One Wealth Advisors LLC Boosts Stock Position in Meta Platforms, Inc. $META

One Wealth Advisors LLC grew its holdings in Meta Platforms, Inc. (NASDAQ:META) by 25.9% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,392 shares of the social networking company’s stock after buying an additional 1,729 shares during the period. One Wealth Advisors LLC’s holdings in Meta Platforms were worth $6,163,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently modified their holdings of the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors boosted its position in shares of Meta Platforms by 0.4% during the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company’s stock valued at $2,587,000 after buying an additional 13 shares during the period. Hemington Wealth Management lifted its holdings in shares of Meta Platforms by 0.6% in the 2nd quarter. Hemington Wealth Management now owns 2,223 shares of the social networking company’s stock worth $1,641,000 after buying an additional 14 shares during the period. Vista Capital Partners Inc. lifted its stake in Meta Platforms by 1.3% in the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock worth $794,000 after acquiring an additional 14 shares during the period. Trust Co of the South lifted its stake in Meta Platforms by 0.8% in the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock worth $1,359,000 after acquiring an additional 14 shares during the period. Finally, Sentinel Pension Advisors LLC grew its holdings in Meta Platforms by 1.6% during the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after acquiring an additional 14 shares in the last quarter. Institutional investors 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 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

Analysts Set New Price Targets

Several equities research analysts have recently commented on META shares. Rothschild Redb upgraded shares of Meta Platforms from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Citigroup reissued an “outperform” rating on shares of Meta Platforms in a report on Thursday, January 29th. Zacks Research lowered Meta Platforms from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Oppenheimer cut Meta Platforms from an “outperform” rating to a “market perform” rating in a research report on Thursday, October 30th. Finally, KeyCorp cut their price target on Meta Platforms from $875.00 to $835.00 and set an “overweight” rating on the stock in a report on Monday, January 26th. Five analysts have rated the stock with a Strong Buy rating, forty-one have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $848.50.

Meta Platforms Trading Up 0.2%

NASDAQ:META opened at $670.21 on Friday. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The firm has a fifty day simple moving average of $656.48 and a 200-day simple moving average of $695.54. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $1.69 trillion, a P/E ratio of 28.52, a PEG ratio of 1.14 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last released its 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 firm had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm’s revenue was up 23.8% on a year-over-year basis. During the same period in the prior year, the firm earned $8.02 EPS. On average, equities 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 disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were issued a $0.525 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is currently 8.94%.

Insider Transactions at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 600 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $609.35, for a total transaction of $365,610.00. Following the completion of the transaction, the director directly owned 7,347 shares of the company’s stock, valued at approximately $4,476,894.45. This trade represents a 7.55% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CTO Andrew Bosworth sold 11,690 shares of the company’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $593.31, for a total transaction of $6,935,793.90. Following the completion of the sale, the chief technology officer directly owned 2,415 shares in the company, valued at $1,432,843.65. This trade represents a 82.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 39,594 shares of company stock valued at $24,325,407. 13.61% of the stock is owned by company insiders.

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.