Allium Financial Advisors LLC Reduces Holdings in Meta Platforms, Inc. $META

Allium Financial Advisors LLC lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 48.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,205 shares of the social networking company’s stock after selling 2,110 shares during the quarter. Meta Platforms comprises 1.3% of Allium Financial Advisors LLC’s portfolio, making the stock its 16th largest position. Allium Financial Advisors LLC’s holdings in Meta Platforms were worth $1,619,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the stock. Trust Co of the South boosted its position in Meta Platforms by 0.8% during the 3rd quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock valued at $1,359,000 after acquiring an additional 14 shares in the last quarter. Sentinel Pension Advisors LLC raised its position in shares of Meta Platforms by 1.6% in the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after acquiring an additional 14 shares in the last quarter. Alpine Bank Wealth Management lifted its stake in shares of Meta Platforms by 0.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock valued at $3,159,000 after purchasing an additional 14 shares during the period. Valued Wealth Advisors LLC lifted its stake in shares of Meta Platforms by 3.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company’s stock valued at $334,000 after purchasing an additional 14 shares during the period. Finally, Vista Capital Partners Inc. boosted its position in shares of Meta Platforms by 1.3% during the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock valued at $794,000 after purchasing an additional 14 shares in the last quarter. 79.91% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on META. Monness Crespi & Hardt upped their price target on Meta Platforms from $808.00 to $890.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $810.00 price objective on shares of Meta Platforms in a research report on Thursday, January 29th. Erste Group Bank raised shares of Meta Platforms from a “hold” rating to a “buy” rating in a research report on Thursday, March 5th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $860.00 price target (up from $750.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Finally, Mizuho lifted their price target on shares of Meta Platforms from $815.00 to $850.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and a consensus price target of $844.44.

Meta Platforms News Summary

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

• Positive Sentiment: Meta is rolling out new Meta AI features for Facebook Marketplace (automated listing creation and pricing) that help monetize its ads/commerce funnel and show ongoing productization of AI. Meta AI Writes Listings and Sets Prices for Facebook Marketplace Sellers
• Positive Sentiment: Meta outlined an aggressive in‑house chip roadmap (MTIA series) focused on generative AI inference — this could lower long‑term inference costs and improve margins if deployed at scale. Meta Chip Roadmap Puts AI Inference And Costs In Sharper Focus
• Positive Sentiment: Several bullish takeaways: fund managers cite Meta’s cost discipline and scale as advantages, and some analysts/notes argue the stock is attractively valued among large cap AI beneficiaries. These views provide a counterweight to short‑term AI execution concerns. Cuggino likes Meta for cost discipline
• Neutral Sentiment: Insider selling: COO Javier Olivan disclosed sales in early March (files show multiple transactions). Sizeable insider sales can draw attention but don’t necessarily signal company fundamentals. SEC filing – Olivan insider sale
• Neutral Sentiment: Regulatory scrutiny continues in the U.K. around child safety on platforms — a recurring policy risk that can affect product rollouts and compliance costs but is broadly anticipated by investors. UK watchdogs press Meta to block children
• Negative Sentiment: Avocado delay: Multiple outlets report Meta pushed the Avocado launch from this month to at least May after performance concerns, prompting investor worry about missed timelines and competitive positioning vs. Google/OpenAI. Meta Delays Rollout of New A.I. Model After Performance Concerns
• Negative Sentiment: Market reaction & scrutiny: Reports highlight that the delay increases scrutiny of Meta’s multibillion‑dollar AI investments and raises the risk of competitors pulling ahead, pressuring sentiment and the stock near term. Meta delays rollout of new AI model, NYT reports
• Negative Sentiment: Additional coverage frames the pause as a potential strategic cost — analysts and commentary ask whether Meta can afford to wait while rivals sprint ahead, amplifying short‑term downside risk. Avocado on Ice: Can Meta Afford to Pause?

Insider Buying and Selling at Meta Platforms

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Javier Olivan sold 926 shares of the company’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $634.94, for a total transaction of $587,954.44. Following the completion of the transaction, the chief operating officer owned 15,187 shares in the company, valued at approximately $9,642,833.78. This represents a 5.75% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 161,446 shares of company stock worth $103,451,688. 13.61% of the stock is owned by corporate insiders.

Meta Platforms Trading Down 3.8%

Meta Platforms stock opened at $613.71 on Friday. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The company has a market capitalization of $1.55 trillion, a price-to-earnings ratio of 26.12, a price-to-earnings-growth ratio of 0.95 and a beta of 1.30. The business’s fifty day simple moving average is $653.25 and its two-hundred day simple moving average is $677.38. 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 (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 the consensus estimate of $8.16 by $0.72. The firm 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 company’s revenue was up 23.8% on a year-over-year basis. During the same period last year, the company earned $8.02 earnings per share. As a group, equities analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

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

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.