Florida Financial Advisors LLC Increases Stock Position in Meta Platforms, Inc. $META

Florida Financial Advisors LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 60.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,159 shares of the social networking company’s stock after purchasing an additional 3,080 shares during the quarter. Meta Platforms accounts for about 1.9% of Florida Financial Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. Florida Financial Advisors LLC’s holdings in Meta Platforms were worth $5,995,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of META. Bare Financial Services Inc purchased a new stake in Meta Platforms during the second quarter valued at $30,000. Briaud Financial Planning Inc bought a new stake in shares of Meta Platforms during the 2nd quarter valued at about $42,000. Knuff & Co LLC purchased a new position in shares of Meta Platforms in the second quarter worth approximately $44,000. WFA Asset Management Corp boosted its holdings 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 worth $49,000 after buying an additional 20 shares during the last quarter. Finally, Spurstone Advisory Services LLC bought a new stake in Meta Platforms during the second quarter valued at approximately $59,000. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms Trading Up 1.7%

Shares of Meta Platforms stock opened at $655.66 on Friday. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The business has a 50-day moving average price of $656.67 and a 200-day moving average price of $689.61. The firm has a market cap of $1.66 trillion, a price-to-earnings ratio of 27.90, a PEG ratio of 1.12 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share 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 analysts’ expectations 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 for the quarter was up 23.8% compared to the same quarter last year. During the same quarter last year, the business posted $8.02 EPS. Equities research analysts anticipate that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Monday, March 16th will be paid a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio is presently 8.94%.

Meta Platforms News Roundup

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

• Positive Sentiment: Secured multiyear GPU/CPU and codesign deal with NVIDIA that locks supply and a roadmap (Rubin/Vera, confidential computing) — this makes Meta’s AI rollout and large‑scale personalization (e.g., WhatsApp agents) more credible and is a primary driver of investor buying. Read More.
• Positive Sentiment: Latest results and marketing metrics show AI is improving ad efficiency — Q4 revenue and EPS beat and stronger ad metrics support the thesis that AI can monetize engagement and help justify infrastructure spend. Read More.
• Positive Sentiment: Large institutional/activist positioning (including Bill Ackman / Pershing Square and other funds adding stakes) is providing conviction behind the rally and reduces short‑term supply risk. Read More.
• Neutral Sentiment: Horizon Worlds is being repositioned to mobile and explicitly decoupled from Quest VR — this reduces near‑term execution risk for Reality Labs but also signals less near‑term upside if VR hardware adoption stalls. Read More.
• Neutral Sentiment: Product/ecosystem updates (revived smartwatch plans; third‑party “Made for Meta” integrations like Virtuix) expand the device roadmap but are unlikely to move core ad revenue near term. Read More.
• Negative Sentiment: Very large 2026 CapEx guidance (~$115–$135B) raises real margin and ROIC risk — if AI monetization lags, the spending could compress returns and leave Meta exposed to depreciating infrastructure. Read More.
• Negative Sentiment: Notable insider selling (COO, CFO and at least one director disclosed multi‑trade sales) can add short‑term supply and raises questions about timing of personal liquidity events. Read More.
• Negative Sentiment: Ongoing legal and child‑safety scrutiny (Zuckerberg testimony, PTA distancing, and public reporting on content/encryption tradeoffs) is an overhang that could affect user engagement, regulatory costs or ad targeting over time. Read More.

Analysts Set New Price Targets

META has been the subject of several recent research reports. Rosenblatt Securities boosted their price target 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. Raymond James Financial lowered their price objective 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. Jefferies Financial Group increased their target price on shares of Meta Platforms from $910.00 to $1,000.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Citigroup restated an “outperform” rating on shares of Meta Platforms in a research note on Thursday, January 29th. Finally, Wall Street Zen lowered shares of Meta Platforms from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $844.29.

Insider Buying and Selling at Meta Platforms

In other Meta Platforms news, CFO Susan J. Li sold 6,418 shares of the company’s stock in a transaction that occurred on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total transaction of $4,106,043.86. Following the sale, the chief financial officer directly owned 73,346 shares in the company, valued at $46,924,570.42. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total value of $5,106,100.36. Following the completion of the transaction, the chief technology officer owned 2,841 shares of the company’s stock, valued at approximately $1,793,352.84. This trade represents a 74.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 28,827 shares of company stock valued at $18,469,022 over the last ninety days. Corporate insiders own 13.61% of the company’s stock.

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.