Meta Platforms, Inc. $META Shares Purchased by Guerra Advisors Inc

Guerra Advisors Inc boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 37.2% in the third quarter, HoldingsChannel reports. The firm owned 4,758 shares of the social networking company’s stock after buying an additional 1,290 shares during the period. Meta Platforms accounts for about 1.3% of Guerra Advisors Inc’s holdings, making the stock its 25th biggest holding. Guerra Advisors Inc’s holdings in Meta Platforms were worth $3,494,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Bare Financial Services Inc acquired a new position in Meta Platforms in the second quarter valued at approximately $30,000. Briaud Financial Planning Inc acquired a new stake in shares of Meta Platforms during the 2nd quarter worth approximately $42,000. Knuff & Co LLC purchased a new position in shares of Meta Platforms during the 2nd quarter valued at approximately $44,000. WFA Asset Management Corp lifted its stake in shares of Meta Platforms by 42.6% in the 2nd 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 Meta Platforms during the second quarter worth $59,000. 79.91% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

META has been the subject of a number of recent analyst reports. Barclays reaffirmed an “overweight” rating and issued a $800.00 price objective (up previously from $770.00) on shares of Meta Platforms in a report on Thursday, January 29th. Truist Financial raised their target price on Meta Platforms from $875.00 to $900.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Evercore upped their price target on Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Arete Research set a $718.00 price objective on Meta Platforms in a report on Thursday, December 4th. Finally, UBS Group restated a “buy” rating and issued a $872.00 price objective (up from $830.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $845.50.

Meta Platforms Stock Performance

NASDAQ:META opened at $670.72 on Wednesday. The company has a market cap of $1.70 trillion, a P/E ratio of 28.54, a P/E/G ratio of 1.16 and a beta of 1.28. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The company’s 50-day moving average price is $657.96 and its 200-day moving average price is $694.43. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27.

Meta Platforms (NASDAQ:META) last released its quarterly earnings data 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 38.61%. The company had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms’s quarterly revenue was up 23.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $8.02 EPS. On average, sell-side analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were given a dividend of $0.525 per share. The ex-dividend date was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is presently 8.94%.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: High-profile bullish commentary: Jim Cramer publicly called META a buy, reinforcing retail and momentum interest in the name and supporting short-term demand. Jim Cramer on Meta Platforms (META): “I just think this one’s a buy”
• Positive Sentiment: Long-term AI investment thesis: A Seeking Alpha piece highlights aggressive AI capex and forecasts 22–31% near-term revenue growth, arguing Meta can sustain growth despite margin pressure — a supportive fundamental narrative for investors focused on multi-year returns. Meta Platforms: Follow The Numbers
• Positive Sentiment: Ad tools & ad revenue durability: A new free Meta Ads Rolling Reach Report for e-commerce advertisers could help optimize campaigns and demonstrate continued advertiser demand for Meta’s platforms. Incremental ad product adoption supports the advertising revenue outlook. growthzacks Releases Meta Ads Rolling Reach Report Generator for ECommerce Advertisers to Measure Audience Saturation
• Positive Sentiment: Analyst/shopper endorsements: Recent retail and analyst write-ups (e.g., The Motley Fool) continue to feature META as a top growth pick, backing investor interest and buy-side conviction. 1 Top Growth Stock to Buy in February
• Neutral Sentiment: Valuation/peer comparisons: Pieces comparing Broadcom and Meta highlight AI exposure but present them as different risk/reward profiles; useful for allocation decisions but not an immediate catalyst. Broadcom or Meta Platforms? Which Is the Better Buy
• Neutral Sentiment: Market context: Broader AI-led rotation and macro commentary (Zacks, market note) are lifting tech sentiment generally; Meta participates in that theme but is also idiosyncratically exposed to legal/regulatory news. Bulls Take Control Amid New AI Spending & Expanding Breadth
• Negative Sentiment: Alarming internal findings made public: Unsealed documents report a Meta researcher warned of up to 500,000 daily child exploitation cases on Facebook/Instagram — a reputational and litigation risk that can amplify regulatory scrutiny and attract settlement/penalty concerns. Meta researcher warned of 500K child exploitation cases daily on Facebook and Instagram platforms
• Negative Sentiment: Regulatory pressure in EU over WhatsApp AI policy: The European Commission has charged Meta with breaching antitrust rules and threatened interim measures to force WhatsApp access for rival AI assistants — potential changes could limit product control and create compliance costs. EU threatens Meta with interim measure for blocking AI rivals from WhatsApp
• Negative Sentiment: Legal setbacks and trials: Landmark US trials accuse Meta of designing addictive products; separately, a German court ordered Meta’s Edge Network to pay Deutsche Telekom ~€30M — legal exposure and adverse rulings increase uncertainty and headline risk. Meta subsidiary loses appeal against Deutsche Telekom over network services Meta and YouTube Created ‘Digital Casinos,’ Lawyers Argue in Landmark Trial

Insider Activity 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 stock was sold at an average price of $591.60, for a total value of $429,501.60. Following the completion of the sale, the chief accounting officer directly 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 through this hyperlink. Also, COO Javier Olivan sold 2,610 shares of Meta Platforms stock in a transaction on Saturday, November 15th. The stock was sold at an average price of $609.46, for a total value of $1,590,690.60. Following the transaction, the chief operating officer owned 9,784 shares in the company, valued at approximately $5,962,956.64. This represents a 21.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 38,561 shares of company stock valued at $23,673,584 in the last three months. Company insiders own 13.61% of the company’s stock.

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.