Meta Platforms, Inc. $META Shares Sold by Beverly Hills Private Wealth LLC

Beverly Hills Private Wealth LLC trimmed its position in Meta Platforms, Inc. (NASDAQ:META) by 9.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,536 shares of the social networking company’s stock after selling 1,481 shares during the period. Meta Platforms comprises about 1.8% of Beverly Hills Private Wealth LLC’s investment portfolio, making the stock its 9th largest position. Beverly Hills Private Wealth LLC’s holdings in Meta Platforms were worth $9,941,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of META. Goldstone Financial Group LLC raised its position in Meta Platforms by 44.4% in the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock valued at $2,756,000 after purchasing an additional 1,153 shares during the period. CW Advisors LLC boosted its position in shares of Meta Platforms by 27.8% in the second quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock worth $130,467,000 after buying an additional 38,432 shares during the period. Ashton Thomas Private Wealth LLC grew its stake in shares of Meta Platforms by 34.2% in the third quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company’s stock valued at $38,373,000 after buying an additional 13,311 shares in the last quarter. Stephens Inc. AR grew its stake in shares of Meta Platforms by 5.6% in the second quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company’s stock valued at $62,507,000 after buying an additional 4,473 shares in the last quarter. Finally, Cherokee Insurance Co purchased a new stake in shares of Meta Platforms during the 2nd quarter valued at about $3,321,000. 79.91% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on META shares. Arete Research set a $718.00 price target on Meta Platforms in a research report on Thursday, December 4th. Oppenheimer lowered shares of Meta Platforms from an “outperform” rating to a “market perform” rating in a research note on Thursday, October 30th. Rosenblatt Securities boosted 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 report on Thursday, January 29th. Evercore raised their price target on shares of Meta Platforms from $875.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Mizuho lifted their price target on shares of Meta Platforms from $815.00 to $850.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average target price of $844.44.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Big AMD AI deal validates Meta’s AI roadmap and diversifies suppliers — Meta agreed to deploy up to ~6 gigawatts of AMD Instinct GPUs (a multi‑year, multi‑billion-dollar commitment and potential equity stake), a major catalyst for confidence in Meta’s AI infrastructure strategy. AMD clinches second mega chip supply deal, this time with Meta
• Positive Sentiment: Short interest fell meaningfully in February (down ~16.5%), reducing one source of downward pressure and making squeezes less likely to amplify sell-offs in the near term.
• Neutral Sentiment: Wall Street reaction is mixed but constructive — some banks (e.g., BofA) see long‑term earnings upside from the AMD tie‑up despite higher capex, while others remain cautious about elevated investment intensity. Meta-AMD AI deal boosts scale but extends high capex cycle, analysts say
• Neutral Sentiment: Policy and operational items could affect costs or timelines — the White House plans talks with Big Tech on data‑center power costs (potentially easing power concerns), and Meta will appear at the Morgan Stanley TMT conference (CFO Susan Li on March 4). White House to host Big Tech in pledge to rein in power costs Meta to Participate in the Morgan Stanley Technology, Media & Telecom Conference
• Neutral Sentiment: Product/monetization runway: reports that Meta is preparing a stablecoin/payments push in H2 2026 are a longer‑term monetization positive but carry regulatory and execution risk. Meta Hopes to Launch Stablecoin Payments Project This Year
• Negative Sentiment: Insider selling — CFO Susan Li disclosed a large sale (18,789 shares, ~21% reduction at the time) and COO Javier Olivan sold shares recently; such high‑value insider sales can prompt investor concern about executive conviction even if they are often for diversification or taxes. SEC filing: Susan J. Li sale SEC filing: Javier Olivan sale
• Negative Sentiment: High‑profile investor exit — reports that billionaire Stanley Druckenmiller eliminated his fund’s Meta position may weigh on sentiment and be interpreted as a vote of caution by some institutional players. Billionaire Investor Stanley Druckenmiller Eliminated His Fund’s Position in Meta Platforms
• Negative Sentiment: Legal/reputational risk from ongoing litigation — court filings about encryption and child‑safety concerns could prompt regulatory scrutiny and headline risk. Meta executive warned Facebook Messenger encryption plan was ‘so irresponsible’

Meta Platforms Trading Up 2.3%

Shares of NASDAQ META opened at $653.69 on Thursday. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock’s 50 day moving average price is $656.19 and its two-hundred day moving average price is $687.00. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The stock has a market capitalization of $1.65 trillion, a P/E ratio of 27.82, a PEG ratio of 1.09 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. The business had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the previous year, the business earned $8.02 EPS. On average, analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 16th. Meta Platforms’s dividend payout ratio is 8.94%.

Insider Buying and Selling at Meta Platforms

In other news, COO Javier Olivan sold 2,461 shares of Meta Platforms stock in a transaction dated Sunday, February 15th. The shares were sold at an average price of $639.77, for a total value of $1,574,473.97. Following the completion of the transaction, the chief operating officer directly owned 12,108 shares of the company’s stock, valued at approximately $7,746,335.16. The trade was a 16.89% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Robert M. Kimmitt sold 580 shares of the stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $646.00, for a total transaction of $374,680.00. Following the sale, the director owned 6,167 shares in the company, valued at approximately $3,983,882. This trade represents a 8.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 48,135 shares of company stock valued at $31,063,415. Corporate insiders own 13.61% of the company’s stock.

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.