International Private Wealth Advisors LLC Increases Stake in Meta Platforms, Inc. $META

International Private Wealth Advisors LLC boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 87.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,643 shares of the social networking company’s stock after buying an additional 1,230 shares during the quarter. Meta Platforms accounts for 1.2% of International Private Wealth Advisors LLC’s investment portfolio, making the stock its 23rd largest position. International Private Wealth Advisors LLC’s holdings in Meta Platforms were worth $1,941,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Bare Financial Services Inc purchased a new position in Meta Platforms in the second quarter valued at $30,000. Briaud Financial Planning Inc acquired a new stake in Meta Platforms in the 2nd quarter valued at about $42,000. Knuff & Co LLC purchased a new position in shares of Meta Platforms in the 2nd quarter valued at about $44,000. WFA Asset Management Corp boosted 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 buying an additional 20 shares during the period. Finally, Spurstone Advisory Services LLC acquired a new position in shares of Meta Platforms during the second quarter worth about $59,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Analyst Upgrades and Downgrades

META has been the topic of several analyst reports. Bank of America raised their target price on shares of Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Meta Platforms from $880.00 to $920.00 and gave the company a “buy” rating in a report on Thursday, January 29th. BMO Capital Markets boosted their target price on shares of Meta Platforms from $710.00 to $730.00 and gave the stock a “market perform” rating in a research note on Thursday, January 29th. Argus restated a “buy” rating and issued a $800.00 price target on shares of Meta Platforms in a research note on Monday, February 2nd. Finally, Roth Mkm decreased their price target on Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a report on Monday, January 26th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $844.29.

Insider Transactions at Meta Platforms

In other news, CFO Susan J. Li sold 6,418 shares of Meta Platforms stock in a transaction on Sunday, February 15th. The shares were sold at an average price of $639.77, for a total value of $4,106,043.86. Following the transaction, the chief financial officer directly owned 73,346 shares of the company’s stock, valued at $46,924,570.42. The trade was a 8.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CTO Andrew Bosworth sold 8,089 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 28,827 shares of company stock valued at $18,469,022 over the last ninety days. 13.61% of the stock is owned by insiders.

Key Meta Platforms News

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.

Meta Platforms Stock Performance

Shares of META stock opened at $655.66 on Friday. The stock’s 50-day moving average is $656.67 and its two-hundred day moving average is $690.12. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The firm has a market cap of $1.66 trillion, a price-to-earnings ratio of 27.90, a PEG ratio of 1.10 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last posted its 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 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 business’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the previous year, the business earned $8.02 EPS. Analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be issued a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 16th. Meta Platforms’s dividend payout ratio is presently 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.