Wilmington Savings Fund Society FSB lifted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,797 shares of the social networking company’s stock after acquiring an additional 1,337 shares during the period. Wilmington Savings Fund Society FSB’s holdings in Meta Platforms were worth $24,820,000 as of its most recent SEC filing.
Several other hedge funds have also made changes to their positions in the company. Norges Bank acquired a new stake in Meta Platforms during the 2nd quarter valued at $23,155,393,000. Laurel Wealth Advisors LLC grew its holdings in shares of Meta Platforms by 73,443.1% during the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock valued at $6,212,506,000 after buying an additional 8,405,558 shares in the last quarter. State Street Corp grew its holdings in shares of Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after buying an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. raised its position in Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock valued at $142,149,566,000 after buying an additional 1,532,568 shares during the period. Finally, Corient Private Wealth LLC lifted its stake in Meta Platforms by 103.5% in the 2nd quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company’s stock worth $1,475,166,000 after acquiring an additional 1,016,667 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.
Key Headlines Impacting Meta Platforms
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Threads ad rollout expands immediate ad-monetization optionality for a 400M+ MAU product, supporting near-term revenue upside. Read More.
- Positive Sentiment: Analysts and investors point to attractive valuation after the pullback (multiple firms reiterating buys and high price targets), encouraging value-oriented buying. Read More.
- Positive Sentiment: Operational/tech progress: Meta’s AI lab reportedly delivered its first in-house models, a signal that internal AI capability is advancing and could support future product monetization and efficiency gains. Read More.
- Positive Sentiment: Hardware/metaverse upside: TD Cowen raised its PT and Meta plans to ramp Meta Glasses production, which supports longer-term diversification of revenue streams. Read More.
- Neutral Sentiment: Meta suspended teen access to its AI characters globally while it builds a teen-specific version — a precautionary move that reduces regulatory/PR risk but could slow feature engagement and short-term monetization from those users. Read More.
- Neutral Sentiment: Upcoming earnings (Jan. 28) and especially 2026 CapEx guidance are the primary near-term catalysts — strong revenue/AI updates could lift shares, while higher-than-expected CapEx would likely pressure the stock. Read More.
- Neutral Sentiment: Insider activity: COO Javier Oliván’s routine share sales continue to be disclosed; amounts are modest relative to his holdings and the company, so impact is limited. Read More.
- Negative Sentiment: Regulatory risk: UK regulator Ofcom opened an investigation into Meta’s responsiveness on WhatsApp data requests, increasing compliance uncertainty in Europe. Read More.
- Negative Sentiment: Legal risk: Meta is contesting evidence limits ahead of a New Mexico child-safety trial — unfavorable rulings or negative publicity could weigh on sentiment. Read More.
- Negative Sentiment: Analyst pressure: Some firms have trimmed price targets (Stifel cut its PT; UBS trimmed earlier), reflecting sensitivity to guidance and spending — these moves can cap near-term upside if guidance disappoints. Read More.
Meta Platforms Stock Up 1.7%
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results on Wednesday, October 29th. The social networking company reported $7.25 EPS for the quarter, beating the consensus estimate of $6.74 by $0.51. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.The company 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 company posted $6.03 earnings per share. The company’s revenue for the quarter was up 26.2% compared to the same quarter last year. As a group, research analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current year.
Meta Platforms Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were issued 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 was Monday, December 15th. Meta Platforms’s dividend payout ratio is 9.28%.
Wall Street Analyst Weigh In
META has been the topic of several research analyst reports. Stifel Nicolaus lowered their target price on Meta Platforms from $875.00 to $785.00 and set a “buy” rating on the stock in a research note on Friday. Raymond James Financial restated a “strong-buy” rating and issued a $825.00 target price (down previously from $900.00) on shares of Meta Platforms in a research note on Thursday, October 30th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $910.00 target price on shares of Meta Platforms in a research report on Thursday. Wall Street Zen downgraded Meta Platforms from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, Monness Crespi & Hardt dropped their price objective on Meta Platforms from $860.00 to $808.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $818.57.
Get Our Latest Stock Report on META
Insider Buying and Selling at Meta Platforms
In related news, COO Javier Olivan sold 517 shares of the stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $608.35, for a total transaction of $314,516.95. Following the completion of the sale, the chief operating officer owned 10,649 shares in the company, valued at $6,478,319.15. This represents a 4.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $618.28, for a total value of $358,602.40. Following the completion of the transaction, the director directly owned 5,587 shares in the company, valued at approximately $3,454,330.36. This represents a 9.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 40,632 shares of company stock worth $25,055,572 over the last ninety days. Company insiders own 13.61% of the company’s stock.
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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