Avidian Wealth Enterprises LLC increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.0% in the third quarter, HoldingsChannel.com reports. The firm owned 16,063 shares of the social networking company’s stock after buying an additional 763 shares during the period. Avidian Wealth Enterprises LLC’s holdings in Meta Platforms were worth $11,797,000 at the end of the most recent quarter.
Several other institutional investors have also recently added to or reduced their stakes in META. Rakuten Investment Management Inc. acquired a new position in Meta Platforms during the third quarter worth $96,391,000. BankPlus Wealth Management LLC raised its holdings in shares of Meta Platforms by 57.1% in the 3rd quarter. BankPlus Wealth Management LLC now owns 696 shares of the social networking company’s stock valued at $512,000 after buying an additional 253 shares during the period. Cornerstone Wealth Group LLC lifted its stake in Meta Platforms by 2.4% during the 3rd quarter. Cornerstone Wealth Group LLC now owns 19,458 shares of the social networking company’s stock worth $14,289,000 after acquiring an additional 463 shares in the last quarter. FSA Investment Group LLC purchased a new position in Meta Platforms during the 3rd quarter valued at about $287,000. Finally, Samalin Investment Counsel LLC grew its position in Meta Platforms by 16.4% in the 3rd quarter. Samalin Investment Counsel LLC now owns 3,743 shares of the social networking company’s stock valued at $2,749,000 after acquiring an additional 528 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.
Meta Platforms News Roundup
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Q4 beat and strong guidance — Meta reported $59.9B revenue and $8.88 EPS (both above estimates) and guided Q1 revenue to $53.5B–$56.5B, signaling continued ad strength and giving investors confidence the AI investments are starting to lift monetization. CNBC: Meta beats on top, bottom lines, gives stronger-than-expected forecast
- Positive Sentiment: Wall Street upgrades and target increases — Multiple firms raised price targets and ratings after the print, reflecting renewed analyst conviction in revenue upside and AI tailwinds (several targets now imply double‑digit upside). MarketBeat: Meta Soars After-Hours
- Positive Sentiment: Technical/market momentum — Analysts and technical commentators note the stock reclaimed key levels and is showing breakout momentum after earnings, which supports further near‑term buying. FXEmpire: Technical Breakout Signals Higher Prices
- Neutral Sentiment: Local PR / community investment — Meta committed $50M to develop a Sac State downtown center; positive for brand and local relations but unlikely to move fundamentals materially. BizJournals: Meta commits $50M to Sac State downtown center
- Neutral Sentiment: Product tests to diversify revenue — Meta is testing premium subscription tiers across Instagram/Facebook/WhatsApp; potential upside long term but unclear near‑term revenue impact. CNET: Meta confirms testing of premium subscriptions
- Negative Sentiment: Huge 2026 CapEx ramp announced — Management expects 2026 capital expenditures of roughly $115B–$135B to build AI infrastructure, a front‑loaded commitment that raises questions about near‑term returns and margin pressure. Reuters: Meta expects annual capital expenditures to rise
- Negative Sentiment: Reality Labs remains a drag — The XR/Reality Labs unit posted an operating loss (~$6.02B in Q4) and prior reporting shows large cash burn, highlighting ongoing margin risk. CNBC: Reality Labs posts $6.02B loss
- Negative Sentiment: XR cash burn and uncertainty — Reporting that Reality Labs burned ~$19B recently (and has had layoffs) is a reminder that Meta’s non‑ad investments are costly and uncertain. TechCrunch: Meta burned $19B on VR
- Negative Sentiment: Small insider sale — COO Javier Oliván sold 517 shares (disclosed); amount is modest but some investors note insider sales when evaluating sentiment. SEC filing: Oliván insider sale
Insider Activity
Meta Platforms Stock Performance
Shares of META stock opened at $738.31 on Friday. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. 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 $1.86 trillion, a price-to-earnings ratio of 31.42, a PEG ratio of 1.33 and a beta of 1.29. The stock’s 50-day moving average is $649.61 and its two-hundred day moving average is $696.14.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 39.91%. The business had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. During the same period in the previous year, the company posted $8.02 EPS. The company’s quarterly revenue was up 23.8% on a year-over-year basis. Analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.
Meta Platforms Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were paid a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is 9.28%.
Analyst Ratings Changes
Several research analysts have recently commented on the stock. Redburn Partners set a $900.00 price objective on shares of Meta Platforms in a research note on Monday. BNP Paribas Exane began coverage on shares of Meta Platforms in a research report on Monday, November 24th. They issued an “outperform” rating and a $800.00 price target for the company. Rosenblatt Securities boosted their price target on shares of Meta Platforms from $1,117.00 to $1,144.00 and gave the stock a “buy” rating in a research note on Thursday. KeyCorp reduced their price objective on Meta Platforms from $875.00 to $835.00 and set an “overweight” rating on the stock in a research note on Monday. Finally, Benchmark cut Meta Platforms from a “buy” rating to a “hold” rating in a research note on Thursday, October 30th. Five research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $847.98.
Check Out Our Latest Stock Analysis on META
Meta Platforms Company 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.
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