Meta Platforms, Inc. $META Shares Bought by CFM Wealth Partners LLC

CFM Wealth Partners LLC increased its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 10.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 29,582 shares of the social networking company’s stock after buying an additional 2,908 shares during the period. Meta Platforms accounts for 3.2% of CFM Wealth Partners LLC’s holdings, making the stock its 6th biggest holding. CFM Wealth Partners LLC’s holdings in Meta Platforms were worth $21,724,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of the company. Northstar Advisory Group LLC grew its holdings in Meta Platforms by 17.7% during the 3rd quarter. Northstar Advisory Group LLC now owns 7,621 shares of the social networking company’s stock worth $5,597,000 after acquiring an additional 1,148 shares during the period. Paragon Private Wealth Management LLC lifted its stake in shares of Meta Platforms by 22.9% in the 3rd quarter. Paragon Private Wealth Management LLC now owns 10,823 shares of the social networking company’s stock valued at $7,949,000 after purchasing an additional 2,020 shares during the period. EFG Asset Management North America Corp. boosted its position in shares of Meta Platforms by 7.0% during the 3rd quarter. EFG Asset Management North America Corp. now owns 24,269 shares of the social networking company’s stock valued at $17,820,000 after purchasing an additional 1,589 shares in the last quarter. Saxon Interests Inc. boosted its position in shares of Meta Platforms by 22.9% during the 3rd quarter. Saxon Interests Inc. now owns 7,664 shares of the social networking company’s stock valued at $5,662,000 after purchasing an additional 1,428 shares in the last quarter. Finally, Bensler LLC grew its stake in Meta Platforms by 5.0% during the third quarter. Bensler LLC now owns 13,409 shares of the social networking company’s stock worth $9,847,000 after purchasing an additional 633 shares during the period. Institutional investors own 79.91% of the company’s stock.

Meta Platforms News Roundup

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

• Positive Sentiment: Q4 results and forward guide strengthened the bull case: Meta beat on revenue and EPS and its guidance prompted upgrades and bullish analyst notes, supporting near‑term upside. Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?
• Positive Sentiment: AI monetization and user metrics are improving: Seeking Alpha highlights AI-driven ad redistributions (Lattice/GEM), daily active users up ~7% to 3.58B, ad impressions +18% and Reels watch time +30% — signals that AI is already boosting engagement and ad revenue. Meta: Buy The AI Revolution
• Positive Sentiment: Institutional support: Several funds have added to Meta (e.g., Davis Selected Advisers, Alecta), and brokers have raised targets or reiterated buys—helps sustain buying momentum after the beat. Alecta Pensionsforsakring, Omsesidigt boosts Meta Platforms stake
• Neutral Sentiment: CapEx is rising as Meta scales AI infrastructure: Meta guided to much higher 2026 capex (investing in MTIA and data centers) — strategic for growth but capital‑intensive; impact on margins depends on monetization pace. Soaring Hyperscaler CapEx Signals Good Things Ahead for Broadcom
• Neutral Sentiment: ESG / renewable moves: Meta expanded a PPA for the Skull Creek solar plant — supports sustainability goals but has no immediate revenue impact. Zelestra Expands Relationship with Meta in the US (Skull Creek PPA)
• Negative Sentiment: Insider selling: COO Javier Olivan disclosed multiple small sales (recently 517 shares), which is minor in size but can feed short‑term profit‑taking narratives. SEC Filing – Javier Olivan sale
• Negative Sentiment: Regulatory risk in key markets: India’s top court questioned WhatsApp’s data‑sharing with Meta entities — any reimposed restrictions or fines could hurt growth/engagement in a large market. India’s top court questions WhatsApp data sharing
• Negative Sentiment: Cost and margin worries: Elevated AI and data‑center spending has investors debating trade‑off between near‑term margin pressure and long‑term gains; some profit‑taking followed the recent rally. Meta: Still A ‘Buy,’ But Nearing The End Of Its Run As Expenses Mount

Meta Platforms Stock Up 0.2%

Shares of NASDAQ:META opened at $670.21 on Friday. The business’s 50 day moving average is $656.48 and its 200 day moving average is $695.54. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25. The stock has a market cap of $1.69 trillion, a price-to-earnings ratio of 28.52, a PEG ratio of 1.14 and a beta of 1.28. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $58.33 billion. During the same period last year, the business earned $8.02 EPS. The business’s revenue was up 23.8% on a year-over-year basis. On average, sell-side analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have issued reports on META shares. Redburn Partners set a $900.00 price target on Meta Platforms in a research note on Monday, January 26th. Erste Group Bank lowered shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Morgan Stanley increased their target price on shares of Meta Platforms from $750.00 to $825.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. Wedbush lifted their price target on shares of Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Benchmark lowered shares of Meta Platforms from a “buy” rating to a “hold” rating in a report on Thursday, October 30th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-one have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, Meta Platforms presently has a consensus rating of “Moderate Buy” and a consensus target price of $848.50.

Insider Buying and Selling at Meta Platforms

In related news, COO Javier Olivan sold 517 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $714.60, for a total transaction of $369,448.20. Following the completion of the sale, the chief operating officer directly owned 9,615 shares of the company’s stock, valued at approximately $6,870,879. This trade represents a 5.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $618.28, for a total value of $358,602.40. Following the sale, the director owned 5,587 shares in the company, valued at $3,454,330.36. This trade represents a 9.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 39,594 shares of company stock worth $24,325,407. Insiders own 13.61% of the company’s stock.

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.