CFM Wealth Partners LLC Increases Stock Position in Meta Platforms, Inc. $META

CFM Wealth Partners LLC raised its stake in Meta Platforms, Inc. (NASDAQ:META) by 10.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 29,582 shares of the social networking company’s stock after acquiring an additional 2,908 shares during the quarter. Meta Platforms makes up 3.2% of CFM Wealth Partners LLC’s holdings, making the stock its 6th biggest position. CFM Wealth Partners LLC’s holdings in Meta Platforms were worth $21,724,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of META. Bare Financial Services Inc bought a new stake in Meta Platforms in the 2nd quarter valued at about $30,000. Briaud Financial Planning Inc purchased a new position in shares of Meta Platforms in the second quarter worth about $42,000. Knuff & Co LLC purchased a new position in shares of Meta Platforms in the second quarter worth about $44,000. WFA Asset Management Corp raised its position in shares of Meta Platforms by 42.6% in the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock valued at $49,000 after purchasing an additional 20 shares during the period. Finally, Spurstone Advisory Services LLC purchased a new stake in shares of Meta Platforms during the 2nd quarter valued at approximately $59,000. 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: Q4 results and forward guide strengthened the bull case: Meta beat on revenue and EPS and its guidance prompted upgrades and bullish analyst notes, supporting near‑term upside. Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?
• Positive Sentiment: AI monetization and user metrics are improving: Seeking Alpha highlights AI-driven ad redistributions (Lattice/GEM), daily active users up ~7% to 3.58B, ad impressions +18% and Reels watch time +30% — signals that AI is already boosting engagement and ad revenue. Meta: Buy The AI Revolution
• Positive Sentiment: Institutional support: Several funds have added to Meta (e.g., Davis Selected Advisers, Alecta), and brokers have raised targets or reiterated buys—helps sustain buying momentum after the beat. Alecta Pensionsforsakring, Omsesidigt boosts Meta Platforms stake
• Neutral Sentiment: CapEx is rising as Meta scales AI infrastructure: Meta guided to much higher 2026 capex (investing in MTIA and data centers) — strategic for growth but capital‑intensive; impact on margins depends on monetization pace. Soaring Hyperscaler CapEx Signals Good Things Ahead for Broadcom
• Neutral Sentiment: ESG / renewable moves: Meta expanded a PPA for the Skull Creek solar plant — supports sustainability goals but has no immediate revenue impact. Zelestra Expands Relationship with Meta in the US (Skull Creek PPA)
• Negative Sentiment: Insider selling: COO Javier Olivan disclosed multiple small sales (recently 517 shares), which is minor in size but can feed short‑term profit‑taking narratives. SEC Filing – Javier Olivan sale
• Negative Sentiment: Regulatory risk in key markets: India’s top court questioned WhatsApp’s data‑sharing with Meta entities — any reimposed restrictions or fines could hurt growth/engagement in a large market. India’s top court questions WhatsApp data sharing
• Negative Sentiment: Cost and margin worries: Elevated AI and data‑center spending has investors debating trade‑off between near‑term margin pressure and long‑term gains; some profit‑taking followed the recent rally. Meta: Still A ‘Buy,’ But Nearing The End Of Its Run As Expenses Mount

Insider Buying and Selling

In other Meta Platforms news, insider Jennifer Newstead sold 519 shares of the company’s stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total value of $341,860.11. Following the completion of the sale, the insider owned 28,658 shares of the company’s stock, valued at $18,876,738.02. This represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $714.60, for a total transaction of $369,448.20. Following the transaction, the chief operating officer directly owned 9,615 shares in the company, valued at $6,870,879. This trade represents a 5.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 39,594 shares of company stock worth $24,325,407 in the last quarter. 13.61% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on META shares. Cantor Fitzgerald reiterated an “overweight” rating and issued a $860.00 price objective (up from $750.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Piper Sandler lifted their price target on Meta Platforms from $840.00 to $880.00 and gave the company an “overweight” rating in a research report on Thursday, January 29th. Mizuho increased their price objective on Meta Platforms from $815.00 to $850.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Rosenblatt Securities lifted their target price on Meta Platforms from $1,117.00 to $1,144.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, Raymond James Financial decreased their price target on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a research report on Monday, January 26th. Five investment analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus price target of $848.50.

Meta Platforms Stock Performance

Meta Platforms stock opened at $670.21 on Friday. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. The stock has a market cap of $1.69 trillion, a P/E ratio of 28.52, a price-to-earnings-growth ratio of 1.14 and a beta of 1.28. The firm’s fifty day moving average price is $656.48 and its 200-day moving average price is $695.54.

Meta Platforms (NASDAQ:META) last released 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 return on equity of 38.61% and a net margin of 30.08%.The business had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. During the same quarter in the prior year, the firm earned $8.02 earnings per share. The firm’s revenue was up 23.8% on a year-over-year basis. On average, equities research analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors 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 dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is currently 8.94%.

Meta Platforms 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.