Meta Platforms, Inc. $META Shares Purchased by Triad Wealth Partners LLC

Triad Wealth Partners LLC increased its holdings in Meta Platforms, Inc. (NASDAQ:META) by 33.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,058 shares of the social networking company’s stock after purchasing an additional 1,502 shares during the quarter. Triad Wealth Partners LLC’s holdings in Meta Platforms were worth $4,449,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Bare Financial Services Inc acquired a new position in Meta Platforms during the second quarter worth $30,000. Briaud Financial Planning Inc acquired a new stake in shares of Meta Platforms in the second quarter valued at about $42,000. Knuff & Co LLC purchased a new stake in shares of Meta Platforms during the second quarter worth about $44,000. WFA Asset Management Corp increased its stake in shares of Meta Platforms by 42.6% during the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock worth $49,000 after purchasing an additional 20 shares in the last quarter. Finally, Spurstone Advisory Services LLC acquired a new position in shares of Meta Platforms during the 2nd quarter worth about $59,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Meta Platforms News Summary

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

• Positive Sentiment: Q4 beat + AI narrative shift: Meta reported stronger‑than‑expected Q4 revenue and EPS and management framed ad strength as early proof that AI investments are improving monetization and engagement — a narrative some analysts now call an AI profit cycle. Meta’s Story Just Flipped — Seeking Alpha
• Positive Sentiment: Strong guidance & analyst upgrades: Q1 revenue guidance topped Street expectations and many firms raised price targets or reiterated buys, supporting the recent rally and giving institutional investors cover to support higher valuations. MarketBeat: Meta Soars After‑Hours
• Neutral Sentiment: Business diversification tests: Meta is piloting premium subscriptions for Instagram/Facebook/WhatsApp and expanding AI features — potential long‑term upside but unclear near‑term revenue impact. CNBC: Premium subscription tests
• Neutral Sentiment: Supply deals validate buildout but signal capital intensity: large supplier agreements (e.g., with Corning) back the AI data‑center plan while confirming heavy multi‑year spending. CNBC: Corning deal
• Negative Sentiment: Massive 2026 CapEx: Management guided to $115B–$135B of capex for 2026 — far above prior levels — raising near‑term cash intensity and margin dilution concerns despite management saying operating income should hold. Reuters: CapEx rise
• Negative Sentiment: Reality Labs drag: XR/Reality Labs continues to burn cash (multi‑billion losses), creating an ongoing margin headwind and execution risk for non‑ad businesses. TechCrunch: $19B VR burn
• Negative Sentiment: Regulatory & reputational headlines: A New Mexico trial alleging platforms exposed minors to exploitation and reports about content‑blocking controversies add legal and reputational risk that can pressure multiple‑quarter sentiment. Reuters: New Mexico trial
• Negative Sentiment: Near‑term profit‑taking & headline noise: high short‑term expectations after the rally, occasional pundit criticism (e.g., Jim Cramer) and small insider sales add to volatility and can push the stock down after its run. 247WallSt: Jim Cramer critique

Insider Activity

In other Meta Platforms news, insider Jennifer Newstead sold 519 shares of the firm’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total transaction of $341,860.11. Following the completion of the sale, the insider owned 28,658 shares of the company’s stock, valued at $18,876,738.02. This trade represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $618.28, for a total value of $358,602.40. Following the completion of the transaction, the director directly owned 5,587 shares in the company, valued at approximately $3,454,330.36. This trade represents a 9.40% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 40,113 shares of company stock valued at $24,621,042. 13.61% of the stock is currently owned by company insiders.

Meta Platforms Stock Down 3.0%

Shares of META opened at $716.50 on Friday. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The company has a quick ratio of 1.98, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock has a fifty day simple moving average of $652.06 and a two-hundred day simple moving average of $696.11. The company has a market capitalization of $1.81 trillion, a PE ratio of 30.49, a price-to-earnings-growth ratio of 1.46 and a beta of 1.29.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (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 firm had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. During the same quarter in the prior year, the firm posted $8.02 earnings per share. Meta Platforms’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, equities analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

The company 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 (DPR) is currently 8.94%.

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Morgan Stanley boosted their price objective on Meta Platforms from $750.00 to $825.00 and gave the stock an “overweight” rating in a research note on Thursday. Wedbush lifted their price target on Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a research note on Thursday. BNP Paribas Exane began coverage on Meta Platforms in a research report on Monday, November 24th. They set an “outperform” rating and a $800.00 price target for the company. Piper Sandler increased their price objective on Meta Platforms from $840.00 to $880.00 and gave the company an “overweight” rating in a research note on Thursday. Finally, Redburn Partners set a $900.00 target price on shares of Meta Platforms in a research note on Monday. Five research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $847.98.

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.