BKM Wealth Management LLC Acquires 3,225 Shares of Meta Platforms, Inc. $META

BKM Wealth Management LLC boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 605.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,758 shares of the social networking company’s stock after purchasing an additional 3,225 shares during the quarter. Meta Platforms comprises approximately 1.0% of BKM Wealth Management LLC’s investment portfolio, making the stock its 25th biggest position. BKM Wealth Management LLC’s holdings in Meta Platforms were worth $2,760,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of META. Bay Colony Advisory Group Inc d b a Bay Colony Advisors boosted its position in shares of Meta Platforms by 0.4% in the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company’s stock valued at $2,587,000 after acquiring an additional 13 shares during the period. Pachira Investments Inc. grew its position in shares of Meta Platforms by 3.0% during the 2nd quarter. Pachira Investments Inc. now owns 488 shares of the social networking company’s stock worth $360,000 after purchasing an additional 14 shares in the last quarter. Hemington Wealth Management increased its holdings in shares of Meta Platforms by 0.6% during the second quarter. Hemington Wealth Management now owns 2,223 shares of the social networking company’s stock worth $1,641,000 after purchasing an additional 14 shares during the period. Trust Co of the South raised its position in shares of Meta Platforms by 0.8% in the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock valued at $1,359,000 after buying an additional 14 shares in the last quarter. Finally, Sentinel Pension Advisors LLC boosted its stake in shares of Meta Platforms by 1.6% in the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock valued at $672,000 after buying an additional 14 shares during the period. 79.91% of the stock is owned by institutional investors.

Key Meta Platforms News

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

• Positive Sentiment: Deals that de‑risk Meta’s AI/data‑center power needs — Meta has signed prepayment/partnership agreements (e.g., Oklo) to secure long‑term baseload energy for its Prometheus supercluster and broader Meta Compute buildout, lowering a major execution risk for its massive data‑center plans. Oklo’s Meta Deal De-Risks the Story—Rebound Setup Emerging
• Positive Sentiment: BofA and other firms show constructive analyst interest — BofA reiterated/maintained a buy stance tied to Meta’s AI infra progress; Rosenblatt and some boutiques have also been positive recently, which can support sentiment if execution continues. BofA Securities Asserts Buy Stance
• Positive Sentiment: Hardware demand signal — reports say Meta is discussing doubling Ray‑Ban Meta glasses output, signaling potential early revenue diversification from AI wearables beyond advertising. Meta mulls doubling output of Ray‑Ban glasses
• Neutral Sentiment: Meta Compute initiative is long‑term strategic but capital intensive — the plan to build “tens/hundreds of gigawatts” of compute capacity underscores AI ambition (control and optionality) but raises timing and ROI questions for investors. Meta Compute: Inside Zuckerberg’s Massive Data Center Bet
• Neutral Sentiment: Wikipedia/API partnerships broaden AI training access — Meta joins others to formalize access to Wikipedia content for LLM training; strategic but not an immediate revenue driver. Wikipedia signs AI content training deals
• Neutral Sentiment: Near‑term catalyst: Q4/2025 earnings and 2026 guidance (scheduled Jan. 28) — results and explicit capex/FCF guidance will likely be the primary short‑term driver. Meta to Announce Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Reality Labs headcount cuts (~1,000–1,500 jobs) signal a pullback in metaverse investment — while lowering costs, the layoffs underscore a strategic pivot (and product risk) away from VR, which can unsettle investors focused on long‑term innovation stories. Meta Cuts Reality Labs Jobs
• Negative Sentiment: Capex and free‑cash‑flow pressure — analysts and articles highlight materially higher 2026 capex and declining LTM FCF, which has prompted some downgrades and valuation concerns; that pressure can weigh on the stock until FCF trends stabilize. Meta Compute: Capex/FCF analysis
• Negative Sentiment: Insider selling / high‑profile sales — recent disclosures show COO Javier Olivan has sold blocks of shares; combined with other negative headlines this can amplify short‑term selling pressure. SEC filing: Olivan sale
• Negative Sentiment: Analyst downgrades and valuation skepticism — some firms have trimmed targets or expressed caution about the funding intensity and timing of AI monetization, which keeps shares vulnerable to multiple compression. Analyst downgrade reports

Meta Platforms Stock Down 0.1%

Shares of NASDAQ:META opened at $620.25 on Friday. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.98 and a current ratio of 1.98. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The business’s 50 day simple moving average is $641.02 and its two-hundred day simple moving average is $700.22. The firm has a market cap of $1.56 trillion, a P/E ratio of 27.40, a PEG ratio of 1.23 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 for the quarter, beating the consensus estimate of $6.74 by $0.51. The business had revenue of $51.24 billion for the quarter, compared to analysts’ expectations of $49.34 billion. Meta Platforms had a net margin of 30.89% and a return on equity of 39.35%. The firm’s revenue for the quarter was up 26.2% compared to the same quarter last year. During the same quarter last year, the firm earned $6.03 EPS. As a group, research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently disclosed 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 dividend payout ratio is presently 9.28%.

Insider Buying and Selling

In other news, COO Javier Olivan sold 2,610 shares of the stock in a transaction that occurred on Saturday, November 15th. The shares were sold at an average price of $609.46, for a total transaction of $1,590,690.60. Following the completion of the transaction, the chief operating officer directly owned 9,784 shares of the company’s stock, valued at $5,962,956.64. This represents a 21.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Susan J. Li sold 6,875 shares of Meta Platforms stock in a transaction dated Saturday, November 15th. The stock was sold at an average price of $609.46, for a total value of $4,190,037.50. Following the completion of the sale, the chief financial officer directly owned 88,370 shares of the company’s stock, valued at approximately $53,857,980.20. This trade represents a 7.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 40,571 shares of company stock valued at $25,137,541 over the last quarter. Corporate insiders own 13.61% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have issued reports on META. Erste Group Bank downgraded shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Robert W. Baird decreased their target price on Meta Platforms from $820.00 to $815.00 and set an “outperform” rating on the stock in a research report on Tuesday, December 23rd. Sanford C. Bernstein reissued an “outperform” rating and set a $870.00 target price (down previously from $900.00) on shares of Meta Platforms in a research note on Thursday, October 30th. BNP Paribas started coverage on shares of Meta Platforms in a research note on Monday, November 24th. They issued an “outperform” rating and a $800.00 price target on the stock. Finally, Jefferies Financial Group decreased their price target on shares of Meta Platforms from $950.00 to $910.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. Four 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 presently has a consensus rating of “Moderate Buy” and an average price target of $822.96.

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.