Curated Wealth Partners LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 48.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,299 shares of the social networking company’s stock after purchasing an additional 2,068 shares during the quarter. Meta Platforms accounts for about 0.4% of Curated Wealth Partners LLC’s investment portfolio, making the stock its 21st biggest holding. Curated Wealth Partners LLC’s holdings in Meta Platforms were worth $4,158,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently modified their holdings of META. Westchester Capital Management Inc. purchased a new position in Meta Platforms in the 3rd quarter worth about $26,000. Bare Financial Services Inc purchased a new stake in shares of Meta Platforms during the 2nd quarter valued at about $30,000. Knuff & Co LLC purchased a new stake in shares of Meta Platforms during the 2nd quarter valued at about $44,000. PMV Capital Advisers LLC grew its stake in shares of Meta Platforms by 26.3% in the fourth quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company’s stock worth $63,000 after acquiring an additional 20 shares during the period. Finally, Evergreen Private Wealth LLC grew its stake in shares of Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after acquiring an additional 35 shares during the period. 79.91% of the stock is owned by institutional investors.
Key Stories Impacting Meta Platforms
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Entergy revised its Louisiana data-center deal with Meta so Meta will pay full cost-of-service and fund local energy upgrades (including seven natural‑gas plants), reducing project/regulatory risk for the hyperscale build. Entergy revised Meta data-center deal (Reuters)
- Positive Sentiment: Some sell‑the‑news rhetoric has created value opportunities: analysts point to cheaper valuation metrics and upgraded EPS forecasts, with commentators highlighting potential cost-savings from restructuring. Meta Platforms: Lean Into The Fear (Seeking Alpha)
- Neutral Sentiment: Meta is aggressively doubling down on AI infrastructure (Arm CPU initiative, large new data‑center programs) — a long‑term strategic positive for AI monetization but a near‑term cash drain that fuels investor uncertainty. Meta deepens AI strategy with new Arm CPU initiative (Zacks)
- Neutral Sentiment: Meta paid its first 2026 dividend ($0.525/share) — a modest income signal to investors but not material to the valuation story. Meta paid dividend (Finbold)
- Negative Sentiment: Two recent jury verdicts (including a $375M award and punitive damages from a social‑media addiction case) have raised the prospect of broader legal liability, regulatory changes and appeals that could increase future costs and compliance expenses. Meta shares slip after US jury verdicts (Reuters)
- Negative Sentiment: Market reaction: Meta joins a tech selloff this week (Nasdaq weakness), with share price declines of double‑digit percentages from recent highs as investors factor in litigation risk and margin pressure from AI capex. Tech stocks suffer worst week in nearly a year (CNBC)
- Negative Sentiment: Several outlets report steep intraday drops and heavy option activity as traders reposition; headlines argue the verdicts could trigger follow‑on litigation or regulatory remedies that resemble a “Big Tobacco”‑style reckoning. Meta stock plunges after lawsuit defeats (Blockonomi)
Meta Platforms Stock Down 4.0%
Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 net margin of 30.08% and a return on equity of 38.61%. The company’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $8.02 EPS. As a group, equities analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current year.
Meta Platforms Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Monday, March 16th were issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, March 16th. Meta Platforms’s payout ratio is currently 8.94%.
Wall Street Analyst Weigh In
A number of research analysts recently weighed in on META shares. Erste Group Bank upgraded shares of Meta Platforms from a “hold” rating to a “buy” rating in a research report on Thursday, March 5th. BMO Capital Markets lifted their target price on shares of Meta Platforms from $710.00 to $730.00 and gave the stock a “market perform” rating in a research report on Thursday, January 29th. Weiss Ratings reiterated a “buy (b)” rating on shares of Meta Platforms in a research note on Monday, December 29th. Wedbush increased their price target on Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Stifel Nicolaus raised their price target on Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Four analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $846.63.
Get Our Latest Stock Report on Meta Platforms
Insiders Place Their Bets
In other news, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $632.02, for a total value of $366,571.60. Following the transaction, the director owned 4,427 shares of the company’s stock, valued at $2,797,952.54. This trade represents a 11.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 162,484 shares of company stock worth $104,015,906 over the last quarter. 13.61% of the stock is currently owned by corporate insiders.
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.
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