Activest Wealth Management Has $12.07 Million Holdings in Meta Platforms, Inc. $META

Activest Wealth Management lifted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 7.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,434 shares of the social networking company’s stock after buying an additional 1,109 shares during the period. Meta Platforms makes up about 2.4% of Activest Wealth Management’s investment portfolio, making the stock its 10th largest holding. Activest Wealth Management’s holdings in Meta Platforms were worth $12,069,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Bare Financial Services Inc bought a new stake in shares of Meta Platforms in the 2nd quarter worth $30,000. Briaud Financial Planning Inc acquired a new position in Meta Platforms during the second quarter worth about $42,000. Knuff & Co LLC bought a new stake in Meta Platforms in the second quarter worth about $44,000. WFA Asset Management Corp raised its position in Meta Platforms by 42.6% in the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock worth $49,000 after acquiring an additional 20 shares in the last quarter. Finally, Spurstone Advisory Services LLC acquired a new stake in Meta Platforms in the 2nd quarter valued at about $59,000. 79.91% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on META shares. Guggenheim lifted their price objective on shares of Meta Platforms from $800.00 to $850.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Stifel Nicolaus raised their target price on shares of Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Truist Financial upped their price target on Meta Platforms from $875.00 to $900.00 and gave the company a “buy” rating in a report on Thursday, January 29th. TD Cowen reiterated a “buy” rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Finally, Canaccord Genuity Group raised their price objective on Meta Platforms from $900.00 to $930.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Four investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $847.40.

Meta Platforms News Roundup

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

• Positive Sentiment: Analyst & media bullishness around Meta’s AI leadership and product traction reinforces upside potential — commentators (e.g., Jim Cramer) highlight Meta’s progress in automating model development, which supports the view that Meta can scale AI more efficiently. Meta Platforms (META) CEO Zuckerberg Has “Figured Out How to Have AI Make AI,” Says Jim Cramer
• Positive Sentiment: Bull case pieces argue Meta is monetizing AI strongly (ad redistribution, Reels engagement, models like Lattice/GEM), underpinning revenue and margins upside if execution continues. Meta: Buy The AI Revolution
• Positive Sentiment: Meta’s elevated 2026 capex guide and extension of MTIA from inference to training signal sustained hyperscaler demand for AI infrastructure — positive for long‑term AI revenue capture and for partners/suppliers. Meta Soars After-Hours Forecasting Fastest Growth Since 2021
• Neutral Sentiment: Mixed institutional moves: some funds (e.g., First Eagle) trimmed positions while others boosted stakes (Alecta, Davis), reflecting both profit‑taking and conviction — a wash for longer‑term ownership trends. First Eagle Investment Management Trims Meta Platforms Stake
• Neutral Sentiment: ESG/energy moves (new PPA for Skull Creek solar) reduce power/operational risk long‑term but are non‑revenue and increase near‑term capital/contract commitments. Zelestra Expands Relationship with Meta — Skull Creek Solar PPA
• Negative Sentiment: Broad market pressure: a broad Big Tech sell‑off tied to fears of an AI spending bubble has removed over $1 trillion from sector values, pressuring META alongside peers as investors de‑risk. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
• Negative Sentiment: Sell‑side caution: Needham warns of 10–15% downside citing valuation and capex risk — analyst caution can amplify short‑term selling if investors fear margin pressure from rising AI spend. Why Needham Warns That Meta Platforms Stock Could Be Headed for 10%-15% Downside
• Negative Sentiment: Legal/regulatory risk: reports questioning the legality of Meta’s data collection and renewed scrutiny around research/data practices (e.g., Moltbook comparisons to 2017 experiments) raise reputational and compliance concerns in key markets. Why Meta Platforms’ data collection is illegal Moltbook furor reminiscent of 2017 Facebook research experiment
• Negative Sentiment: Insider selling: small, regular sales by COO Javier Olivan have been disclosed — modest on their own but can feed narratives of near‑term profit taking. SEC Filing – Javier Olivan sale

Insider Buying and Selling at Meta Platforms

In related news, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction 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 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Jennifer Newstead sold 519 shares of the business’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $658.69, for a total value of $341,860.11. Following the completion of the transaction, the insider owned 28,658 shares in the company, valued at $18,876,738.02. This trade represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 39,594 shares of company stock valued at $24,325,407 in the last quarter. Company insiders own 13.61% of the company’s stock.

Meta Platforms Trading Down 1.3%

Shares of NASDAQ META opened at $661.46 on Friday. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25. The business has a 50-day moving average price of $656.76 and a two-hundred day moving average price of $695.12. The firm has a market capitalization of $1.67 trillion, a PE ratio of 28.15, a PEG ratio of 1.13 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. The business had revenue of $59.89 billion during 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 firm’s revenue was up 23.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $8.02 earnings per share. As a group, analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were given a $0.525 dividend. The ex-dividend date was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend 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.