Arkadios Wealth Advisors raised its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 9.8% in the third quarter, HoldingsChannel reports. The fund owned 48,051 shares of the social networking company’s stock after purchasing an additional 4,288 shares during the period. Meta Platforms accounts for approximately 0.8% of Arkadios Wealth Advisors’ investment portfolio, making the stock its 11th largest holding. Arkadios Wealth Advisors’ holdings in Meta Platforms were worth $35,288,000 at the end of the most recent quarter.
Other hedge funds have also bought and sold shares of the company. Turtle Creek Wealth Advisors LLC grew its stake in shares of Meta Platforms by 19.0% during the 3rd quarter. Turtle Creek Wealth Advisors LLC now owns 26,397 shares of the social networking company’s stock worth $19,386,000 after purchasing an additional 4,212 shares during the period. Nordwand Advisors LLC boosted its holdings in Meta Platforms by 47.7% during the third quarter. Nordwand Advisors LLC now owns 3,169 shares of the social networking company’s stock worth $2,327,000 after buying an additional 1,023 shares in the last quarter. Game Plan Financial Advisors LLC boosted its holdings in Meta Platforms by 79.6% during the third quarter. Game Plan Financial Advisors LLC now owns 264 shares of the social networking company’s stock worth $194,000 after buying an additional 117 shares in the last quarter. Carlton Hofferkamp & Jenks Wealth Management LLC grew its position in Meta Platforms by 34.3% during the third quarter. Carlton Hofferkamp & Jenks Wealth Management LLC now owns 536 shares of the social networking company’s stock valued at $402,000 after buying an additional 137 shares during the period. Finally, Verdence Capital Advisors LLC increased its holdings in Meta Platforms by 4.1% in the third quarter. Verdence Capital Advisors LLC now owns 24,346 shares of the social networking company’s stock valued at $18,279,000 after buying an additional 967 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: Signs of stronger monetization and AI tailwinds — analysts expect Q4 ad revenue to surge on AI-driven tools and higher engagement, boosting revenue outlook ahead of earnings. Will Higher Ad Revenues Aid Meta Platforms Stock in Q4 Earnings?
- Positive Sentiment: Big infrastructure commitment supports AI growth — Meta agreed to pay Corning up to $6 billion for fiber‑optic cables to expand U.S. AI data centers, signaling deep investment in capacity that underpins future ad and AI services. Meta signs deal to pay Corning up to $6 billion for fiber-optic cables, CNBC reports
- Positive Sentiment: New revenue stream potential — Meta is testing paid premium tiers for Instagram, Facebook and WhatsApp that bundle exclusive AI features and controls, which could diversify revenue beyond ads if adoption scales. Meta to test premium subscriptions on Instagram, Facebook, and WhatsApp
- Neutral Sentiment: Earnings event risk/reward — Meta reports Q4 after the close Wednesday; traders expect a sizable move, making near-term volatility likely even if results are strong. Here’s How Much Traders Expect Meta Stock To Move After Wednesday’s Earnings
- Neutral Sentiment: Market context — Meta is a focal point of the “Magnificent 7” earnings week; macro/Fed headlines and AI‑spend scrutiny could amplify stock moves independent of company fundamentals. Tech’s massive AI spend is under scrutiny ahead of earnings. Here’s what to watch
- Negative Sentiment: Major legal overhang — Meta and YouTube head to a high‑profile youth‑addiction trial this week (TikTok and Snap settled), creating reputational and potential financial risk depending on jury outcome and damages. TikTok joins Snap to settle social media addiction lawsuit, as Meta and YouTube head to trial
- Negative Sentiment: Regulatory and policy risks — Global moves to restrict children’s social‑media use (e.g., Egypt and other countries debating limits) add policy risk that could affect user engagement and compliance costs. Egypt to adopt restrictions on children’s social media use to fight ‘digital chaos’
- Negative Sentiment: Expense/capex scrutiny — Investors will focus on 2026 expense guidance and Reality Labs losses; aggressive AI and infra spending could pressure margins and drive near‑term stock volatility. Meta Platforms’ 2026 expense guidance in focus ahead of Q4 earnings
Meta Platforms Stock Performance
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, October 29th. The social networking company reported $7.25 EPS for the quarter, topping the consensus estimate of $6.74 by $0.51. The business had revenue of $51.24 billion for the quarter, compared to analyst estimates of $49.34 billion. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.The company’s quarterly revenue was up 26.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.03 EPS. On average, research analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.
Meta Platforms Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were paid a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio is 9.28%.
Analysts Set New Price Targets
META has been the topic of several recent analyst reports. Citigroup reissued a “buy” rating on shares of Meta Platforms in a research note on Thursday, December 4th. Roth Mkm reduced their price target on Meta Platforms from $845.00 to $800.00 and set a “buy” rating for the company in a report on Monday. KeyCorp lowered their price target on Meta Platforms from $875.00 to $835.00 and set an “overweight” rating on the stock in a research report on Monday. Stifel Nicolaus cut their price objective on Meta Platforms from $875.00 to $785.00 and set a “buy” rating for the company in a research report on Friday, January 23rd. Finally, Erste Group Bank downgraded Meta Platforms from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, Meta Platforms currently has an average rating of “Moderate Buy” and an average price target of $822.00.
Check Out Our Latest Report on Meta Platforms
Insider Buying and Selling
In related news, Director Robert M. Kimmitt sold 600 shares of the stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $609.35, for a total value of $365,610.00. Following the completion of the transaction, the director directly owned 7,347 shares in the company, valued at approximately $4,476,894.45. This represents a 7.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Susan J. Li sold 6,875 shares of the firm’s stock in a transaction on 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 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. The SEC filing for this sale provides additional information. Insiders sold a total of 39,596 shares of company stock worth $24,277,237 over the last ninety days. 13.61% of the stock is currently owned by 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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