Cyndeo Wealth Partners LLC Trims Holdings in Meta Platforms, Inc. $META

Cyndeo Wealth Partners LLC reduced its stake in Meta Platforms, Inc. (NASDAQ:META) by 4.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 31,790 shares of the social networking company’s stock after selling 1,506 shares during the quarter. Meta Platforms accounts for 1.1% of Cyndeo Wealth Partners LLC’s investment portfolio, making the stock its 17th largest position. Cyndeo Wealth Partners LLC’s holdings in Meta Platforms were worth $20,984,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in the stock. Westchester Capital Management Inc. acquired a new position in Meta Platforms during the third quarter worth $26,000. Bare Financial Services Inc purchased a new position in shares of Meta Platforms during the second quarter worth $30,000. Knuff & Co LLC acquired a new stake in shares of Meta Platforms in the second quarter valued at $44,000. Evergreen Private Wealth LLC raised its holdings in shares of Meta Platforms by 64.8% in the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock valued at $65,000 after buying an additional 35 shares during the period. Finally, Aster Capital Management DIFC Ltd purchased a new stake in shares of Meta Platforms in the 3rd quarter valued at $71,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

More Meta Platforms News

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

• Positive Sentiment: Meta hired the Dreamer team (founders and engineers building an OS for AI agents) into its Meta Superintelligence Labs to accelerate personalized AI agents — bolsters Meta’s talent pool and product roadmap for agent-driven monetization and engagement. Meta Hires Former Google, Stripe Executives Behind AI Startup Dreamer
• Positive Sentiment: Reports that Mark Zuckerberg is testing/building a “CEO agent” and Meta is rolling AI agents into executive workflows highlight internal productivity wins and faster product iteration — signals serious internal adoption that can accelerate feature rollouts and cost efficiencies. Meta’s Zuckerberg Creating a CEO Agent to Help With His Job
• Positive Sentiment: Meta published a multi‑phase in‑house AI chip roadmap (MTIA 300–500) and is leading optical interconnect efforts — moves intended to lower AI infrastructure costs and protect margins as GenAI demand grows. This is a longer‑term margin tailwind. Meta’s Custom AI Chips And Optical Links Reframe Long Term Margins
• Positive Sentiment: Meta is continuing capital returns with a quarterly dividend distribution this week, supporting yield-seeking investors and signaling excess cash generation. Meta to pay dividends this week; Here’s how much 100 shares will earn
• Neutral Sentiment: Oppenheimer reiterated a “perform” rating on META — maintains a neutral analyst stance that may cap upside until clearer conviction on growth/margins. Oppenheimer reiterates perform rating on Meta Platforms (META) stock
• Neutral Sentiment: OpenAI hired a former Meta executive to lead ad sales — highlights competition for ad dollars and talent but is not an immediate revenue hit for Meta. OpenAI hires former Meta executive to lead ad sales
• Negative Sentiment: A lawsuit alleges Meta targeted older workers in layoffs, adding litigation and reputational risk that could lead to remediation costs or settlements. Lawsuit Claims Meta Platforms Targeted Older Workers in Layoffs
• Negative Sentiment: Ongoing trial activity (closing arguments expected in New Mexico) remains an overhang and a reminder of regulatory/legal exposure that can create episodic costs or operational distractions. Meta trial in New Mexico: Closing arguments expected Monday

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Mizuho raised their target price on Meta Platforms from $815.00 to $850.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Sanford C. Bernstein reiterated an “outperform” rating and set a $900.00 price target (up from $870.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Robert W. Baird increased their price target on shares of Meta Platforms from $815.00 to $830.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Argus reissued a “buy” rating and issued a $800.00 price objective on shares of Meta Platforms in a research note on Monday, February 2nd. Finally, BNP Paribas Exane began coverage on shares of Meta Platforms in a report on Monday, November 24th. They issued an “outperform” rating and a $800.00 price objective for the company. Four research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $846.63.

Insiders Place Their Bets

In other news, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction on Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Andrew Bosworth sold 8,089 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the transaction, the chief technology officer owned 2,841 shares of the company’s stock, valued at approximately $1,793,352.84. The trade was a 74.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 160,929 shares of company stock worth $103,074,540 in the last 90 days. Corporate insiders own 13.61% of the company’s stock.

Meta Platforms Price Performance

META stock opened at $603.80 on Tuesday. The business’s 50-day moving average is $648.46 and its two-hundred day moving average is $671.40. 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 firm has a market capitalization of $1.53 trillion, a P/E ratio of 25.69, a P/E/G ratio of 0.92 and a beta of 1.30. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25.

Meta Platforms (NASDAQ:META) last announced 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 business had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. During the same period in the previous year, the company posted $8.02 earnings per share. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. Analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms’s payout ratio is 8.94%.

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.