional buyers. Meta’s Platforms’ New Bull: Why Billionaire Bill Ackman Is Buying
• Positive Sentiment: Supply‑chain/infra tailwind: reporting highlights a large Meta partnership with Corning (reported ~$6B deal to outfit data centers). That supports Meta’s capex plans for data‑center expansion and underpins investments tied to AI workloads. Corning’s Surprise AI Boom
• Neutral Sentiment: Third‑party ecosystem news: Virtuix announced its Omni One treadmill will be Made for Meta (Quest) certified, expanding XR ecosystem engagement — a positive for product stickiness but unlikely to move Meta’s top line materially near term. Virtuix Omni One to Launch Compatibility with Meta Quest Headsets
• Negative Sentiment: Regulatory/legal risk: Spain has asked prosecutors to probe X, Meta and TikTok over AI‑generated images allegedly involving minors, increasing legal/PR risk and potential compliance costs or fines tied to AI content moderation. That raises near‑term regulatory uncertainty for Meta’s platforms. Spain to Probe X, Meta, TikTok Over AI Images
• Negative Sentiment: Market/regulatory risk in India: Indian officials are discussing age‑based social‑media restrictions that could meaningfully affect user reach and ad monetization in one of Meta’s largest markets, increasing policy risk and potential future revenue impact. India discussing age-based restrictions with social media firms, top minister says

Insider Activity at Meta Platforms

In other Meta Platforms news, insider Jennifer Newstead sold 519 shares of the business’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total value of $341,860.11. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Javier Olivan sold 517 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $663.19, for a total value of $342,869.23. Following the completion of the sale, the chief operating officer owned 9,098 shares of the company’s stock, valued at approximately $6,033,702.62. This trade represents a 5.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 10,478 shares of company stock valued at $6,799,696 in the last three months. Corporate insiders own 13.61% of the company’s stock.

Meta Platforms Stock Down 0.1%

Shares of NASDAQ:META opened at $639.29 on Wednesday. The company’s fifty day moving average is $656.74 and its 200-day moving average is $691.62. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25. The company has a market capitalization of $1.62 trillion, a PE ratio of 27.20, a P/E/G ratio of 1.09 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. The firm 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 company’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period in the previous year, the business earned $8.02 earnings per share. Equities research analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Monday, March 16th will be 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 is Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is currently 8.94%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on META shares. Scotiabank upped their target price on shares of Meta Platforms from $685.00 to $700.00 and gave the company a “sector perform” rating in a research note on Thursday, January 29th. Roth Mkm cut their price objective on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research report on Monday, January 26th. Citizens Jmp reiterated an “outperform” rating and issued a $900.00 target price (up previously from $750.00) on shares of Meta Platforms in a research note on Monday, November 24th. Needham & Company LLC restated a “hold” rating on shares of Meta Platforms in a research note on Thursday, January 29th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $860.00 price target (up previously from $750.00) on shares of Meta Platforms in a report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and a consensus target price of $844.29.

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.