High Note Wealth LLC Buys 3,670 Shares of Meta Platforms, Inc. $META

High Note Wealth LLC increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 279.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,984 shares of the social networking company’s stock after buying an additional 3,670 shares during the period. High Note Wealth LLC’s holdings in Meta Platforms were worth $3,660,000 as of its most recent SEC filing.

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

Insider Activity

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $618.28, for a total transaction 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. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Jennifer Newstead sold 519 shares of the company’s stock in a transaction dated Tuesday, December 30th. The stock was 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 of the company’s stock, valued at $18,876,738.02. The trade was a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 38,561 shares of company stock worth $23,673,584. 13.61% of the stock is currently owned by corporate insiders.

Meta Platforms Stock Performance

NASDAQ:META opened at $661.46 on Monday. The business’s 50-day moving average price is $656.76 and its two-hundred day moving average price is $694.99. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The stock has a market cap of $1.67 trillion, a P/E ratio of 28.15, a PEG ratio of 1.13 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 posted its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping 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 for the quarter was up 23.8% compared to the same quarter last year. During the same period in the prior year, the business earned $8.02 earnings per share. As a group, equities analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were given a dividend of $0.525 per share. The ex-dividend date was Monday, December 15th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

Key Stories Impacting Meta Platforms

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

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the stock. Rosenblatt Securities upped their price target on shares of Meta Platforms from $1,117.00 to $1,144.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Sanford C. Bernstein reissued an “outperform” rating and set a $900.00 target price (up previously from $870.00) on shares of Meta Platforms in a report on Thursday, January 29th. Wedbush raised their price target on Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Citigroup reiterated an “outperform” rating on shares of Meta Platforms in a research report on Thursday, January 29th. Finally, Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a report on Thursday, January 29th. Four analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $847.40.

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.