Brookstone Capital Management lifted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 20.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 80,197 shares of the social networking company’s stock after buying an additional 13,877 shares during the period. Brookstone Capital Management’s holdings in Meta Platforms were worth $52,937,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Westchester Capital Management Inc. purchased a new position in shares of Meta Platforms during the third quarter worth about $26,000. Bare Financial Services Inc acquired a new stake in shares of Meta Platforms in the 2nd quarter valued at about $30,000. Knuff & Co LLC acquired a new stake in shares of Meta Platforms in the 2nd quarter valued at about $44,000. PMV Capital Advisers LLC grew its stake in Meta Platforms by 26.3% during the 4th quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company’s stock worth $63,000 after buying an additional 20 shares during the last quarter. Finally, Evergreen Private Wealth LLC grew its stake in Meta Platforms by 64.8% during the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after buying an additional 35 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.
More Meta Platforms News
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Launched new AI wearables — Meta expanded its Ray‑Ban smart‑glasses lineup (prescription Ray‑Ban Meta Blayzer Optics and Meta Scriber Optics), reinforcing the company’s push to monetize AI-powered consumer hardware and services. Meta Platforms, Inc. (META) Strengthens AI Strategy With New Glasses and Services
- Positive Sentiment: Moves into clinical VR with VA — Meta partnered with the U.S. Department of Veterans Affairs to scale clinical-grade VR therapy in VA medical centers, signaling enterprise and regulated-market adoption for its VR/Quest platform. This can open non‑advertising revenue channels. Meta’s VA Partnership Puts Clinical VR Therapy In Meta Platforms Story
- Positive Sentiment: Building AI hardware capability — Meta’s Superintelligence Labs hired veteran engineer Rui Xu to lead hardware efforts, suggesting deeper investment in custom AI devices beyond glasses, which supports long‑term vertical integration for AI compute and products. Meta Superintelligence Labs is quietly building a hardware team
- Neutral Sentiment: Wells Fargo trims price target but stays constructive — Wells Fargo cut its PT to $765 (from $856) while maintaining an Overweight rating, reflecting confidence in long‑term AI upside despite nearer‑term uncertainty ahead of earnings. Ahead of Meta, Alphabet earnings, Wells Fargo keeps overweight, cuts PTs
- Neutral Sentiment: China signals support for lawful cross‑border deals — Beijing said it supports law‑abiding transnational tech deals after reports of a Meta review, offering potential clarity for any China‑related partnerships or supply arrangements. China says it supports law‑abiding transnational deals after reports of Meta deal review
- Negative Sentiment: Bay Area layoffs — Meta is cutting roughly 200 roles in the San Francisco Bay Area as it restructures teams while reallocating capital toward AI infrastructure; layoffs can be read as cost discipline but also highlight internal reshaping and near‑term workforce disruption. Meta’s Bay Area layoffs affect roughly 200 workers as company pours billions into AI infrastructure
- Negative Sentiment: Rising legal/regulatory risk — Recent court losses and challenges to Section 230 protections have increased litigation and regulatory uncertainty for Meta, which could lead to higher compliance costs, content moderation expense and potential liabilities. Meta, Google under attack as court cases bypass 30‑year‑old legal shieldWhat’s next for Meta in the wake of trial losses and layoffs?
- Negative Sentiment: Analyst downgrades and PT trims — Morgan Stanley cut its PT to $775 citing softer ad trends and Erste downgraded to Hold; analyst cuts increase selling pressure and shorten the runway for multiple near‑term catalysts. Morgan Stanley trims PT on Meta Platforms (META) to $775 amid softer advertising backdropMeta Platforms was downgraded by Erste Group Bank AG
Insider Transactions at Meta Platforms
Analyst Ratings Changes
A number of equities research analysts have weighed in on the company. TD Cowen reiterated a “buy” rating on shares of Meta Platforms in a research note on Tuesday, January 13th. Bank of America raised their target price on shares of Meta Platforms from $810.00 to $885.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Argus reiterated a “buy” rating and issued a $800.00 price target on shares of Meta Platforms in a research report on Monday, February 2nd. Roth Mkm reduced their price target 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. Finally, Truist Financial increased their price target on shares of Meta Platforms from $875.00 to $900.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Four research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, Meta Platforms has an average rating of “Moderate Buy” and a consensus price target of $843.57.
View Our Latest Analysis on META
Meta Platforms Price Performance
Meta Platforms stock opened at $574.46 on Friday. 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 business has a 50 day simple moving average of $637.79 and a 200-day simple moving average of $659.88. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The stock has a market capitalization of $1.45 trillion, a PE ratio of 24.45, a price-to-earnings-growth ratio of 0.89 and a beta of 1.31.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data 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 analysts’ expectations of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. Meta Platforms’s revenue was up 23.8% compared to the same quarter last year. During the same period in the previous year, the company posted $8.02 EPS. Equities analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.
Meta Platforms Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were issued a $0.525 dividend. The ex-dividend date of this dividend was Monday, March 16th. This represents a $2.10 annualized dividend and a dividend yield of 0.4%. Meta Platforms’s payout ratio is presently 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.
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