Beaumont Financial Advisors LLC Boosts Holdings in Meta Platforms, Inc. $META

Beaumont Financial Advisors LLC grew its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 11.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 40,629 shares of the social networking company’s stock after acquiring an additional 4,062 shares during the quarter. Meta Platforms accounts for approximately 1.8% of Beaumont Financial Advisors LLC’s holdings, making the stock its 18th biggest holding. Beaumont Financial Advisors LLC’s holdings in Meta Platforms were worth $26,819,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Westchester Capital Management Inc. purchased a new position in shares of Meta Platforms in the third quarter worth $26,000. Knuff & Co LLC purchased a new position in shares of Meta Platforms in the second quarter worth $44,000. Dorato Capital Management purchased a new position in shares of Meta Platforms in the fourth quarter worth $62,000. PMV Capital Advisers LLC increased its stake in shares of Meta Platforms by 26.3% in the fourth 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 period. Finally, Evergreen Private Wealth LLC increased its stake in shares of Meta Platforms by 64.8% in the third 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 period. 79.91% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Robert M. Kimmitt sold 580 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $632.02, for a total transaction of $366,571.60. Following the sale, the director owned 4,427 shares in the company, valued at approximately $2,797,952.54. The trade was a 11.58% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, COO Javier Olivan sold 926 shares of the business’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $605.38, for a total transaction of $560,581.88. Following the sale, the chief operating officer owned 13,335 shares in the company, valued at approximately $8,072,742.30. This trade represents a 6.49% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 160,931 shares of company stock worth $102,997,526. Corporate insiders own 13.61% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently commented on META. Wedbush lifted their target price on shares of Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Rothschild & Co Redburn set a $900.00 target price on shares of Meta Platforms in a research note on Monday, January 26th. Rosenblatt Securities lifted their target price on shares of Meta Platforms from $1,117.00 to $1,144.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Canaccord Genuity Group lifted their target price on shares of Meta Platforms from $900.00 to $930.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Citigroup reaffirmed an “outperform” rating on shares of Meta Platforms in a research note on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $843.57.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $612.42 on Thursday. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. 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 $632.71 and its 200 day moving average is $655.87. The stock has a market capitalization of $1.55 trillion, a P/E ratio of 26.06, a P/E/G ratio of 0.89 and a beta of 1.31.

Meta Platforms (NASDAQ:META) last announced its quarterly 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. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The company had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. During the same quarter in the previous year, the company earned $8.02 earnings per share. Meta Platforms’s quarterly revenue was up 23.8% on a year-over-year basis. On average, sell-side analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were given a dividend of $0.525 per share. The ex-dividend date was Monday, March 16th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s payout ratio is currently 8.94%.

Meta Platforms News Summary

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

• Positive Sentiment: Meta unveiled Muse Spark, the first model from its Superintelligence Labs — positioned as a natively multimodal reasoning system with multi-agent orchestration and faster rollouts across Meta AI, apps, and upcoming devices; investors view this as a concrete step to close the gap with peers and boost AI-driven ad products. Meta unveils first AI model from superintelligence team (Reuters)
• Positive Sentiment: Market-wide rally after a temporary Iran ceasefire lifted tech stocks broadly — as a Magnificent Seven heavyweight, META benefitted from sector flows and reduced macro risk premium. Tech stocks rally after Iran ceasefire (CNBC)
• Positive Sentiment: OpenAI’s shutdown of Sora removes a direct short-form-video challenger, reinforcing the economics of Meta’s integrated Reels approach (AI+human content inside an existing ad engine) and lowering competitive risk to Reels monetization. OpenAI Shutters Sora: A Win for Meta Platforms (MarketBeat)
• Positive Sentiment: Reports of strong ad-revenue growth and partnerships (including a PayPal tie-up noted by some outlets) are renewing confidence that Meta’s core monetization can accelerate alongside AI product upgrades. Ad growth and PayPal partnership boost (247wallst)
• Neutral Sentiment: Early analyst/market positioning remains constructive: high hedge-fund ownership and bullish consensus price targets imply upside expectations, but these are already partly priced into the multiple. Hedge fund ownership and analyst optimism (InsiderMonkey)
• Neutral Sentiment: Coverage of Muse Spark is mixed — outlets note meaningful improvements vs. Meta’s prior models but also weaknesses (e.g., coding performance still trails top rivals), so execution and benchmarks will matter for sustained upside. Muse Spark review and limitations (NYT)
• Negative Sentiment: An analyst downgrade to “Hold” and continuing investor concerns about heavy AI spending, layoff headlines, and legal exposures remain near-term risk factors that could cap gains if execution or margins disappoint. Analyst downgrades Meta to Hold (Yahoo Finance)

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.