Tred Avon Family Wealth LLC acquired a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 3,699 shares of the social networking company’s stock, valued at approximately $2,717,000. Meta Platforms comprises approximately 0.9% of Tred Avon Family Wealth LLC’s investment portfolio, making the stock its 23rd largest position.
A number of other large investors have also recently made changes to their positions in the company. Goldstone Financial Group LLC grew its holdings in shares of Meta Platforms by 44.4% in the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after purchasing an additional 1,153 shares during the last quarter. Spirepoint Private Client LLC boosted its stake in shares of Meta Platforms by 2.7% during the second quarter. Spirepoint Private Client LLC now owns 4,080 shares of the social networking company’s stock valued at $3,011,000 after purchasing an additional 109 shares in the last quarter. Diversify Advisory Services LLC increased its holdings in shares of Meta Platforms by 10.4% in the 2nd quarter. Diversify Advisory Services LLC now owns 55,431 shares of the social networking company’s stock valued at $43,790,000 after acquiring an additional 5,224 shares during the period. CW Advisors LLC grew its stake in Meta Platforms by 27.8% in the second quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock valued at $130,467,000 after purchasing an additional 38,432 shares during the last quarter. Finally, Sequoia Financial Advisors LLC raised its stake in shares of Meta Platforms by 11.0% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company’s stock worth $155,387,000 after acquiring an additional 20,912 shares in the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Meta Platforms
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Meta will test paid premium subscriptions across Instagram, Facebook and WhatsApp that unlock advanced AI and exclusive features — a potential new recurring-revenue stream and direct monetization of AI capabilities. Meta to test premium subscriptions
- Positive Sentiment: Rothschild & Co (Redburn) upgraded META to a “buy” and raised its price target to $900, a bullish analyst endorsement that supports upside sentiment. Analyst upgrade
- Positive Sentiment: Analysts and commentators continue to highlight Meta’s large cash generation and shareholder returns (centuries of buybacks/dividends-equivalent commentary), underscoring capital return potential as a support for the stock. Shareholder returns article
- Neutral Sentiment: Multiple firms trimmed price targets (Roth MKM, Raymond James, KeyCorp, Stifel) while many left buy/strong‑buy ratings intact — trimming near‑term upside expectations but not ending bullish views. Price target moves
- Neutral Sentiment: Q4 earnings and, importantly, 2026 expense/capex guidance are focal points this week — investors are positioning for details on AI infrastructure and Reality Labs spending that will drive near‑term volatility. Expense guidance focus
- Negative Sentiment: Meta temporarily blocked teens from interacting with some AI characters — a user‑experience/regulatory response that could limit engagement or product rollouts while safety policies are refined. Meta blocks teens from AI characters
- Negative Sentiment: Meta faces a high-profile trial this week over youth addiction claims alongside TikTok and YouTube, increasing legal and reputational risk that investors factor into valuation. Youth addiction trial
- Negative Sentiment: Countries are advancing restrictions on children’s social‑media use (e.g., Egypt exploring new limits), adding regulatory headwinds and potential regional usage impacts. Egypt social media restrictions
- Negative Sentiment: Ongoing investor concern over hefty AI infra and Reality Labs capex — even as management trims headcount — keeps valuation sensitive to guidance and near‑term margin pressure. Capex fears / pre-earnings
Meta Platforms Stock Performance
Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings data on Wednesday, October 29th. The social networking company reported $7.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.74 by $0.51. The firm had revenue of $51.24 billion during the quarter, compared to analysts’ expectations of $49.34 billion. Meta Platforms had a net margin of 30.89% and a return on equity of 39.35%. Meta Platforms’s revenue was up 26.2% compared to the same quarter last year. During the same period last year, the business earned $6.03 earnings per share. On average, research analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.
Meta Platforms Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were issued 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 dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is currently 9.28%.
Insider Activity at Meta Platforms
In other news, CFO Susan J. Li sold 6,875 shares of the business’s stock in a transaction that occurred on Saturday, November 15th. The shares were sold at an average price of $609.46, for a total value of $4,190,037.50. Following the sale, the chief financial officer directly owned 88,370 shares of the company’s stock, valued at approximately $53,857,980.20. The trade was a 7.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Aaron Anderson sold 726 shares of Meta Platforms stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $591.60, for a total transaction of $429,501.60. Following the completion of the sale, the chief accounting officer 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 39,596 shares of company stock valued at $24,277,237 over the last quarter. 13.61% of the stock is owned by insiders.
Wall Street Analyst Weigh In
META has been the topic of several recent analyst reports. Citigroup reaffirmed a “buy” rating on shares of Meta Platforms in a research report on Thursday, December 4th. JPMorgan Chase & Co. reduced their target price on shares of Meta Platforms from $875.00 to $800.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. Royal Bank Of Canada decreased their price target on Meta Platforms from $840.00 to $810.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Canaccord Genuity Group reiterated a “buy” rating and issued a $900.00 price objective on shares of Meta Platforms in a research report on Thursday, October 30th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Meta Platforms in a research report on Tuesday, October 14th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $822.00.
Check Out Our Latest Report on Meta Platforms
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.
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