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

Burling Wealth Partners LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 18.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 16,343 shares of the social networking company’s stock after buying an additional 2,490 shares during the quarter. Meta Platforms makes up 2.0% of Burling Wealth Partners LLC’s portfolio, making the stock its 13th biggest position. Burling Wealth Partners LLC’s holdings in Meta Platforms were worth $12,002,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of META. Brighton Jones LLC increased its position in Meta Platforms by 1.7% in the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after buying an additional 570 shares during the period. Revolve Wealth Partners LLC raised its position in shares of Meta Platforms by 10.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares in the last quarter. Headwater Capital Co Ltd lifted its stake in shares of Meta Platforms by 294.7% in the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after acquiring an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. bought a new position in shares of Meta Platforms in the second quarter valued at approximately $213,000. Finally, Capital & Planning LLC acquired a new position in shares of Meta Platforms during the second quarter valued at approximately $322,000. Institutional investors own 79.91% of the company’s stock.

Wall Street Analyst Weigh In

META has been the subject of a number of research reports. Raymond James Financial decreased their price target on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a research note on Monday, January 26th. Wedbush raised their target price on Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $900.00 price target (up from $870.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Rothschild & Co Redburn set a $900.00 price target on shares of Meta Platforms in a report on Monday, January 26th. Finally, Evercore lifted their price objective on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average target price of $844.44.

Key Headlines Impacting 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’

Insider Activity at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $646.00, for a total value of $374,680.00. Following the completion of the sale, the director owned 6,167 shares in the company, valued at $3,983,882. This represents a 8.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the sale, the chief technology officer directly owned 2,841 shares of the company’s stock, valued at $1,793,352.84. This trade represents a 74.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 48,135 shares of company stock worth $31,063,415 in the last 90 days. 13.61% of the stock is owned by corporate insiders.

Meta Platforms Stock Performance

Meta Platforms stock opened at $653.69 on Thursday. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The firm’s 50 day simple moving average is $656.19 and its 200-day simple moving average is $687.00. 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 has a market cap of $1.65 trillion, a P/E ratio of 27.82, a price-to-earnings-growth ratio of 1.09 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last announced its 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 the consensus estimate of $58.33 billion. During the same period in the previous year, the business earned $8.02 EPS. The company’s revenue was up 23.8% on a year-over-year basis. As a group, equities research analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

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