Strategic Blueprint LLC Boosts Stake in Meta Platforms, Inc. $META

Strategic Blueprint LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META) by 16.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,409 shares of the social networking company’s stock after acquiring an additional 1,888 shares during the period. Strategic Blueprint LLC’s holdings in Meta Platforms were worth $9,847,000 as of its most recent SEC filing.

A number of other institutional investors have also 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 valued at about $30,000. Evergreen Private Wealth LLC boosted its stake in Meta Platforms by 237.5% in the second quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company’s stock worth $40,000 after buying an additional 38 shares in the last quarter. Briaud Financial Planning Inc bought a new position in shares of Meta Platforms in the 2nd quarter worth approximately $42,000. Knuff & Co LLC purchased a new position in shares of Meta Platforms in the 2nd quarter valued at approximately $44,000. Finally, WFA Asset Management Corp boosted its position in shares of Meta Platforms by 42.6% during the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock valued at $49,000 after purchasing an additional 20 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Big‑tech energy deals reduce a major execution risk for Meta’s AI/data‑center buildout — Meta signed prepayment/partner arrangements (e.g., Oklo) that de‑risk long‑term baseload power for its compute expansion, which supports the Meta Compute plan. Oklo’s Meta Deal De-Risks the Story—Rebound Setup Emerging
• Positive Sentiment: Additional nuclear partnerships (Terrapower reports) signal Meta is securing long‑term, reliable power — important as Meta scales “tens/hundreds of gigawatts” for AI. Bill Gates’ Terrapower to supply Meta Platforms with nuclear reactors
• Positive Sentiment: Demand signals for AI wearables: Meta and EssilorLuxottica are discussing ramping Ray‑Ban Meta smart glasses output, supporting the company’s pivot to AI devices and potential revenue diversification beyond advertising. Meta mulls doubling output of Ray-Ban glasses by year end
• Positive Sentiment: Analyst bullishness: a couple of firms reaffirmed/raised targets (Rosenblatt, TD Cowen), indicating upside expectation if Meta’s AI investments pay off.
• Neutral Sentiment: Meta Compute initiative outlines a massive data‑center/data‑power capex path to own AI infrastructure — strategically positive long term but increases near‑term capital intensity and execution risk. Meta Compute: Inside Zuckerberg’s Massive Data Center Bet
• Neutral Sentiment: Quarterly release scheduled after the close on Jan. 28 — upcoming results and guidance will be a key catalyst for the next leg of the stock’s move. Meta to Announce Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Reality Labs layoffs (~1,500 jobs, ~10% of division) signal contraction of metaverse ambitions and larger restructuring; while this cuts costs, it raises near‑term execution and product risks for VR/metaverse roadmap. Meta Lays Off 1,500 People in Metaverse Division
• Negative Sentiment: Analyst downgrades and pessimistic forecasts (some outlets reporting cuts in sentiment and price targets) are pressuring the stock amid concerns about very large 2026 capex guidance and falling free‑cash‑flow. Wells Fargo & Company Issues Pessimistic Forecast for Meta Platforms
• Negative Sentiment: Insider selling: COO Javier Olivan disclosed a sale (~517 shares) which, paired with other negative headlines, can amplify short‑term selling pressure. SEC Filing: Javier Olivan sale
• Negative Sentiment: Regulatory/legal risks persist (e.g., Brazil/WhatsApp orders and appeals) that could add litigation or compliance costs in key markets. Meta, WhatsApp approach Supreme Court against NCLAT decision

Insiders Place Their Bets

In related news, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction on Monday, January 12th. The stock was sold at an average price of $653.00, for a total value of $337,601.00. Following the completion of the sale, the chief operating officer owned 11,166 shares of the company’s stock, valued at $7,291,398. The trade was a 4.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Jennifer Newstead sold 519 shares of the company’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $658.69, for a total value of $341,860.11. Following the sale, the insider owned 28,658 shares of the company’s stock, valued at approximately $18,876,738.02. This trade represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 40,571 shares of company stock valued at $25,137,541. Company insiders own 13.61% of the company’s stock.

Meta Platforms Price Performance

Shares of NASDAQ:META opened at $615.52 on Thursday. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The business has a 50-day simple moving average of $641.01 and a two-hundred day simple moving average of $701.60. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.98 and a current ratio of 1.98. The firm has a market cap of $1.55 trillion, a price-to-earnings ratio of 27.19, a price-to-earnings-growth ratio of 1.25 and a beta of 1.29.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results on Wednesday, October 29th. The social networking company reported $7.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.74 by $0.51. Meta Platforms had a net margin of 30.89% and a return on equity of 39.35%. The firm had revenue of $51.24 billion for the quarter, compared to the consensus estimate of $49.34 billion. During the same quarter last year, the firm posted $6.03 EPS. The business’s quarterly revenue was up 26.2% compared to the same quarter last year. On average, analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were given a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Monday, December 15th. Meta Platforms’s payout ratio is 9.28%.

Analysts Set New Price Targets

A number of equities analysts have issued reports on META shares. Zacks Research downgraded Meta Platforms from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Morgan Stanley reduced their target price on shares of Meta Platforms from $820.00 to $750.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Wells Fargo & Company lowered their price target on shares of Meta Platforms from $802.00 to $795.00 and set an “overweight” rating for the company in a research report on Monday. Benchmark cut shares of Meta Platforms from a “buy” rating to a “hold” rating in a report on Thursday, October 30th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Meta Platforms in a research note on Monday, December 29th. Four equities 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 company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $822.96.

Meta Platforms 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.