Kingdom Financial Group LLC. Acquires 721 Shares of Meta Platforms, Inc. $META

Kingdom Financial Group LLC. raised its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 92.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,499 shares of the social networking company’s stock after acquiring an additional 721 shares during the quarter. Meta Platforms comprises approximately 0.7% of Kingdom Financial Group LLC.’s portfolio, making the stock its 27th biggest holding. Kingdom Financial Group LLC.’s holdings in Meta Platforms were worth $1,101,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. grew its stake 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 acquiring an additional 1,532,568 shares in the last quarter. State Street Corp grew its position in shares of Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Meta Platforms by 1.3% in the second quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock worth $37,902,948,000 after purchasing an additional 682,768 shares during the period. Norges Bank purchased a new stake in shares of Meta Platforms in the second quarter worth $23,155,393,000. Finally, Charles Schwab Investment Management Inc. boosted its stake in Meta Platforms by 1.8% during the second quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock valued at $10,694,644,000 after buying an additional 262,550 shares during the period. 79.91% of the stock is owned by institutional investors.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Q4 beat + AI narrative shift: Meta reported stronger‑than‑expected Q4 revenue and EPS and management framed ad strength as early proof that AI investments are improving monetization and engagement — a narrative some analysts now call an AI profit cycle. Meta’s Story Just Flipped — Seeking Alpha
• Positive Sentiment: Strong guidance & analyst upgrades: Q1 revenue guidance topped Street expectations and many firms raised price targets or reiterated buys, supporting the recent rally and giving institutional investors cover to support higher valuations. MarketBeat: Meta Soars After‑Hours
• Neutral Sentiment: Business diversification tests: Meta is piloting premium subscriptions for Instagram/Facebook/WhatsApp and expanding AI features — potential long‑term upside but unclear near‑term revenue impact. CNBC: Premium subscription tests
• Neutral Sentiment: Supply deals validate buildout but signal capital intensity: large supplier agreements (e.g., with Corning) back the AI data‑center plan while confirming heavy multi‑year spending. CNBC: Corning deal
• Negative Sentiment: Massive 2026 CapEx: Management guided to $115B–$135B of capex for 2026 — far above prior levels — raising near‑term cash intensity and margin dilution concerns despite management saying operating income should hold. Reuters: CapEx rise
• Negative Sentiment: Reality Labs drag: XR/Reality Labs continues to burn cash (multi‑billion losses), creating an ongoing margin headwind and execution risk for non‑ad businesses. TechCrunch: $19B VR burn
• Negative Sentiment: Regulatory & reputational headlines: A New Mexico trial alleging platforms exposed minors to exploitation and reports about content‑blocking controversies add legal and reputational risk that can pressure multiple‑quarter sentiment. Reuters: New Mexico trial
• Negative Sentiment: Near‑term profit‑taking & headline noise: high short‑term expectations after the rally, occasional pundit criticism (e.g., Jim Cramer) and small insider sales add to volatility and can push the stock down after its run. 247WallSt: Jim Cramer critique

Wall Street Analysts Forecast Growth

META has been the topic of a number of research analyst reports. Erste Group Bank lowered Meta Platforms from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. TD Cowen reaffirmed a “buy” rating on shares of Meta Platforms in a research note on Tuesday, January 13th. Cantor Fitzgerald reissued an “overweight” rating and issued a $860.00 price target (up previously from $750.00) on shares of Meta Platforms in a research note on Thursday. Citizens Jmp reissued an “outperform” rating and issued a $900.00 price target (up previously from $750.00) on shares of Meta Platforms in a report on Monday, November 24th. Finally, Evercore ISI lifted their price objective on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a report on Thursday. Five investment analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $847.98.

Meta Platforms Price Performance

Shares of NASDAQ:META opened at $716.50 on Friday. The company has a quick ratio of 1.98, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock has a market cap of $1.81 trillion, a PE ratio of 30.49, a PEG ratio of 1.46 and a beta of 1.29. The company’s fifty day moving average is $652.06 and its 200 day moving average is $696.01. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.16 by $0.72. The business had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The company’s revenue was up 23.8% on a year-over-year basis. During the same period in the prior year, the business posted $8.02 earnings per share. Research analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The business 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. The ex-dividend date was Monday, December 15th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s payout ratio is presently 8.94%.

Insider Transactions at Meta Platforms

In other Meta Platforms news, CAO Aaron Anderson sold 726 shares of the firm’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $591.60, for a total value of $429,501.60. Following the sale, the chief accounting officer owned 6,035 shares of the company’s stock, valued at $3,570,306. This trade represents a 10.74% decrease in their position. The sale 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 the business’s stock in a transaction dated Saturday, November 15th. The shares were sold at an average price of $609.46, for a total transaction of $4,190,037.50. Following the completion of the transaction, the chief financial officer owned 88,370 shares in the company, valued at $53,857,980.20. The trade was a 7.22% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 40,113 shares of company stock valued at $24,621,042. 13.61% of the stock is currently owned by insiders.

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.